Core Insights - Nissan Motor Co., Ltd has selected IPfolio from Clarivate Plc to enhance its intellectual property management through advanced workflow automation technology and data analytics [1][3] - The implementation of IPfolio will allow Nissan to create a scalable IP management system, improve data visibility, and integrate with other data sources via an API [2] Company and Industry Impact - The decision to adopt IPfolio reflects the growing significance of intellectual property in the automotive sector, aiming to modernize and streamline Nissan's IP operations [3] - Clarivate's expertise in IP management combined with advanced technologies is expected to empower Nissan to improve control, efficiency, and strategic foresight in managing its IP portfolio [3]

Core Insights - Clarivate Plc has released the Highly Cited Researchers 2025 list, recognizing researchers with significant influence in their fields [1][2] - The list highlights the concentration of top research talent globally, with 86% of awards concentrated in just 10 countries/regions [7] Group 1: Global Research Landscape - A total of 6,868 individuals received 7,131 awards from over 1,300 institutions across 60 countries and regions [2] - The United States leads with 2,670 awards, accounting for 37.4% of the global total, showing a 1% increase from 2024 [5][7] - Mainland China follows with 1,406 awards (19.7%), experiencing a slight decrease in global share by 0.7% [5][7] - The United Kingdom ranks third with 570 awards (8%), while Germany, Australia, and Canada follow with 363, 312, and 227 awards respectively [5][7] Group 2: Institutional Recognition - The Chinese Academy of Sciences (CAS) is the top institution with 258 awards, followed by Harvard University (170) and Stanford University (141) [8] - Notably, the National Institutes of Health (NIH) and Massachusetts Institute of Technology (MIT) also feature prominently with 84 and 85 awards respectively [8] Group 3: Evaluation and Integrity - The Highly Cited Researchers program has enhanced its evaluation process to address issues like hyper-prolific authorship and self-citation, excluding 432 potential awards this year [10] - The program aims to uphold high standards of research integrity while recognizing individual achievements that have a broad and significant influence [4][10]

Core Insights - Clarivate Plc announced that FUJIFILM Holdings Corporation has selected IPfolio, a cloud-based intellectual property management platform, to enhance its IP operations and support business growth [1][2]. Group 1: Company Strategy - FUJIFILM aims to transform its IP operations by implementing a scalable data infrastructure and integrating various internal and external tools through IPfolio [3]. - The use of IPfolio will allow FUJIFILM to consolidate its IP operations across diverse business segments into a single platform, enhancing efficiency and decision-making [2][3]. Group 2: Industry Impact - Clarivate emphasizes its commitment to improving IP management efficiency for its customers, showcasing how its solutions can contribute to enhancing corporate value [3].

