NYSE$CLVT

Clarivate Plc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Clarivate's Q3 2024 results reflected a decrease in revenues and profitability due to fluctuating transactional revenue and low margin areas, leading to the removal of the 2024 outlook.

Clarivate's Q3 2024 revenues decreased by 3.9% to $622.2 million, with a net loss of $65.6 million. The company's performance was impacted by lower transactional sales and the divestiture of Valipat. As a result of the recent CEO transition and the work being done under the Value Creation Plan, the Company has removed its forward-looking outlook for 2024.

  • Revenues decreased by 3.9% to $622.2 million.
  • Organic revenues decreased by 2.6%, with subscription revenue growth offset by declines in re-occurring and transactional revenues.
  • Net loss was $65.6 million, with a net loss per diluted share of $0.09.
  • Adjusted EBITDA decreased by 6.0% to $264.4 million.

Headline financials

Total Revenue

$622M

Previous: $647M-3.9%
EPS

-$0.09

Previous: $0.21-142.9%
Adjusted EBITDA

$282M

Previous: $281M+0.2%
Adjusted EBITDA Margin

42.0%

No prior period
Organic ACV Growth

5.5%

No prior period
Capital Expenditures

-$207M

Previous: -$179M-15.8%
Free Cash Flow

-$273M

Previous: -$166M-63.9%
Net Income

-$65.6M

Previous: $12.3M-633.3%
Operating Income

$21.7M

Previous: $87.2M-75.1%
Gross Profit

$412M

Previous: $427M-3.4%
Cash & Equivalents

$389M

Previous: $399M-2.6%
Total Assets

$12B

Previous: $13.4B-10.3%
Stock-Based Comp

$15M

Previous: $25.5M-41.2%

Revenue & EPS history

Clarivate · Revenue · Quarterly

$622M

Q3 2024-3.9%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Clarivate · $333M total across 2 segments · Q2 2021

  • Subscription
    $244M
  • Transactional
    $89.8M

Forward guidance

As a result of the recent CEO transition and the work being done under the Value Creation Plan, the Company has removed its forward-looking outlook for 2024. All previous outlooks provided by the Company should no longer be relied upon.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-1.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.5%

Avg return

30 days after

41%

12 / 29 earnings

Positive

+38.7%

Q4 2025

Best reaction

-29.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+13.9%+11.6%+0.8%
Q4 2025+38.7%+36.9%+44.0%
Q3 2025-3.6%-2.7%+3.3%
Q1 2025+17.3%+20.3%+18.4%
Q4 2024-1.4%-5.4%-15.3%
Q3 2024-29.0%-30.3%-13.2%
Q2 2024-17.4%-7.5%+8.3%
Q1 2024-10.2%-10.5%-18.1%
Q4 2023-20.9%-20.1%-16.9%
Q3 2023+1.8%-2.8%+18.9%
Q2 2023-23.8%-26.5%-18.8%
Q1 2023+6.5%+5.7%+10.8%
Q4 2022+13.2%+9.4%-7.3%
Q3 2022-7.4%+6.6%-9.0%
Q2 2022-7.5%-9.2%-16.3%
Q1 2022-3.0%-2.0%+0.3%
Q4 2021+10.1%+11.0%+24.8%
Q3 2021+5.7%+6.4%+4.4%
Q2 2021-5.6%-4.1%+3.6%
Q1 2021+4.5%+5.3%+12.3%
Q4 2020-19.0%-17.8%-11.6%
Q3 2020-7.2%-3.0%-8.4%
Q2 2020-4.0%+2.4%+0.3%
Q1 2020+8.5%+4.9%+1.4%
Q4 2019-1.4%+4.3%-1.1%
Q3 2019+6.3%+4.9%+6.1%
Q2 2019+8.1%+7.1%+9.1%
Q4 2018-5.0%+1.0%+1.8%
Q1 2019-0.8%-1.3%+9.8%
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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