Press Release: CWAN Announces Fourth Quarter 2025 Financial Results

Dow Jones
Feb 19

Quarterly Revenue of $217.5 Million, Up 72% Year-Over-Year

Annualized Recurring Revenue of $841 Million, Up 77% Year-Over-Year

Adjusted EBITDA of $74.1 Million, Up 78% Year-Over-Year

Operating Cash Flows of $55.3 Million Enabled Repayment of $17 Million of Debt

BOISE, Idaho--(BUSINESS WIRE)--February 18, 2026-- 

Clearwater Analytics Holdings, Inc. (NYSE: CWAN) ("CWAN" or the "Company"), the most comprehensive technology platform for investment management, today announced its financial results for the quarter ended December 31, 2025.

"We delivered a strong end to 2025 with Q4 revenue of $217.5 million, up 72% year-over-year. Our GenAI investments are producing meaningful internal efficiencies, driving Non-GAAP gross margin to a record 79.2%. Adjusted EBITDA was ahead of our expectations as well, growing 77.7% year-over-year to $74.1 million," said Sandeep Sahai, CEO at CWAN. "Beyond the numbers, Q4 was a transformative quarter that positions us to accelerate our vision of reimagining institutional investment management. Despite many moving parts, the team executed at an extraordinary level. Sequential ARR growth of over $33 million is a testament to the capability and focus of our employees."

"The industry is changing at an unprecedented pace. Portfolios span public and private assets, data volumes are exploding, and clients need real-time intelligence. Since Clearwater Connect, we've seen a 10x increase in the number of clients using agentic workflows. We now have nearly 1,000 AI agents available for deployment across more than $10 trillion in client assets, reducing manual reconciliation by 90%, accelerating regulatory reporting by 80%, and speeding close cycles by 50%," continued Sahai. "The foundation we're building--integrating and strengthening Enfusion, Beacon, and our core platform with AI, natively handles the complexity of today's global portfolios. Looking ahead, we look forward to accelerating our focus and ability to solve the industry's hardest problems, deliver the agentic solutions our clients need, and lead the future of investing."

Fourth Quarter 2025 Financial Results Summary

   --  Revenue: Total revenue for the fourth quarter of 2025 was $217.5 
      million, an increase of 72%, from $126.5 million in the fourth quarter of 
      2024. 
   --  Gross Profit: Gross profit for the fourth quarter of 2025 increased to 
      $146.2 million, which equates to a 67.2% GAAP gross margin, compared with 
      gross profit of $92.9 million and GAAP gross margin of 73.5% in the 
      fourth quarter of 2024. Non-GAAP gross profit for the fourth quarter of 
      2025 was $172.2 million, which equates to a 79.2% non-GAAP gross margin, 
      compared with non-GAAP gross profit of $99.7 million and non-GAAP gross 
      margin of 78.8% in the fourth quarter of 2024. 
   --  Net Income/(Loss): Net loss for the fourth quarter of 2025 was $12.5 
      million, compared with net income of $420.3 million in the fourth quarter 
      of 2024. Non-GAAP net income for the fourth quarter of 2025 increased to 
      $44.4 million, an increase of 30.7% from $33.9 million in the fourth 
      quarter of 2024. 
   --  Adjusted EBITDA: Adjusted EBITDA for the fourth quarter of 2025 was 
      $74.1 million, an increase of 78%, from $41.7 million in the fourth 
      quarter of 2024. Adjusted EBITDA margin for the fourth quarter of 2025 
      was 34.1%, an increase of 110 basis points over the fourth quarter of 
      2024. 
   --  Cash Flows: Operating cash flows for the fourth quarter of 2025 were 
      $55.3 million. Free cash flows for the fourth quarter of 2025 were $52.3 
      million. 
   --  Net Loss Per Share and Non-GAAP Net Income Per Share: Net loss per 
      basic and diluted share was $0.04 in the fourth quarter of 2025. Non-GAAP 
      net income per basic and diluted share was $0.15 in the fourth quarter of 
      2025. 
   --  Cash, cash equivalents, and investments were $91.2 million as of 
      December 31, 2025. Total debt, net of debt issuance cost, was $822.6 
      million as of December 31, 2025. 

