earnings
confidence high
sentiment positive
materiality 0.85
Clearwater Analytics Q1 revenue $126.9M (+24%), net income $6.9M, adjusted EBITDA $45.1M (+40%)
Clearwater Analytics Holdings, Inc.
2025-Q1 EPS reported
$0.03
revenue$126,864,000
- Q1 revenue $126.9M (+23.5% YoY); net income $6.9M vs $2.2M YoY; GAAP EPS $0.03.
- Adjusted EBITDA $45.1M (+40% YoY); free cash flow $23.0M (+168% YoY); ARR $493.9M (+23% YoY).
- Gross revenue retention 98%, net revenue retention 114%; non-GAAP gross margin 78.9% (+80 bps YoY).
- Completed acquisitions of Enfusion, Beacon, and Bistro; combined FY2025 revenue guidance $720M–$728M.
- Q2 standalone guidance: revenue ~$129M, adj. EBITDA ~$45M; pro-rated acquired rev adds ~$45M.