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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Clarivate
Clarivate (CLVT) investor relations material
Clarivate Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Life Sciences & Healthcare sale closed October 6, shifting the portfolio focus to Academia & Government and Intellectual Property; ongoing revenue mix is 93% recurring.
Q3 organic ACV growth was 1.8%, up 30 bps YoY, and recurring organic revenue growth was 1.3%, up 110 bps YoY; management cited improving momentum.
Priorities include accelerating sustained organic growth, expanding free cash flow and reducing leverage.
Financial highlights
Q3 continuing-operations revenue was $481.6M, down 9.2% YoY, mainly from inorganic disposals; total revenue including discontinued operations was $567.9M.
Continuing-operations Adjusted EBITDA was $218.2M, with a 45.3% margin versus 41.9% a year earlier; total-company Adjusted EBITDA including discontinued operations was $245.3M.
Q3 continuing-operations net loss was $26.4M versus $24.9M; adjusted diluted EPS was $0.21 versus $0.18.
Q3 operating cash flow was $166M and free cash flow was $110M; 9M operating cash flow was $399.0M and free cash flow was $233.1M.
9M continuing-operations revenue was $1,472.4M, down 4.8%; continuing-operations net loss narrowed to $122.3M from $213.3M.
Outlook and guidance
FY26 guidance: revenue $1.965B-$1.985B; Adjusted EBITDA $865M-$885M, or 43%-45% margin; adjusted diluted EPS $0.73-$0.77.
FY26 organic ACV growth is guided at 1.75%-2.25%, recurring organic revenue growth at 1%-1.5%, and free cash flow at $320M-$340M.
Q4 outlook: revenue $865M-$885M, Adjusted EBITDA $215M-$235M, 44%-46% margin, adjusted diluted EPS $0.14-$0.18, and free cash flow $85M-$105M.
FY27 perspective: free cash flow of $350M-$400M and net leverage of 3.5x-3.6x, versus ~4x in FY26; full 2027 guidance planned for February.
FY26 free cash flow reflects working-capital and sale-closing timing; FY26 guidance includes LS&H results for the first nine months and excludes them for Q4.
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Latest events from Clarivate
- Q2 2026 revenues fell 5.5% to $587.3M; strong margins and LS&H divestiture to reduce debt.CLVT
Q2 2026 - $600M LS&H divestiture sharpens focus, boosts margins, and strengthens financial outlook.CLVTM&A announcement
- Q1 2026 saw margin expansion, debt reduction, and progress on LS&H segment divestiture.CLVTQ1 2026
- Votes will be held on director re-elections, executive pay, and auditor reappointment.CLVTProxy filing
- Annual meeting to vote on directors, executive pay, and auditor, with strong governance focus.CLVTProxy filing
- Accelerating recurring revenue and AI-driven innovation while divesting Life Sciences to boost growth.CLVTWolfe FinTech Forum
- Exceeded guidance, improved recurring revenue, and set 2026 growth targets amid portfolio shift.CLVTQ4 2025
- Q2 revenue fell and net loss widened on impairment, but guidance and renewal rates held firm.CLVTQ2 2024
- Guidance lowered for organic growth, but AI innovation and buybacks signal a strategic shift.CLVTOppenheimer 27th Virtual Annual Technology, Internet & Communications Conference
Next Clarivate earnings date
RBC Global Technology, Internet, Media and Telecommunications Conference18 Nov, 2026
Clarivate
Next Clarivate earnings date
RBC Global Technology, Internet, Media and Telecommunications Conference18 Nov, 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.