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Clearwater Analytics
Clearwater Analytics (CWAN) investor relations material
Clearwater Analytics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Q4 2025 revenue reached $217.5M, up 72% year-over-year, with annualized recurring revenue (ARR) at $841M, up 77% year-over-year.
Adjusted EBITDA for Q4 was $74.1M, up 78% year-over-year, with a margin of 34.1%.
Net loss for Q4 was $12.5M, compared to net income of $420.3M in Q4 2024; non-GAAP net income was $44.4M, up 31% year-over-year.
Operating cash flow for Q4 was $55.3M, enabling $17M in debt repayment.
Significant AI-driven operational efficiencies, with non-GAAP gross margin at a record 79.2%.
Financial highlights
Q4 gross profit was $146.2M (GAAP gross margin 67.2%), up from $92.9M (73.5%) in Q4 2024.
Non-GAAP gross profit was $172.2M (79.2% margin), up from $99.7M (78.8%) in Q4 2024.
Net loss per share was $0.04; non-GAAP net income per share was $0.15.
Cash, cash equivalents, and investments totaled $91.2M as of Dec 31, 2025; total debt was $822.6M.
Free cash flow for Q4 was $52.3M.
Outlook and guidance
No forward-looking guidance provided due to pending acquisition; transaction expected to close in Q2 2026.
What caused the Q4 2025 GAAP net loss swing?
Detail the impact of recent acquisitions on debt
Quantify AI's impact on client operations
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Next Clearwater Analytics earnings date
Q1 202629 Apr, 2026
Clearwater Analytics
Next Clearwater Analytics earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Clearwater Analytics Holdings Inc. provides cloud-based software solutions for investment accounting, reporting, and analytics. Its platform automates data aggregation, reconciliation, and reporting processes, enabling institutional investors, insurers, asset managers, and corporations to manage their investment portfolios efficiently. The company’s services support a range of asset classes and offer transparency and compliance capabilities tailored to client needs. The company is headquartered in Boise, Idaho, and its shares are listed on the NYSE.
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