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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
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Clarivate (CLVT) investor relations material
Clarivate Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Global Technology, Internet, Media & Telecommunications Conference 2025 summary19 Nov, 2025
AI strategy and proprietary data
Proprietary data assets and workflow solutions are deeply embedded in client operations, making disintermediation by generic AI unlikely.
AI is leveraged across all segments, with unique, protected data in academic, life sciences, and IP sectors.
AI-enabled products and agentic AI are being deployed in research, library, and IP workflows, driving innovation and monetization.
New AI-native products like RiskMark and Web of Science Research Intelligence are generating new revenue streams.
AI investments are expected to remain steady over the next few years, with a focus on both innovation and internal efficiency.
Value creation plan and subscription transition
The value creation plan, launched in February 2025, is progressing well, with minor adjustments planned for 2026.
Subscription revenue has increased from 80% to 88% of organic revenue, with a target of 90%.
Discontinued one-time products are being replaced by new subscription-based offerings, such as ProQuest eBooks and DRG Fusion.
Sales execution has improved with organizational changes and a focus on customer success.
Strategic review and solution rationalization are ongoing, with updates expected in February.
Segment performance and growth outlook
Academic and government (ANG) segment is closest to market growth rates, currently at 2%, with new products like Alma Specto and Vega Community Engagement driving momentum.
Life sciences segment has returned to 2% growth, with strong demand for digital and analytics solutions and a shift toward 90% subscription revenue.
IP segment remains flat but is expected to recover as patent filings and renewals increase, supported by new product innovation.
Geographic growth is stable, with notable gains in developing nations and strong performance in North America.
Detail 2026 AI-driven margin improvement plan
IP segment's path to market growth rate
Future capital allocation strategy
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Q4 202519 Feb, 2026
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Clarivate Plc provides data, analytics, and insights to support innovation across academia, life sciences, and intellectual property sectors. The company offers subscription-based platforms and services for research discovery, patent intelligence, and regulatory compliance. It serves businesses, governments, and educational institutions globally. The company is headquartered in London, United Kingdom, and its shares are listed on the NYSE.
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