Clarivate Plc (CLVT) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Clarivate Plc ( CLVT ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 1:20 PM EST Company Participants Matti Shem Tov - CEO & Director Jonathan Collins - Executive VP & CFO Conference Call Participants Ashish Sabadra - RBC Capital Markets, Research Division Presentation Ashish Sabadra RBC Capital Markets, Research Division Sabadra, and I cover information services companies here at RBC. Matti -- we are excited to host Matti, CEO; and Jonathan CFO of Clarivate.
Clarivate: Downgrade To Hold As The Recovery Momentum Is Not Showing Up
Clarivate is downgraded from buy to hold as organic growth trends have turned negative and recovery is lagging expectations. Q3 2025 results showed flat revenue, but underlying business weakness persists, especially in IP and Life Sciences & Healthcare segments. While ACV growth, subscription mix, and AI product traction are positives, they are not enough to offset weak core segment performance.
Clarivate Plc (CLVT) Q3 2025 Earnings Call Transcript
Clarivate Plc ( CLVT ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Mark Donohue - Head of Investor Relations Matti Shem Tov - CEO & Director Jonathan Collins - Executive VP & CFO Conference Call Participants Gregory Parrish - Morgan Stanley, Research Division Scott Wurtzel - Wolfe Research, LLC Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division William Qi - RBC Capital Markets, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Manav Patnaik - Barclays Bank PLC, Research Division Colton Feldmann - Jefferies LLC, Research Division Presentation Operator Thank you for standing by. At this time, I would like to welcome everyone to today's Clarivate Q3 2025 Earnings Conference Call.
Compared to Estimates, Clarivate (CLVT) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Clarivate (CLVT) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Clarivate PLC (CLVT) Surpasses Q3 Earnings and Revenue Estimates
Clarivate PLC (CLVT) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.19 per share a year ago.
Clarivate Plc: Turnaround In Progress, But Is It Worth The Wait?
Clarivate is a turnaround story with a strong recurring revenue base, but faces integration issues, high debt, and negative growth. The new CEO's transformation plan focuses on cost-cutting, portfolio simplification, and debt reduction to unlock value and restore growth. Valuation is cheap at 8.5x EV/EBITDA, reflecting market skepticism; upside exists if Clarivate delivers on margin and growth improvements.
Clarivate: Upside Is Attractive If Execution Holds
Clarivate's organic growth is accelerating, with two consecutive quarters of positive momentum and improving annualized contract value, validating the turnaround thesis. The business is shifting toward higher-quality, recurring revenue streams, de-risking the model and enhancing long-term profitability and cash flow visibility. AI adoption is gaining traction, with over 4,800 institutions using Clarivate's AI tools, strengthening customer stickiness and opening up premium upsell opportunities.
Clarivate Plc (CLVT) Q2 2025 Earnings Call Transcript
Clarivate Plc (NYSE:CLVT ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Jonathan M. Collins - Executive VP & CFO Mark J.
Here's What Key Metrics Tell Us About Clarivate (CLVT) Q2 Earnings
While the top- and bottom-line numbers for Clarivate (CLVT) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Clarivate PLC (CLVT) Q2 Earnings Match Estimates
Clarivate PLC (CLVT) came out with quarterly earnings of $0.18 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.2 per share a year ago.
Clarivate: Organic Growth Has Reached A Potential Inflection Point
I rate Clarivate a buy, as 1Q25 marks a potential turning point with positive organic growth driven by stronger renewals and a healthier recurring revenue mix. CLVT's recurring revenue now makes up 83% of total sales, with organic recurring revenue growing by 0.6% y/y, indicating improved fundamentals. The IP segment shows promise, with 1.3% y/y organic growth, driven by stronger patent renewals and new AI tools like Derwent's AI-powered search feature.
Clarivate Plc (CLVT) Q1 2025 Earnings Call Transcript
Clarivate Plc (NYSE:CLVT ) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Mark Donohue - Vice President, Investor Relations Matti Shem Tov - Chief Executive Officer Jonathan Collins - Chief Financial Officer Conference Call Participants Greg Parrish - Morgan Stanley David Paige - RBC Capital Markets Shlomo Rosenbaum - Stifel George Tong - Goldman Sachs Surinder Thind - Jefferies Operator Thank you for joining ladies and gentlemen. My name is Karen, I'll be your conference operator.
