Q2 2026 CCC Intelligent Solutions Holdings Inc Earnings Call Transcript

Jul 30, 2026 / 12:00 PM GMT

Release Date Price: €5.2 (-0.95%)

Transcript 10-Q8-K

Key Points

Positve

Total revenue grew 10% year over year to $286 million, above the high end of guidance.
AI-based solutions generated over $120 million in annualized revenue, growing nearly 50% year over year.
Software gross dollar retention remained strong at 98%, indicating high customer loyalty.
Free cash flow increased 36% year over year to $308 million, with margin expansion of 500 basis points.
Major customer expansions, including top 5 insurers adopting AI solutions like First Look and subrogation, demonstrate strong momentum.

Negative

Adjusted gross margin declined modestly to 76% from 78% a year ago due to investments.
Adjusted EBITDA margin decreased 110 basis points year over year to 40%.
Back-half revenue growth guidance implies a slowdown to approximately 9% year over year.
A 1-point headwind from the roll-off of legacy first-party casualty business is expected in Q3 and Q4.
Operating expenses rose 7% year over year due to higher resource costs, professional fees, and technology investments.

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

CCC.OQ - CCC Intelligent Solutions Holdings Inc
Q2 2026 CCC Intelligent Solutions Holdings Inc Earnings Call
Jul 30, 2026 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and thank you for standing by.

Welcome to the CCC Intelligent Solutions 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.

To ask a question during a session, you will need to press star 11 on your telephone.

You will then hear an automated message me advising your hand is raised to withdraw your question, please press 11 again, please be advised that today's conference is being recorded to speaker today, Bill Warmington.

Thank you, operator, good morning and thank you all for joining us today to review CCC's second quarter 2026 financial results, which

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.