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CCC Intelligent Solutions Holdings (CCC)
NASDAQ:CCC
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record annual revenue (> $1B), double-digit revenue growth in Q4, robust adjusted EBITDA margins (43% Q4, 41% FY), growing free cash flow ($255M TTM), high retention (GDR 99%, NDR 106) and pronounced AI-led product momentum (AI ≈ $100M revenue, emerging solutions +70% YoY). Management acknowledged near-term integration and implementation costs from EvolutionIQ, some claim-volume volatility, and short-term gross profit pressure from new product launches, but provided confident 2026 guidance (~9% revenue growth, 42% adjusted EBITDA margin) and enacted disciplined capital returns (buybacks) while maintaining leverage under 3x. Overall, positives — including scalable subscription mix (85%), AI traction, customer renewals/expansions, and strong cash generation — outweigh the identified challenges.Company Guidance
Record Annual Revenue and Growth
Fiscal 2025 revenue of $1.057 billion, up 12% year-over-year, marking the first time CCC crossed the $1 billion revenue threshold.
Strong Quarterly Revenue Beat
Q4 2025 revenue of $278 million, up 13% year-over-year and above the high end of guidance ($272M–$277M).
Robust Profitability and Margin Expansion
Q4 adjusted EBITDA of $119 million (43% margin) above guidance; full-year adjusted EBITDA $436 million, up 10% year-over-year with a 41% adjusted EBITDA margin.
Healthy Free Cash Flow and Cash Returns
Trailing-12-month free cash flow of $255 million (up 10% YoY) and a FCF margin of 24%. Returned over $1.1 billion to shareholders via repurchases over the last 2.5 years; completed a $300M buyback, authorized an additional $500M, and initiated a $300M ASR.
High Subscription Mix and Revenue Predictability
Subscription revenue increased to ~85% of total revenue, reducing sensitivity to claim volume fluctuations and improving recurring revenue visibility.
Strong Customer Retention and Expansion
Gross dollar retention of 99% and net dollar retention of 106% in Q4 (up from 105% in Q3); cross-sell and upsell drove ~5.5 points of the 8% organic growth in Q4.
AI Momentum and Emerging Solutions Growth
Approximately $100 million of annual revenue (~10% of total) from AI products; emerging solutions represented ~5% of Q4 revenue and grew over 70% year-over-year. AI is the fastest-growing part of the portfolio.
Strategic M&A and Market Expansion
Completed acquisition of EvolutionIQ (AI claims guidance leader), adding meaningful casualty and workers' compensation capabilities; EvolutionIQ now has wins including 9 of the top 15 disability carriers and early traction in workers' comp.
Large-Scale Network and Data Advantage
Scale and data advantage: ~900,000 registered users processing >$200 billion commerce/year; platform connects 35,000 companies including 27 of the top 30 insurers, 30,000+ repair facilities, 6,000 parts suppliers and 14 of the top 15 OEMs; proprietary dataset representing $2 trillion of real-world outcomes.
2026 Financial Guidance
FY2026 revenue guidance $1.147B–$1.157B (~9% YoY at midpoint) and adjusted EBITDA guidance $477M–$485M implying ~42% adjusted EBITDA margin at midpoint; Q1 2026 revenue guide ~8.5%–9.5% YoY growth.
Capital Structure and Leverage Discipline
Ended quarter with $111 million cash, $1.3 billion debt and net leverage of 2.7x adjusted EBITDA; management comfortable operating with leverage under 3x and prioritizing buybacks alongside selective M&A.
Operational Efficiency and Compensation Improvement
Adjusted operating expense flat year-over-year excluding EvolutionIQ; stock-based compensation decreased to 12% of revenue in Q4 and is expected to decline from 17% of revenue in 2025 to 13% in 2026 with 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 |
|---|---|---|---|
Feb 24, 2026 | $5.06 | ― | ― |
Oct 30, 2025 | $9.01 | $8.75 | -2.89% |
Jul 31, 2025 | $9.67 | $9.73 | +0.62% |
May 06, 2025 | $9.19 | $8.29 | -9.74% |
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 (CCC) report earnings?
CCC Intelligent Solutions Holdings (CCC) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is CCC Intelligent Solutions Holdings (CCC) earnings time?
CCC Intelligent Solutions Holdings (CCC) earnings time is at May 05, 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 (Q1) is 0.1.