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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Clarivate
Clarivate (CLVT) investor relations material
Clarivate Wolfe FinTech Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe FinTech Forum summary10 Mar, 2026
Business overview and segment focus
Provides intelligence solutions, workflow solutions, and tech-enabled services for innovation-driven institutions and companies.
Operates in three main end markets: Academia & Government, Intellectual Property, and Life Sciences & Healthcare.
Intelligence solutions account for over half of offerings, with workflow and tech-enabled services supporting core markets.
Financial performance and guidance
Saw an inflection point in 2025, with ACV growth improving from below 1% to nearly 2%.
Organic recurring revenue growth expected to accelerate from 0.5% to 1–2% in 2026.
Delivered over $1B adjusted EBITDA in 2025, with 200 basis points of margin expansion expected by 2026.
Free cash flow projected to rise from $365M to $400M, driven by lower costs and capital spending.
Strategic review and portfolio optimization
Initiated a strategic review to identify segments for divestiture to accelerate shareholder value.
Announced pursuit of Life Sciences segment sale to focus on higher-margin A&G and IP segments and accelerate deleveraging.
Proceeds from the sale expected to strengthen the balance sheet and reduce debt.
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Latest events from Clarivate
- Exceeded guidance, improved recurring revenue, and set 2026 growth targets amid portfolio shift.CLVT
Q4 202524 Feb 2026 - Q2 revenue fell and net loss widened on impairment, but guidance and renewal rates held firm.CLVTQ2 20242 Feb 2026
- Guidance lowered for organic growth, but AI innovation and buybacks signal a strategic shift.CLVTOppenheimer 27th Virtual Annual Technology, Internet & Communications Conference2 Feb 2026
- AI-driven innovation and recurring revenue focus set the stage for accelerated growth and margin gains.CLVTStifel 2024 Cross Sector Insight Conference1 Feb 2026
- Targeting 4%-6% organic growth by 2026 through innovation, AI, and recurring revenue.CLVTThe 44th Annual William Blair Growth Stock Conference31 Jan 2026
- Aiming for 4-6% organic growth by 2026, with AI and product innovation as key drivers.CLVTGoldman Sachs Communacopia + Technology Conference 202420 Jan 2026
- Q3 revenue dropped 3.9% as losses widened and a strategic shift toward recurring revenue began.CLVTQ3 202416 Jan 2026
- Q1 2025 saw organic growth, margin expansion, and stable free cash flow amid divestitures.CLVTQ1 202524 Dec 2025
- Shift to subscriptions and disposals aims to boost margins, predictability, and organic growth.CLVTQ4 202416 Dec 2025
Next Clarivate earnings date
Q1 202628 Apr, 2026
Clarivate
Next Clarivate earnings date
Q1 202628 Apr, 2026
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Amina0781App Store
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