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]