Core Insights - Clear Secure, Inc. has released its first quarter financial results for 2025 in a shareholder letter available on its Investor Relations website [1] - The company will host a conference call to discuss these results, providing access for both U.S. and international participants [2] - CLEAR's mission focuses on enhancing security while providing seamless experiences for its members, with over 31 million members and a growing global partner network [3] Financial Results - The financial results for the first quarter of 2025 are detailed in the shareholder letter, which is accessible online [1] - A conference call is scheduled to elaborate on these results, indicating the company's commitment to transparency with investors [2] Company Overview - CLEAR aims to transform everyday experiences by connecting members to secure and frictionless services, applicable in various settings such as travel and events [3] - The company emphasizes privacy, ensuring that members retain control over their personal information and that their data is not sold [3]

Core Viewpoint - Clear Secure (YOU) is expected to report first-quarter 2025 results on May 8, with anticipated revenues between $207 million and $209 million, reflecting a 16.26% increase year-over-year [1]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for revenues is $208.17 million, indicating a significant rise from the previous year's figures [1]. - The earnings estimate for the first quarter is set at 30 cents per share, showing a year-over-year growth of 7.14% [1]. Recent Performance - Clear Secure has beaten the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average earnings surprise of 76.96% [2]. Key Factors Influencing Q1 Results - The expansion of TSA PreCheck enrollment services to 91 locations by the end of 2024 is expected to enhance member growth and revenue momentum [3]. - The launch of Clear1 and partnerships with companies like Okta are anticipated to positively impact top-line performance, particularly in the enterprise market [4]. - The implementation of NextGen Identity and EnVe pods is expected to improve efficiency and member experience, allowing faster processing for 91% of users [5]. Challenges Faced - A seasonal slowdown in travel during January may have hindered member growth and revenue expansion [5]. - Clear Secure is also facing challenges in improving gross dollar retention as it phases out deep-discount programs that previously affected unit economics [6]. Earnings Expectations - Clear Secure has an Earnings ESP of +7.86% and a Zacks Rank of 3, indicating a favorable outlook for an earnings beat [7]. Other Companies to Watch - Affirm (AFRM) and Baidu (BIDU) are also highlighted as companies with strong earnings potential, with respective Earnings ESPs of +63.27% and +8.67% [8][10].

Group 1 - Clear Secure's stock closed at $24.40, reflecting a -1.13% change from the previous day, underperforming compared to the S&P 500's gain of 0.63% [1] - Over the past month, shares of Clear Secure have depreciated by 6.3%, while the Computer and Technology sector gained 1.66% and the S&P 500 lost 0.7% [1] Group 2 - Clear Secure is scheduled to release its earnings report on May 8, 2025, with projected earnings of $0.30 per share, indicating a year-over-year growth of 7.14% [2] - The consensus estimate for revenue is $208.17 million, reflecting a 16.26% increase from the same quarter last year [2] Group 3 - For the full year, earnings are projected at $1.32 per share, representing a -26.67% change from the prior year, while revenue is expected to be $874.4 million, indicating a +13.49% change [3] Group 4 - Recent revisions to analyst forecasts for Clear Secure are important as they reflect short-term business trends, with positive revisions seen as a good sign for the company's outlook [4] Group 5 - Estimate alterations are linked to stock price performance, and the Zacks Rank system incorporates these changes to provide a practical rating [5] Group 6 - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with stocks rated 1 producing an average annual return of +25% since 1988; Clear Secure currently has a Zacks Rank of 3 (Hold) [6] Group 7 - Clear Secure is trading at a Forward P/E ratio of 18.74, which is a discount compared to the industry's average Forward P/E of 26.31 [7] - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 141, placing it in the bottom 43% of over 250 industries [7]

Core Viewpoint - Clear Secure (YOU) is expected to report a year-over-year increase in earnings and revenues for the quarter ended March 2025, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on May 8, 2025, with expected earnings of $0.30 per share, reflecting a +7.1% change year-over-year, and revenues projected at $208.17 million, up 16.3% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 7.41% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Clear Secure is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +7.86% [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [8]. - Clear Secure currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Clear Secure exceeded the expected earnings of $0.28 per share by delivering $0.90, resulting in a surprise of +221.43% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Conclusion - Clear Secure is positioned as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [16].

