
Clarivate Plc (CLVT) M&A Call Transcript
Clarivate Plc, an information services and analytics company, provides analysis and structured information for the discovery, protection and commercialization of scientific research, innovations and brands. The company is headquartered in London, the United Kingdom.
| Revenue (TTM) | $2.45B |
| Gross Profit (TTM) | $1.63B |
| EBITDA | $932.90M |
| Operating Margin | 5.06% |
| Return on Equity | -2.80% |
| Return on Assets | 0.99% |
| Revenue/Share (TTM) | $3.70 |
| Book Value | $7.49 |
| Price-to-Book | 0.35 |
| Price-to-Sales (TTM) | 0.58 |
| EV/Revenue | 2.353 |
| EV/EBITDA | 6.56 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | -1.40% |
| Shares Outstanding | $639.22M |
| Float | $468.04M |
| % Insiders | 18.31% |
| % Institutions | 91.51% |
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Clarivate Plc (CLVT) M&A Call Transcript

Transaction sharpens company's focus on AI-driven transformative intelligence for its leading Academia & Government and Intellectual Property segments Enhances financial profile by improving revenue mix, expanding Adjusted EBITDA margin and lowering capital intensity; proceeds to be used to reduce debt Reaffirms full-year 2026 financial outlook Conference call and webcast scheduled for 9:00 AM eastern time LONDON, July 6, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT) ("Clarivate" or the "Company"), a leading global provider of transformative intelligence, today announced it has entered into a definitive agreement to divest its Life Sciences & Healthcare ("LS&H") segment to Altaris LLC, an investment firm with an exclusive focus on acquiring and building companies in the healthcare industry, for $600 million. Following the close of the transaction, Clarivate will be a subscription-first global provider of intelligence solutions, workflow software and tech-enabled services for its leading Academia & Government ("A&G") and Intellectual Property ("IP") segments.

New report highlights progress against goals and a decline in total carbon emissions LONDON, June 23, 2026 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today released its 2025 Sustainability Report, highlighting continued progress against its sustainability goals, including reduction of total reported greenhouse gas emissions by 24%. Clarivate partners with 45,000 organizations worldwide, including universities, research institutions, corporations, law firms, government agencies and life science and healthcare companies to address global challenges.

Advancing transparency and responsible journal evaluation LONDON, June 17, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today announced the release of the Journal Citation Reports 2026. Now in its sixth decade, Journal Citation Reports (JCR) continues to provide a publisher-neutral framework for assessing journal influence across the global research ecosystem.

Managing intellectual property more efficiently with leading data and expertise LONDON, June 15, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today that Mitsubishi Fuso Truck and Bus Corporation has selected IPfolio as its intellectual property (IP) management solution. IPfolio provides Mitsubishi Fuso with a modern, scalable foundation for IP management, bringing together trusted data, expert support, and integrated services in a single platform.

A unified IP intelligence platform for AI-powered research ecosystem, workflow automation and enterprise AI connectors LONDON, May 29, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today announced IPOne, a unified platform that combines purpose-built AI agents and trusted proprietary data to power intellectual property (IP) research and workflows across enterprise environments. IPOne is being developed in collaboration with leading corporate IP teams and law firms to support real-world IP workflows.

Managing global intellectual property more efficiently with trusted data, expert support and integrated services LONDON, May 21, 2026 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced that IPfolio has been selected by IGT, a global leader in gaming, as its IP management platform, along with Clarivate patent annuity and trademark renewal services, to support the management of its global intellectual property (IP) portfolio. IPfolio provides IGT with a modern, scalable platform for IP management, bringing together trusted data, deep domain expertise and integrated services in a single platform.

New cloud-based, shared platform based on Alma and Primo to help National Library of Technology advance library services and information accessibility LONDON, May 19, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today that the Czech National Library of Technology has selected Clarivate to deliver its new unified library services and discovery platform as part of a ten-year agreement. The cloud-based library solution will help the National Library of Technology advance the modernization of academic and research libraries in the Czech Republic while supporting the Library's vision for national-scale discovery and resource management.

Clarivate delivered improved Q1 2026 results, with organic growth turning positive at 0.6% and margin expansion, but reported revenue still declined year over year. Segment trends stabilized, notably with Academia & Government and Life Sciences & Healthcare returning to growth, though IPPG remained a drag at -1.3% organic growth. AI-driven product enhancements and the Value Creation Plan could accelerate organic growth, but sustained improvement is needed before a re-rating is justified.

AI-native research intelligence platform for research funding, strategy and impact now available globally to institutions LONDON, May 6, 2026 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the global launch of Web of Science Research Intelligence, an AI-native research intelligence platform designed to support decision-making across funding, strategy and impact for research institutions. Developed in close partnership with the global research community and shaped by more than 50 development partners and early adopters across 20 countries, Web of Science Research Intelligence is now available to institutions worldwide.