Contract WinsCLEAR announced a significant win to power identity for Medicare.Gov, which is likely the most significant contract to date in terms of revenue and visibility for the CLEAR1 platform.
Financial PerformanceClear reported solid 3Q results ahead of expectations and delivered a robust 4Q guide, quelling investor fears about the impact of a government shutdown on travel volumes and member acquisition.
Strategic InitiativesRecent initiatives around B2B and additional verticals for Clear Plus are under-appreciated and provide an opportunity to reaccelerate revenue growth.