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Company Performance - Clear Secure closed at $25.75, showing no change from the previous session, lagging behind the S&P 500's daily gain of 2.03% [1] - The company's shares decreased by 4.81% over the last month, outperforming the Computer and Technology sector's loss of 7.31% and the S&P 500's loss of 5.07% [1] Earnings Forecast - Clear Secure is projected to report earnings of $0.30 per share, representing year-over-year growth of 7.14% [2] - The consensus estimate for quarterly revenue is $208.17 million, up 16.26% from the previous year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $1.36 per share, indicating a decrease of 24.44% from the previous year, while revenue is projected at $880.24 million, reflecting an increase of 14.24% [3] Analyst Estimates and Market Trends - Recent changes to analyst estimates for Clear Secure indicate a positive outlook for the company's business [3] - Estimate revisions are correlated with near-term share price momentum, suggesting potential for price increases [4] Zacks Rank and Valuation - Clear Secure has a Zacks Rank of 1 (Strong Buy), with a history of outperforming the market [5] - The Forward P/E ratio for Clear Secure is 18.89, which is a discount compared to the industry's average Forward P/E of 24.67 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 79, placing it in the top 32% of over 250 industries [6] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1 - Clear Secure, Inc. will report its financial results for Q1 2025 on May 8, 2025, at 6:00 a.m. ET [1] - A live webcast and teleconference will be held at 8:00 a.m. ET to discuss the results [1][2] - Investors can access the teleconference via specific toll-free numbers for U.S. and international participants [2] Group 2 - CLEAR's mission focuses on enhancing security and providing frictionless experiences for its over 30 million members [3] - The company is expanding its network of partners globally, aiming to transform everyday experiences in travel, work, and leisure [3] - CLEAR emphasizes privacy, ensuring that members control their own information and that their data is not sold [3]

I am positive about Clear Secure, Inc. (NYSE: YOU ). My summarized thesis is that YOU have built a strong competitive moat around its business. With secular travel growth, platform upgrades like NextGen, and the expansion intoI'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 ...

Group 1 - Clear Secure (YOU) closed at $26.70, with a +1.68% change from the previous day, outperforming the S&P 500's daily gain of 0.13% [1] - Over the past month, Clear Secure shares have decreased by 4.92%, which is less than the Computer and Technology sector's loss of 9.27% and the S&P 500's loss of 6.3% [1] Group 2 - Clear Secure is expected to report an EPS of $0.30, a 7.14% increase compared to the same quarter last year, with projected revenue of $208.17 million, reflecting a 16.26% rise [2] - For the annual period, earnings are anticipated to be $1.36 per share, with revenue of $880.24 million, indicating a -24.44% change in earnings and a +14.24% change in revenue from the previous year [3] Group 3 - Clear Secure currently holds a Zacks Rank of 1 (Strong Buy), with an impressive track record of 1 stocks generating an average annual return of +25% since 1988 [5] - The Forward P/E ratio for Clear Secure is 19.26, which is lower than the industry average of 24.35, suggesting that Clear Secure is trading at a discount [6] Group 4 - The Internet - Software industry, which includes Clear Secure, has a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [6][7]

Clear Secure, Inc. (YOU) shares have returned 10.8% in the past month, outperforming the broader Zacks Computer & Technology sector’s 5.2% decline and the Zacks Internet - Software industry’s 10.6% slip.Clear Secure’s positive share price movement is driven by robust growth in key metrics in the fourth quarter of 2024. Revenues increased 21% year over year, while total bookings rose 17%, driven by expanding membership, strategic pricing, high retention rates and improved win-back efforts.Additionally, its s ...