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Jun 30, 2024

Clarivate Q2 2024 Earnings Report

Clarivate's financial performance saw a revenue decrease, offset by subscription revenue gains, and reaffirmed its 2024 outlook.

Key Takeaways

Clarivate reported a 2.8% decrease in revenues to $650.3 million, with organic revenues down 0.6%. Subscription revenues increased, but were offset by declines in re-occurring and transactional revenues. The company reaffirmed its 2024 outlook, expecting a return to organic growth in the second half of the year.

Revenues decreased by 2.8% to $650.3 million.

Organic revenues decreased by 0.6%.

Subscription revenues saw a slight increase of 0.7%.

Adjusted EBITDA decreased by 3.7% to $274.4 million.

Total Revenue
$650M
Previous year: $669M
-2.8%
EPS
$0.2
Previous year: $0.21
-4.8%
Adjusted EBITDA
$274M
Previous year: $285M
-3.7%
Subscription Revenue
$406M
Previous year: $406M
-0.1%
Gross Profit
$252M
Previous year: $445M
-43.3%
Cash and Equivalents
$376M
Previous year: $436M
-13.7%
Free Cash Flow
$60.3M
Previous year: $105M
-42.5%
Total Assets
$12.1B
Previous year: $13.7B
-11.9%

Clarivate

Clarivate

Forward Guidance

Clarivate reaffirms its 2024 outlook, expecting full-year financial results to align with previous expectations. The company plans a more balanced approach to capital allocation in the second half of 2024.

Positive Outlook

  • Revenues between $2.57B and $2.67B
  • Organic Revenue Growth between 0% and 2%
  • Adjusted EBITDA between $1.055B and $1.115B
  • Adjusted EBITDA Margin between 41% and 42%
  • Adjusted Diluted EPS between $0.70 and $0.80