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Clear Secure (YOU)
NYSE:YOU
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.31Last Year’s EPS
0.28Same Quarter Last Year
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: 1.68%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook with significant growth in revenue, member enrollments, and free cash flow. The expansion of TSA PreCheck locations and the successful deployment of NextGen Identity and EnVe Pods highlight innovation and operational improvements. However, slight declines in gross dollar retention and the impact of the Amex partnership on financial metrics pose challenges. Overall, the highlights significantly outweigh the lowlights.Company Guidance
During CLEAR's Fiscal Fourth Quarter 2024 Conference Call, the company discussed its strong financial performance and strategic initiatives. CLEAR's revenue and total bookings grew by 21% and 17%, respectively, with a 24% full year adjusted EBITDA margin, reflecting a year-over-year improvement of over 1,000 basis points. The company reported $284 million in free cash flow for 2024, up 42% year-over-year, and projected at least $310 million in free cash flow for 2025, marking a continued focus on top-line growth and margin expansion. CLEAR's membership base reached over 30 million, with active CLEAR Plus members increasing by 164,000 in the quarter. The rollout of NextGen Identity and EnVe's technology has enhanced member experiences, with 50% of members clearing lanes in less than 2 minutes. The company is also expanding its TSA PreCheck program and exploring opportunities to strengthen security and streamline operations through public-private partnerships. As they transition leadership roles, CLEAR remains committed to driving innovation and value for members and partners.Revenue and Growth Metrics
Fourth quarter revenue and total bookings grew 21% and 17%, respectively. Full year adjusted EBITDA margin improved by over 1,000 basis points year-over-year, reaching 24%.
Member Growth
Total cumulative enrollments ended the year at 28.9 million, up 2.5 million in the quarter, marking record growth. Active CLEAR Plus members grew by 164,000 in the quarter.
Free Cash Flow Increase
In 2024, free cash flow increased by 42% year-over-year, reaching $284 million. The company expects free cash flow of at least $310 million in 2025.
Expansion of TSA PreCheck Locations
TSA PreCheck continued to scale with 91 locations now in operation, contributing to growth.
Introduction of NextGen Identity and EnVe Pods
The rollout of EnVe Pods and NextGen Identity has significantly improved member experience. EnVe Pods are 5x faster, delivering a seamless customer experience.
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YOU 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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YOU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $23.77 | $22.23 | -6.48% |
| Nov 07, 2024 | $38.28 | $28.40 | -25.81% |
| Aug 06, 2024 | $19.32 | $23.99 | +24.17% |
| May 08, 2024 | $17.84 | $16.95 | -4.99% |
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 Clear Secure (YOU) report earnings?
Clear Secure (YOU) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Clear Secure (YOU) earnings time?
Clear Secure (YOU) earnings time is at May 07, 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 YOU EPS forecast?
YOU EPS forecast for the fiscal quarter 2025 (Q1) is 0.31.
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