Clarivate (NYSE:CLVT) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsJonathan Collins - CFOMark Donohue - VP of Investor RelationsMatti Shem Tov - CEOScott Wurtzel - SVP of Equity ResearchShlomo Rosenbaum - Managing DirectorConference Call ParticipantsAndrew Nicholas - Research AnalystAshish Sabadra - Managing Director and Senior Equity AnalystGeorge Tong - Managing Director and Senior Equity AnalystManav Patnaik - Managing Director and Senior Equity AnalystToni Kaplan - Executive D ...

Clarivate (NYSE:CLVT) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsJonathan Collins - CFOMark Donohue - VP of Investor RelationsMatti Shem Tov - CEOScott Wurtzel - SVP of Equity ResearchShlomo Rosenbaum - Managing DirectorConference Call ParticipantsAndrew Nicholas - Research AnalystAshish Sabadra - Managing Director and Senior Equity AnalystGeorge Tong - Managing Director and Senior Equity AnalystManav Patnaik - Managing Director and Senior Equity AnalystToni Kaplan - Executive D ...

Clarivate (NYSE:CLVT) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker7Thank you. I would now like to turn the call over to Mark Donohue, Vice President, Investor Relations. Please go ahead.Speaker5Thank you, good morning, everyone. Thank you for joining us for the Clarivate fourth quarter and full year 2025 earnings conference call. As a reminder, this conference call is being recorded and webcast and is copyrighted property of Clarivate. Any rebroadcast of this information in whole or in part w ...

Q4 2025 Earnings Call February 24, 2026 Safe Harbor Statement and Non-GAAP Financial Measures Forward-Looking Statements This presentation 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. Forward-looking statements include ...

Core Insights - Clarivate PLC (CLVT) reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, but down from $0.21 per share a year ago, resulting in an earnings surprise of +25.00% [1] - The company achieved revenues of $617 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.35%, although this is a decrease from $663 million in the same quarter last year [2] - Clarivate has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The future performance of Clarivate's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recent earnings numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $581.53 million, while for the current fiscal year, the estimate is $0.66 on revenues of $2.39 billion [7] Industry Context - The Computers - IT Services industry, to which Clarivate belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 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 (Exact name of registrant as specified in its charter) Jersey, Channel Islands Not applicable (State or other ju ...

Clarivate Reports Fourth Quarter and Full Year 2025 Results — Value Creation Plan accelerated organic ACV and drove higher cash flow in 2025 — — Financial outlook for 2026 projects continued momentum — — Provides update on strategic review; Currently engaged in active discussions with interested parties to sell Life Sciences & Healthcare business — London, UK -- February 24, 2026 Clarivate Plc (NYSE: CLVT) (the "Company" or "Clarivate"), a leading global provider of transformative intelligence, today report ...

tools and because not all companies use identical calculations, our presentation of non-GAAP financial measures may not be comparable to other similarly titled measures of other companies.Definitions and reconciliations of non-GAAP measures to the most directly comparable GAAP measures are provided within the schedules attached to this release. Our presentation of non-GAAP measures should not be construed as an inference that our future results will be unaffected by any of the adjusted items, or that any pr ...

Core Viewpoint - Clarivate Plc has successfully redeemed its remaining $100 million of 4.50% senior secured notes due 2026, reflecting its commitment to simplifying capital structure and enhancing financial flexibility [1][2]. Financial Actions - The redemption of the 2026 Notes occurred on January 30, 2026, at a cash redemption price of 100% of the principal amount plus accrued interest, fully concluding the obligation [2]. - In the fourth quarter of 2025, Clarivate repurchased approximately 21 million ordinary shares for $75 million, and for the full year, it repurchased around 56 million shares for $225 million, demonstrating a disciplined approach to capital allocation [3]. Strategic Focus - The full redemption of the 2026 Notes and the share repurchase activities are part of Clarivate's broader capital allocation strategy aimed at strengthening the balance sheet and driving long-term value creation for shareholders [4].

Core Insights - Silicon Motion Technology Corporation has been recognized as a Top 100 Global Innovator for 2026, highlighting its leadership in NAND flash controller innovation [1][2] - The recognition emphasizes the company's commitment to innovation, particularly in AI storage technologies, and its robust intellectual property strategy [2][3] Company Overview - Silicon Motion is the global leader in supplying NAND flash controllers for solid-state storage devices, shipping more SSD controllers than any other supplier worldwide [7] - The company also leads in providing eMMC and UFS embedded storage controllers for smartphones, IoT products, and automotive applications [7] Innovation Metrics - Clarivate evaluates organizations based on metrics such as patent influence, success, globalization, and technical distinctiveness, with Silicon Motion showing strong performance in patent volume and 'Grant Rate' [2][3] - The Top 100 Global Innovators collectively contribute 16% of the world's highest-strength AI inventions, indicating a significant role in shaping future innovations [3] Market Position - Silicon Motion delivers customized, high-performance solutions for hyperscale data centers, industrial systems, and automotive SSDs, focusing on high performance, low power, and reliability [8] - The company's customer base includes major NAND flash vendors, data center providers, and leading OEMs, relying on its controller technologies for innovative storage solutions [9]