Fourth Quarter 2025 Key Metrics Summary

   --  Annualized Recurring Revenue: As of December 31, 2025, annualized 
      recurring revenue ("ARR") reached $841 million, an increase of 77% from 
      $475 million as of December 31, 2024.  ARR is calculated at the end of 
      a period by dividing the recurring revenue in the last month of such 
      period by the number of days in the month and multiplying by 365. 
   --  Gross Revenue Retention Rate: As of December 31, 2025, the gross 
      revenue retention rate was 98%.  Gross revenue retention rate 
      represents annual contract value ("ACV") at the beginning of the 12-month 
      period ended on the reporting date less client attrition over the prior 
      12-month period, divided by ACV at the beginning of the 12-month period, 
      expressed as a percentage. ACV is comprised of annualized recurring 
      revenue plus contracted-not-billed revenue, which represents the 
      estimated annual contracted revenue for new and existing client 
      opportunities prior to revenue recognition. 
   --  Net Revenue Retention Rate: As of December 31, 2025, the net revenue 
      retention rate was 109% up from 108% in September 30, 2025.  Net 
      revenue retention rate is the percentage of recurring revenue from 
      clients on the platform for 12 months and includes changes from the 
      addition, removal, or value of assets on our platform, contractual 
      changes that have an impact to annualized recurring revenues and lost 
      revenue from client attrition. 

Recent Business Highlights

   --  On September 3, 2025, at our Investor Day, we announced that our Board 
      of Directors authorized a $100 million share repurchase program. We 
      repurchased approximately 510,000 CWAN shares in the quarter for $9.2 
      million at an average price of $17.97 per share. All of the shares that 
      were repurchased in the fourth quarter were repurchased pursuant to a 
      10b5-1 Plan. We have $82 million remaining under the authorization. 
 
 
   --  CWAN embedded agentic AI capabilities directly into its Beacon risk and 
      quantitative analytics platform to significantly accelerate model 
      validation, and exposure analysis for institutional investors. The AI 
      operates within Beacon's core calculation engine on live portfolio data, 
      eliminating manual workflows and enabling near real-time risk insights. 
      This enhancement allows risk teams to validate models faster, run 
      natural-language scenario analysis, and automate complex risk workflows 
      with full auditability and governance. 
 
   --  As of December 31, 2025 we had over 2,500 clients, 152 of whom 
      generated ARR of more than $1 million. In the fourth quarter, we closed 
      multiple 7-figure deals including new client wins with Beacon by CWAN. 
      The incredible progress we've demonstrated expanding our client base, 
      speaks to the strength of our solutions and the disruptive nature of our 
      front-to-back offering. 
 
   --  Generali Deutschland AG selected CWAN to modernize and scale its EUR40 
      billion, unit-linked fund (ULF) life insurance operations across four 
      subsidiaries, positioning the insurer for accelerated growth in one of 
      Europe's fastest-expanding markets. The multi-year agreement will 
      consolidate portfolio management, order execution, and reconciliation on 
      a single front-to-back platform, delivering real-time data, standardizing 
      processes, and automated controls. Designed to support multiple 
      accounting standards and evolving European regulatory requirements, the 
      deployment is expected to enhance operational agility, transparency, and 
      efficiency. 
 
   --  BarmeniaGothaer Asset Management AG has selected Clearwater Analytics 
      as its strategic investment management platform provider. As the in-house 
      asset manager of the BarmeniaGothaer Group, Barmenia Gothaer Asset 
      Management AG currently manages approximately 50 billion EUR. 
      BarmeniaGothaer is one of Germany's top 10 insurers with 8.6 billion EUR 
      in premium income. This client exemplifies how leading European insurers 
      are turning to Clearwater's single instance multi-tenant architecture to 
      improve operational efficiency and leverage AI capabilities in an 
      increasingly complex capital markets environment. 
 
   --  On December 20, 2025, the Company entered into an Agreement and Plan of 
      Merger to be acquired in a transaction (the "Proposed Transaction") 
      valued at approximately $8.4 billion by a Permira and Warburg Pincus-led 
      investor group, with participation from Temasek, and key support from 
      Francisco Partners (collectively, the "Investor Group"). Under the terms 
      of the agreement, Company stockholders will receive $24.55 per share in 
      cash upon completion of the Proposed Transaction. 

