Clarivate PLC (CLVT) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.11%. A quarter ago, it was expected that this company would post earnings of $0.14 per share when it actually produced earnings of $0.14, delivering no surprise.Over the last four quarters, the company has surpass ...

公司业务与关键绩效指标 - 公司提供的主要服务包括数据、洞见与分析、工作流解决方案和专业服务[90] - 公司监控的关键绩效指标包括有机收入增长、年度合同价值、年度续约率、调整后EBITDA、调整后EBITDA利润率和自由现金流[91][92][93][94][95][96] 收入情况 - 订阅收入保持平稳,主要由于价格上涨带来的有机收入增长[99] - 经常性收入下降,主要由于知识产权专利续约量下降[99] - 交易性及其他收入下降,主要由于学术与政府、知识产权和生命科学与医疗业务销售下降,以及知识产权业务部门剥离[99][100] - 学术与政府分部收入增长0.7%,主要由于有机增长[101] - 知识产权分部收入下降6.8%,主要由于剥离业务和有机下降[101] - 生命科学与医疗分部收入下降5.7%,主要由于有机下降[101] - A&G分部收入有机增长,主要由于订阅收入增长带动,部分被交易量下降所抵消[102] - IP分部收入下降主要由于交易产品组剥离以及订阅收入和交易销售下降[102] - LS&H分部收入下降主要由于交易销售下降[102] - 美洲地区收入下降主要由于A&G交易量下降和LS&H交易销售下降[105][108] - EMEA地区收入下降主要由于IP产品组剥离和IP续订专利收入下降[105][108] - APAC地区收入有机增长主要由于A&G订阅增长,部分被A&G和LS&H交易销售下降所抵消[105][108] 成本与费用 - 成本下降主要由于减少了与产品相关的版税和内容成本[109] - 销售、一般及管理费用下降主要由于股份支付费用减少[110] - 商誉和无形资产减值主要由于LS&H分部的商誉减值[112] - 重组和其他减值主要与2023年第二季度开始的"分部优化计划"相关[113] 财务指标 - 公司净收益(亏损)率为(18.4)%[121] - 调整后EBITDA利润率为42.6%[121] - 公司主要通过经营活动产生的现金流和借款活动来为运营提供资金[122] - 公司经营活动产生的现金流有所下降,主要由于营业收入下降[123,125] - 投资活动产生的现金流出有所增加,主要用于产品创新和并购活动[123,126] - 融资活动产生的现金流出有所减少,主要由于偿还贷款减少[123,126] - 公司自由现金流下降,主要由于营业收入下降和资本支出增加[127,128] - 公司于2024年1月对现有信贷设施进行了再融资,以提高财务灵活性[129] - 公司于2024年第二季度对商誉进行了减值测试,并确认了302.8百万美元的商誉减值损失[133]

财务业绩 - 公司第二季度收入为6.503亿美元，同比下降2.8%[2] - 有机收入下降0.6%，其中订阅收入增长0.7%被重复收入下降0.7%和交易及其他收入下降4.1%所抵消[2,3] - 调整后EBITDA为2.744亿美元，同比下降3.7%，调整后EBITDA利润率为42.2%，下降40个基点[3] - 经营活动产生的净现金流为1.262亿美元，同比下降22.3%，自由现金流为6030万美元，同比下降42.5%[4,12] - 公司总收入为12.715亿美元，同比下降2.0%[39] - 订阅收入为8.087亿美元，同比增长1.2%[39] - 经常性收入为2.111亿美元，同比下降3.5%[39] - 交易及其他收入为2.517亿美元，同比下降10.1%[39] - 调整后EBITDA为5.107亿美元，调整后EBITDA利润率为40.2%[42][43] - 调整后净利润为2.457亿美元，调整后每股收益为0.34美元[51] - 自由现金流为1.721亿美元[53] 全年预测 - 公司全年收入预期为25.7亿美元至26.7亿美元，有机收入增长0%至2%[20] - 全年调整后EBITDA预期为10.55亿美元至11.15亿美元，调整后EBITDA利润率预期为41%至42%[20] - 全年调整后每股收益预期为0.70美元至0.80美元[20] - 全年自由现金流预期为4.2亿美元至5亿美元[20] - 2024年全年预计调整后EBITDA为10.55亿美元至11.15亿美元之间，调整后EBITDA利润率为41%至42%[54][55] - 2024年全年预计将计提3.03亿美元的商誉减值[54] - 2024年全年预计将发生1.5亿美元的重组及其他减值费用[54][56] - 2024年全年预计净利润为-4.15亿美元至-3.55亿美元之间[54] - 2024年全年预计每股收益为-0.56美元至-0.52美元之间[51] - 2024年调整后每股摊薄收益预测区间为0.70美元至0.80美元[57] - 2024年自由现金流预测区间为4.20亿美元至5.00亿美元[59] 其他指标 - 年度合同价值(ACV)为15.918亿美元，同比增长1.6%[36] - 普通股每股基本和稀释亏损分别为0.61美元和0.61美元[33] - 交易相关成本为每股0.02美元[57] - 股份支付费用为每股0.10美元[57] - 收购无形资产摊销费用为每股0.76美元[57] - 商誉减值为每股0.42美元[57] - 重组及其他减值为每股0.02美元[57] - 认股权公允价值调整为每股-0.01美元[57] - 其他调整为每股0.03美元至0.04美元[57] - 相关调整的所得税影响为每股-0.06美元[57]

