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Clearwater Analytics Holdings (CWAN)
NYSE:CWAN
RESEARCH TOOLSreports
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 19, 2025
|% Change Since: 10.72%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial performance with significant revenue and EBITDA growth, enhanced by operational efficiencies and strategic client expansions. The company has successfully leveraged generative AI and anticipates continued growth in 2025. However, challenges include managing negative free cash flow due to a one-time payment and the complexities of integrating the Enfusion acquisition.Company Guidance
During the Clearwater Analytics Fourth Quarter and Full Year 2024 Financial Results Conference Call, several key metrics were highlighted demonstrating the company's strong performance and strategic outlook. Revenue for Q4 2024 reached $126.5 million, representing a 28% year-over-year growth. The company's Annualized Recurring Revenue (ARR) increased by 25% year-over-year to $474.9 million, alongside a Net Revenue Retention (NRR) rate of 116% for the quarter. The adjusted EBITDA was $41.7 million, translating to a 33% margin, and reflecting a 39% increase from the previous year. The company's gross margin also saw significant improvement, growing 190 basis points (bps) year-over-year for the quarter and 170 bps for the full year, surpassing the 50 bps target set previously. Looking ahead to 2025, Clearwater expects to continue its growth trajectory with projected full-year revenue of $535.5 million to $542 million and an adjusted EBITDA of $182 million to $185 million. The acquisition of Enfusion is anticipated to close in Q2 2025, with expectations of enhancing the company's platform capabilities and driving further growth.Exceptional Revenue Growth
Q4 2024 revenue was $126.5 million, representing a 28% year-on-year growth. Annual Recurring Revenue (ARR) grew to $474.9 million, a 25% year-on-year increase.
Strong EBITDA and Profitability
Adjusted EBITDA was $41.7 million, 33% of revenue, and up 39% year-on-year. EBITDA grew by 350 bps for the year, exceeding the 200 bps goal.
High Net Revenue Retention
Net Revenue Retention (NRR) reached 116%, achieved a full year earlier than expected.
Successful Client Expansion
Notable client wins include Imperial Fund Capital Partners, Invictus Capital Management, and OpenAI, among others.
Effective Use of Generative AI
Generative AI has driven operational efficiency and improved customer service, contributing to a 190 bps gross margin growth year-on-year.
Strong Guidance for 2025
For 2025, expected revenue growth is 19% to 20%, with EBITDA expected to be $182 million to $185 million, representing an adjusted EBITDA margin of 34%.
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CWAN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CWAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 19, 2025 | $27.04 | $29.94 | +10.72% |
| Nov 06, 2024 | $28.58 | $32.79 | +14.73% |
| Jul 31, 2024 | $19.55 | $23.52 | +20.31% |
| May 01, 2024 | $15.82 | $17.18 | +8.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Clearwater Analytics Holdings (CWAN) report earnings?
Clearwater Analytics Holdings (CWAN) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
What is Clearwater Analytics Holdings (CWAN) earnings time?
Clearwater Analytics Holdings (CWAN) earnings time is at Apr 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CWAN EPS forecast?
CWAN EPS forecast for the fiscal quarter 2025 (Q1) is 0.12.
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