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Clearwater Analytics (CWAN) investor relations material
Clearwater Analytics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue reached $205.1 million, up 77% year-over-year, with ARR at $807.5 million, also up 77% year-over-year, driven by acquisitions and organic growth.
Adjusted EBITDA was $70.7 million (34.5% margin), up from $58.3 million in Q2 and 84% year-over-year; net loss was $10.3–$10.5 million compared to net income in Q3 2024.
Integration of Infusion, Beacon, and Bistro exceeded expectations, improving margins and expanding the client base and product offerings.
GenAI adoption accelerated, driving significant operational efficiencies, including 90% reduction in manual reconciliation and 80% faster report generation.
Major client wins and new board appointments supported growth and international expansion.
Financial highlights
Q3 2025 revenue was $205.1 million, a 77% increase year-over-year, exceeding guidance by over $1 million.
ARR at quarter-end was $807.5 million, up 77% year-over-year; organic ARR reached $534.4 million, up $21.7–$22 million sequentially.
Adjusted EBITDA was $70.7 million (34–34.5% margin), 140 basis points higher year-over-year.
GAAP gross profit was $134.5 million (65.6–66% margin); non-GAAP gross profit was $161 million (78.5% margin).
Net cash provided by operating activities for the nine months ended September 30, 2025, was $120.6 million; cash, cash equivalents, and investments totaled $64.1 million.
Outlook and guidance
Q4 2025 revenue expected at $216–$217 million (71–72% year-over-year growth); adjusted EBITDA expected at $73 million (34% margin).
Full-year 2025 revenue guidance is $730–$731 million (62% growth); adjusted EBITDA expected at $247 million (34% margin), 180 basis points above 2024.
Gross and net revenue retention rates remain strong at 98% and 108%, respectively.
Margin synergy targets have been exceeded; focus shifts to growth and cross-selling.
Management expects continued revenue growth from integration of recent acquisitions and expansion into new markets.
Quantify Gen AI's impact on client operations
Assess organic ARR growth trajectory
Given debt levels, what is the capital allocation priority?
How GenAI drives future product monetization?
What is the timeline for unified platform launch?
What is the competitive response to CWAN's strategy?
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Next Clearwater Analytics earnings date
Q4 202526 Feb, 2026
Next Clearwater Analytics earnings date
Q4 202526 Feb, 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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