Core Insights - Clarivate Plc has signed an agreement with the University of Melbourne to provide a comprehensive suite of library solutions and services aimed at enhancing academic success [1][3] - The collaboration will implement advanced library management systems, including Alma, Primo, Leganto, Rapido, and Library Open Workflows, to improve resource access and operational efficiency [1][2] - The partnership is built on a two-decade history and aims to transform library systems, enhancing user experiences for students and faculty [3] Company Overview - Clarivate is a global provider of transformative intelligence, offering data, insights, analytics, and workflow solutions across various sectors, including Academia, Government, Intellectual Property, and Life Sciences [4] - The University of Melbourne, established in 1853, is one of Australia's oldest universities, with over 77,000 students and a commitment to impactful research and education [4]

Clarivate (CLVT) FY Conference Summary Company Overview - **Company**: Clarivate (CLVT) - **Industry**: Information services, workflow solutions, particularly in university, pharmaceutical, and legal sectors Key Points and Arguments Divestiture Plans - Clarivate is evaluating options to sell its IP business segment and expects to communicate the outcome by year-end results in February [3][5] - Maroon Murad will join as president of the IP segment effective September 8, indicating a commitment to innovation and growth in this area [4] Value Creation Plan (VCP) - The VCP launched in 2024 is on track, with measurable progress across key initiatives [7] - Annual Contract Value (ACV) and renewal rates are increasing, with 88% of revenue now from subscription and recurring sources, up from 80% last year [8][12] - Major operational changes in the sales organization have been completed, enhancing customer engagement and retention [9][10] Financial Metrics - Organic recurring revenue mix is currently at 88%, expected to stabilize at 84% for the full year due to disposals [12][14] - The company aims for mid-single-digit organic growth in the long term, with expectations of returning to a 3-4% growth rate in the A and G segment [29][68] AI Integration and Innovation - Clarivate has launched 10 AI-powered products and is aggressively introducing new AI capabilities across its segments [10][11] - The company has established an AI innovation center of excellence, with 4,800 academic institutions currently using its AI solutions [52][58] - AI is seen as a significant growth driver, particularly in the IP business, as more inventions seek patent protection [39][41] Segment Performance - **A and G Segment**: 93% of the A and G business is recurring with a 96% renewal rate. The introduction of subscription-based products is expected to drive growth [20][21][23] - **IP Business**: Experienced 1.5% growth in the first half of the year, with expectations of mid-single-digit growth in the long term [36][38] - **Life Sciences and Healthcare (LS and H)**: Stability in R&D spending and improved renewal rates for the Cortella suite of products. New product launches are anticipated to drive growth [47][50] Capital Allocation Strategy - Clarivate expects to generate mid-$300 million in free cash flow, focusing on share repurchases and debt repayment rather than M&A in the near term [65][66] - The company aims to reduce leverage over time while capitalizing on attractive stock value [66][67] Long-term Growth Outlook - Clarivate anticipates organic growth rates to align with industry growth rates, with a focus on increasing the proportion of subscription revenue [68][70] Additional Important Insights - The company is optimistic about growth opportunities in both developed and developing markets, fueled by continuous innovation and AI advancements [27][28][30] - Clarivate's strategic focus on enhancing its product offerings and customer engagement is expected to yield positive results in the coming years [11][19][50]

LONDON, Aug. 8, 2025 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today that Matti Shem Tov, Chief Executive Officer, and Jonathan Collins, Executive Vice President and Chief Financial Officer, will present at the Oppenheimer 28th Annual Technology, Internet & Communications Virtual Conference, on Wednesday, August 13, 2025 at 12:25 pm Eastern Time. The live webcast can be accessed at https://wsw.com/webcast/oppenheimer43/clvt/2801835 and wi ...

