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Mar 31

CCC Q1 2025 Earnings Report

CCC reported solid revenue growth and margin performance in Q1 2025 despite a GAAP net loss.

Key Takeaways

CCC Intelligent Solutions posted an 11% revenue increase in Q1 2025, surpassing expectations with strong adjusted EBITDA margin and notable business wins. However, the company recorded a GAAP net loss due to higher expenses and integration-related costs.

Revenue rose to $251.6 million, up from $227.2 million in Q1 2024.

Adjusted EBITDA reached $99.1 million with a margin of 39%.

GAAP net loss widened to $17.4 million due to increased costs.

Strong customer activity including renewals and new wins like Caliber Collision and a major EV OEM.

Total Revenue
$252M
Previous year: $227M
+10.7%
EPS
$0.08
Previous year: $0.09
-11.1%
Adjusted EBITDA
$99.1M
Adjusted Operating Income
$85.3M
Adjusted Net Income
$54.5M
Gross Profit
$185M
Previous year: $150M
+23.4%
Cash and Equivalents
$130M
Previous year: $191M
-31.8%
Free Cash Flow
$43.6M
Previous year: $39.6M
+10.3%
Total Assets
$3.61B
Previous year: $3.02B
+19.5%

CCC

CCC

Forward Guidance

CCC expects continued revenue growth and profitability improvements driven by strong customer momentum and upcoming product launches.

Positive Outlook

  • Revenue guidance for Q2 2025 between $255.5M and $257.5M.
  • Full-year 2025 revenue projected between $1.046B and $1.056B.
  • Adjusted EBITDA guidance for Q2 between $99.0M and $101.0M.
  • Full-year 2025 adjusted EBITDA expected between $420M and $428M.
  • New product launches like Medhub for Casualty expected to enhance value proposition.

Challenges Ahead

  • GAAP net losses expected to persist due to non-cash charges and M&A costs.
  • Integration of acquisitions may incur additional expenses.
  • Free cash flow could be affected by capital investments.
  • Market uncertainty in insurance and automotive sectors could impact volumes.
  • Ongoing cost pressures from growth investments and stock-based compensation.