CCC Intelligent Solutions Holdings Inc.

CCC

$7.22

+0.56%

N/A+$0.04

Technology

Software - Application

NASDAQ

Active Trading

CCC Intelligent Solutions Holdings Inc. specializes in providing a comprehensive suite of digital solutions, encompassing cloud computing, mobile tools, artificial intelligence (AI), ...

Supply Chain of CCC

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

Oracle Cloud Infrastructure (OCI)

BillingPlatform

Taiwan Semiconductor Manufacturing Co. (TSMC)

Amazon Web Services (AWS)

NASDAQ:AMZN

Primary cloud infrastructure provider; hosts CCC IX Cloud platform, AI model training/inference, and data storage. CCC uses Amazon SageMaker, CloudWatch, and other AWS services.

NVIDIA Corporation

NASDAQ:NVDA

GPU/AI hardware provider. CCC uses 150+ NVIDIA A100 Tensor Core GPUs and NVIDIA DGX systems for on-premises and hybrid-cloud AI training and inference for its AI-powered estimating solutions.

Oracle Cloud Infrastructure (OCI)

NYSE:ORCL

Secondary cloud infrastructure for AI workloads and data processing; partners with NVIDIA on GPU-accelerated cloud for CCC's AI models.

BillingPlatform

Billing and monetization platform provider for CCC's SaaS subscription and transaction billing infrastructure.

Taiwan Semiconductor Manufacturing Co. (TSMC)

NYSE:TSM

Manufactures NVIDIA's A100 and other AI GPUs used in CCC's AI pipeline. Indirect sub-supplier via NVIDIA.

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

State Farm

GEICO (via Berkshire Hathaway)

Liberty Mutual Insurance

USAA

Nationwide Mutual Insurance Company

Nissan Motor Corporation

State Farm

Largest U.S. auto insurer; uses CCC ONE estimating, CCC Value One total loss valuation, and CCC Shop Scheduling. Long-standing strategic customer.

The Progressive Corporation

NYSE:PGR

Major U.S. auto insurer and CCC customer; uses CCC's AI estimating, claims workflow, and parts procurement solutions. One of top 20 auto insurers served.

The Allstate Corporation

NYSE:ALL

Major U.S. auto insurer; uses CCC ONE platform, CCC Shop Scheduling for its Good Hands Network, and total loss valuation solutions.

GEICO (via Berkshire Hathaway)

NYSE:BRK.B

Major U.S. auto insurer; uses CCC estimating and claims management solutions. GEICO is a wholly-owned subsidiary of Berkshire Hathaway.

Liberty Mutual Insurance

Major U.S. P&C insurer; uses CCC valuation and claims solutions. Liberty Mutual is a mutual insurance company.

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

Solera Holdings, Inc.

Verisk Analytics, Inc.

NASDAQ:VRSK

Verisk is a leading data analytics provider to the P&C insurance industry, similar to CCC but with a broader focus on underwriting, rating, and catastrophe modeling. Both generate recurring SaaS revenue from insurers with high switching costs and network effects.

Guidewire Software, Inc.

NYSE:GWRE

Guidewire provides core P&C insurance platform software (underwriting, billing, claims) and has a similar SaaS business model with deep insurer penetration and high customer retention. Guidewire partners with CCC on integrated claims workflows.

Solera Holdings, Inc.

Unconfirmed

Solera is a direct competitor providing vehicle lifecycle management software for claims, repair, and vehicle history. It was taken private by Vista Equity Partners in 2016, making it a close private-market proxy for CCC's business.

Geographic

Region-level exposures that can distort the supply network.

Geographic

United States

China

Taiwan

State Farm

The Progressive Corporation

The Allstate Corporation

GEICO

CCC China Operations

Taiwan Semiconductor Manufacturing Co. (TSMC)

United States

Primary revenue concentration (~95%+ of revenue)

State FarmLargest U.S. auto insurer and CCC customer

The Progressive CorporationNYSE:PGRMajor U.S. auto insurer

The Allstate CorporationNYSE:ALLMajor U.S. auto insurer

China

Secondary market with growing but small revenue contribution

CCC China OperationsMarket leader in auto insurance claims and after-market solutions in China

Taiwan

Critical semiconductor supply chain dependency via TSMC for NVIDIA GPU manufacturing

Taiwan Semiconductor Manufacturing Co. (TSMC)NYSE:TSMManufactures NVIDIA AI GPUs used in CCC's AI infrastructure

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

Critical

CCC serves 300+ insurers but derives a significant portion of revenue from a concentrated base of large national carriers (State Farm, Progressive, Allstate, GEICO, Liberty Mutual). Loss of any top-tier customer could materially impact revenue.

Foundry

High

CCC's AI infrastructure depends on NVIDIA GPUs (A100) manufactured exclusively by TSMC. Any disruption at TSMC's advanced fabrication facilities could constrain CCC's AI model deployment and innovation roadmap.

Equipment

High

CCC relies on a single primary cloud provider (AWS) for its IX Cloud platform. Although Oracle Cloud Infrastructure is used as a secondary provider for AI workloads, the core platform's dependence on AWS creates a concentration risk.

Other

Medium

CCC faces competitive pressure from Tractable (AI estimating), Mitchell International (claims/repair software), Solera (vehicle lifecycle management), and Shift Technology (AI fraud detection) which could erode market share over time.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Software Subscriptions

95.9%

$1.0B

Drives demand for cloud infrastructure (AWS, OCI), AI compute (NVIDIA GPUs), and platform integration partnerships (Guidewire, Duck Creek). Recurring revenue model means upstream technology reliability and uptime are critical.

Other Services (Transaction & Professional Services)

4.1%

$0.0B

Includes transaction fees from parts procurement network (LKQ, OEM dealers) and professional services. Tied to repair volume and parts supplier ecosystem participation.

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CCC Intelligent Solutions Holdings Inc.

Supply Chain of CCC

Upstream

Amazon Web Services (AWS)

NVIDIA Corporation

Oracle Cloud Infrastructure (OCI)

BillingPlatform

Taiwan Semiconductor Manufacturing Co. (TSMC)

Downstream

State Farm

The Progressive Corporation

The Allstate Corporation

GEICO (via Berkshire Hathaway)

Liberty Mutual Insurance

USAA

Nationwide Mutual Insurance Company

Nissan Motor Corporation

View More

Proxies

Verisk Analytics, Inc.

Guidewire Software, Inc.

Solera Holdings, Inc.

Geographic

United States

China

Taiwan

Supply Chain of CCC

Upstream

Amazon Web Services (AWS)

NVIDIA Corporation

Oracle Cloud Infrastructure (OCI)

BillingPlatform

Taiwan Semiconductor Manufacturing Co. (TSMC)

Downstream

State Farm

The Progressive Corporation

The Allstate Corporation

GEICO (via Berkshire Hathaway)

Liberty Mutual Insurance

USAA

Nationwide Mutual Insurance Company

Nissan Motor Corporation

View More

Proxies

Verisk Analytics, Inc.

Guidewire Software, Inc.

Solera Holdings, Inc.

Geographic

United States

China

Taiwan