Q4 2024 Clearwater Analytics Holdings Inc Earnings Call Transcript

Feb 19, 2025 / 10:00 PM GMT

Release Date Price: $27.04 (-2.17%)

Transcript 10-K8-K

Key Points

Positve

Clearwater Analytics Holdings Inc (CWAN) reported a 28% year-over-year revenue growth for Q4 2024, reaching $126.5 million.
The company achieved a Net Revenue Retention (NRR) rate of 116%, surpassing their target a year ahead of schedule.
Clearwater's gross margin improved significantly, reaching 78.8% for Q4 2024, indicating strong profitability.
The company successfully expanded its client base, adding marquee clients such as Imperial Fund Capital Partners and the United Nations Federal Credit Union.
Clearwater's strategic acquisition of Infusion is expected to enhance their platform capabilities, offering a comprehensive front-to-back solution for investment management.

Negative

The company faced a one-time negative free cash flow of $29.8 million in Q4 2024 due to a payment to terminate a tax receivable agreement.
Despite strong growth, the integration of Infusion poses challenges, as it is a larger acquisition than Clearwater has historically managed.
The company acknowledged that some regulatory-driven revenue in Q4 2024 was pulled forward from Q1 2025, which may impact future quarterly comparisons.
Clearwater's insights and marketplaces initiatives are not expected to significantly contribute to revenue growth until 2026 or later.
The company faces potential headwinds from currency fluctuations, particularly with a significant workforce presence in India.

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

CWAN.N - Clearwater Analytics Holdings Inc
Q4 2024 Clearwater Analytics Holdings Inc Earnings Call
Feb 19, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics 4th quarter and full year 2024 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session.

And now I'd like to welcome June Park, head of investor relations, to begin the conference.

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Unidentified_2 [2]
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Water analytics 4th quarter and full year 2024 financial results conference call.

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