Chief Executive Jonathan Gear to Step Down as CEO and Member of the Board LONDON, Aug. 6, 2024 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today announced that the Board has appointed Matti Shem Tov, former CEO of ProQuest, as the Company's next CEO, effective August 9, 2024. Mr. Shem Tov will also join the Company's Board of Directors. Jonathan Gear, Chief Executive Officer, will step down as CEO and as a member of the Board at that time, and will t ...

— Reaffirms 2024 Outlook —LONDON, Aug. 6, 2024 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT) (the "Company" or "Clarivate"), a leading global provider of transformative intelligence, today reported results for the second quarter ended June 30, 2024.Second Quarter 2024 Financial Highlights Revenues of $650.3 million decreased 2.8%Organic revenues decreased 0.6%, as an increase in subscription revenues of 0.7% was offset by a decrease in re-occurring revenues of 0.7% and transactional and other revenues of 4.1%N ...

Empowering biopharma with enhanced safety insights to anticipate risks and unlock new competitive advantagesLONDON, July 30, 2024 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT) a leading global provider of transformative intelligence, today announced the launch of the new OFF-X™ platform. The enhanced solution offers a seamless user experience and unique translational insights. It delivers crucial drug and target safety intelligence to proactively identify risks. Fully integrated with Cortellis Drug Discovery In ...

Valeria Alberola to Succeed as Audit Committee ChairLONDON, July 24, 2024 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today that Richard Roedel will retire from the Board of Directors (the "Board") for health reasons, effective December 31, 2024. The Board expects Valeria Alberola, a member of the Board since May 2021, and a member of its Audit and Finance Committees, to succeed Mr. Roedel as Chair of the Audit Committee.Andy Snyder, Board ...

文章核心观点 - Clarivate Plc宣布董事会成员Richard Roedel将于2024年12月31日退休,Valeria Alberola将接任审计委员会主席 [1][2] - Valeria Alberola拥有25年以上的全球企业财务、投资银行、可持续投资、运营和战略管理咨询经验 [3] - Valeria Alberola曾担任Zoma Holdings LLC首席执行官、Bridge Education Group Inc.首席财务官,以及Q Advisors LLC合伙人 [3] 公司概况 - Clarivate是一家领先的全球转型情报提供商,在学术与政府、知识产权以及生命科学与医疗保健领域提供丰富的数据、见解和分析、工作流解决方案及专业服务 [4] 免责声明 - 该通信包含前瞻性陈述,这些陈述基于管理层当前的信念、期望和假设,涉及未来的业务、趋势、业绩等 [5] - 实际结果可能与前瞻性陈述存在重大差异,取决于多种风险因素,包括已在10-K年报中披露的风险 [5] - 公司不承诺对任何前瞻性陈述进行公开修订或更新 [5]

Clarivate Plc (CLVT) recently partnered with OhioLINK and SearchOhio to integrate their INN-Reach platforms. Together, these three entities will develop a unified library solution for Ohio. The unification of OhioLINK and SearchOhio’s resource platforms will enrich the database, giving the users extended choices.Users will now be able to access content from 87 institutions and 45 public library systems throughout the state of Ohio. This partnership will also enable Clarivate to simplify resource sharing acr ...

Delivering integrated, AI-enabled solutions specifically designed for patent preparation and prosecutionLONDON, July 22, 2024 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today announced it has acquired Rowan TELS Corp. through a subsidiary. Rowan TELS Corp. is the provider of Rowan Patents – an integrated patent drafting and prosecution solution specially designed for patent practitioners to establish and protect patents more effectively.Clarivate en ...