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Mar 31, 2022

Clearwater Q1 2022 Earnings Report

Clearwater Analytics reported strong financial results, achieving significant top-line growth and adding marquee clients.

Key Takeaways

Clearwater Analytics announced its Q1 2022 financial results, with total revenue reaching $70.8 million, a 24.4% increase year-over-year. The company's ARR reached $287.1 million, a 23.5% increase year-over-year, and the gross revenue retention rate remained strong at 98%.

Total revenue for the first quarter of 2022 reached $70.8 million, an increase of 24.4% from $56.9 million in the first quarter of 2021.

ARR reached $287.1 million, an increase of 23.5% from $232.5 million as of March 31, 2021.

Gross revenue retention rate was 98% for thirteen consecutive quarters.

Net revenue retention rate was 107%.

Total Revenue
$70.8M
Previous year: $56.9M
+24.4%
EPS
$0.05
Previous year: $0.0197
+153.5%
Annual Recurring Revenue
$287M
Previous year: $233M
+23.5%
Gross Revenue Retention Rate
98%
Previous year: 98%
+0.0%
Net Revenue Retention Rate
107%
Gross Profit
$49.6M
Previous year: $42.6M
+16.5%
Cash and Equivalents
$264M

Clearwater

Clearwater

Forward Guidance

The company raised its full-year revenue guidance, which they now expect to be in the range of $303 million to $305 million.

Positive Outlook

  • Revenue for Q2 2022 is expected to be $73 million to $73.5 million.
  • Full year revenue is expected to be $303 million to $305 million.
  • Adjusted EBITDA for Q2 2022 is expected to be $19 million to $20 million.
  • Full year Adjusted EBITDA is expected to be $80 million to $82 million.
  • Demand for differentiated solution remains strong from both new and existing clients