I gave a buy rating to CCC Intelligent Solutions Holdings Inc. (NASDAQ: CCCS ) in April, with my key thesis being that CCCS offers a very mission-critical solution, and it has a strong network effect that can allowI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at ...

CCC INTELLIGENT SOLUTIONS HOLDINGS INC. I N V E S T O R P R E S E N T A T I O N MAY 2025 © CCC Intelligent Solutions Holdings Inc. All rights reserved. 1 . D I S C L A I M E R The information contained in this presentation is solely for the purpose of familiarizing potential investors with CCC Intelligent Solutions Holdings Inc. ("CCC" or the "Company"). The information contained in this presentation is summary information that is intended to be considered in the context of the Securities and Exchange Commi ...

CCC INTELLIGENT SOLUTIONS HOLDINGS INC. I N V E S T O R P R E S E N T A T I O N FEBRUARY 25, 2025 © CCC Intelligent Solutions Holdings Inc. All rights reserved. 1 . D I S C L A I M E R The information contained in this presentation is solely for the purpose of familiarizing potential investors with CCC Intelligent Solutions Holdings Inc. ("CCC" or the "Company"). The information contained in this presentation is summary information that is intended to be considered in the context of the Securities and Excha ...

CCC INTELLIGENT SOLUTIONS HOLDINGS INC. N X T I N V E S T O R P R E S E N T A T I O N MAY 2025 © CCC Intelligent Solutions Holdings Inc. All rights reserved. 1 . D I S C L A I M E R D I S C L A I M E R ( C O N T ' D ) Industry and Market Data. In this presentation, CCC relies on and refers to certain information and statistics obtained from third-party sources including reports by market research firms. CCC has not independently verified the accuracy or completeness of any such third-party information. You ...

Summary of CCC Intelligent Solutions Holdings (CCCS) FY Conference Company Overview - CCC Intelligent Solutions Holdings operates as a Software as a Service (SaaS) company focused on the auto insurance ecosystem, connecting insurance companies, repair facilities, parts providers, and OEMs [3][4] - The U.S. auto insurance market involves over $300 billion in premiums, with significant portions allocated to claims, including physical damage, casualty, and loss adjustment expenses [3][4] Financial Profile - The global addressable market is approximately $35 billion, with the U.S. market at about $15 billion [7] - The business model is durable, with 96% of revenue from software and 80% from subscriptions [7][8] - Gross dollar retention is between 98% and 99%, with long-term organic revenue growth targets of 7% to 10% [8] - Current margins are in the low 40s, expected to rise to mid-40s over the next several years [8][9] - The acquisition of EvolutionIQ is anticipated to add 200 basis points to growth and assist in margin progression [9][36] Market Dynamics and Drivers - Increasing vehicle complexity, rising parts costs, and labor shortages are significant challenges for the auto insurance ecosystem [12] - CCC utilizes sophisticated software workflows and AI to manage this complexity and improve operational efficiency [12][15] - The company has a vast dataset of approximately 2 trillion data points, which enhances accuracy in claims processing [13][14] Innovation and Emerging Opportunities - CCC has invested heavily in AI, with capabilities that assist in processing complex medical claims and improving customer interactions [18][19] - Emerging solutions, including AI-driven tools for casualty claims and diagnostics for repair facilities, are expected to contribute significantly to growth [25][29] - The company is expanding its offerings to include capabilities for electric vehicle (EV) manufacturers and enhancing its casualty solutions through the EvolutionIQ acquisition [31][33] Claims Volume and Consumer Behavior - There has been a 4% decrease in claim volume over the past decade, while organic revenue growth has increased by approximately 40% [41] - Consumers are increasingly self-paying for lower dollar claims, leading to a rise in self-pay rates from 11% to 25% [46] - The company anticipates that as premium rates normalize, the filing of claims will increase [46] Long-term Outlook - CCC's growth plans are robust, with significant revenue and earnings growth since going public [53] - The company is not reliant on a single solution for growth but has a diverse portfolio of opportunities [55] - The management sees strong value in helping customers digitize and transform their operations, which is a key driver for future growth [53]

CCC Intelligent Solutions Holdings Inc. (CCCS) came out with quarterly earnings of $0.08 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post earnings of $0.10 per share when it actually produced earnings of $0.10, delivering no surprise.Over the last four quarters, the company has surpassed consensus EPS estimates two times.CCC Intelligent ...

