The earnings call presented a mixed view with notable organic growth in key metrics and strong cash flow generation. However, challenges such as a reported net loss and ongoing disposals impacted the overall performance. Despite these challenges, the company demonstrated progress in strategic initiatives and maintained high renewal rates, particularly in the A&G segment.

Company Guidance -

Q3 2025

During the Clarivate Second Quarter 2025 Earnings Conference Call, the company provided guidance that highlighted several key metrics demonstrating their progress and future outlook. Organic Annual Contract Value (ACV) grew by 1.3% compared to the prior year period, with an improvement of 40 basis points since the end of the previous year. Total organic revenue increased by 50 basis points, and recurring organic revenue almost reached 1% growth. The adjusted EBITDA margin for the first half of 2025 increased by 50 basis points to 41%, driven by internal cost efficiencies. Free cash flow was strong, with $50 million generated in the second quarter and $161 million for the first half of the year. All segments showed improvement, with the Academic & Government (A&G) business achieving 2% organic ACV and subscription revenue growth, and the Intellectual Property (IP) segment returning to organic growth in patent annuities. The Life Sciences & Healthcare segment also saw a return to organic ACV growth. Clarivate reaffirmed its full-year 2025 outlook, with expectations for further progress through their Value Creation Plan, emphasizing AI-led product innovation and operational efficiency enhancements.

Organic Growth in Key Metrics

Organic ACV grew 1.3% compared to the prior year period, and total organic revenue grew 50 basis points. Recurring organic revenue grew almost 1%.

Adjusted EBITDA Margin Increase

Adjusted EBITDA margin for the first half of the year increased 50 basis points to 41%, driven by internal cost efficiencies.

Strong Free Cash Flow Generation

Free cash flow was strong at $50 million in the second quarter and $161 million for the first six months of the year.

High Renewal Rates in A&G Segment

Achieved a 96% renewal rate in the A&G segment, with 75% of global A&G subscriptions for the full year successfully renewed.

Return to Growth in Patent Renewals

Patent renewal business returned to growth with organic recurring revenue rising by about 1.5% in the first 6 months of 2025.

Clarivate (CLVT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CLVT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.16 / -	0.19	―	―	―
Jul 30, 2025	2025 (Q2)	0.17 / 0.18	0.2	-10.00% (-0.02)
Apr 29, 2025	2025 (Q1)	0.12 / 0.14	0.14	0.00% (0.00)
Feb 19, 2025	2024 (Q4)	0.20 / 0.21	0.23	-8.70% (-0.02)
Nov 06, 2024	2024 (Q3)	0.19 / 0.19	0.21	-9.52% (-0.02)
Aug 06, 2024	2024 (Q2)	0.18 / 0.20	0.21	-4.76% (>-0.01)
May 08, 2024	2024 (Q1)	0.14 / 0.14	0.18	-22.22% (-0.04)
Feb 27, 2024	2023 (Q4)	0.21 / 0.23	0.22	4.55% (+0.01)
Nov 07, 2023	2023 (Q3)	0.18 / 0.21	0.2	5.00% (<+0.01)
Aug 03, 2023	2023 (Q2)	0.19 / 0.21	0.22	-4.55% (-0.01)

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

CLVT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$4.23	$4.05	-4.26%
Apr 29, 2025	$3.59	$4.21	+17.27%
Feb 19, 2025	$4.83	$4.76	-1.45%
Nov 06, 2024	$6.59	$4.80	-27.16%

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 Clarivate (CLVT) report earnings?

Clarivate (CLVT) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Clarivate (CLVT) earnings time?

Clarivate (CLVT) earnings time is at Nov 11, 2025, Before Open (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 CLVT EPS forecast?

CLVT EPS forecast for the fiscal quarter 2025 (Q3) is 0.16.

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