Core Viewpoint - The analyst previously held a buy rating for Clarivate (CLVT), believing the business was on a positive trajectory, especially with the stock trading at approximately 6x forward PE [1] Group 1: Investment Philosophy - The investment approach is fundamentally driven, focusing on identifying businesses with potential for long-term scaling and significant terminal value [1] - Key factors considered include competitive moat, unit economics, reinvestment opportunities, and management quality, which are essential for long-term free cash flow generation and shareholder value creation [1] - The analyst emphasizes the importance of fundamental research and targets sectors with strong secular tailwinds [1] Group 2: Professional Background - The analyst has 10 years of experience in investment banking and is currently managing personal funds sourced from friends and family [1] - The motivation for writing on Seeking Alpha is to share investment insights and receive feedback from other investors [1] - The aim is to help readers focus on the drivers of long-term equity value, advocating for analysis that is both analytical and accessible [1]

Core Insights - The "Pulse of the Library 2025" report by Clarivate highlights how libraries are adapting to rapid changes, including AI adoption, open science, and geopolitical pressures [1][5]. AI Adoption - There is a steady rise in AI adoption among libraries, with 67% exploring or implementing AI tools, up from 63% in 2024 [2]. - Libraries with AI literacy as part of training programs are more likely to be in moderate or active implementation phases, with 28% reporting this factor [3]. - Senior librarians show greater confidence in AI terminology, with 43% rating their confidence as 4 or 5 on a scale of 1 to 5, compared to 36% of junior librarians [7]. Regional Variations - AI adoption varies regionally, with 37-40% of libraries in Asia and Europe in initial implementation or beyond, compared to 14-16% in 2024 [7]. - The U.S. lags in AI adoption and confidence, with only 7% optimistic about AI's potential benefits, compared to 27-31% in Asia and other regions [7]. Library Missions and Challenges - Core library missions remain mostly unchanged from 2024, with a notable shift in academic libraries focusing on student engagement as a primary objective in 2025 (40%) [7]. - Budget constraints are a significant challenge, with half of U.S. and North American respondents expecting cuts to collections due to geopolitical pressures [7]. Survey Demographics - The report is based on insights from over 2,000 librarians across 109 countries, with 77% representing academic libraries and 46% of respondents located in the U.S. [5][8].

For the quarter ended September 2025, Clarivate PLC (CLVT) reported revenue of $623.1 million, up 0.1% over the same period last year. EPS came in at $0.18, compared to $0.19 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $570.43 million, representing a surprise of +9.23%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.16.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

Clarivate (NYSE:CLVT) Q3 2025 Earnings Call October 29, 2025 09:00 AM ET Company ParticipantsMatti Tov - CEOGreg Parrish - VP in Equity ResearchShlomo Rosenbaum - Managing DirectorMark Donohue - Head of Investor RelationsWill Qi - Equity Research Senior AssociateJonathan Collins - EVP and CFOConference Call ParticipantsGeorge Tong - Business Services Senior Research AnalystSurinder Thind - Equity Research AnalystScott Wurtzel - VP and Equity Research AnalystManav Patnaik - Research AnalystOperatorThank you ...

Clarivate (NYSE:CLVT) Q3 2025 Earnings Call October 29, 2025 09:00 AM ET Speaker5Thank you for standing by. At this time, I would like to welcome everyone to today's Clarivate Q3 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you'd like to ask a question during this time, simply press star followed by the number one on your telephone keypad. Once again, star one. If you'd like to ...

Q3 2025 Earnings Call October 29, 2025 Safe Harbor Statement and Non-GAAP Financial Measures Forward-Looking Statements This communication includes statements that express our opinions, expectations, beliefs, plans, objectives, assumptions, or projections regarding future events or future results and therefore are, or may be deemed to be, "forward-looking statements" within the meaning of the "safe harbor provisions" of the Private Securities Litigation Reform Act of 1995. These forward-looking statements c ...

Clarivate PLC (CLVT) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this company would post earnings of $0.18 per share when it actually produced earnings of $0.18, delivering no surprise.Over the last four quarters, the company has surpas ...

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _______ Commission File No. 001-38911 CLARIVATE PLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

Clarivate Reports Third Quarter 2025 Results — Continued acceleration of organic ACV — — Raises 2025 Revenues Outlook — — Repurchased 11.7 million ordinary shares and repaid $100 million of debt in the third quarter — London, UK -- October 29, 2025 Clarivate Plc (NYSE: CLVT) (the "Company" or "Clarivate"), a leading global provider of transformative intelligence, today reported results for the third quarter ended September 30, 2025. "The third quarter demonstrated continued improved financial and operationa ...

Accessibility StatementSkip Navigation — Continued acceleration of organic ACV — — Raises 2025 Revenues Outlook — — Repurchased 11.7 million ordinary shares and repaid $100 million of debt in the third quarter — Selected Financial Information | | Three Months | Nine Months | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | (In millions, except percentages and per share data), (unaudited) | Ended | Ended Change Change | | | | | | | | September 30, | September 30, | | | | | | | 2025 | 2024 | $ % ...