Earnings Conference Call and Guidance

As a result of the execution of a definitive agreement under which the Investor Group will acquire all of the outstanding shares of the Company's common stock in an all-cash transaction, as announced on December 21, 2025, the Company will not host an earnings conference call or webcast to discuss its fourth quarter and full year 2025 financial results nor provide forward-looking guidance.

CWAN currently expects to close the Proposed Transaction in the second quarter of 2026.

About CWAN

CWAN (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally. Learn more at www.cwan.com.

Use of non-GAAP Information

This press release contains certain non-GAAP measures, including non-GAAP gross profit, non-GAAP gross margin, adjusted EBITDA, adjusted EBITDA margin, non-GAAP net income, non-GAAP net income per basic and diluted share, non-GAAP effective tax rate, diluted non-GAAP share count and free cash flow.

The non-GAAP measures are not based on any standardized methodology prescribed by GAAP and are not necessarily comparable to similar measures presented by other companies. However, the Company believes that this non-GAAP information is useful as an additional means for investors to evaluate its operating performance, when reviewed in conjunction with its GAAP financial statements. These measures should not be considered in isolation or as a substitute for measures prepared in accordance with GAAP, and because these amounts are not determined in accordance with GAAP, they should not be used exclusively in evaluating the Company's business and operations. In addition, undue reliance should not be placed upon non-GAAP or operating information because this information is neither standardized across companies nor subjected to the same control activities and audit procedures that produce the Company's GAAP financial results.

The Company's non-GAAP statement of operations measures, including non-GAAP gross profit, non-GAAP gross margin, adjusted EBITDA, adjusted EBITDA margin, non-GAAP net income, non-GAAP net income per basic and diluted share, non-GAAP effective tax rate, diluted non-GAAP share count and free cash flow, are adjusted to exclude the impact of certain costs, expenses, gains and losses and other specified items that management believes are not indicative of its ongoing operations. These adjusted measures exclude the impact of share-based compensation and eliminate potential differences in results of operations between periods caused by factors such as financing and capital structures, taxation positions or regimes, restructuring, transaction expenses, impairment and other charges. Please refer to the reconciliations of these measures below to what the Company believes are the most directly comparable measures evaluated in accordance with GAAP.

Use of Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management's beliefs and assumptions and on information currently available to management. Forward-looking statements include information concerning the Company's expectations with respect to the proposed transaction, including the timing thereof, and the Company's possible or assumed future results of operations, business strategies, technology developments, financing and investment plans, dividend policy, competitive position, industry, economic and regulatory environment, potential growth opportunities and the effects of competition. Forward-looking statements include statements that are not historical facts and can be identified by terms such as "anticipate," "believe," "could," "estimate," "expect," "intend," "aim," "may," "plan," "potential," "predict," "project," "seek," "should," "will," "would" or similar expressions and the negatives of those terms, but are not the exclusive means of identifying such statements.

