Clarivate Plc opera como una destacada empresa de servicios de información y análisis, que proporciona datos estructurados y perspectivas. Su misión principal ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $0.18 · Ingresos $566.77M · 2 analistas
BPA est. $0.19 · Ingresos $578.49M · 2 analistas
BPA est. $0.74 · Ingresos $2.32B · 1 analistas
BPA est. $0.17 · Ingresos $576.35M · 1 analistas
BPA $-0.15 · Ingresos $593.70M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $2.5B | -4.0% | +0.3% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-201.1M | +68.4% | -568.2% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +66.0% | +0.1% | +1.8% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +2.9% | +127.0% | -760.9% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -8.2% | +67.1% | -566.1% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $365.3M | +2.2% | -44.2% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +14.9% | +6.4% | -44.4% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 92.5% | +3.5% | +3.7% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 0.84x | -3.8% | +0.2% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $11.1B | -3.7% | -4.0% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -0.30 vs 0.66 | -145.6% | -0.42 vs 0.18 | -337.1% |
| Revenue Surprise | $2.5B vs $2.4B | +0.5% | $587.3M vs $566.8M | +3.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Lisowski Matthew J. | officer: Senior VP, CAO | Ordinary Shares | A | 67,357 | — |
| Aug 15, 2026 | Easton Michael M | officer: Executive Vice President/CFO | Ordinary Shares | A | 194,300 | — |
| Aug 13, 2026 | Shem Tov Matitiahu S. | director, officer: Chief Executive Officer | Ordinary Shares | D | 47,633 | $1.96 |
| Aug 8, 2026 | Lisowski Matthew J. | officer: Senior VP, CAO | Ordinary Shares | — | 0 | — |
| Aug 7, 2026 | Cornick Kenneth L. | director | Ordinary Shares | A | 250,000 | $1.85 |
Operator: Hello, everyone. Thank you for joining us, and welcome to Clarivate's Q2 earnings conference call. After today's prepared remarks, we will host a question-and-answer session. To raise your hand, press star one. To withdraw your question, press star one again. I will now hand the conference over to Mark Donohue, Head of Investor Relations at Clarivate. Please go ahead. Mark Donohue: Thank you, and good morning, everyone. Thank you for joining us for the Clarivate second quarter 2026 earnings conference call. As a reminder, this conference call is being recorded and webcast and is copyrighted property of Clarivate. Any rebroadcast of this information in whole or in part without prior written consent of Clarivate is prohibited. And the accompanying earnings call presentation is available on the Investor Relations section of the company's website. During our call, we may make certain forward-looking statements within the meaning of the applicable securities laws. Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the business or developments in Clarivate's business to differ materially from the anticipated results, performance, achievements or developments expressed or implied by such forward-looking statements. Information about the factors that could cause actual results to differ materially from results and performance, can be found in Clarivate's filings with the SEC and on the company's website. Our discussion will include non-GAAP measures or adjusted numbers, Clarivate believes non-GAAP results are useful in order to enhance understanding of our ongoing operating performance but they are a supplement to and should not be considered in isolation from or as a substitute for GAAP financial measures. Reconciliation of these measures to GAAP measures are available in our earnings release and supplemental presentation on our website. With me today are Matti Shem Tov, Chief Executive Officer; Jonathan Collins, Chief Financial Officer and Michael Easton, Chief Accounting Officer. After our prepared remarks, we will open up the call to your questions. And with that, it is a pleasure to turn the call over to Matti. Matti Shem Tov: Good morning, everyone, and thank you for joining us. The key messages today are straightforward. We are delivering on our commitment and now we have the building blocks in place to accelerate organic growth. During the quarter, we advanced our AI innovation roadmap, grew organic ACV year-over-year, maintained disciplined cost management, and strengthened our balance sheet through deleveraging. These actions will deliver further long-term value to shareholders. In the second quarter, we drove continued progress across the business. Organic ACV growth improved to 1.5% and profit margin has expanded to more than 42%. At the segment level, Academia & Government and Life Sciences & Healthcare, each delivered …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Matitiahu Shem Tov | Chief Executive Officer & Director | USD 1,951,470 | Male | 1961 | Active |
Jonathan Collins | Executive Vice President & Chief Financial Officer | USD 1,529,264 | Male | 1980 | Active |
Michael Easton | Executive Vice President & Chief Financial Officer | USD 1,529,264 | Male | 1973 | Active |
Bar Veinstein | President of Academia & Government | USD 1,339,418 | Male | 1973 | Active |
Henry Levy | President of Life Sciences & Healthcare | USD 1,262,264 | Male | 1973 | Active |
Maroun S. Mourad | Advisor | USD 769,520 | Male | — | Active |
Mark J. Donohue | Vice President of Investor Relations | — | Male | — | Active |
Darien Krimmert | Senior Vice President & Head of People | — | Female | — | Active |
Gwenan White | Senior Vice President of Communications & Brand | — | Female | — | Active |
Tabita Andersson | Senior Vice President of Communications & Brand | — | Female | — | Active |
William E. Graff | Executive Vice President & Chief Information Officer | — | Male | — | Active |
John Doulamis | Senior Vice President & General Counsel | — | Male | — | Active |
First Trust Advisors LP lifted its stake in shares of Clarivate PLC (NYSE: CLVT) by 10.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,522,601 shares of the company's stock after acquiring an additional 516,418 shares during the quarter.
Clarivate NYSE: CLVT said during its earnings call that it expects organic recurring revenue and annualized contract value growth to improve in the second half of the year, citing renewal visibility, product momentum and a growing pipeline of AI-enabled offerings.
Clarivate Plc (CLVT) Q2 2026 Earnings Call Transcript
The headline numbers for Clarivate (CLVT) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Clarivate PLC (CLVT) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.18 per share a year ago.
