Clarivate (CLVT) Q1 2025

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Earnings

Clarivate delivered a stronger-than-expected first quarter, posting adjusted diluted EPS of $0.14 against a consensus estimate of $0.12, a beat of 20.69%, while revenue of $593.70 million cleared Wall Street's $570.36 million estimate by 4.09%, even … Read more Clarivate delivered a stronger-than-expected first quarter, posting adjusted diluted EPS of $0.14 against a consensus estimate of $0.12, a beat of 20.69%, while revenue of $593.70 million cleared Wall Street's $570.36 million estimate by 4.09%, even as total reported revenue fell 4.4% year-over-year due to deliberate divestitures, product disposals, and currency headwinds. The most material driver behind the results was disciplined cost execution under the company's Value Creation Plan, which helped expand Adjusted EBITDA margin by 130 basis points to 39.3% despite the top-line decline, and underpinned a return to 0.3% organic revenue growth. Organic ACV growth accelerated to 1.2%, supported by a 94% renewal rate, while early momentum on the Web of Science commercial model, where 15 customers signed multiyear deals totaling over $80.00 million in total contract value, signaled traction in the subscription-first strategy. Management reaffirmed full-year 2025 guidance, targeting revenues of $2.28 billion to $2.40 billion and adjusted diluted EPS of $0.60 to $0.70.