Clearwater Analytics Holdings

Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.

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Clearwater Analytics posts strong Q4 results, eyes growth opportunities

Clearwater Analytics delivered robust financial results in Q4 2022, with strong revenue growth and improved retention rates.
The company's strategic pillars and expanded product offerings have positioned it well for continued growth and market share gains.
While facing challenges such as resistance to new models and integration complexities, Clearwater is focused on leveraging opportunities for revenue expansion and market penetration.
With a solid financial position and a clear growth strategy, Clearwater Analytics is poised for sustained success and value creation in the coming year.

Clearwater Analytics reports strong Q1 growth and eyes international expansion

Clearwater Analytics delivered robust financial performance in Q1, driven by revenue growth and operational improvements.
While facing challenges in revenue retention and market strategies, the company remains well-positioned for growth.
Opportunities lie in expanding internationally, optimizing sales efficiency, and leveraging R&D investments.
Overall, Clearwater's Q1 performance and strategic initiatives set a positive trajectory for future success.

Clearwater Analytics reports robust Q2 growth and AI innovation

Clearwater Analytics delivered strong financial performance in Q2, with revenue growth and raised full-year guidance.
The company's strengths lie in operational excellence, AI innovation, and strategic partnerships driving future growth.
Challenges include maximizing revenue impact from initiatives like JUMP, amid a competitive landscape.
Clearwater has opportunities to leverage AI, enhance client interactions, and capitalize on stable market conditions.

Clearwater Analytics reports robust Q3 earnings, eyes M&A expansion

Clearwater Analytics delivered strong financial performance in Q3, driven by disciplined execution and client success.
The company's focus on innovation, expanding TAM, and addressing client needs positions it for future growth.
Despite challenges in scaling and potential competition, Clearwater remains optimistic about revenue growth opportunities.

Clearwater Analytics reports robust 2023 performance and optimistic 2024 outlook

Clearwater Analytics had a strong performance in 2023 and is well-positioned for growth with promising revenue guidance for 2024.
The company's strengths lie in its innovative platform, focus on disruptive technology, and commitment to client relationships and revenue stability.
Challenges include maintaining data integrity, navigating regulatory landscapes, and balancing investments for growth, while opportunities exist in market expansion and leveraging regulatory demands.
Clearwater's strategic focus on technology, market adaptation, and client needs underscores its potential for continued success and market leadership.

Clearwater Analytics (CWAN) posts robust Q1 results, eyes sustained growth

Clearwater Analytics Holdings (CWAN) delivered strong financial performance in Q1 2024, driven by organic revenue growth and strategic acquisitions. The company aims to enhance gross margin efficiency, drive customer-driven innovation, and expand its product suite for sustained growth.

Clearwater Analytics excels in Q2, raises guidance amid market expansion

Clearwater Analytics delivered a strong performance in Q2 2024, showcasing impressive revenue growth, margin improvement, and operational efficiency.
The company's strategic focus on new product development, market expansion, and client retention positions it well for continued success and growth.
While facing challenges in a competitive landscape, Clearwater has ample opportunities to drive innovation, enhance customer experience, and capture new market segments.

Clearwater Analytics excels in Q3, eyes growth through innovation

Clearwater Analytics delivered exceptional Q3 results, exceeding revenue and EBITDA targets with record free cash flow.
The company's strategic focus on innovation, international expansion, and client relationships positions it well for future growth.
Challenges lie in operational targets like EBITDA margin expansion and discreet product commercialization, requiring careful execution.

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BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced Industrial Alliance Portfolio Management (IAPM) has selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities. IAPM is using the Clearwater Analytics Risk & Performance Solution to perform in-depth factor-based attribution and ex-ante risk analyses. Users c.

Industrial Alliance Portfolio Management Sharpens its Risk and Performance Reporting with Clearwater Analytics

Here is how Clearwater Analytics (CWAN) and Monday.com (MNDY) have performed compared to their sector so far this year.

