CLARIVATE PLC
F:16A
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
C
|
CLARIVATE PLC
F:16A
|
UK |
|
GitLab Inc
F:8K2
|
US |
|
C
|
Commerzbank AG
SWB:ZZMS
|
DE |
|
US Gold Corp
NASDAQ:USAU
|
US |
|
D
|
Dalipal Holdings Ltd
HKEX:1921
|
CN |
|
S
|
Sumitomo Corp
F:SUMA
|
JP |
|
S
|
Shimano Inc
SWB:SHM
|
JP |
|
B
|
BioLife Solutions Inc
F:BJX1
|
US |
CLARIVATE PLC
Clarivate sells subscription software, data, and research tools that help organizations find information, protect inventions, and manage scientific and legal workflows. Its products are used for tasks like patent search, trademark research, academic library research, and tracking drug and scientific literature. The company makes money mainly by charging recurring fees for access to its databases, software platforms, and professional services. Its main customers are companies with intellectual property teams, law firms, universities, research libraries, government agencies, and life sciences organizations. These buyers use Clarivate to save time, reduce risk, and make better decisions around patents, publications, drugs, and innovation. Because its tools are tied to mission-critical research and IP work, customers often rely on them for daily operations rather than one-off projects. What makes Clarivate different is its role as a specialized information middleman: it collects, organizes, and packages hard-to-find technical and legal data into tools people can use immediately. That gives it a position between raw information sources and the professionals who need to act on them. The business tends to be sticky because once a team builds its workflow around Clarivate’s data and software, switching can be difficult.
Clarivate sells subscription software, data, and research tools that help organizations find information, protect inventions, and manage scientific and legal workflows. Its products are used for tasks like patent search, trademark research, academic library research, and tracking drug and scientific literature. The company makes money mainly by charging recurring fees for access to its databases, software platforms, and professional services.
Its main customers are companies with intellectual property teams, law firms, universities, research libraries, government agencies, and life sciences organizations. These buyers use Clarivate to save time, reduce risk, and make better decisions around patents, publications, drugs, and innovation. Because its tools are tied to mission-critical research and IP work, customers often rely on them for daily operations rather than one-off projects.
What makes Clarivate different is its role as a specialized information middleman: it collects, organizes, and packages hard-to-find technical and legal data into tools people can use immediately. That gives it a position between raw information sources and the professionals who need to act on them. The business tends to be sticky because once a team builds its workflow around Clarivate’s data and software, switching can be difficult.
Revenue: Clarivate reported first-quarter revenue of $586 million, with management saying results were on pace to meet full-year guidance and helped by continued Value Creation Plan execution.
Margin expansion: Adjusted EBITDA was $241 million, with a 41% margin, up almost 200 basis points year over year as cost discipline and a subscription-heavy mix continued to help profits.
Cash and debt: Free cash flow was about $79 million, and the company used cash to retire $143 million of debt during the quarter, reinforcing a stronger deleveraging story.
AI momentum: Management highlighted growing customer adoption of AI products, including measurable workflow gains in academia and new integrations with Anthropic and other AI platforms.
Segment trends: Academia & Government remained a strong growth engine, IP showed improving renewal rates and nearly flat organic ACV, and Life Science & Healthcare continued shifting toward subscriptions.
Outlook: Full-year guidance was reaffirmed across all metrics, including $2.36 billion of revenue, nearly 43% adjusted EBITDA margin, $0.75 adjusted diluted EPS, and about $400 million of free cash flow.
