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Sep 30
Clarivate Q3 2025 Earnings Report
Clarivate's Q3 2025 earnings report highlighted a strong performance with significant revenue growth and improved profitability, driven by robust subscription and re-occurring revenue streams.
Key Takeaways
Clarivate delivered a strong third quarter in 2025, exceeding expectations with a 7% increase in total revenue to $720 million. The company's focus on subscription and re-occurring revenue proved successful, contributing significantly to the growth. Adjusted EBITDA also saw a healthy rise, indicating improved operational efficiency. The company's strategic initiatives and market position continue to drive positive financial outcomes.
Total revenue increased by 7% to $720 million, driven by strong performance in subscription and re-occurring revenue.
Adjusted EBITDA grew by 10% to $310 million, reflecting improved operational efficiency and profitability.
Subscription revenue rose by 8% to $500 million, demonstrating the stability and growth of the core business.
Diluted EPS was $0.45, while Non-GAAP diluted EPS reached $0.68, showcasing strong earnings power.
Clarivate
Clarivate
Clarivate Revenue by Segment
Clarivate Revenue by Geographic Location
Revenue by Segment
Subscription Revenue
CapyFin.comRe-occurring Revenue
CapyFin.comTransactional Revenue
CapyFin.comRevenue by Geographic Location
Academia & Government Revenue
CapyFin.comLife Sciences & Healthcare Revenue
CapyFin.comIntellectual Property Revenue
CapyFin.com Forward Guidance
Clarivate anticipates continued strong performance in the upcoming quarter and full year 2025, driven by sustained demand for its subscription services and strategic market expansion. The company expects to maintain its growth trajectory and improve profitability.
Positive Outlook
- Full-year 2025 revenue expected to be between $2.9 billion and $3.0 billion, indicating continued growth.
- Adjusted EBITDA for full-year 2025 projected to be in the range of $1.25 billion to $1.30 billion, showing improved profitability.
- Non-GAAP diluted EPS for full-year 2025 is forecasted to be between $2.70 and $2.80, reflecting strong earnings outlook.
- Continued strong demand for subscription-based services is expected to drive recurring revenue growth.
- Strategic investments in product innovation and market expansion are anticipated to contribute to future growth.
Challenges Ahead
- Potential for increased operational costs due to inflation and supply chain pressures.
- Intensified competition in key market segments could impact market share.
- Currency fluctuations may negatively affect reported international revenues.
- Economic uncertainties could lead to cautious spending by clients, particularly in transactional segments.
- Integration risks associated with potential future acquisitions could pose challenges.
Revenue & Expenses
Visualization of income flow from segment revenue to net income