Financial Data and Key Metrics Changes - Q3 revenue was $623 million, essentially flat compared to the same period last year, bringing year-to-date revenue to $1.84 billion [17] - The third quarter net loss was $28 million, an improvement driven by higher foreign exchange gains and the absence of a non-cash impairment charge recorded last year [17] - Adjusted diluted EPS was flat sequentially at $0.18, with changes attributed to the divestiture of ScholarOne [17] - Free cash flow was $115 million in Q3, totaling $276 million year-to-date, driven by adjusted EBITDA and working capital [22] Business Line Data and Key Metrics Changes - The A&G segment saw a 2% ACV growth, with a subscription mix now at 93% compared to 81% last year [7][8] - The Intellectual Property segment's recurring revenue was flat year-to-date, representing a 3% improvement in organic growth compared to the full year of 2024 [9] - Life Sciences and Health segment returned to 2% ACV growth, driven by new product introductions and AI integration [11] Market Data and Key Metrics Changes - The company secured over 100 contracts for its new content subscription framework, indicating strong market demand [8] - Renewal rates in Life Sciences and Health improved to 93%, up 100 basis points year-over-year [5] - The U.S. dollar remained weaker against foreign currencies, providing a foreign exchange tailwind on revenue [20] Company Strategy and Development Direction - The company is focused on executing its value creation plan, emphasizing product and AI development to drive organic growth [6][14] - Plans to streamline the business model and market focus include exiting A&G transactional books and the Life Sciences Real World Data Resell Market [15] - The company aims to enhance its core subscription and recurring revenue mix to improve predictability, achieving an 8% improvement this year compared to last year [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning the Intellectual Property segment to sustainable growth under new leadership [9][35] - The company anticipates continued acceleration in organic annual contract value and expects to raise revenue guidance by $50 million [24] - Management believes that operational efficiency and margin expansion will be achieved through the adoption of agentic AI [14] Other Important Information - The company has completed $150 million in share repurchases year-to-date and paid down $100 million in debt [5][23] - The strategic disposals are expected to lower revenue by approximately $90 million this year, with a similar impact anticipated next year [28] Q&A Session Summary Question: Insights on the patent renewal business and competitive landscape - Management noted that the patent and trademark renewal service declined by about 3% last year but is now flat year-to-date, with expectations for improvement under new leadership [35][36] Question: Updates on new innovations in the value creation plan - Management highlighted the introduction of AI-enabled products and a renewed focus on product innovation, with several new products expected to drive growth [41][42] Question: Impact of large ebook transactions on revenue and EBITDA - Management indicated that multiple large ebook transactions positively impacted revenue, with expectations for a decline in that area moving forward [47] Question: Potential of the business after strategic changes - Management expressed optimism about returning to market growth rates of 3-4% over time, citing strong fundamentals and a supportive customer base [48][49] Question: ACV acceleration and segment contributions - Management noted improvements across all segments, particularly in Life Sciences, with expectations for continued growth in the IP segment [55] Question: Trends in patents and trademarks - Management observed a gradual increase in patents in force and anticipated a recovery in volumes driven by innovation, particularly in AI [61][62] Question: Transactional revenues and their impact on guidance - Management explained that slower attrition of disposals contributed to improved revenue guidance, with a significant portion of revenue expected to decline next year [72]

Group 1 - Clarivate Plc has assisted Winbond Electronics Corporation in modernizing its intellectual property operations through the use of IPfolio, a cloud-based management platform that enhances data handling and efficiency [1] - The implementation of IPfolio has led to a 90% improvement in data accuracy and a 25% increase in operational efficiency for Winbond [1] - The integration with Clarivate's data systems has minimized manual entry and introduced automated data verification, resulting in a release of approximately 15% of management resources [1] Group 2 - The partnership is part of Clarivate's strategy to incorporate artificial intelligence into its intellectual property platforms, with new AI-powered solutions launched within the Innography platform for better competitive benchmarking and strategic insights [2] - Maroun S. Mourad, president of Clarivate's Intellectual Property division, emphasized Winbond's commitment to innovation, noting that the company has been recognized as a Top 100 Global Innovator for three consecutive years [3] - Glen Nath, Senior Vice President at Clarivate, highlighted that IPfolio offers Winbond enhanced visibility and control over its intellectual property portfolio, reflecting Clarivate's customer-focused approach [4] Group 3 - Dr. Pei-Lin Pai, chief technology officer at Winbond, stated that the decision to select IPfolio was based on its automation, synchronization, and secure collaboration features, which are crucial for improving internal workflows and scalability [5] - Following the news, Clarivate's shares experienced a premarket increase of 2.63%, trading at $3.90 [5]

Core Insights - Winbond Electronics Corporation has implemented Clarivate's IPfolio, a cloud-based intellectual property management platform, to modernize its IP management and enhance digital transformation [1][4]. Group 1: Implementation and Results - The implementation of IPfolio has led to a 90% improvement in data accuracy by integrating with Clarivate IP data, eliminating manual data entry errors [2]. - Real-time patent data updates have increased, and internal operational efficiency has improved by 25% [2]. - Management resources have been freed up by an estimated 15% due to automated data verification and other features [3]. Group 2: Company Background and Strategic Importance - Winbond is recognized as a Top 100 Global Innovator by Clarivate for three consecutive years, highlighting its commitment to innovation [4]. - The choice of IPfolio reflects Winbond's need for robust capabilities, advanced automation, and secure collaboration features [4]. - Winbond provides integrated circuit solutions globally, serving various markets including consumer electronics and automotive [4].

Q2 2025 Earnings Call July 30, 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 can ...