Is Clearwater Analytics Holdings (CWAN) Stock Outpacing Its Computer and Technology Peers This Year?

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (“Clearwater” or the “Company”) (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that it has launched an underwritten secondary public offering of an aggregate of 25,000,000 shares of the Company's Class A common stock, par value $0.001 per share (the “Common Stock”). The Company is conducting a resale of Common Stock on behalf of cert.

Clearwater Analytics Announces Launch of Secondary Offering of Class A Common Stock

Clearwater Analytics Holdings, Inc. (CWAN) Q3 2024 Earnings Conference Call Transcript

Although the revenue and EPS for Clearwater Analytics (CWAN) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Clearwater Analytics (CWAN) Q3 Earnings: A Look at Key Metrics

Clearwater Analytics (CWAN) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago.

Clearwater Analytics (CWAN) Surpasses Q3 Earnings and Revenue Estimates

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended September 30, 2024. “It's very gratifying to see continued excellence in execution. Our results are truly outstanding – revenue growth, ARR growth, adjusted EBITDA, cash flow generation, GRR, and NRR we.

Clearwater Analytics Announces Third Quarter 2024 Financial Results

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced a new integration with Snowflake, the AI Data Cloud company, to radically simplify how institutional asset managers and asset owners of all sizes utilize their data. This collaboration will integrate Clearwater data, including Prism, its investment data management solution, with Snowflake's AI Data Clo.

Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that members of its executive leadership team will be participating in the following investor conferences in the fourth quarter of 2024. Clearwater Analytics Chief Executive Officer Sandeep Sahai will join a fireside chat and participate in one-.

Clearwater Analytics to Participate in Upcoming Investor Conferences in Fourth Quarter 2024

BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the third quarter ended September 30, 2024 after the U.S. financial markets close on Wednesday, November 6, 2024. In conjunction with this announcement, Clearwater Analytics will host a conference call on November 6, 2024, at.

Clearwater Analytics to Announce Third Quarter 2024 Financial Results on November 6, 2024

Welcomes Adrien de La Grange as Head of Business Development in France, Amina Troger as New Head of Global Delivery for EMEA, and Jose Salas as Head of Partnerships & Alliances for EMEA LONDON and BOISE, Idaho , Oct. 15, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the expansion of its EMEA leadership team with three strategic hires: Adrien de La Grange as Head of Sales in France, Belgium and Luxembourg; Amina Troger as new Head of Global Delivery for EMEA; and Jose Salas as Head of Partnerships and Alliances for EMEA. As Clearwater continues to localize its leadership in Europe, de La Grange will lead business development in France, Belgium and Luxembourg.

Clearwater Analytics Bolsters EMEA Expansion with Key Go-to-Market and Client Onboarding Leadership Appointments

Clearwater Insights Empowers Financial Leaders with Comprehensive Investment Data for Strategic Peer Benchmarking BOISE, Idaho , Sept. 18, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has launched Clearwater Insights, a powerful peer benchmarking solution.

Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking

Fortitude Re, Securian Financial, T. Rowe Price, UBS and Wellington Management Among Firms Celebrated for Mastery in Investment Management Operations BOISE, Idaho , Sept.

Clearwater Analytics Honors Industry Leaders with 2024 Excellence Awards

Clearwater's Q2 earnings show strong revenue growth, with Q2 revenue increasing by 18.8% year-over-year, and impressive cash flow generation, more than doubling to $43.9M. The company maintains high revenue retention rates, with 99% gross retention and 110% net retention, aiming for 115% net retention by Q1 2026. Clearwater's already strong margin profile is improving even more, with a 32.1% levered free cash flow margin.

Clearwater Analytics: Turning Into A Bona Fide Cash Cow

Generative AI Demonstrations, Interactive Learning, and Industry-Leading Insights Set the Agenda BOISE, Idaho , Sept. 3, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytic solutions, will host Clearwater Connect 2024 at the Boise Centre on September 17-18.

