Procter & Gamble, Nestlé, Apple, L'Oréal, Novartis, LG Electronics and Unilever among the largest portfolio owners in most registers LONDON, May 15, 2025 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today released the Trademark filing trends 2025 report, analyzing ten key trademark registers worldwide: the United States (U.S.), Canada, the United Kingdom (U.K.), the European Union (EU), France, Germany, India, Mainland China, Japan, and Australia. The ...

Core Insights - Clarivate Plc has introduced Pathway Maps in its OFF-X platform, enhancing translational safety intelligence in drug development [1][3] - Over 30% of drug development failures are linked to safety issues, necessitating earlier identification of potential liabilities [1][2] - The integration of visual disease biology with comprehensive safety data allows researchers to make faster, more informed decisions [2][3] Company Overview - Clarivate is a global provider of transformative intelligence, offering data, insights, analytics, and workflow solutions across various sectors including Life Sciences & Healthcare [5] - The company aims to empower researchers with tools that streamline workflows and provide actionable insights to improve patient outcomes [3][5] Product Features - OFF-X supports researchers throughout the drug development lifecycle, from early discovery to post-marketing surveillance [4] - The platform combines proprietary physiological and disease pathway visualizations with curated safety data, enhancing risk evaluation [3][4] - The addition of Pathway Maps allows for disease-specific visualizations of key signaling pathways, facilitating quicker identification of safety liabilities [2][3]

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Financial Data and Key Metrics Changes - Q1 revenue was $594 million, with a net loss of $104 million attributed to higher restructuring expenses related to the value creation plan [22][23] - Adjusted diluted EPS was $0.14, flat compared to the same period last year [23] - Adjusted EBITDA margin increased by more than one percentage point due to improved cost management [24] Business Line Data and Key Metrics Changes - Organic annual contract value (ACV) grew sequentially, with total organic revenue increasing for the first time in over a year, and recurring organic revenue grew nearly 1% [6][8] - In the IP Patent Annuity business, organic recurring revenue grew 5% due to higher volumes [12] - Subscription renewal rates in Life Science and Health improved to 90%, an increase of three percentage points over the prior year [13] Market Data and Key Metrics Changes - The mix of recurring revenue to total revenue is now 83%, an improvement of 200 basis points compared to the prior year [6] - The company noted that less than 3% of total revenue comes directly from the U.S. Federal government, indicating limited exposure to government funding cuts [10] Company Strategy and Development Direction - The company is focused on optimizing revenue, improving sales execution, and accelerating innovation through a subscription-centric model [5][8] - The value creation plan is on track, with a focus on business model optimization, sales execution, and accelerated product innovation [15][18] - The company is evaluating strategic alternatives to unlock value and maximize shareholder returns [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future of research in academia despite potential government funding cuts, indicating minimal impact on business so far [39][40] - The company remains cautious about the macroeconomic environment but believes its products' recurring nature positions it well during uncertain times [34] Other Important Information - Free cash flow was strong at $110 million, with nearly half used for share repurchases [26][28] - The company expects annual contract value to accelerate by approximately 60 basis points to 1.5% at the midpoint of the range [29] Q&A Session Summary Question: Concerns about government funding exposure - Management indicated minimal impact from government actions and noted strong renewal rates in the A and G segment [39][42] Question: Inquiry about private equity interest in the IP segment - Management stated they are evaluating strategic options but had no specific comments on the private equity interest [47] Question: Drivers behind higher renewal volumes in IP - The primary driver for the increase in organic recurring revenues was a return to healthy growth in patent and trademark renewals [50][51] Question: Impact of funding cuts on large universities - Management confirmed that less than half of the A and G segment business is in the U.S., with a significant portion already renewed this year [55] Question: Expectations for transactional revenue growth - Management remains conservative about transactional revenue growth, focusing on improving recurring revenues [58] Question: Changes to the sales incentive model - Management highlighted upgrades in sales leadership and changes to the incentive model to reward subscription revenue growth [66] Question: Cyclical nature of patent renewals - Management acknowledged that while patent renewals can be cyclical, they expect the long-term trend to remain positive [70]

Q1 2025 Earnings Call Apr 29, 2025 Safe Harbor Statement and Non-GAAP Financial Measures Forward-Looking Statements This communication includes statements that express our opinions, expectations, beliefs, plans, objectives, assumptions, or projections regarding future events or future results and therefore are, or may be deemed to be, "forward-looking statements" within the meaning of the "safe harbor provisions" of the Private Securities Litigation Reform Act of 1995. These forward-looking statements can g ...

Clarivate PLC (CLVT) reported $593.7 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.4%. EPS of $0.14 for the same period compares to $0.14 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $573.32 million, representing a surprise of +3.56%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $0.12.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

Clarivate (CLVT) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Mark Donohue - VP - Investor RelationsMatti Shem Tov - CEOJonathan Collins - Executive VP & CFODavid Paige - AVP - Equity Research Conference Call Participants Greg Parrish - AnalystNone - AnalystGeorge Tong - Sr. Research Analyst - Equity ResearchSurinder Thind - Senior VP & Equity Analyst Operator Thank you for joining. And ladies and gentlemen, my name is Karen. I'll be your conference operator. At this time, I'd like ...

Clarivate PLC (CLVT) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this company would post earnings of $0.20 per share when it actually produced earnings of $0.21, delivering a surprise of 5%.Over the last four quarters, the company has su ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 CLARIVATE PLC Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) Jersey, Channel Islands N/A (State or other jurisdiction of incorporation or organization) 70 St. Mary Axe London EC3A 8BE United Kingdom (Address of principal executive offices) (I.R.S. Employer Identification No.) Not applicable (Zip Code) For the quarterly period ende ...

London, UK -- April 29, 2025 Clarivate Plc (NYSE: CLVT) (the "Company" or "Clarivate"), a leading global provider of transformative intelligence, today reported results for the first quarter ended March 31, 2025. Total revenues for the first quarter of 2025 was $593.7 million, compared to total revenues of $621.2 million for the first quarter of 2024. Organic revenues for the first quarter of 2025 increased 0.3%, compared to the first quarter of 2024, due to a 0.6% increase in organic recurring revenues, pa ...