Financial Data and Key Metrics Changes - The company reported Q2 revenue of $621 million, bringing the first half total to $1.2 billion, with a net loss of $72 million, an improvement attributed to the absence of a non-cash impairment charge from the previous year [22][23] - Adjusted diluted EPS was $0.18, with operating cash flow of $116 million in the quarter [23][27] - Free cash flow for Q2 was $50 million, totaling $161 million for the first half of the year [27][28] - The mix of organic recurring revenue to total revenue for the first half improved to 88%, an increase of 800 basis points compared to the previous year [21] Business Line Data and Key Metrics Changes - The A and G business achieved 2% organic ACV and subscription revenue growth, with a 96% renewal rate [8][11] - The IP segment returned to organic growth in patent annuities, with recurring revenue rising by about 1.5% in the first half of 2025 [13][14] - Life Science and Healthcare segment saw a return to organic ACV growth, supported by a long-term multimillion-dollar agreement with a top pharmaceutical company [18][19] Market Data and Key Metrics Changes - The company noted a market-wide surge in AI innovation, which is expected to drive growth in the patent renewal business [14][15] - The U.S. dollar weakened against foreign currencies, providing a favorable foreign exchange translation impact on revenue [26][34] Company Strategy and Development Direction - The company is focused on a value creation plan (VCP) launched in 2024, emphasizing AI-led product innovation, improved sales execution, and operational efficiency [6][8] - A shift away from transactional sales towards subscription models is expected to enhance recurring revenue growth [10][11] - The company is undertaking a strategic review to assess alternatives across the business, with results expected to be communicated in February 2026 [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the renewal rates and the resilience of their products amid funding pressures in the U.S. market [54] - The company anticipates continued organic growth in the second half of the year, driven by improvements in the A and G and Life Sciences segments [36][37] - Management highlighted the importance of their products being mission-critical for universities, which supports renewal confidence [54] Other Important Information - The company has launched 10 AI-powered products since the launch of the VCP plan [9] - A new sales incentive plan has been initiated to refocus on subscription and recurring revenue, contributing to improved sales momentum [58][60] Q&A Session Summary Question: IP business rebound and AI opportunities - Management noted that the rebound in the IP annuity market is expected to benefit from increased patent filings related to AI, particularly in Asia and China [40][41][42] Question: Potential changes in U.S. patent filing fee structure - Management indicated that they are well-positioned to adapt to any changes in the IP ecosystem due to their long-standing presence and collaboration with patent offices and law firms [46][47][48] Question: University funding cuts and renewal outlook - Management reported strong renewal rates and emphasized the critical nature of their products for universities, which supports confidence in future renewals [53][54] Question: Sales momentum and subscription focus - Management expressed optimism about the sales momentum driven by the new sales incentive plan, focusing on subscription and recurring revenue [58][60] Question: Life Sciences and Healthcare market dynamics - Management highlighted stable R&D spending and improvements in the subscription business within Life Sciences and Healthcare, attributing this to investments in the Cortellis suite of products [64][66] Question: Delays in disposals - Management explained that one disposal is taking longer due to customer requests for more time to transition to alternative offerings [69][71]

Financial Data and Key Metrics Changes - The company reported Q2 revenue of $621 million, bringing the first half total to $1.2 billion, with changes attributed to the ScholarOne divestiture and business disposals, partially offset by organic growth and foreign exchange [23] - The second quarter net loss was $72 million, an improvement over the previous year due to the absence of a non-cash impairment charge recorded last year [24] - Adjusted diluted EPS was $0.18, with changes attributed to divestitures and disposals [24] - Free cash flow was strong at $50 million for Q2 and $161 million for the first half, driven by adjusted EBITDA despite higher one-time costs associated with the value creation plan [28][29] - The mix of organic recurring revenue to total revenue for the first half improved to 88%, an increase of 800 basis points compared to last year [21] Business Line Data and Key Metrics Changes - The A and G business delivered 2% organic ACV and subscription revenue growth, with a 96% renewal rate achieved [7][11] - The IP segment returned to organic growth in patent annuities, with recurring revenue rising by about 1.5% in the first half of 2025 [15] - Life Science and Healthcare segment saw a return to organic ACV growth, supported by investments in the Cortellis suite of products [18][70] Market Data and Key Metrics Changes - The company noted a market-wide surge in AI innovation, which is expected to drive growth in the patent renewal business [15] - The U.S. dollar weakened against foreign currencies, providing a foreign exchange translation tailwind on revenue and adjusted EBITDA [26][28] Company Strategy and Development Direction - The value creation plan (VCP) is on track, with measurable progress across key initiatives and KPIs, including AI-led product innovation and operational efficiency [5][8] - The company is transitioning away from transactional sales to increase recurring revenue, with A and G subscription revenue now constituting 93% of total segment revenue [10][11] - A strategic review is underway to assess alternatives across the business, with results expected to be communicated in February 2026 [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the renewal rates and subscription uptake despite macroeconomic challenges, highlighting the mission-critical nature of their products [61] - The company anticipates continued organic growth in the second half of the year, driven by improvements in the A and G and Life Sciences segments [39] - Management noted that the strategic disposals are expected to lower revenue by approximately $125 million this year, but are part of optimizing the business model [35] Other Important Information - The company announced the appointment of Maroon Murad as President of the IP segment, effective September 8, 2025 [17] - The company has completed refinancing $500 million of its 2026 bonds, extending the maturity by five years [30] Q&A Session Summary Question: Rebound in the IP business and AI opportunities - Management noted that new patent filings take a few years to impact renewals, but the trend of increased AI-related patents is expected to benefit the business globally over the next few years [44][46] Question: Potential changes to the U.S. patent fee structure - Management stated that they are well-positioned to support any changes in the IP ecosystem due to their long-standing presence and collaboration with patent offices and law firms [51][52] Question: University funding cuts and renewal outlook - Management reported strong renewal rates and emphasized the critical nature of their products to universities, indicating confidence in continued renewals [61] Question: Sales momentum and new sales incentive plan - Management highlighted the focus on subscription and recurring revenue, noting positive sales momentum and excitement within the sales organization [66] Question: Market dynamics in Life Sciences and Healthcare - Management indicated stable R&D spending and improvements in the subscription business, attributing growth to investments in the Cortellis suite [71] Question: Delays in disposals - Management explained that one disposal is taking longer due to customer requests for more time to adjust to alternative offerings [76]