Forward-looking statements involve known and unknown risks, uncertainties, and other factors, many of which are beyond the Company's control, that may cause the Company's actual results, performance, or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. These risks and uncertainties may cause actual results to differ materially from the Company's current expectations and include, but are not limited to: $(A)$ risks related to the Proposed Transactions, including (i) the risk that the Proposed Transaction may not be completed in a timely manner or at all; (ii) the failure to receive, on a timely basis or otherwise, the required approvals of the Proposed Transaction by the Company's stockholders; (iii) the possibility that any or all of the various conditions to the consummation of the Proposed Transaction may not be satisfied or waived, including the failure to receive any required regulatory approvals from any applicable governmental entities (or any conditions, limitations or restrictions placed on such approvals); (iv) the occurrence of any event, change or other circumstance that could give rise to the termination of the definitive transaction agreement relating to the Proposed Transaction, including in circumstances which would require the Company to pay a termination fee; (v) the effect of the announcement or pendency of the Proposed Transaction on the Company's ability to attract, motivate or retain key executives and associates, its ability to maintain relationships with its customers, vendors, service providers and others with whom it does business, or its operating results and business generally; (vi) risks related to the Proposed Transaction diverting management's attention from the Company's ongoing business operations; (vii) the risk of shareholder litigation in connection with the Proposed Transaction, including resulting expense or delay; (viii) certain restrictions during the pendency of the Proposed Transaction that may impact the Company's ability to pursue certain business opportunities or strategic transactions; (ix) risks that the anticipated benefits of the Proposed Transaction are not realized when and as expected; (x) the availability of capital and financing and rating agency actions in connection with the Proposed Transaction; $(B)$ ongoing risks such as those related to (i) the Company's ability to successfully integrate the operations and technology of its acquisitions of Enfusion, Beacon and Bistro (the "Acquisitions") with those of the Company and to obtain third party data rights, retain and incentivize the employees of the Acquisitions following the close of the Acquisitions, retain the Acquisitions' clients, repay debt incurred in connection with the Acquisitions and meet financial covenants to be imposed in connection with such debt; (ii) risks that synergies and growth from the Acquisitions may not be fully realized or may take longer to realize than expected, (iii) the Company's ability to keep pace with rapid technological change and market developments, including artificial intelligence, (iv) competitors in its industry, (v) the possibility that market volatility, a downturn in economic conditions or other factors may cause negative trends or fluctuations in the value of the assets on the Company's platform, (vi) the Company's ability to manage growth, (vii) the Company's ability to attract and retain skilled employees, (viii) the possibility that the Company's solutions fail to perform properly, (ix) disruptions and failures in the Company's and third parties' computer equipment, cloud-based services, electronic delivery systems, networks and telecommunications systems and infrastructure, (x) the failure to protect the Company, its customers' and/or its vendors' confidential information and/or intellectual property, claims of infringement of others' intellectual property, (xi) factors related to the Company's ownership structure; and (C) other risks and uncertainties detailed in the Company's periodic public filings with the SEC, including but not limited to those discussed under "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 filed on February 18, 2026, and in other periodic reports filed by the Company with the SEC. These filings are available at www.sec.gov and on the Company's website.

Given these uncertainties, you should not place undue reliance on forward-looking statements. Also, forward-looking statements represent management's beliefs and assumptions only as of the date of this press release and should not be relied upon as representing the Company's expectations or beliefs as of any date subsequent to the time they are made. The Company does not undertake to and specifically declines any obligation to update any forward-looking statements that may be made from time to time by or on behalf of the Company.

 
                  Clearwater Analytics Holdings, Inc. 
                      Consolidated Balance Sheets 
  (In thousands, except share amounts and per share amounts, unaudited) 
 
                                                     December 31, 
                                               ------------------------- 
                                                  2025        2024 
                                                ---------   --------- 
Assets 
Current assets: 
   Cash and cash equivalents                   $   91,245  $  177,350 
   Short-term investments                              --      78,139 
   Accounts receivable, net                       167,348     106,151 
   Prepaid expenses and other current assets       36,977      23,006 
                                                ---------   --------- 
      Total current assets                        295,570     384,646 
Property, equipment and software, net              26,607      14,797 
Operating lease right-of-use assets, net           34,300      24,797 
Deferred contract costs, non-current               13,017       7,013 
Debt issuance costs - line of credit                3,467         339 
Deferred tax assets, net                          695,998     602,500 
Other non-current assets                            5,336       3,340 
Intangible assets, net                            687,578      30,868 
Goodwill                                        1,270,056      70,971 
Long-term investments                                  --      30,301 
                                                ---------   --------- 
Total assets                                   $3,031,929  $1,169,572 
                                                =========   ========= 
Liabilities and Stockholders' Equity 
Current liabilities: 
   Accounts payable                            $    4,096  $    2,934 
   Accrued expenses and other current 
    liabilities                                   112,249      55,654 
   Deferred revenue                                21,860       7,329 
   Notes payable, current portion                   8,000       2,750 
   Operating lease liability, current portion      15,138       8,350 
   Tax receivable agreement liability                  --          35 
                                                ---------   --------- 
      Total current liabilities                   161,343      77,052 
Notes payable, less current maturities and 
 unamortized debt issuance costs                  814,643      43,164 
Operating lease liability, less current 
 portion                                           22,555      17,655 
Other long-term liabilities                         2,296       1,470 
                                                ---------   --------- 
Total liabilities                               1,000,837     139,341 
Commitments and contingencies 
Stockholders' Equity 
   Class A common stock, par value $0.001 per 
    share; 1,500,000,000 shares authorized, 
    291,426,648 shares issued and outstanding 
    as of December 31, 2025, 212,857,580 
    shares issued and outstanding as of 
    December 31, 2024                                 291         213 
   Class B common stock, par value $0.001 per 
   share; 500,000,000 shares authorized, 
   2,017,754 share issued and outstanding as 
   of December 31, 2025, no share issued and 
   outstanding as of December 31, 2024                  2          -- 
   Class C common stock, par value $0.001 per 
    share; 500,000,000 shares authorized, no 
    shares issued and outstanding as of 
    December 31, 2025, 12,542,110 shares 
    issued and outstanding as of December 31, 
    2024                                               --          13 
   Class D common stock, par value $0.001 per 
    share; 500,000,000 shares authorized, no 
    shares issued and outstanding as of 
    December 31, 2025, 22,243,668 shares 
    issued and outstanding as of December 31, 
    2024                                               --          22 
   Additional paid-in-capital                   1,754,387     725,174 
   Accumulated other comprehensive (loss) 
    income                                          7,089      (1,113) 
   Retained earnings                              259,963     283,946 
                                                ---------   --------- 
Total stockholders' equity attributable to 
 Clearwater Analytics Holdings, Inc.            2,021,732   1,008,255 
Non-controlling interests                           9,360      21,976 
                                                ---------   --------- 
Total stockholders' equity                      2,031,092   1,030,231 
                                                ---------   --------- 
Total liabilities and stockholders' equity     $3,031,929  $1,169,572 
                                                =========   ========= 
 
