{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-006359","form_type":"8-K","ticker":"CWAN","cik":"0001866368","company_name":"Clearwater Analytics Holdings, Inc.","filed_at":"2025-02-19T23:59:59+00:00","discovered_at":"2026-05-14T18:03:05.379699+00:00","generated_at":"2026-05-26T12:30:25.516886+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Clearwater Q4 revenue $126.5M (+27.7% YoY); guides FY2025 rev $535.5-542M; $1.5B Enfusion deal noted","bullets":["Q4 revenue $126.5M (+27.7% YoY); ARR $474.9M (+25.3% YoY); net income $420.3M includes $472M one-time tax benefit from DTA release.","Q4 Adj EBITDA $41.7M (+39% YoY), margin 33.0% (+270 bps); FY2024 Adj EBITDA $145.7M, margin 32.2%.","Net revenue retention rate 116% (vs 107% a year ago); clients 1,462, including 100 with >$1M ARR.","Guidance: Q1 2025 rev ~$125M, Adj EBITDA ~$41.5M; FY2025 rev $535.5-542M (19-20% growth), Adj EBITDA $182-185M (~34% margin).","Recent highlight: announced $1.5B acquisition of Enfusion on Jan 13, 2025, to create front-to-back investment management platform."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-006359","json":"https://secwatch.observer/filing/0001628280-25-006359.json","markdown":"https://secwatch.observer/filing/0001628280-25-006359.md","text":"https://secwatch.observer/filing/0001628280-25-006359.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1866368/000162828025006359/0001628280-25-006359-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1866368/000162828025006359/cwan-20250219.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T12:30:25.516886+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}