The earnings call highlighted strong organic growth, improved margins, and successful execution of the Value Creation Plan, particularly in AI-led innovations and high renewal rates. However, challenges such as a second quarter net loss and impacts from disposals, as well as constraints in university funding, were noted. Despite these challenges, the positive developments in growth and strategic execution suggest a favorable outlook.

Company Guidance

During the Clarivate Second Quarter 2025 Earnings Conference Call, the company reported key metrics indicating solid financial performance and growth. Organic Annual Contract Value (ACV) grew by 1.3% year-over-year, with recurring organic revenue up nearly 1%. The adjusted EBITDA margin for the first half increased by 50 basis points to 41%, driven by internal cost efficiencies. The company generated $50 million in free cash flow in the second quarter and $161 million in the first half of 2025. Notably, the A&G segment achieved a 96% renewal rate, and 75% of global A&G subscriptions were renewed by the end of July. The IP segment saw a 1.5% rise in recurring revenue, bolstered by an uptick in AI-related patent filings. The Life Sciences & Healthcare segment returned to organic ACV growth, with strategic partnerships and product innovations contributing to improved performance. The company reaffirmed its full-year 2025 outlook, anticipating continued strong financial performance.

Strong Organic Growth

Organic ACV grew 1.3% compared to the prior year period. Total organic revenue in the second quarter grew 50 basis points, and recurring organic revenue grew almost 1%.

Improved Adjusted EBITDA Margin

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

Successful Value Creation Plan

The Value Creation Plan made measurable progress across all key initiatives and KPIs, including AI-led product innovation and improved sales execution.

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 by July.

Return to Growth in IP Segment

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

Innovative Product Launches

Delivered 10 cutting-edge product and AI-powered capabilities, with more than 4,800 institutions adopting AI tools for research support and operational efficiency.

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

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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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