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Clarivate Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary11 Sep, 2025
Strategic transformation and value creation
Transitioning from transactional to subscription models, with 88% of revenue now recurring and a target of 90% over time.
Phasing out print and one-time digital sales in A&G by June 2026; similar exit from real-world data brokering in life sciences by end of 2026.
New subscription products launched, including ProQuest e-books, digital collections, and DRG Fusion analytics platform.
Portfolio rationalization underway, with a strategic review of non-core assets and further updates expected by February 2026.
Focus on creating shareholder value through divestitures and optimizing asset mix.
Sales execution and organizational improvements
Enhanced sales execution through talent upgrades, new leadership hires, and internal promotions.
Reorganized sales teams to improve customer engagement and retention rates.
Adjusted sales incentives to align with subscription growth objectives.
Notable improvement in annual contract value (ACV) and reaffirmed financial targets for the year.
Product innovation and AI integration
Established an AI center of excellence, driving innovation across all segments.
Systematic AI enablement of existing products to boost retention and attract new customers.
Monetization strategies include both embedded AI features and premium AI-powered product extensions.
Launch of AI-native products like MacRisk and Web of Science Research Intelligence, with the latter set for general availability in May 2026.
Internal AI costs remain manageable and economical.
Specific new subscription products introduced
How are AI products monetized?
What drives future margin expansion?
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Q3 202529 Oct, 2025
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