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Stock impact report

Clarivate (CLVT) Q4 2025 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]

Clarivate Plc Ordinary Shares (CLVT) 
Chief Financial Officer — Jonathan Collins TAKEAWAYS Revenue -- $2.455 billion for the year, with Q4 revenue at $617 million; annual revenue change was entirely inorganic, attributed to business disposals and divestitures. Organic Revenue -- Essentially flat for the full year due to recurring organic growth of about 1% offset by transactional revenue declines. Organic ACV Growth -- Nearly 2% for the year, representing a 90 basis point year-over-year improvement and at the high end of the guided range. Organic Recurring Revenue Mix -- Improved to 88% at the company level, with the Academia & Government segment at 93% and segment retention rates in the mid-90% range. Retention Rate -- Stable at 93% company-wide, according to management. Proprietary Revenue Contribution -- Management stated “97% of Clarivate's revenue come from proprietary assets, including intelligence solutions, workflow software and tech-enabled services.” Adjusted EBITDA -- Exceeded $1 billion for th Show less Read more
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