CLVT earnings / call / takeaways
CLVT Q3 FY26 earnings call: key takeaways
What CLVT said on its earnings call of November 3, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 3, 2026·AI-generated from the call transcript and Lician data
- Clarivate reported EPS of $0.21, beating the $0.16 consensus estimate (15:54)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.16 | – | – |
| Revenue | $490.1M | – | – |
EPS basis: Unverified: provider EPS matches neither the SEC filing nor the press release
The stock moved +25.9% over the report window (S&P 500 ETF +0.3%). Earnings history
What changed since last quarter
- The company raised full-year 2026 revenue guidance to $1.965 billion to $1.985 billion, down from prior expectations due to the sale of the LS&H segment. (21:05)
- Clarivate updated its 2026 adjusted EBITDA guidance to $865 million to $885 million, with profit growth expected in the fourth quarter. (21:05)
- The CEO mentioned a target for exiting 2026 with 2% ACV growth, showing improved confidence in future performance. (27:09)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year revenue guidance: $1.965 billion to $1.985 billion. (21:05) | not captured |
| EBITDA | Adjusted EBITDA guidance: $865 million to $885 million. (21:05) | not captured |
| EPS | Adjusted EPS growth: 9% at the midpoint to 75 cents. (21:05) | not captured |
| Free cash flow | Free cash flow guidance: $320 million to $340 million. (21:05) | not captured |
| Free cash flow | Free cash flow growth for 2027: 10 to 15 percent. (21:05) | not captured |
What analysts pressed on
In their words
We have a clear path to accelerating sustained organic growth, expanding free cash flow, and reducing leverage
Mahdi (2:16)The work we support is non-discretionary and no deferrable
(9:59)We believe that IP1 can become the intelligence and agenting foundation across the IP lifecycle
(11:59)We are proud of the progress and confidence in the future
Maddie Shemtov (32:58)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.