Q2 2026 Clarivate PLC Earnings Call Transcript

Jul 29, 2026 / 01:30 PM GMT

Release Date Price: $2.15 (-10.42%)

Transcript 10-Q8-K

Key Points

Positve

Clarivate PLC (CLVT) reported an improvement in organic Annual Contract Value (ACV) growth to 1.5% and expanded profit margins to over 42%.
The company introduced two new AI products, Nexus Connect and IP1, which are expected to drive new revenue streams.
Clarivate PLC (CLVT) announced the sale of its Life Science and Health segment, which will sharpen its focus on AI-driven intelligence and improve its financial profile.
The company has successfully shifted its revenue model towards a recurring subscription-based model, increasing predictability and quality of revenue.
Clarivate PLC (CLVT) is investing in AI innovation, which is expected to accelerate growth and enhance its competitive position.

Negative

Clarivate PLC (CLVT) reported a net loss of $269 million in the second quarter, driven by a non-cash impairment charge related to the divestiture of the Life Science and Health segment.
Organic revenues declined by $9 million due to lower transactional revenues, despite recurring growth.
The company experienced a $7 million adjusted EBITDA headwind due to foreign exchange impacts.
Free cash flow was $44 million, $6 million lower than the same period last year, due to higher working capital requirements.
Clarivate PLC (CLVT) expects free cash flow to be at the low end of the range due to transaction costs associated with the Life Science and Health divestiture and additional restructuring costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CLVT.N - CLARIVATE PLC
Q2 2026 Clarivate PLC Earnings Call
Jul 29, 2026 / 01:30PM GMT

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Presentation
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Operator [1]
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Hello, everyone.

Thank you for joining us and welcome to Clara Bates' Q2 earnings conference call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Mark Donahue, Head of Investor Relations at Clarivate. Please go ahead.

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Unidentified_2 [2]
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Thank you and good morning, everyone.

Thank you for joining us for the Clarivate Second Quarter 2026 Earnings Conference Call.

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