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Clearwater Analytics Holdings (CWAN)
NYSE:CWAN
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.12Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 0.75%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, strategic acquisitions, and technological advancements. While there were some challenges, such as a slight decline in NRR and Enfusion's slower growth, the outlook remains positive with plans for continued integration and expansion.Company Guidance
In the first quarter of 2025, Clearwater Analytics demonstrated robust financial performance with a revenue of $126.9 million, marking a 23.5% increase year-on-year. The company's annualized recurring revenue (ARR) reached $493.9 million, growing by 22.7% from the previous year. The adjusted EBITDA stood at $45.1 million, accounting for 35.5% of the revenue and showing a 40% increase year-on-year. Gross margin was reported at 78.9%, indicating a significant improvement towards the long-term target of 80%. Additionally, the company achieved a gross revenue retention rate of 98% and a net revenue retention rate of 114%. Clearwater also outlined its strategic acquisitions, including Enfusion, Beacon, and Bistro, which are expected to contribute to a consolidated revenue growth of 59% to 61% for the full year 2025. The acquisition of these companies is projected to enhance Clearwater's offerings, integrating front, middle, and back-office operations, and is expected to drive a 20% growth rate and a 50 basis point improvement in gross margin annually. The company remains confident in its ability to execute its strategic roadmap, emphasizing continued investment in R&D and operational excellence.Strong Revenue Growth
Revenue for Q1 2025 was $126.9 million, marking a 23.5% year-over-year increase.
Significant ARR Increase
Annualized Recurring Revenue (ARR) reached $493.9 million, up 22.7% from the prior year.
EBITDA Expansion
Adjusted EBITDA for Q1 2025 was $45.1 million, a 40% year-over-year increase, with a margin of 35.5%.
Gross Margin Improvement
Gross margin improved to 78.9%, close to the long-term target of 80%.
Successful Strategic Acquisitions
Acquisitions of Enfusion, Beacon, and Bistro are expected to add over 50% in revenue, despite a 15% share dilution.
Global Market Expansion
Secured a pivotal win with a leading German insurance company, opening up significant market opportunities in Europe.
Innovation in Technology
Development of a proprietary reconciliation tool, Helios, and leadership in generative AI applications.
Successful Integration Plans
Finance and legal teams have been integrated under common leadership, aiming for cross-sell strategies and operational synergies.
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CWAN 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
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CWAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $22.74 | $22.91 | +0.75% |
| Feb 19, 2025 | $27.04 | $29.94 | +10.72% |
| Nov 06, 2024 | $28.58 | $32.79 | +14.73% |
| Jul 31, 2024 | $19.55 | $23.52 | +20.31% |
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.
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FAQ
When does Clearwater Analytics Holdings (CWAN) report earnings?
Clearwater Analytics Holdings (CWAN) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Clearwater Analytics Holdings (CWAN) earnings time?
Clearwater Analytics Holdings (CWAN) earnings time is at Jul 30, 2025, TBA Not 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 CWAN EPS forecast?
CWAN EPS forecast for the fiscal quarter 2025 (Q2) is 0.12.
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