Earnings summaries and quarterly performance for Clearwater Analytics Holdings.
Executive leadership at Clearwater Analytics Holdings.
Board of directors at Clearwater Analytics Holdings.
Research analysts who have asked questions during Clearwater Analytics Holdings earnings calls.
Michael Infante
Morgan Stanley
4 questions for CWAN
Also covers: ADP, BR, ENFN +7 more
AG
Alexei Gogolev
JPMorgan Chase & Co.
3 questions for CWAN
Also covers: ALKT, BABA, BSY +14 more
AS
Andrew Schmidt
Citigroup Inc.
3 questions for CWAN
Also covers: ALKT, BILL, EEFT +15 more
Brian Schwartz
Oppenheimer & Co.
3 questions for CWAN
Also covers: AGYS, BRZE, CXM +10 more
Dylan Becker
William Blair
3 questions for CWAN
Also covers: AIOT, AZPN, BLND +16 more
MT
Michael Turrin
Wells Fargo
3 questions for CWAN
Also covers: ADBE, ADSK, CFLT +29 more
Rishi Jaluria
RBC Capital Markets
3 questions for CWAN
Also covers: AKAM, BOX, COUR +19 more
YS
Yun Suk Kim
Loop Capital Markets LLC
3 questions for CWAN
Also covers: BRZE, QLYS, TTAN
GB
Gabriela Borges
Goldman Sachs
2 questions for CWAN
Also covers: AVPT, BIGC, BRZE +20 more
KM
Kevin McVeigh
Credit Suisse Group AG
2 questions for CWAN
Also covers: ACN, ADP, ALIT +15 more
Arvind Ramnani
Piper Sandler
1 question for CWAN
Also covers: DUOL, GLOB, INTA +5 more
CL
Camden Levy
Oppenheimer & Co. Inc.
1 question for CWAN
Also covers: INTA
DU
David Unger
Wells Fargo & Company
1 question for CWAN
Also covers: BLND, GWRE, IOT
ES
Eleanor Smith
JPMorgan Chase & Co.
1 question for CWAN
Also covers: GDDY, IOT, LZ +1 more
Faith Brunner
William Blair
1 question for CWAN
Also covers: DSGX, ENFN, ROP +3 more
Maura Hager
Goldman Sachs
1 question for CWAN
Also covers: CCCS
PM
Patrick Moley
Piper Sandler & Co.
1 question for CWAN
Also covers: BGC, CBOE, CME +17 more
PH
Pete Heckmann
D.A. Davidson & Co.
1 question for CWAN
Also covers: ACIW
PH
Peter Heckmann
D.A. Davidson
1 question for CWAN
Also covers: ACIW, ALIT, BR +11 more
YK
Yun Kim
Loop Capital Markets
1 question for CWAN
Also covers: BRZE, IAS, MTTR +3 more
Recent press releases and 8-K filings for CWAN.
Clearwater Analytics Announces $8.4 Billion Acquisition
CWAN
M&A
Takeover Bid
Delisting/Listing Issues
- Clearwater Analytics (CWAN) has entered into a definitive agreement to be acquired by an Investor Group led by Permira and Warburg Pincus, with participation from Temasek and support from Francisco Partners.
- The transaction is valued at approximately $8.4 billion, with CWAN stockholders set to receive $24.55 per share in cash. This per-share price represents a premium of approximately 47 percent over CWAN’s undisturbed share price as of November 10, 2025.
- The acquisition is expected to close in the first half of 2026, subject to stockholder and regulatory approvals. Upon completion, CWAN will become a privately held company and its common stock will no longer be publicly listed on the New York Stock Exchange.
- A "go-shop" period is in effect until January 23, 2026, during which CWAN can actively solicit and evaluate alternative acquisition proposals.
21 hours ago
Clearwater Analytics to be Acquired for $8.4 Billion
CWAN
M&A
Takeover Bid
- Clearwater Analytics (NYSE: CWAN) has entered into a definitive agreement to be acquired.
- The transaction is valued at approximately $8.4 billion.
- The acquisition is by a Permira and Warburg Pincus-led Investor Group, with participation from Temasek, and key support from Francisco Partners.
1 day ago
Clearwater Analytics to be Acquired
CWAN
M&A
Takeover Bid
Delisting/Listing Issues
- Clearwater Analytics (CWAN) has entered into a definitive agreement to be acquired for approximately $8.4 billion by a Permira and Warburg Pincus-led Investor Group, with support from Francisco Partners and participation from Temasek.
- CWAN stockholders will receive $24.55 per share in cash, representing a premium of approximately 47 percent over the undisturbed share price as of November 10, 2025.
- The transaction was unanimously recommended by a Special Committee and approved by the CWAN Board of Directors.
- The acquisition is expected to close in the first half of 2026, subject to customary closing conditions, including stockholder and regulatory approvals.
- A "go-shop" period is in effect until January 23, 2026, during which CWAN can solicit alternative acquisition proposals.
