Clarivate Plc (NYSE:CLVT) Q3 2021 Results Conference Call October 28, 2021 8:00 AM ET Company Participants Mark Donohue - Head, IR Jerre Stead - Executive Chairman and CEO Richard Hanks - CFO Mukhtar Ahmed - President, Science Group Gordon Samson - President, IP Group Steen Lomholt-Thomsen - Chief Revenue Officer Conference Call Participants George Tong - Goldman Sachs Manav Patnaik - Barclays Andrew Nicholas - William Blair Toni Kaplan - Morgan Stanley Mario Cortellacci - Jefferies Ashish Sabadra - RBC Cap ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Title of each class Trading Symbol(s) Name of exchange on which registered Ordinary Shares, no par value CLVT New York Stock Exchange 5.25% Series A Mandatory Convertible Preferred Shares, no par value CLVT PR A New York Stock Exchange (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 ...

Clarivate Plc (NYSE:CLVT) Q2 2021 Earnings Conference Call July 29, 2021 8:00 AM ET Company Participants Mark Donohue - Investor Relations Jerre Stead - Executive Chairman and Chief Executive Officer Richard Hanks - Chief Financial Officer Mukhtar Ahmed - President, Science Group Gordon Samson - President, IP Group Conference Call Participants Toni Kaplan - Morgan Stanley George Tong - Goldman Sachs Manav Patnaik - Barclays Shlomo Rosenbaum - Stifel Mario Cortellacci - Jefferies Andrew Nicholas - William Bl ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of exchange on which registered Ordinary Shares, no par value CLVT New York Stock Exchange 5.25% Series A Mandatory Convertible Preferred Shares, no par value CLVT PR A New York Stock Exchange Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _______ | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------|------- ...

Financial Data and Key Metrics Changes - Adjusted revenue for Q4 2020 increased by 83% on a constant currency basis, reaching $471 million, compared to the same period last year [11][25] - Adjusted EBITDA for Q4 2020 rose by 137% to $200 million, with an adjusted EBITDA margin improvement of 920 basis points to 42% [11][33] - For the full year 2020, adjusted revenue increased by 31% to $1.277 billion, while adjusted EBITDA rose by 66% to $487 million [12][35] - Adjusted free cash flow for 2020 was $302 million, an increase of $201 million over the prior year, with expectations for 2021 to grow to $450 million to $500 million [13][14] Business Line Data and Key Metrics Changes - Subscription revenue for Q4 2020 was $236 million, an increase of 11% at constant currency, while organic subscription revenue growth was 3% on a reported basis [28][29] - Transactional revenue increased to $121 million, up 163% year-over-year on a constant currency basis, with organic transactional revenue growth of 4% [29][30] - Reoccurring revenue in Q4 was $115 million, accounting for 75% of adjusted revenues, demonstrating a highly predictable revenue model [31][32] Market Data and Key Metrics Changes - APAC region saw a growth of 4.6% in 2020, comparable to 4.9% in 2019, indicating resilience despite the pandemic [64] - The company completed acquisitions in APAC, including IncoPat in China and Hanlim in South Korea, to enhance its IP offerings [65] Company Strategy and Development Direction - The company aims to achieve $1.5 billion in revenue and $650 million in EBITDA by the end of 2023, having already surpassed these targets ahead of schedule [18] - Focus on cross-selling and upselling opportunities across its customer base, leveraging recent acquisitions to enhance service offerings [19][72] - Sustainability initiatives are underway, with goals to be listed in the Dow Jones Sustainability Index and FTSE4Good Index by the end of 2023 [23] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about 2021, expecting organic growth to accelerate, particularly in the second half of the year [41][42] - The company anticipates a gradual reduction in the impact of the COVID pandemic and has reaffirmed its full-year guidance for 2021 [24][39] - Management highlighted the resilience of its customer base and the ongoing investment in R&D, which is expected to drive future growth [50][56] Other Important Information - The company divested non-core assets, including MarkMonitor and Techstreet, to streamline operations and focus on core business areas [20][22] - The company launched 19 new products in 2020 and implemented enhancements to existing offerings, reflecting its commitment to innovation [20] Q&A Session Summary Question: What are the top drivers of organic growth acceleration in 2021? - Management indicated that they expect organic growth to be in the range of 6% to 8% for 2021, with a strong focus on inside sales and new product introductions [43][44] Question: How have customers held up regarding their budgets during the pandemic? - Management noted that while some customers delayed decision-making, overall business resilience was strong, particularly in life sciences and academia [49][50] Question: What is the growth outlook for the APAC region? - APAC experienced a recovery in transactional sales, with a growth rate of 4.6% in 2020, and the company remains focused on this strategically important region [64][65] Question: How is the integration of CPA Global impacting the competitive environment? - Management expressed confidence in their market position, noting that they are ahead of schedule in achieving cost savings and revenue integration from the CPA Global acquisition [67][68] Question: What are the expectations for pricing and retention metrics going forward? - Management indicated a commitment to achieving annual price increases of 4% to 5% and noted that retention rates are expected to improve with the integration of CPA Global [80][85]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Jersey, Channel Islands Not applicable (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Friars House, 160 Blackfriars Road London SE1 8EZ United Kingdom (Address of principal executive offices) Not applicable (Zip Code) Title of each class Trading Symbol(s) Name of exchange on which registered Ordinary shares CLVT New York Stock Exchange Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 ...

Clarivate Plc (CCC) Q3 2020 Earnings Conference Call October 29, 2020 8:00 AM ET Company Participants Mark Donohue - Head, IR Jerre Stead - Executive Chairman & CEO Richard Hanks - CFO Mukhtar Ahmed - President, Science Group Jeff Roy - President, Intellectual Property Group Conference Call Participants Shlomo Rosenbaum - Stifel, Nicolaus & Company Manav Patnaik - Barclays Bank Toni Kaplan - Morgan Stanley Andrew Nicholas - William Blair & Company Seth Weber - RBC Capital Markets George Tong - Goldman Sachs ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Title of each class Trading Symbol(s) Name of exchange on which registered Ordinary shares CCC New York Stock Exchange (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _______ Commission File N ...

Clarivate Analytics Plc (CCC) Q2 2020 Earnings Conference Call July 30, 2020 8:00 AM ET Company Participants Mark Donohue - Vice President & Head, Investor Relations Jerre Stead - Executive Chairman & Chief Executive Officer Richard Hanks - Chief Financial Officer Mukhtar Ahmed - President, Science Group Jeff Roy - President, IP Group Conference Call Participants Manav Patnaik - Barclays Seth Weber - RBC Capital Markets Ashwin Shirvaikar - Citi Trevor Romeo - William Blair George Tong - Goldman Sachs Zach C ...