Clarivate Q1 2026: Strong Earnings & Growth

Clarivates Q1 2026 earnings show robust growth: revenues hit $586M, with organic ACV growth at 1.6% and subscription revenue up 1.7%. Adjusted EBITDA reached $241M, boosting margins to 41%, up nearly 200 basis points from last year. The company is on track for full-year guidance, with all four pillars of their value creation plan—subscription shift, sales execution, AI innovation, and portfolio tweaks—performing well. Free cash flow generated $79M, used to pay down $143M in debt. Subscription mix now stands at 88-89%, driving more predictable revenue streams. Academia and government led with strong recurring growth, while intellectual property and life sciences saw improved renewal rates and organic growth, respectively. AI initiatives are expected to drive margin expansion and cash flow boosts as organic growth picks up. Debt reduction will drop net leverage from 4x to about 2.5x in a few years. The team is confident in sustained momentum, blending focus and innovation to drive shareholder value. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/3a09105554cf9323