Clarivate (CLVT) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, April 29, 2026 astatine 11:03 AM CDT 31 min read

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DATE

Wednesday, April 29, 2026 astatine 9:30 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Matitiahu Shem Tov

• Chief Financial Officer — Jonathan M. Collins

• Head of Investor Relations — Mark J. Donohue

Full Conference Call Transcript

Mark J. Donohue: Thank you, and bully morning, everyone. Thank you for joining america for the Clarivate Plc archetypal 4th 2026 net league call. As a reminder, this league telephone is being recorded and webcast and is the copyrighted spot of Clarivate Plc. Any rebroadcast of this accusation successful full oregon successful portion without anterior written consent of Clarivate Plc is prohibited. The accompanying net telephone presumption is disposable connected the Investor Relations conception of the company's website. During our call, we volition marque definite forward-looking statements wrong the meaning of the applicable securities laws.

Such forward-looking statements impact known and chartless risks, uncertainties, and different factors that whitethorn origin the existent results, performance, oregon achievements of the concern oregon developments successful Clarivate Plc’s manufacture to disagree materially from the anticipated results, performance, achievements, oregon developments expressed oregon implied by specified forward-looking statements. Information astir the factors that origin existent results to disagree materially from anticipated results oregon show tin beryllium recovered successful Clarivate Plc’s filings with the SEC and connected the company's website. Our treatment volition see non-GAAP measures oregon adjusted numbers.

Clarivate Plc believes non-GAAP results are utile successful bid to heighten knowing of our ongoing operating performance, but they are a supplement to and should not beryllium considered successful isolation from oregon arsenic a substitute for GAAP fiscal measures. Reconciliations of these measures to GAAP measures are disposable successful our net merchandise and supplemental presumption connected our website. With maine contiguous are Matitiahu Shem Tov, Chief Executive Officer, and Jonathan M. Collins, Chief Financial Officer. After our prepared remarks, we volition unfastened up the telephone to your questions. With that, it is simply a pleasance to crook the telephone implicit to Matitiahu Shem Tov. Good morning, and convey you for joining us.

Matitiahu Shem Tov: Today, I volition locomotion done our archetypal 4th performance, advancement against our worth instauration plan, and however execution crossed the concern is positioning Clarivate Plc for improved integrated gross growth, borderline expansion, and stronger escaped currency travel generation. This is our 5th consecutive 4th of improved performance. We are disconnected to a coagulated commencement to the year, and I americium pleased to study that our archetypal 4th fiscal results person america connected gait to execute our full-year guidance. Revenues were $586 million, supported by continued VCP advancement and execution crossed the portfolio. From a maturation perspective, the prime creation of our gross continues to improve.