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Clearwater Analytics Holdings (CWAN)
NYSE:CWAN
US Market
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Clearwater Analytics Holdings (CWAN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 29, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.15
Last Year’s EPS
0.12
Same Quarter Last Year
Based on 9 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 06, 2025|
% Change Since: 2.11%|
Earnings Call Sentiment|Positive
The earnings call highlighted significant growth in revenue and EBITDA, successful integration of acquisitions, and strong client and employee engagement. Despite a GAAP loss due to acquisition-related costs and variable retention rates for Enfusion, the overall sentiment is positive due to the strong financial performance and future growth prospects.
Company Guidance -
Q3 2025
During the Clearwater Analytics Second Quarter 2025 Financial Results Call, the company provided robust guidance, highlighting significant growth metrics. Total revenue for the quarter reached $181.9 million, representing a year-over-year increase of 70%, with the core business contributing $130.6 million, showing a 22% organic growth. The company's Annualized Recurring Revenue (ARR) surged by 83.4% year-on-year to $783.5 million. The core Net Revenue Retention (NRR) was reported at 114%, while consolidated NRR was 110%, indicating strong client retention and expansion of services. Adjusted EBITDA grew by 74.3% year-on-year to $58.3 million, accounting for 32.1% of revenue, which marked an improvement of 70 basis points compared to the same period in the previous year. The company also achieved a gross margin of 77.4%, surpassing expectations despite integrating the less profitable Enfusion business. Looking ahead, Clearwater Analytics projects third-quarter revenue between $203 million and $204 million, with a full-year revenue forecasted at $726 million to $732 million, reflecting a 61% to 62% growth rate. Adjusted EBITDA for the third quarter is expected to be around $65 million, maintaining a margin of 32%, with a full-year EBITDA target of $232 million to $237 million.
Record Revenue and Growth
Total revenue grew 70% year-on-year to $181.9 million, with core business contributing $130.6 million, representing a solid 22% year-over-year organic growth. ARR was $783.5 million, up 83.4% year-on-year.
Strong Adjusted EBITDA Performance
Adjusted EBITDA was $58.3 million, representing 32.1% of revenue and up 74.3% year-on-year. This was 70 basis points higher than the stand-alone profitability in Q2 of 2024.
Successful Integration of Acquired Companies
The integration of Enfusion and Beacon was completed with $20 million in synergies realized, achieving the full year 1 target within the first few days as an integrated company.
High Gross Margin Achievement
Delivered a gross margin of 77.4% in Q2, with the core accounting and analytics business exceeding 80% gross margin for the quarter.
Bloomberg Partnership
Announced a partnership with Bloomberg to deliver a full front-to-back solution for large asset managers, creating a bidirectional integration between Bloomberg AIM and Clearwater.
Strong Client and Employee Engagement
Engaged over 450 clients and 2,600 employees to share plans and build a shared vision for the integrated business, receiving near unanimous enthusiasm for the vision and direction.

Clearwater Analytics Holdings (CWAN) 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

CWAN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 29, 2025
2025 (Q3)
0.15 / -
0.12
Aug 06, 2025
2025 (Q2)
0.11 / 0.12
0.120.00% (+0.02)
Apr 30, 2025
2025 (Q1)
0.12 / 0.13
0.130.00% (+0.03)
Feb 19, 2025
2024 (Q4)
0.11 / 0.13
0.130.00% (+0.03)
Nov 06, 2024
2024 (Q3)
0.11 / 0.12
0.0933.33% (+0.03)
Jul 31, 2024
2024 (Q2)
0.10 / 0.10
0.0825.00% (+0.02)
May 01, 2024
2024 (Q1)
0.09 / 0.10
0.0742.86% (+0.03)
Feb 28, 2024
2023 (Q4)
0.08 / 0.10
0.0742.86% (+0.03)
Nov 01, 2023
2023 (Q3)
0.08 / 0.09
0.0650.00% (+0.03)
Aug 02, 2023
2023 (Q2)
0.07 / 0.08
0.0560.00% (+0.03)
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

CWAN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$20.42$18.79-7.98%
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%
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 Clearwater Analytics Holdings (CWAN) report earnings?
Clearwater Analytics Holdings (CWAN) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).
    What is Clearwater Analytics Holdings (CWAN) earnings time?
    Clearwater Analytics Holdings (CWAN) earnings time is at Oct 29, 2025, 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 CWAN EPS forecast?
          CWAN EPS forecast for the fiscal quarter 2025 (Q3) is 0.15.
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