Clearwater Analytics reported strong Q1 2025 results, beating revenue and earnings estimates, and has turned operating income positive. CWAN's growth strategy includes major acquisitions to enhance its SaaS platform, targeting vertical integration, and expanding capabilities. The company is well-positioned in the growing investment management software market, with a focus on data interoperability, vendor consolidation, and generative AI technologies.
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Kevin McVeigh - UBS Brian Schwartz - Oppenheimer Michael Infante - Morgan Stanley Rishi Jaluria - RBC Capital Markets Andrew Schmidt - Citi Dylan Becker - William Blair Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics First Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.10 per share a year ago.
Clearwater Analytics hit an all-time high and has formed a base amid fourth-quarter earnings. The stock leads the software-finance group.
CWAN's 4Q24 performance shows strong revenue growth momentum, with a 27.7% y/y increase and ARR up 25.3% y/y, signaling robust demand. The pending $1.5 billion acquisition of Enfusion significantly broadens CWAN's TAM, enabling front-to-back investment management solutions and international expansion. CWAN's gross margin expanded to 78.8% in 4Q24, with management guiding for >80% margins, driven by AI-driven automation and operational efficiencies.
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Corporate Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets Brian Schwartz - Oppenheimer Kevin McVeigh - UBS Michael Infante - Morgan Stanley Alexei Gogolev - JPMorgan Michael Turrin - Wells Fargo Andrew Schmidt - Citigroup Gabriela Borges - Goldman Sachs Faith Brunner - William Blair Arvind Ramnani - Piper Sandler Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics Fourth Quarter and Full Year 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.10 per share a year ago.
Besides Wall Street's top -and-bottom-line estimates for Clearwater Analytics (CWAN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
Clearwater Analytics + Enfusion +0.76 (+7.61%)
Clearwater Analytics (CWAN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
SRDX and CWAN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on January 3, 2024.