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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PARIS , July 19, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that it has been selected by INTÉRIALE Mutual as its investment accounting and reporting service provider. INTÉRIALE Mutual is the leading mutual insurance company of the Ministry of the Interior and seven other national ministries supporting more than 1,000 local authorities.

Leading French Insurer INTÉRIALE Mutual Selects Clearwater Analytics to Streamline its Investment Accounting Operations

Third-Party Investment Management Assets Expand 15% Over 2021 BOISE, Idaho, July 11, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, and The Insurance Asset Outsourcing Exchange, today announced the publication of the 2022 Insurance Investment Outsourcing Report. This ninth annual report finds continued substantial growth in insurance companies' use of third-party investment management solutions.

The Insurance Investment Outsourcing Exchange and Clearwater Analytics Issue 2022 Insurance Investment Outsourcing Report

BOISE, Idaho and NEW YORK , June 29, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, and LiquidityBook, a leading provider of cloud-native trading solutions for the buy and sell sides, announced today that they will leverage their proven connectivity to offer clients an end-to-end portfolio investment and operations experience. The connectivity permits LiquidityBook and Clearwater clients to take advantage of LiquidityBook's leading cloud-native solution for trade execution management, portfolio management, regulatory compliance, and FIX connectivity, paired with Clearwater's daily reconciliation, accounting book of record, client reporting, and compliance and risk platform.

Clearwater Analytics and LiquidityBook to offer end-to-end portfolio investment and operations

BOISE, Idaho , June 15, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced that it has been named by IASA as the Solution Provider of the Year. IASA announced its IMPACT Awards at the IASA XchangeTM event in Baltimore.

Clearwater Analytics Wins Solution Provider of the Year Award from IASA

LONDON , May 17, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), an industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting, announced today that general insurer MSIG has selected Clearwater to support its transformation strategy, standardize its operating model, and provide a consolidated view of data, analytics, accounting, regulatory, and operational reporting across all of its entities. MSIG is a wholly-owned subsidiary of Mitsui Sumitomo Insurance and a member of the MS&AD Insurance Group, one of Asia's leading non-life insurance brands with a presence in 50 countries and regions globally.

MSIG Asia Selects Clearwater Analytics for Investment Analytics and Investment Reporting

BOISE, Idaho , May 11, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced that it has been named Best Client Reporting Solution in the 2022 FTF News Technology Innovation Awards. Clearwater also received this award in 2021.

Clearwater Analytics Wins FTF News Award for Best Client Reporting Solution for Second Consecutive Year

Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q1 2022 Earnings Conference Call May 4, 2022 5:00 PM ET Company Participants Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer JR Ritchie - VP, Finance & Investor Relations Conference Call Participants Gabriela Borges - Goldman Sachs James Faucette - Morgan Stanley Rishi Jaluria - RBC Capital Markets Pete Heckmann - D.A. Davidson Kamil Mielczarek - William Blair David Unger with - Fargo Operator Good afternoon.

Clearwater Analytics Holdings, Inc. (CWAN) CEO Sandeep Sahai on Q1 2022 Results - Earnings Call Transcript

BOISE, Idaho , May 5, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced several enhancements to their product offering during Q1 2022. Thousands of client users rely on Clearwater Analytics as their single version of the truth to meet their accounting, regulatory, and financial reporting needs with high accuracy and efficient, timely reporting.

Clearwater Analytics Continues Product Innovation with Q1 Product Updates

Record Quarterly Revenue of $70.8 Million First Quarter Revenue Up Over 24% Year-Over-Year 13 Consecutive Quarters of 98% Gross Revenue Retention BOISE, Idaho , May 4, 2022 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("Clearwater Analytics" or the "Company"), an industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting, announced today its financial results for the quarter ended March 31, 2022. "Clearwater Analytics had an extremely strong quarter, achieving significant top-line growth across all of our industry verticals, especially asset management," said Sandeep Sahai, Chief Executive Officer.

Clearwater Analytics Announces First Quarter 2022 Financial Results

BOISE, Idaho , May 4, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced today that the Public Employee Retirement System of Idaho (PERSI) has selected the Clearwater Analytics SaaS platform for its investment data aggregation and reporting needs. PERSI serves more than 850 employer organizations and more than 170,000 individuals in the State of Idaho, with more than $23 billion in assets under management (AUM).

Public Employee Retirement System of Idaho (PERSI) Chooses Clearwater Analytics for Multi-Asset Investment Data Aggregation Solution

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BOISE, Idaho , April 20, 2022 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE: CWAN), ("Clearwater Analytics" or the "Company") will release financial results for the first quarter ended March 31, 2022 after the U.S. financial markets close on Wednesday, May 4, 2022. In conjunction with this announcement, Clearwater Analytics will host a conference call on May 4, 2022 at 5:00 p.m.