Q2 2025 Earnings Call July 30, 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 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _______ Commission File No. 001-38911 CLARIVATE PLC (Exact name of registrant as specified in its charter) Jersey, Channel Islands Not applicable (State or othe ...

Net loss for the second quarter of 2025 was $72.0 million, or $0.11 per diluted share, compared to a net loss of $304.3 million, or $0.46 per diluted share, for the second quarter of 2024. Adjusted net income for the second quarter of 2025 was $123.3 million, or $0.18 per diluted share, compared to $142.2 million, or $0.20 per diluted share, for the second quarter of 2024. Adjusted EBITDA for the second quarter of 2025 was $261.6 million, compared to Adjusted EBITDA of $274.4 million for the second quarter ...

LONDON, July 30, 2025 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced that Maroun S. Mourad will join the Company as President of the Intellectual Property (IP) segment, effective September 8, 2025. Maroun most recently served as President of the Claims Solutions division of Verisk Analytics Inc. He succeeds Gordon Samson, who will retire at the end of 2025 after a high-impact career in the IP industry, spending five years as the Chief Ope ...

Core Insights - The 2025 G20 research and innovation scorecard by Clarivate highlights the evolving research strategies of G20 nations, emphasizing open access, international partnerships, and alignment with global challenges like the Sustainable Development Goals (SDGs) [5][6] - The scorecard incorporates data from the Emerging Sources Citation Index (ESCI), enhancing its ability to reflect global research activity [2] - The scorecard is available for free on Clarivate's website and is launched ahead of the G20 Summit in Johannesburg, South Africa [4] Research Collaboration Trends - The European Union's collaboration with Mainland China has more than doubled from 3.0% in 2015 to 6.6% in 2024, while partnerships with the U.S. and U.K. remain steady at 12% and 9% respectively [8] - Mainland China leads the G20 in research output with nearly 900,000 papers in 2024, tripling its 2015 volume, with over half involving domestic collaboration [8] - The United States has seen international collaboration increase to 43%, with Mainland China being its largest international partner [8] - The United Kingdom's international collaboration has grown from 55% in 2015 to 70% in 2024, with significant increases in partnerships with Mainland China [8] - Canada maintains strong ties with the U.S., with 26.8% of Canadian papers co-authored with U.S. researchers, primarily in Medical & Health Sciences [8] - Australia has seen Mainland China overtake the U.S. as its top research partner, with collaboration rising from 9.7% in 2015 to 19.5% in 2024 [8] Scorecard Features - The scorecard includes OECD field-level breakdowns and insights into open access and SDG-aligned research, reflecting G20 host South Africa's Ubuntu philosophy of collaboration [3] - Enhanced visualizations and field-level insights are designed to make it easier to explore trends and understand the dynamics shaping global science [6]