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Clarivate CLVT Subscription revenues — Revenue

Other product segments

Recurring Revenues
$512.6M-0.4%
Re-occurring Revenues
$109.3M+0.4%
Transactional and other revenues
$74.7M

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Other financials

Income statement

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Revenue$587.3M-5.5%
Gross profit$401.8M-3.8%
Operating income-$200.2M-3,001%
Net income-$268.6M-273%
EPS (diluted)-$0.42-282%

Balance sheet

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Cash & equivalents$217.7M-40.0%
Total debt$4.3B-7.4%
Total equity$4.5B-9.1%
Total assets$10.5B-8.2%

Cash flow

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Operating cash flow$98.7M-15.1%
CapEx$54.7M-17.1%
Free cash flow$44.0M-12.5%

Valuation

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Market cap$1.18B-53.4%
Enterprise value$5.29B-22.7%
P/S0.5×-0.5×

Profitability

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Gross margin66.8%+0.8pp
Operating margin-3.5%+5.5pp
Net margin-14%-2.3pp
FCF margin13.6%-0.3pp

Returns & leverage

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Return on equity-7.1%-0.8pp
Debt / equity0.0×
Current ratio0.8×-0.1×

Where this comes from

Reported directly by Clarivate in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Clarivate’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 6:04 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001764046-26-000091
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Subscription$403.3$405.7$800.8$794.3
Re-occurring109.3108.9217.9214.8
Recurring revenues512.6514.61,018.71,009.1
Transactional74.7106.8154.1206.0
Revenues$587.3$621.4$1,172.8$1,215.1

Item 1. Financial Statements (Unaudited)

FAQ

What is Clarivate's subscription revenues — revenue?
Clarivate (CLVT) reported subscription revenues — revenue of $403.3M in Q2 2026.
How has Clarivate's subscription revenues — revenue changed year-over-year?
Clarivate's subscription revenues — revenue decreased by 0.6% year-over-year, from $405.7M to $403.3M.
What is the long-term trend for Clarivate's subscription revenues — revenue?
Over 3 years (2022 to 2025), Clarivate's subscription revenues — revenue has grown at a -0.3% compound annual growth rate (CAGR), from $1.62B to $1.61B.
What does subscription revenues — revenue mean?
This metric represents the recurring revenue generated from subscription-based access to data, software, and information workflow solutions. It reflects the core stability of the business model by measuring income derived from long-term customer contracts rather than one-time transactions. This figure is a key indicator of customer retention and the predictability of the company's top-line performance.

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