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Jun 30, 2023

Clearwater Q2 2023 Earnings Report

Clearwater Analytics' financial performance re-accelerated growth and improved the bottom line.

Key Takeaways

Clearwater Analytics reported a revenue of $89.9 million, a 22.4% increase year-over-year. The company's ARR reached $349.5 million, up 20.4% year-over-year. Adjusted EBITDA was $24.8 million, up 30.2% year-over-year.

Total revenue for the second quarter of 2023 reached $89.9 million, an increase of 22.4% year-over-year.

Adjusted EBITDA for the second quarter of 2023 was $24.8 million, an increase of 30.2% year-over-year.

ARR reached $349.5 million, an increase of 20.4% year-over-year.

Net revenue retention rate was 109%.

Total Revenue
$89.9M
Previous year: $73.4M
+22.4%
EPS
$0.08
Previous year: $0.05
+60.0%
Annual Recurring Revenue
$350M
Previous year: $290M
+20.4%
Gross Revenue Retention Rate
98%
Previous year: 98%
+0.0%
Net Revenue Retention Rate
109%
Previous year: 104%
+4.8%
Gross Profit
$62.9M
Previous year: $52.5M
+19.9%
Cash and Equivalents
$190M
Previous year: $279M
-31.7%
Free Cash Flow
$19.6M
Previous year: $16.5M
+18.5%
Total Assets
$512M
Previous year: $401M
+27.7%

Clearwater

Clearwater

Forward Guidance

The company provided guidance for the third quarter and full year 2023. They expect revenue of $92 million for Q3 and $364 to $366 million for the full year. Adjusted EBITDA is expected to be $25.5 million for Q3 and $100 million for the full year.