secwatch.observer — SEC 8-K summary
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Issuer:     Clearwater Analytics Holdings, Inc. (CWAN)
CIK:        0001866368
Form:       8-K
Filed at:   2023-08-02T23:59:59+00:00
Accession:  0001628280-23-026774
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Clearwater Q2 revenue $89.9M (+22% YoY); ARR $349.5M (+20%); guides FY revenue $364-366M
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- Q2 revenue $89.9M (+22.4% YoY); non-GAAP net income $20.0M (+50.9%); adj. EBITDA $24.8M (+30.2%).
- ARR $349.5M (+20.4% YoY); gross retention 98%; net retention 109%.
- Net loss $11.9M includes $28.7M equity-based comp ($5.5M from JUMP acquisition).
- FY 2023 guidance: revenue $364-366M (~20-21% growth); adj. EBITDA $100M.
- J.P. Morgan partnership; Aviva go-live; Clearwater-GPT AI initiative.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1866368/000162828023026774/0001628280-23-026774-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1866368/000162828023026774/cwan-20230802.htm
  HTML page:      https://secwatch.observer/filing/0001628280-23-026774

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer