The call highlighted significant membership growth, innovations, and strategic partnerships, with positive financial performance in terms of revenue and free cash flow. However, there are concerns about retention impacts from pricing changes and potential risks from macroeconomic factors and Real ID implementation.

Company Guidance -

Q3 2025

During the fiscal first quarter of 2025, CLEAR provided robust guidance, reflecting strong growth and strategic initiatives. The company reported 31.2 million total members, marking a 42.3% year-over-year increase. Total bookings reached $207 million, with a 14.8% growth rate, and free cash flow stood at $91 million, up by 17.6%. Active CLEAR+ members grew by 9.1% to 7.4 million, while gross dollar retention was 87.1%, down slightly due to prior pricing increases. CLEAR reaffirmed its full-year 2025 free cash flow guidance of at least $310 million and projected Q2 revenue of $214 million to $216 million, with bookings anticipated to grow between 10.4% to 15.1% at the midpoint. The company highlighted its strategic focus on enhancing member experience, expanding its network, and leveraging new technologies like ePassport and eGates to drive future growth.

Strong Membership Growth

CLEAR ended the quarter with 31.2 million total members, up 42.3% year-over-year, indicating strong traction for CLEAR1.

Revenue and Free Cash Flow Growth

Total bookings were $207 million and free cash flow was $91 million, representing 14.8% and 17.6% growth respectively year-over-year.

Expansion of TSA PreCheck Enrollment

165 locations are now live, expanding the reach and availability of TSA PreCheck enrollment and enhancing member acquisitions.

New Product Innovations

Introduction of EnVe Pods and ePassport, which enhance member experience through automation and faster verification.

Partnership with DocuSign

A significant partnership with DocuSign will integrate CLEAR's identity verification for secure digital agreements.

Operating Income and EBITDA Margins

Generated $37 million of operating income with a 17.7% margin and $52 million of adjusted EBITDA with a 24.7% margin.

Clear Secure (YOU) 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

Daily Earnings Calendar >

YOU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	- / -	0.3	―	―	―
Aug 05, 2025	2025 (Q2)	0.29 / 0.26	0.34	-23.53% (-0.08)	―	―
May 08, 2025	2025 (Q1)	0.31 / 0.34	0.28	22.14% (+0.06)	―
Feb 26, 2025	2024 (Q4)	0.29 / 0.90	0.17	429.41% (+0.73)	―
Nov 07, 2024	2024 (Q3)	0.33 / 0.30	0.21	42.86% (+0.09)	―
Aug 06, 2024	2024 (Q2)	0.26 / 0.34	0.15	126.67% (+0.19)	―
May 08, 2024	2024 (Q1)	0.17 / 0.28	0.06	366.67% (+0.22)	―
Feb 28, 2024	2023 (Q4)	0.16 / 0.17	0.14	21.43% (+0.03)	―
Nov 08, 2023	2023 (Q3)	0.12 / 0.21	0.05	320.00% (+0.16)	―
Aug 02, 2023	2023 (Q2)	0.07 / 0.15	0	―	―

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

YOU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$26.15	$24.16	-7.61%
Feb 26, 2025	$23.29	$21.78	-6.48%
Nov 07, 2024	$37.50	$27.83	-25.79%
Aug 06, 2024	$18.93	$23.51	+24.19%

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 Clear Secure (YOU) report earnings?

Clear Secure (YOU) is schdueled to report earning on Nov 17, 2025, Before Open (Confirmed).

What is Clear Secure (YOU) earnings time?

Clear Secure (YOU) earnings time is at Nov 17, 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 YOU EPS forecast?

Currently, no data Available

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