Clearwater to Unveil New Innovation for Accounting and Investment Professionals at Connect 2024

Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success BOISE, Idaho , Aug. 19, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years' experience scaling high-growth companies, achieving double-digit revenue growth, and creating integrated marketing programs at global companies such as Collibra, Markit (now part of S&P), and Thomson Reuters.

Clearwater Analytics Strengthens Leadership Team with Appointment of Fleur Sohtz as New Chief Marketing Officer

New Research Uncovers the High Costs of 'Business as Usual,' Underscoring the Need to Modernize Data Management BOISE, Idaho , Aug. 14, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today released its comprehensive 2024 State of Investment Data Management study. The study reveals valuable insights into the current and future trends of investment data management.

Clearwater Analytics Study Reveals Client Engagement as Dominant Driver of Investment Flows

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French Mutual Insurer Adopts Clearwater JUMP Unit-Linked Funds (ULF) to Automate Investment Operations BOISE, Idaho and PARIS , Aug. 6, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that La France Mutualiste selected Clearwater's cutting-edge platform to modernize its investment operations and reporting processes and has already onboarded all its unit-linked activities onto the Clearwater JUMP ULF platform successfully. The partnership marks a significant digital transformation for La France Mutualiste as it moves to automate manual tasks, enhance operational efficiency, and drive future growth.

La France Mutualiste Successfully Moves its Unit-Linked Activities to Clearwater Analytics

CWAN reported strong 2Q24 results with revenue growth of 19% and adj. EBITDA margin of 31.3%, beating consensus estimates. ARR growth inflected back to >20% in 2Q24, indicating potential for revenue growth to accelerate. Strong demand for new products and improved cash generation support a positive growth outlook.

Clearwater Analytics Holdings: Reiterate Buy Rating On Good Growth Outlook

The headline numbers for Clearwater Analytics (CWAN) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Clearwater Analytics (CWAN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

New Commercial Paper (CP) Issuance Tool Provides Clearwater Clients with Comprehensive Overview, Processing, and Management of All Issuances BOISE, Idaho , Aug. 1, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the availability of its CP Issuance tool for firms that issue commercial paper, with a modern workflow for CP issuance, a rates research module for generating custom reports and benchmarking, and a reporting engine for bespoke reports illustrating balance sheets, exposures, and performance. Clearwater's CP Issuance tool replaces a process that has been bogged down by spreadsheet-dependency, key man risk and resource-intensive manual data aggregation.

Clearwater Analytics Unveils Commercial Paper Issuance Tool for Institutional Investors

Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q2 2024 Earnings Conference Call July 31, 2024 5:00 PM ET Company Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer and Board Member Jim Cox - Chief Financial Officer Conference Call Participants Brian Schwartz - Oppenheimer Chris Fountain - RBC Capital Markets Alexei Gogolev - JPMorgan David Unger - Wells Fargo Michael Infante - Morgan Stanley Gabriela Borges - Goldman Sachs Dylan Becker - William Blair Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by, and welcome to the Clearwater Analytics Second Quarter 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.

Clearwater Analytics Holdings, Inc. (CWAN) Q2 2024 Earnings Call Transcript

Clearwater Analytics (CWAN) came out with quarterly earnings of $0.10 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.08 per share a year ago.

Clearwater Analytics (CWAN) Q2 Earnings Match Estimates

Record Quarterly Revenue of $106.8 Million, Up 19% Year-Over-Year Net Income of $0.3 Million; Adjusted EBITDA of $33.4 Million, Up 35% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 110% Annualized Recurring Revenue of $427.2 Million, Up 22% Year-Over-Year Operating Cash Flows of $43.9 Million, Up 108% Year-Over-Year BOISE, Idaho , July 31, 2024 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("Clearwater Analytics" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended June 30, 2024. "We had a very strong quarter where ARR grew 22% year on year, revenue grew 19% and adjusted EBITDA grew 35%.

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