Core Insights - Clearwater Analytics reported quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.15 per share, but showing an increase from $0.12 per share a year ago [1][2] - The company posted revenues of $205.11 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.62% and significantly up from $115.83 million year-over-year [3] - The stock has underperformed, losing approximately 36.9% since the beginning of the year, while the S&P 500 has gained 15.1% [4] Earnings Performance - The earnings surprise for the recent quarter was -6.67%, following a previous quarter where the earnings were also below expectations with a surprise of -7.69% [2] - Over the last four quarters, Clearwater Analytics has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2][3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $216.31 million, and for the current fiscal year, it is $0.55 on revenues of $728.95 million [8] - The estimate revisions trend for Clearwater Analytics was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [7] Industry Context - Clearwater Analytics operates within the Zacks Internet - Software industry, which is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable industry outlook [9] - The performance of Clearwater Analytics may be influenced by the overall industry trends, as the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]

Core Viewpoint - Clearwater Analytics (CWAN) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Clearwater Analytics is $0.15 per share, reflecting a year-over-year increase of +25% [3] - Revenues are anticipated to reach $203.84 million, which is a 76% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 10.35% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - Clearwater Analytics has an Earnings ESP of -14.47%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate [12] Historical Performance - In the last reported quarter, Clearwater Analytics was expected to post earnings of $0.13 per share but actually reported $0.12, resulting in a surprise of -7.69% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Comparison with Industry Peers - Flywire (FLYW), another player in the Zacks Internet - Software industry, is expected to report EPS of $0.19 for the same quarter, indicating a year-over-year decline of -36.7% [18] - Flywire's revenues are projected to be $179.54 million, up 18.6% from the previous year, with a significant revision of the consensus EPS estimate down by 500% over the last 30 days [19] - Flywire has a positive Earnings ESP of +29.23%, indicating a higher likelihood of beating the consensus EPS estimate [19]

Group 1: Earnings Performance - Clearwater Analytics reported quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.13 per share, but showing an increase from $0.10 per share a year ago [1] - The earnings surprise for this quarter was -7.69%, while the previous quarter had a positive surprise of +8.33% [2] - Over the last four quarters, the company has surpassed consensus EPS estimates three times [2] Group 2: Revenue Performance - The company posted revenues of $181.94 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 3.72% and up from $106.79 million year-over-year [3] - Clearwater Analytics has topped consensus revenue estimates four times over the last four quarters [3] Group 3: Stock Performance and Outlook - Clearwater Analytics shares have declined approximately 25.9% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [4] - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $207.32 million, and for the current fiscal year, it is $0.59 on revenues of $725.47 million [8] Group 4: Industry Context - The Internet - Software industry, to which Clearwater Analytics belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Clearwater Analytics' stock performance [6]

Group 1: Earnings Performance - Clearwater Analytics reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and up from $0.10 per share a year ago [1] - The earnings surprise for the quarter was 8.33%, and the company had a previous surprise of 18.18% when it reported $0.13 per share against an expectation of $0.11 [2] - Over the last four quarters, Clearwater Analytics has surpassed consensus EPS estimates three times [2] Group 2: Revenue Performance - The company posted revenues of $126.86 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.32%, compared to $102.72 million in the same quarter last year [3] - Clearwater Analytics has topped consensus revenue estimates four times over the last four quarters [3] Group 3: Stock Performance and Outlook - Clearwater Analytics shares have declined approximately 17.4% since the beginning of the year, while the S&P 500 has decreased by 5.5% [4] - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $129.45 million, and for the current fiscal year, it is $0.53 on revenues of $540.13 million [8] - The Zacks Industry Rank for Internet - Software is currently in the bottom 44% of over 250 Zacks industries, indicating potential challenges for stock performance [9]