CCC Intelligent Solutions Holdings (CCCS) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Bill Warmington - Vice President of Investor RelationsGithesh Ramamurthy - Chairman & CEOBrian Herb - Executive VP, CFO & Chief Administrative OfficerCarolyn Valenti - Equity Research AssociateAlexei Gogolev - Executive DirectorSaket Kalia - Managing DirectorMatt Bullock - Equity Research AssociateWill Gildea - Equity Research Associate Conference Call Participants Dylan Becker - Research AnalystNon ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR (800) 621-8070 Registrant's telephone number, including area code Not Applicable (Former name or former address, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: | | Trading | | | --- | --- | --- | | Title of each class | Symbol(s) | Name of each exc ...

CCC Intelligent Solutions Holdings (CCCS) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the CCC Intelligent Solutions First Quarter Fiscal twenty twenty five Earnings Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand ...

Financial Performance - Total revenue for Q1 2025 was $251.6 million, an 11% increase from $227.2 million in Q1 2024[3] - Adjusted EBITDA for Q1 2025 was $99.1 million, a 6% increase from $93.7 million in Q1 2024[7] - GAAP net loss for Q1 2025 was $17.4 million, compared to a GAAP net loss of $0.6 million in Q1 2024[7] - Free cash flow for Q1 2025 was $43.6 million, up from $39.6 million in Q1 2024[5] - Revenues for Q1 2025 increased to $251,565, up 10.7% from $227,237 in Q1 2024[21] - Gross profit for Q1 2025 was $184,992, representing a gross profit margin of 74%[25] - The net loss for Q1 2025 was $17,421,000, a significant increase from a net loss of $597,000 in Q1 2024[29] - Adjusted EBITDA for the first quarter of 2025 was $99,077,000, compared to $93,715,000 in the same quarter of 2024, with an adjusted EBITDA margin of 39%[29] - The adjusted net income for Q1 2025 was $54,481,000, with adjusted net income per share of $0.09 for basic shares, unchanged from Q1 2024[31] Guidance and Projections - The company expects Q2 2025 revenue to be between $255.5 million and $257.5 million[10] - Full year 2025 revenue guidance is set between $1.046 billion and $1.056 billion[10] - Adjusted EBITDA guidance for full year 2025 is projected between $420.0 million and $428.0 million[10] Assets and Liabilities - Total current assets decreased to $297,913 from $564,650 as of December 31, 2024[20] - Total liabilities increased to $1,434,352 from $1,163,716 as of December 31, 2024[20] - Cash and cash equivalents decreased to $130,323 from $398,983 as of December 31, 2024[20] Operating Expenses and Losses - Operating expenses for Q1 2025 were $195,691, up from $160,065 in Q1 2024[26] - For the three months ended March 31, 2025, CCC Intelligent Solutions reported an operating loss of $10,699,000, compared to an operating income of $7,797,000 in the same period of 2024[27] - The adjusted operating income for Q1 2025 was $85,335,000, slightly up from $84,083,000 in Q1 2024[27] Stock-Based Compensation and Costs - Stock-based compensation increased to $61,048 in Q1 2025 from $44,971 in Q1 2024[23] - Stock-based compensation expense increased to $65,919,000 in Q1 2025 from $50,033,000 in Q1 2024[29] - M&A and integration costs rose to $7,619,000 in Q1 2025, compared to $477,000 in Q1 2024[29] Integration and Market Expansion - The integration of EvolutionIQ is on track, with the launch of Medhub for Casualty ahead of schedule[2] - CCC has signed a large OEM with a captive insurance business, indicating continued market expansion[9]