secwatch.observer — SEC 8-K summary ====================================== Issuer: Clearwater Analytics Holdings, Inc. (CWAN) CIK: 0001866368 Form: 8-K Filed at: 2026-05-07T23:59:59+00:00 Accession: 0001866368-26-000017 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Clearwater Q1 revenue $221M (+74% YoY); adjusted EBITDA $77.4M; acquisition expected Q2 2026 -------------------------------------------------------------------------------- - Revenue $221.2M (+74% YoY); ARR $872M (+77% YoY); Adj. EBITDA $77.4M (+72% YoY). - GAAP net loss $2.8M vs $6.5M net income a year ago; Non-GAAP net income $48.6M (+39.5%). - Shareholders voted May 6 to approve $8.4B acquisition at $24.55/sh; all regulatory approvals except Australia FIRB; expected close Q2 2026. - No earnings conference call or forward guidance due to pending acquisition. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1866368/000186636826000017/0001866368-26-000017-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1866368/000186636826000017/cwan-20260507.htm HTML page: https://secwatch.observer/filing/0001866368-26-000017 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer