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CCC Intelligent Solutions
CCC Intelligent Solutions (CCC) investor relations material
CCC Intelligent Solutions Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Business overview and market position
Operates a mission-critical SaaS AI platform focused on U.S. auto claims, connecting insurers, repair facilities, parts suppliers, and car manufacturers to streamline claim resolution and automation.
Platform includes 300 insurance companies, 30,000 repair facilities, 6,000 parts suppliers, and all major car manufacturers.
Expanded into disability and workers' comp markets through the acquisition of EvolutionIQ, leveraging AI for claim resolution in new verticals.
U.S. total addressable market (TAM) is $15 billion, with $7 billion immediately addressable by current products; current run rate revenue is $1 billion.
AI, data, and competitive differentiation
Proprietary datasets, including $2 trillion in historical data and $1 billion in daily claims, power AI models and recommendations deeply embedded in client workflows.
Network scale and ecosystem integration create a strong competitive moat, benefiting all platform participants and making replication difficult.
AI solutions are not just insights but actionable recommendations, driving operational decisions for clients.
Gross dollar retention is 99%, highlighting platform stickiness and high client satisfaction.
Growth, product innovation, and financial performance
Emerging solutions portfolio, including Estimate STP and subrogation tools, represents 4% of revenue and is growing at 70% year-over-year.
Estimate STP uses computer vision AI for automated repair estimates; currently, 5% of claims run through it, with some clients at 20% adoption.
Products are priced on an ROI basis, typically offering a 5-to-1 cost benefit for clients.
Growth algorithm shifting from new logo acquisition (historically 30% of growth) to cross-sell/up-sell (now 80% of growth), reflecting market leadership.
EBITDA margins expanded by 200 basis points, with a medium-term target of 45% and ongoing productivity improvements.
Estimate-STP adoption: What's the path to scale?
What drives the 80% cross-sell/upsell growth?
When will emerging solutions boost gross margins?
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Next CCC Intelligent Solutions earnings date
Q1 20265 May, 2026
CCC Intelligent Solutions
Next CCC Intelligent Solutions earnings date
Q1 20265 May, 2026
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Frequently asked questions
CCC Intelligent Solutions Holdings Inc provides cloud-based software solutions primarily for the automotive, insurance, and collision repair industries. The company's platform offers a range of services, including data analytics, artificial intelligence, and Internet of Things (IoT) technology, designed to streamline and automate processes such as claims management, vehicle repair estimation, and customer engagement. CCC's solutions help insurers, repair facilities, and automotive manufacturers improve operational efficiency, enhance customer experiences, and make data-driven decisions. The company is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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