NYSE$CLVT

Clarivate Plc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Clarivate reported Q4 2025 revenue of $617.0M and returned to GAAP profitability.

Q4 revenue $617.0M (organic -1.2%); net income $3.1M ($0.00 EPS) vs large prior loss; adjusted EPS $0.20. Organic ACV +1.8%; recurring revenue 88% of mix. Strategic review of Life Sciences & Healthcare sale ongoing.

  • Q4 revenue $617M.
  • Organic ACV +1.8%.
  • Adjusted EPS $0.20.
  • Recurring mix 88%.

Headline financials

Total Revenue

$617M

Previous: $663M-6.9%
EPS (adj)

$0.00

Previous: $0.21-100.0%
Adjusted EBITDA

$255M

No prior period
Adjusted EBITDA Margin

41.3%

No prior period
Organic ACV Growth

1.8%

No prior period
Net Income

$3.1M

Previous: -$192M+101.6%
Operating Income

$41.4M

Previous: -$62.3M+166.5%

Revenue & EPS history

Clarivate · Revenue · Quarterly

$617M

Q4 2025-6.9%vs Q4 2024
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

2026 organic ACV and recurring revenue growth expected despite divestiture-related reported revenue decline.

Tailwinds

  • Value Creation Plan lifting FCF.
  • Agentic AI in portfolio.
  • Share repurchases (56M FY).

Headwinds

  • Transactional revenue declining.
  • Divestiture uncertainty.
  • Organic revenue slightly negative.

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 Q4 2025

Historical avgQ4 2025

-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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