CCC Intelligent Solutions (CCC) Q3 2025 earnings summary

Executive summary

• Q3 2025 revenue grew 12% year-over-year to $267.1 million, exceeding guidance, driven by AI-infused solutions, new business wins, and the EvolutionIQ acquisition.

• Adjusted EBITDA reached $110.1 million with a 41% margin, reflecting operational efficiency and investment in innovation.

• Net loss attributable to common stockholders was $2.0 million for Q3 2025, compared to net income of $2.8 million in Q3 2024.

• Strategic investments in go-to-market, talent, and organizational structure to accelerate long-term growth.

• Expanded strategic partnerships and launched new AI-powered products, including Medhub for Casualty, driving strong customer engagement.

Financial highlights

• Q3 2025 revenue: $267.1 million, up 12% year-over-year; software subscription revenue was $256.7 million, 96% of total.

• Adjusted EBITDA: $110.1 million, up 8% year-over-year; margin at 41%.

• Adjusted gross profit: $199.5 million; margin at 75%, down from 78% last quarter due to higher depreciation and product mix.

• Free cash flow: $78.6 million in Q3; trailing twelve months at $255 million, up 28% year-over-year.

• Stock-based compensation as a percent of revenue declined to 15% in Q3.

Outlook and guidance

• Q4 2025 revenue expected at $272–$277 million, 10–12% year-over-year growth.

• Q4 Adjusted EBITDA guidance: $106–$111 million, 40% margin at midpoint.

• Full-year 2025 revenue guidance raised to $1.051–$1.056 billion, 12% growth at midpoint.

• Full-year Adjusted EBITDA guidance: $423–$428 million, 40–41% margin.

• Margin expansion expected to resume in 2026 after absorbing one-time Q4 costs.