Clarivate Plc (NYSE:CLVT) is one of the cheap rising stocks to buy now. On March 10, at the Wolfe FinTech Forum, Chief Financial Officer Jonathan Collins reiterated that Clarivate Plc (NYSE:CLVT) is experiencing growth in recurring revenue as it also integrates artificial intelligence. 5 Best NFT Stocks to Invest in According to Analysts The company’s Annual Contract Value was up by 2% in 2025, an improvement from 1% growth in 2024. In return, the company is eyeing 2% to 3% growth in 2026. While organic ...

Core Insights - The webinar focuses on "Reinventing AI Strategy for 2026" and aims to facilitate an interactive discussion among experts in the AI field [1][2]. Group 1: Webinar Structure - The session is designed to be interactive, with no slides presented, encouraging open conversation among AI experts [2]. - Participants are invited to engage by asking questions throughout the session, with the intention of addressing as many as possible [2]. Group 2: Leadership and Expertise - Justine Iverson leads the Corporate segment and AI strategy for Data and Research within Market Intelligence, overseeing Cap IQ and data feed delivery [3]. - The webinar features esteemed guests, including Francis, Jesse, and Alaina, who have collaborated with the host in various roles [3].

Core Insights - Health Catalyst, Inc. reported total revenue of $311.1 million for the year ended December 31, 2025, reflecting a 1% increase from $306.6 million in 2024, while the quarterly revenue for Q4 2025 was $74.7 million, down 6% from $79.6 million in Q4 2024 [2][3][22] - The company experienced a significant net loss of $178 million for the full year 2025, compared to a net loss of $69.5 million in 2024, marking a 156% increase in losses [3][22] - Adjusted EBITDA for the year was $41.4 million, a 59% increase from $26.1 million in 2024, with Q4 2025 showing a 74% increase to $13.8 million from $7.9 million in Q4 2024 [3][22][40] Financial Performance - Total revenue for Q4 2025 was $74.7 million, down from $79.6 million in Q4 2024, while total revenue for the full year was $311.1 million, slightly up from $306.6 million in 2024 [3][22] - Gross profit for Q4 2025 was $31.4 million, a 10% increase from $28.6 million in Q4 2024, and for the full year, gross profit was $120.4 million, up 5% from $114.5 million in 2024 [3][22] - The gross margin improved to 42.0% in Q4 2025 from 35.9% in Q4 2024, and for the full year, it was 38.7%, up from 37.3% in 2024 [3][22] Client Metrics - The number of platform clients increased to 162 as of December 31, 2025, compared to 130 in 2024 [5] - The dollar-based retention rate for technology and Tech-Enabled Managed Services (TEMS) was 93% for 2025, down from 102% in 2024 [5][7] Cash Flow and Balance Sheet - Cash and cash equivalents decreased to $50.8 million as of December 31, 2025, from $249.6 million in 2024 [19][26] - The company reported a net cash provided by operating activities of $731,000 for the year, a significant decrease from $14.6 million in 2024 [26] Strategic Outlook - The company is focused on long-term success and aims to address challenges while leveraging its strengths in data and analytics technology for healthcare organizations [2][12] - Health Catalyst has not provided full-year guidance for 2026 due to an ongoing internal strategic and operational review [9][10]