 
                        Clearwater Analytics Holdings, Inc. 
                       Consolidated Statements of Operations 
       (In thousands, except share amounts and per share amounts, unaudited) 
 
                           Three Months Ended 
                               December 31,             Year Ended December 31, 
                       ----------------------------  ------------------------------ 
                           2025           2024           2025           2024 
                        -----------    -----------    -----------    ----------- 
Revenue                $    217,457   $    126,465   $    731,368   $    451,803 
Cost of revenue(1)           71,236         33,561        239,220        122,987 
                        -----------    -----------    -----------    ----------- 
Gross profit                146,221         92,904        492,148        328,816 
                        -----------    -----------    -----------    ----------- 
Operating expenses: 
   Research and 
    development(1)           57,009         40,904        196,228        150,558 
   Sales and 
    marketing(1)             45,857         17,885        149,180         67,254 
   General and 
    administrative(1)        50,098         32,896        154,426         98,770 
                        -----------    -----------    -----------    ----------- 
      Total operating 
       expenses             152,964         91,685        499,834        316,582 
                        -----------    -----------    -----------    ----------- 
Income (loss) from 
 operations                  (6,743)         1,219         (7,686)        12,234 
   Interest expense          15,162          1,069         45,664          4,325 
   Tax receivable 
    agreement 
    expense                      --         41,637             --         53,181 
   Other income, net           (249)        (4,649)        (3,678)       (15,209) 
                        -----------    -----------    -----------    ----------- 
Loss before income 
 taxes                      (21,656)       (36,838)       (49,672)       (30,063) 
Provision for 
 (benefit from) 
 income taxes                (9,131)      (457,143)        (9,418)      (457,648) 
                        -----------    -----------    -----------    ----------- 
Net income (loss)           (12,525)       420,305        (40,254)       427,585 
Less: Net income 
 (loss) attributable 
 to non-controlling 
 interests                     (295)           819         (1,447)         3,207 
                        -----------    -----------    -----------    ----------- 
Net income (loss) 
 attributable to 
 Clearwater Analytics 
 Holdings, Inc.        $    (12,230)  $    419,486   $    (38,807)  $    424,378 
                        ===========    ===========    ===========    =========== 
 
Net earnings (loss) 
per share 
attributable to Class 
A and Class D common 
stock: 
   Basic               $      (0.04)  $       1.85   $      (0.14)  $       1.93 
   Diluted             $      (0.04)  $       1.63   $      (0.14)  $       1.68 
 
