NYSE$CWAN

Clearwater Analytics Holdings Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Clearwater Analytics reported Q1 2025 revenue of $126.9M, net income of $6.9M, diluted EPS of $0.03.

For Q1 2025, Clearwater Analytics reported Revenue was $126.9M, net income was $6.9M, diluted EPS was $0.03. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $126.9M for Q1 2025.
  • Net income $6.9M.
  • Diluted EPS $0.03.

Headline financials

Total Revenue

$127M

Previous: $103M+23.5%
EPS (adj)

$0.03

Previous: $0.10-70.0%
Annualized Recurring Revenue

$494M

No prior period
Gross Revenue Retention Rate

98.0%

No prior period
Net Revenue Retention Rate

114.0%

No prior period
Adjusted EBITDA

$45.1M

No prior period
Adjusted EBITDA Margin

35.5%

No prior period
Non-GAAP Net Income

$34.9M

No prior period
GAAP Gross Margin

73.3%

No prior period
Non-GAAP Gross Margin

78.9%

No prior period
Capital Expenditures

-$1.47M

Previous: -$1.44M-2.1%
Net Income

$6.51M

Previous: $1.9M+243.0%
Operating Income

$7.08M

Previous: -$166K+4366.3%
Gross Profit

$92.9M

Previous: $74.5M+24.7%

Revenue & EPS history

Clearwater · Revenue · Quarterly

$127M

Q1 2025+23.5%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.9%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+4.6%

Avg return

30 days after

67%

12 / 18 earnings

Positive

+21.6%

Q3 2024

Best reaction

-13.8%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%+0.1%+0.3%
Q4 2025+0.8%+0.2%+1.3%
Q3 2025-8.3%+6.3%+25.4%
Q1 2025+0.7%+0.5%+1.6%
Q4 2024+10.7%+13.2%-2.0%
Q3 2024+21.6%+15.1%+10.3%
Q2 2024+18.7%+16.3%+25.1%
Q1 2024+8.9%+10.7%+20.3%
Q4 2023-13.8%-12.2%-11.5%
Q3 2023+2.9%+0.4%+9.3%
Q2 2023+2.2%-2.0%+6.0%
Q1 2023-2.6%+1.2%+7.6%
Q4 2022-7.4%-5.7%-21.7%
Q3 2022+8.9%+10.2%+19.3%
Q2 2022+1.5%+13.4%+14.9%
Q1 2022-5.1%-6.9%-23.3%
Q4 2021-10.6%-11.0%+5.5%
Q3 2021+4.9%-4.5%-5.5%
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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