earnings
confidence high
sentiment positive
materiality 0.80
Clearwater Q3 revenue $205.1M (+77% YoY); Adj EBITDA $70.7M (+84%); ARR $807.5M
Clearwater Analytics Holdings, Inc.
2025-Q3 EPS reported
-$0.10
revenue$513,911,000
- Revenue $205.1M (+77% YoY); Adjusted EBITDA $70.7M (+84% YoY) with margin 34.5%.
- GAAP net loss $10.5M vs net income $4.8M prior year; Non-GAAP net income $40.6M (+31%).
- ARR $807.5M (+77% YoY); organic ARR excl. acquisitions $534.4M (sequential +$21.7M).
- Q4 guidance: revenue $216-217M, Adj EBITDA $73M; FY2025 revenue $730-731M, Adj EBITDA $247M.
- Operating cash flow $49.0M; free cash flow $44.9M; repaid $40M debt; $8.9M share repurchase.