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Jun 30, 2022

Clearwater Q2 2022 Earnings Report

Clearwater Analytics reported a strong second quarter, achieving record quarterly revenue and demonstrating continued growth through new client acquisitions.

Key Takeaways

Clearwater Analytics announced strong Q2 2022 financial results, with a revenue increase of 20.6% year-over-year, reaching $73.4 million. The company continues to grow by adding new clients and displacing competitors. Operating cash flow generation of $18.3 million and free cash flow of $16.5 million.

Total revenue for the second quarter of 2022 reached $73.4 million, an increase of 20.6% from $60.9 million in the second quarter of 2021.

Gross profit for the second quarter of 2022 was $52.5 million, compared with $45.3 million in the second quarter of 2021.

Net loss for the second quarter of 2022 was $2.2 million compared with net loss of $0.2 million in the second quarter of 2021.

As of June 30, 2022, the net revenue retention rate was 104% which is a decline from 107% as of March 31, 2022.

Total Revenue
$73.4M
Previous year: $60.9M
+20.6%
EPS
$0.05
Previous year: -$0.00122
-4198.4%
Annual Recurring Revenue
$290M
Previous year: $245M
+18.5%
Gross Revenue Retention Rate
98%
Net Revenue Retention Rate
104%
Gross Profit
$52.5M
Previous year: $45.3M
+15.9%
Cash and Equivalents
$279M
Free Cash Flow
$16.5M
Total Assets
$401M

Clearwater

Clearwater

Forward Guidance

Clearwater Analytics provided guidance for the third quarter and full year of 2022.

Positive Outlook

  • Revenue for Q3 2022 is expected to be between $74.5 million and $75 million.
  • Full year 2022 revenue is projected to be between $298 million and $300 million.
  • Year-over-year growth for Q3 2022 is expected to be approximately 16%.
  • Full year 2022 year-over-year growth is projected to be approximately 19%.
  • Adjusted EBITDA for Q3 2022 is expected to be between $19 million and $19.5 million.