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Claritev
Claritev (CTEV) investor relations material
Claritev 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary15 Jan, 2026
Strategic Vision and Transformation
Focused on transparency, affordability, and innovation in healthcare, leveraging 40 years of expertise and a broad client base across the care continuum.
Undertook a major transformation, rebranding, and leadership overhaul, emphasizing clarity, alignment, and focus, with a new management team and structured priorities.
Strategic roadmap includes brand launches, new products, disciplined execution, and sustained growth through 2030, supported by Vision 2030 transformation program.
Diversified client and product base, with international expansion and new verticals, aiming to double the addressable market and achieve sustainable, long-term growth.
Emphasized a disciplined, methodical approach to growth, including major debt restructuring and operational discipline.
Technology and Product Innovation
Invested heavily in technology modernization, moving to Oracle Cloud, unifying data architecture, and rewriting legacy applications.
Launched Network Builder and expanded product roadmap with over 30 enhancements and 10 new products planned, focusing on client-driven innovation.
Integrated acquisitions like BST and BenInsights, enhancing data analytics and employee benefit solutions, including partnerships with Oracle HCM.
Product suite addresses fragmentation, waste, and inefficiencies in care coordination, distributed across payors, employers, providers, government, channel partners, and international markets.
Leveraged deep client relationships, proprietary analytics, and business rules to create high barriers to entry and maintain competitive advantage.
Financial Performance and Outlook
Achieved 7% revenue growth in Q3, with record EBITDA and consistent sequential growth, supported by strong R&D investment (14% of revenue).
Quarterly revenue and adjusted EBITDA have shown consistent growth from Q1 2023 to Q3 2025.
Spent $500 million on technology over five years, with $100 million more planned for digital transformation under Vision 2030.
Revenue per claim up 30% over 12 quarters, driven by healthcare inflation and higher-value claims in ambulatory and behavioral health.
Targeting leverage reduction starting in 2026, with organic growth and selective, value-creating M&A aligned to core focus.
Detail plans for international market expansion
Explain PSAV claim volume vs revenue growth
How will Claritev reduce its 7.8x leverage ratio?
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Next Claritev earnings date
Q4 202527 Feb, 2026
Claritev
Next Claritev earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
MultiPlan Corporation provides data analytics and cost management solutions to the healthcare industry. The company partners with insurers and payers to reduce medical costs through network-based and analytics-driven services. It supports claim review, fraud prevention, and payment accuracy. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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