earnings
confidence high
sentiment positive
materiality 0.80
CWAN Q4 revenue $217.5M (+72% YoY); ARR $841M (+77%); Adj EBITDA $74.1M (+78%)
Clearwater Analytics Holdings, Inc.
2025-FY EPS reported
-$0.14
revenue$731,368,000
- Revenue $217.5M (+72% YoY); GAAP net loss $12.5M vs net income $420.3M in Q4'24.
- ARR $841M (+77% YoY); adjusted EBITDA $74.1M (+78%); non-GAAP gross margin record 79.2%.
- Operating cash flow $55.3M; free cash flow $52.3M; repurchased 510k shares for $9.2M at avg $17.97.
- Net revenue retention rate 109% (up from 108% in Q3); gross revenue retention 98%.
- Proposed acquisition at $24.55/share expected to close Q2 2026; no earnings call or forward guidance given.