Ccc Intelligent Solutions Holdings Inc (CCC)
NASDAQ:CCC
Want to see CCC full AI Analyst Report?
Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed strong operational momentum driven by broad AI adoption, solid revenue growth (+12% to $281M), significant adjusted EBITDA expansion (+20% to $120M) and upgraded full-year guidance. AI and emerging solutions are sizable growth drivers (AI ≈10% of revenue, emerging ≈11% and +50% YoY) and large customer renewals/expansions validate the platform. Near-term caveats include one-time/timing impacts to Q1 results, an expected ~1-point H2 headwind from a customer transition, modest cash on hand versus significant debt (net leverage 2.7x), and an upcoming CFO transition. On balance, the positives—particularly durable revenue/EBITDA beats, accelerating AI monetization and strong capital returns—materially outweigh the manageable near-term risks.Company Guidance
Revenue Growth Above Guidance
Total revenue grew 12% year-over-year to $281.0M in Q1, coming in above the high end of company guidance.
Strong Profitability and Margin Expansion
Adjusted EBITDA was $120M, up 20% year-over-year, with adjusted EBITDA margin expanding ~300 basis points year-over-year to 43% (Q1).
High Adjusted Gross Profit and Operating Leverage
Adjusted gross profit was $216M with an adjusted gross profit margin of 77% (up sequentially from 76% and flat year-over-year), reflecting scalable economics and progress toward an ~80% long-term target.
AI & Emerging Solutions Momentum
AI-based solutions drove ~1/3 of overall year-over-year growth in Q1, growing roughly 3.5x the company growth rate. AI solutions are ~10% of revenue (≈$120M run-rate). Emerging solutions represented ~11% of revenue and grew ~50% year-over-year, contributing ~4 percentage points to Q1 growth.
Customer Wins and Adoption
Large customer expansions and renewals: a top-5 U.S. auto insurer renewed/expanded to include the full AI layer, Liberty Mutual began deploying significant casualty business, and Allstate signed a multiyear agreement for third-party casualty. Over 6,500 repair facilities use the AI estimating capability.
Strong Retention and Upsell Metrics
Software net dollar retention (NDR) was 107% (up vs. 2025 full-year 106%). Software gross dollar retention (GDR) remained high and consistent at 98% (historically 98–99%).
Healthy Cash Generation and Capital Return
Q1 free cash flow was $42M; trailing 12-month free cash flow was $252M (up 7% YoY) with a TTM free cash flow margin of 23%. The company completed an ASR (~43M shares) and repurchased an additional $100M in Q1; >$1B returned to shareholders over the last 2.5 years with $100M remaining under the $500M authorization.
Raised Full-Year Guidance and Margin Targets
Full-year 2026 revenue guidance set at $1.155B–$1.163B (~10% YoY growth at midpoint). Full-year adjusted EBITDA guidance $484M–$490M (implies ~42% margin at midpoint). Q2 revenue guide $283M–$285M (~9% YoY at midpoint); Q2 adjusted EBITDA guide $111M–$113M (~39% margin at midpoint).
Capital Structure and Stock-Based Compensation Path
Company ended Q1 with $37M cash, $1.3B debt and net leverage of 2.7x adjusted EBITDA. Stock-based compensation was 11% of revenue in Q1 with full-year 2026 expected ~13% and a path to single digits in 2027.
CCC Intelligent Solutions Holdings (CCC) Earnings, Revenues Date & History
CCC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $4.82 | $5.24 | +8.71% |
Feb 24, 2026 | $5.06 | $6.34 | +25.30% |
Oct 30, 2025 | $9.01 | $8.75 | -2.89% |
Jul 31, 2025 | $9.67 | $9.73 | +0.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ccc Intelligent Solutions Holdings Inc (CCC) report earnings?
Ccc Intelligent Solutions Holdings Inc (CCC) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Ccc Intelligent Solutions Holdings Inc (CCC) earnings time?
Ccc Intelligent Solutions Holdings Inc (CCC) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CCC EPS forecast?
CCC EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.