Q3 2025 Clarivate PLC Earnings Call Transcript

Oct 29, 2025 / 01:00PM GMT

Release Date Price: $3.49 (-4.12%)

Transcript 10-Q8-K

Key Points

Positve

Clarivate PLC (CLVT) reported a sequential improvement in annual contract value (ACV) growth to 1.6%, driven by 2% ACV growth in Academia & Government and Life Sciences & Health segments.
The company achieved a renewal rate of 93%, marking a 100 basis point increase year-over-year.
Clarivate PLC (CLVT) generated $115 million in free cash flow, supporting share repurchases and debt reduction.
The company launched 12 new products and AI-powered capabilities, enhancing its product portfolio and driving future growth.
Clarivate PLC (CLVT) completed significant renewals, including a multimillion-dollar deal with the largest library consortium in the United States, demonstrating the value of its solutions.

Negative

Clarivate PLC (CLVT) reported a net loss of $28 million for the third quarter, despite improvements over the prior year.
Operating expenses increased due to investments in growth and higher incentive compensation, impacting margins.
The Intellectual Property segment's recurring revenue was flat, indicating challenges in achieving sustainable growth.
The company experienced a decline in year-to-date revenues by more than $50 million compared to the prior year.
Clarivate PLC (CLVT) anticipates a significant revenue reduction from strategic disposals, with over $100 million expected to impact next year.

Operator

Thank you for standing by. At this time, I would like to welcome everyone to today's Clarivate Q3 2025 earnings conference call. (Operator Instructions) I would now like to turn the call over to Mark Donohue, Head of Investor Relations. Mark?

Mark Donohue

Clarivate PLC - Vice President - Investor Relations

Thank you, Greg. Good morning, everyone. Thank you for joining us for the Clarivate third quarter 2025 earnings conference call. As a reminder, this conference call is being recorded and webcast and is copyrighted property of Clarivate. Any rebroadcast of this information in whole or in part without prior written consent of Clarivate is prohibited and the accompanying earnings call presentation is available on the Investor Relations section of the company's website.

During our call, we may make certain forward looking statements within the meaning of the applicable securities laws, such forward looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the

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