1 day ago
Clearwater Analytics to be Acquired for $8.4 Billion
CWAN
M&A
Takeover Bid
- Clearwater Analytics (NYSE: CWAN) has entered into a definitive agreement to be acquired.
- The transaction is valued at approximately $8.4 billion.
- The acquisition is being made by a Permira and Warburg Pincus-led Investor Group, with participation from Temasek and key support from Francisco Partners.
1 day ago
Clearwater Analytics Agrees to $8.4 Billion Buyout
CWAN
M&A
Takeover Bid
New Projects/Investments
- Clearwater Analytics has agreed to a take-private acquisition by private-equity firms Permira and Warburg Pincus, with participation from Francisco Partners and Temasek.
- The transaction is valued at approximately $8.4 billion including debt, with shareholders receiving $24.55 per share in cash, representing about a 47% premium to the stock's November 10 price.
- The company's independent special committee unanimously recommended the deal, which will return Clearwater to private ownership to allow it to invest boldly in building a next-generation front-to-back platform.
- Recent financial results show strong performance, with third-quarter revenue rising approximately 77% to $205 million and adjusted EBITDA increasing about 84% to $71 million.
2 days ago
Clearwater Analytics Releases 2026 Economic Outlook and New Duration Activity Index
CWAN
New Projects/Investments
- Clearwater Analytics (CWAN) released its 2026 Economic Outlook, "The Economy That Still Wants to Hang On," introducing the CWAN Duration Activity Index (CDAI), which indicates that institutions managing over $2 trillion in combined assets are currently in "neutral" regarding duration exposure.
- The outlook challenges prevailing recession narratives, identifying consumer spending backed by real wage growth and elevated corporate profits as key engines supporting continued U.S. economic growth through 2026.
- Key findings suggest that Federal Reserve policy is unlikely to become accommodative despite rate cuts due to underlying price pressures, and corporate treasurers have already reduced cash allocations and extended duration.
- CWAN's data, which tracks insurers' holdings, shows an inexorable shift from public to private credit since 2018 and a surge in AI investment, with institutions making net purchases of major AI stocks in the second half of 2025.
Dec 9, 2025, 2:00 PM
Clearwater Analytics Report Details Insurers' Shift to Alternative Investments and Resulting Technology Gap
CWAN
New Projects/Investments
- A Clearwater Analytics study reveals that alternative investments now comprise nearly one-third of the US insurance industry's assets, totaling approximately $2.7 trillion, indicating a permanent structural shift in portfolio strategy.
- The report highlights Private Credit, including privately placed bonds and mortgage loans, as the dominant and fastest-growing alternative asset class.
- This significant shift has created an IT infrastructure crisis, with legacy systems causing alternative asset processing times to be three to five times longer.
- Some leading insurers are allocating between 35% and 70-80% of their capital to private and alternative assets.
Nov 12, 2025, 5:16 PM
Clearwater Analytics Report Details $2.7 Trillion Shift to Alternative Investments in Insurance Sector
CWAN
New Projects/Investments
- Clearwater Analytics (CWAN) published a report indicating a fundamental transformation in the insurance sector, with alternative investments shifting from a marginal strategy to a cornerstone of portfolios.
- This shift represents approximately $2.7 trillion in the U.S. insurance sector, where alternative investments now constitute nearly one-third of assets.
- The report highlights that some insurers are allocating 40-50% of their portfolios to 'alternatives'.
- Similar structural shifts are occurring in the UK and continental Europe, as insurers seek diversification, yield, and alignment with Solvency II and changing capital rules.
Nov 12, 2025, 9:00 AM
Clearwater Analytics Reports Insurance Sector's Shift to Alternative Investments
CWAN
New Projects/Investments
- Clearwater Analytics (CWAN) has published a study indicating a significant shift in the insurance sector towards alternative investments, which is creating a technology gap.
- Alternative investments now represent approximately $2.7 trillion, or nearly one-third, of the US insurance sector's assets.
- An analysis of 400 insurers by CWAN shows that some insurers are allocating between 40% and 50% of their portfolios to alternatives.
- This structural change is also occurring in the UK and continental Europe, as insurers seek diversification, yield, and risk adaptation.
Nov 12, 2025, 9:00 AM
Clearwater Analytics Report on Insurance Sector's Shift to Alternative Investments
CWAN
- A report by Clearwater Analytics indicates that alternative investments now comprise nearly one-third of the U.S. insurance sector's assets, amounting to approximately $2.7 trillion, as insurers move away from traditional portfolio strategies.
- This structural shift is also occurring in the UK and continental Europe, driven by insurers seeking diversification, returns, and liability alignment with Solvency II and evolving capital regulations.
- The analysis of 400 insurers reveals that some are now allocating 40-50% of their portfolios to alternative investments.
- This significant transition to alternative investments by the insurance sector is creating a technological gap.
Nov 12, 2025, 9:00 AM
Quarterly earnings call transcripts for Clearwater Analytics Holdings.
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