Summary of Clarivate's Earnings Call Company Overview - **Company**: Clarivate - **Industry**: Information Services - **Business Segments**: - Intelligence Solutions (over 50% of services) - Workflow Solutions (SaaS) - Tech-Enabled Services (primarily in Intellectual Property) [3][4] Key Business Segments - **Academia and Government**: Accounts for about 50% of business; serves 99% of the world's top 400 institutions [4] - **Intellectual Property**: Represents about one-third of business; serves in-house legal departments and law firms [5] - **Life Sciences and Healthcare**: Provides solutions to top pharma and med tech companies [5] Financial Performance Highlights - **Annual Contract Value (ACV)**: Growth improved from below 1% in 2024 to nearly 2% in 2025; guidance for 2026 is 2%-3% growth [7][8] - **Organic Recurring Revenue Growth**: Expected to accelerate from 0.5% in 2024 to between 1% and 2% in 2025 [9] - **Adjusted EBITDA**: Over $1 billion reported last year; expected profit margin expansion of 200 basis points by 2026 [10] - **Free Cash Flow**: Generated $365 million last year; anticipated to grow to about $400 million this year [11] Strategic Initiatives - **Divestiture of Life Sciences Business**: Aimed at focusing on higher growth segments (A&G and IP) and improving balance sheet quality [12][13] - **Value Creation Plan**: Focus on business model optimization, enhancing sales execution, accelerating innovation, and conducting a strategic review [17][18] - **Recurring Revenue Focus**: Shift from transactional to recurring revenue, aiming for 90% recurring revenue [37][38] AI and Innovation - **AI Integration**: Significant investments in AI across products, including research assistants and workflow agents [20][21] - **Web of Science**: Launch of AI-native platform to enhance analytics and research capabilities [26] - **Efficiency Improvements**: Independent studies show significant efficiency gains from AI implementations [27] Market Dynamics - **A&G Segment**: Improvement in renewal rates and contract value; strong funding for academic research expected to continue [42][43] - **IP Segment Growth Drivers**: Anticipated growth in patent filings due to sustained AI innovation; global patents in force have shown healthy growth [48][50] Capital Allocation - **Deleveraging Focus**: Plans to use free cash flow primarily for debt repayment; potential proceeds from the LS&H sale will also support this [55][56] Future Outlook - **Success Metrics for 2026**: Improved customer engagement with AI solutions, achievement of financial objectives, and continued organic growth in ACV and recurring revenue [57]

Growth Transformation Plan (2024–2026): Entered a new phase of investment and momentum, catalysed by Inflexion Private Equity’s acquisition of a 40% minority stake in GlobalData’s Healthcare business, providing strategic backing and financial flexibility. Additional integrations also expanded the company’s intelligence coverage across alternative data, financial services expertise, consumer goods innovations, and cross-sector consumer trends, further expanding the platform’s data depth, decision workflows, ...

Growth Transformation Plan (2024–2026): Entered a new phase of investment and momentum, catalysed by Inflexion Private Equity’s acquisition of a 40% minority stake in GlobalData’s Healthcare business, providing strategic backing and financial flexibility. Additional integrations also expanded the company’s intelligence coverage across alternative data, financial services expertise, consumer goods innovations, and cross-sector consumer trends, further expanding the platform’s data depth, decision workflows, ...

Growth Transformation Plan (2024–2026): Entered a new phase of investment and momentum, catalysed by Inflexion Private Equity’s acquisition of a 40% minority stake in GlobalData’s Healthcare business, providing strategic backing and financial flexibility. Additional integrations also expanded the company’s intelligence coverage across alternative data, financial services expertise, consumer goods innovations, and cross-sector consumer trends, further expanding the platform’s data depth, decision workflows, ...

Growth Transformation Plan (2024–2026): Entered a new phase of investment and momentum, catalysed by Inflexion Private Equity’s acquisition of a 40% minority stake in GlobalData’s Healthcare business, providing strategic backing and financial flexibility. Additional integrations also expanded the company’s intelligence coverage across alternative data, financial services expertise, consumer goods innovations, and cross-sector consumer trends, further expanding the platform’s data depth, decision workflows, ...

Growth Transformation Plan (2024–2026): Entered a new phase of investment and momentum, catalysed by Inflexion Private Equity’s acquisition of a 40% minority stake in GlobalData’s Healthcare business, providing strategic backing and financial flexibility. Additional integrations also expanded the company’s intelligence coverage across alternative data, financial services expertise, consumer goods innovations, and cross-sector consumer trends, further expanding the platform’s data depth, decision workflows, ...

Growth Transformation Plan (2024–2026): Entered a new phase of investment and momentum, catalysed by Inflexion Private Equity’s acquisition of a 40% minority stake in GlobalData’s Healthcare business, providing strategic backing and financial flexibility. Additional integrations also expanded the company’s intelligence coverage across alternative data, financial services expertise, consumer goods innovations, and cross-sector consumer trends, further expanding the platform’s data depth, decision workflows, ...