{"schema_version":"secwatch.filing_event.v1","accession":"0001866368-26-000009","form_type":"8-K","ticker":"CWAN","cik":"0001866368","company_name":"Clearwater Analytics Holdings, Inc.","filed_at":"2026-02-18T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.609185+00:00","generated_at":"2026-05-16T02:09:57.484666+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"CWAN Q4 revenue $217.5M (+72% YoY); ARR $841M (+77%); Adj EBITDA $74.1M (+78%)","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001866368-26-000009","json":"https://secwatch.observer/filing/0001866368-26-000009.json","markdown":"https://secwatch.observer/filing/0001866368-26-000009.md","text":"https://secwatch.observer/filing/0001866368-26-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1866368/000186636826000009/0001866368-26-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1866368/000186636826000009/cwan-20260218.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T02:09:57.484666+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"}