Clearwater Analytics to Announce First Quarter 2022 Financial Results on May 4, 2022

BOISE, Idaho , April 12, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced today that its reporting and accounting solution has been selected by T. Rowe Price to support the global investment management firm's insurance clients.

Clearwater Analytics Selected by T. Rowe Price to Drive Enhanced Client Experience for Insurance Clients

BOISE, Idaho, March 22, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced a strategic partnership with Flyer Financial Technologies, a cloud-based portfolio management and order management system provider, to help Clearwater's asset management clients and prospects build a comprehensive front-to-back office platform. This partnership will provide joint clients of FlyerFT and Clearwater with the benefit of FlyerFT's cloud-based portfolio management, order management, and allocation tools, paired with Clearwater's daily reconciliation, accounting book of record, client reporting, and additional accounting tools.

Clearwater Analytics Announces Partnership with Flyer Financial Technologies

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Although US stock futures traded lower this morning on Thursday, there were a few notable insider trades. When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain.

Executives Buy More Than $1B Of 4 Stocks

Clearwater Analytics Holdings, Inc. (CWAN) CEO Sandeep Sahai on Q4 2021 Results - Earnings Call Transcript

BOISE, Idaho, March 2, 2022 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("Clearwater Analytics" or the "Company"), an industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting, announced today its financial results for the quarter and year ended December 31, 2021. Fourth Quarter 2021 Full Year 2021 Revenue $69.8 million $252.0 million Year-over-Year Revenue Growth % 27.4% 24.0% Annualized Recurring Revenue (ARR)1 $277.8 million Year-over-Year ARR Growth % 26.3% Net Income/(Loss)2 $0.1 million $(8.1) million Net Income/(Loss) Margin % 0.2% (3.2%) Adjusted EBITDA $20.1 million $72.7 million Adjusted EBITDA Margin % 28.8% 28.8% 1ARR is a point in time metric, therefore fourth quarter 2021 and full year 2021 results are the same.

Clearwater Analytics Announces Fourth Quarter and Full Year 2021 Financial Results

LONDON, March 2, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), an industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting, announced today that Athora Holding Ltd. (Athora), a leading insurance and reinsurance group, has selected Clearwater to support its growth strategy, streamline the operating model and provide a consolidated view of accounting, regulatory, and operational reporting across all entities.

Athora Holding Ltd. Selects Clearwater to Drive Growth and Streamline Operations

BOISE, Idaho, Feb. 16, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced that Jim Cox, Chief Financial Officer, will present a fireside chat and participate in one-on-one meetings at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Tuesday, March 8, 2022. The webcast from this conference will be made available on Clearwater Analytics' investor relations website at investors.clearwateranalytics.com.

Clearwater Analytics to Present at Morgan Stanley Technology, Media & Telecom Conference

BOISE, Idaho, Feb. 7, 2022 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced the many enhancements added to their product offering during Q4 2021. Thousands of users leverage Clearwater Analytics as an enabler of business growth, with its platform serving as a single version of truth to optimize their accounting, regulatory, and financial reporting operations.

Clearwater Analytics Continues Product Innovation with Latest Product Updates

BOISE, Idaho, Jan. 26, 2022 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE: CWAN), ("Clearwater Analytics" or the "Company") will release financial results for the fourth quarter and full year ended December 31, 2021 after the U.S. financial markets close on Wednesday, March 2, 2022. In conjunction with this announcement, Clearwater Analytics will host a conference call on March 2, 2022 at 5:00 p.m.

Clearwater Analytics to Announce Fourth Quarter and Full Year 2021 Financial Results on March 2, 2022

BOISE, Idaho, Nov. 16, 2021 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, announced today that Circle Internet Financial, LLC has selected Clearwater to provide clarity, consistency and transparency in the reserves reporting process for USD Coin (USDC). Circle is the principal operator of USDC and enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce, and financial applications worldwide.

Circle Selects Clearwater for Portfolio Data Services

Clearwater Analytics Holdings, Inc. (CWAN) CEO Sandeep Sahai on Q3 2021 Results - Earnings Call Transcript

BOISE, Idaho, Nov. 3, 2021 /PRNewswire/ -- Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("Clearwater Analytics" or the "Company"), an industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting, announced today its financial results for the quarter ended September 30, 2021. "We are very pleased that Clearwater Analytics' consistent, reliable, and durable growth over the last several years has continued with our financial results for the third quarter of 2021 – our first quarter as a publicly-traded company," said Sandeep Sahai, Chief Executive Officer, Clearwater Analytics.

Clearwater Analytics Announces Third Quarter 2021 Financial Results

BOISE, Idaho, Oct. 27, 2021 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced key findings from its 2021 Insurance Investment Survey Report. Clearwater's survey report features data from more than 1,000 respondents, revealing insurers' continuing shift toward non-traditional assets, their growing use of external managers, and the related urgency around deploying cutting-edge technologies to provide transparency and trusted accounting data, among other findings.

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