Weighted average 
shares of Class A and 
Class D common stock 
outstanding: 
   Basic                288,607,569    226,571,994    271,323,558    219,316,625 
   Diluted              288,607,569    258,131,701    271,323,558    254,362,539 
 
 
(1) Amounts include equity-based compensation as follows: 
Cost of revenue             $ 3,965  $ 3,755  $ 16,445  $ 13,634 
Operating expenses: 
Research and development      9,247    9,326    33,835    36,093 
Sales and marketing          10,499    4,885    37,369    15,304 
General and administrative    9,455   10,176    40,247    38,170 
                             ------   ------   -------   ------- 
Total equity-based 
 compensation expense       $33,166  $28,142  $127,896  $103,201 
                             ======   ======   =======   ======= 
 
 
                   Clearwater Analytics Holdings, Inc. 
                  Consolidated Statements of Cash Flows 
                        (In thousands, unaudited) 
 
                         Three Months Ended 
                             December 31,       Year Ended December 31, 
                        ---------------------  -------------------------- 
                          2025        2024         2025         2024 
                         -------    --------    ----------    -------- 
OPERATING ACTIVITIES 
Net income (loss)       $(12,525)  $ 420,305   $   (40,254)  $ 427,585 
Adjustments to 
reconcile net income 
(loss) to net cash 
provided by (used in) 
operating activities: 
   Depreciation and 
    amortization          29,489       3,451        85,541      12,181 
   Noncash operating 
    lease cost             4,383       2,341        16,682       9,221 
   Equity-based 
    compensation          33,166      28,142       127,896     103,201 
   Amortization of 
    deferred contract 
    acquisition costs      4,362       1,692        11,487       5,265 
   Amortization of 
    debt issuance 
    costs, included in 
    interest expense         977          71         2,770         280 
   Debt extinguishment 
   costs                      --          --           419          -- 
   Provision for bad 
    debt                     488          --         2,165          -- 
   Deferred tax 
    benefit               (9,877)   (456,956)      (12,607)   (460,032) 
   Accretion of 
    discount on 
    investments               --        (452)         (284)     (2,185) 
   Realized gain on 
    investments               --          --          (112)        (35) 
Changes in operating 
assets and 
liabilities, excluding 
the impact of business 
acquisitions: 
   Accounts 
    receivable, net      (15,045)     (5,774)      (11,148)    (13,648) 
   Prepaid expenses 
    and other assets      (2,539)      3,066       (11,159)      5,627 
   Deferred contract 
    acquisition costs     (8,325)     (2,826)      (17,036)     (6,242) 
   Accounts payable          624      (1,317)       (1,341)        269 
   Accrued expenses 
    and other 
    liabilities           28,599       8,110        22,449      11,693 
   Tax receivable 
    agreement 
    liability                 --     (28,793)          (35)    (18,859) 
   Other long-term 
    liabilities            1,554          --           463          -- 
                         -------    --------    ----------    -------- 
Net cash provided by 
 (used in) operating 
 activities               55,331     (28,940)      175,896      74,321 
                         -------    --------    ----------    -------- 
INVESTING ACTIVITIES 
   Purchases of 
    property, 
    equipment and 
    software              (3,042)       (822)      (11,554)     (5,259) 
   Purchases of 
    intangible assets         --          --       (10,239)         -- 
   Purchase of held to 
    maturity 
    investments               --          --        (4,686)     (3,009) 
   Purchases of 
    available-for-sale 
    investments               --     (20,662)           --    (114,572) 
   Proceeds from sale 
   of 
   available-for-sale 
   investments                --          --        89,479          -- 
   Proceeds from 
    maturities of 
    investments            3,341      20,550        23,716     107,417 
   Acquisition of 
    business, net of 
    cash acquired             --          --    (1,074,754)    (40,121) 
   Payment of initial 
    direct costs for 
    operating lease           --          --           (89)       (104) 
                         -------    --------    ----------    -------- 
Net cash provided by 
 (used in) investing 
 activities                  299        (934)     (988,127)    (55,648) 
                         -------    --------    ----------    -------- 
FINANCING ACTIVITIES 
   Proceeds from 
    exercise of 
    options                   --          38           168         248 
   Taxes paid related 
    to net share 
    settlement of 
    equity awards         (1,517)    (12,638)      (33,749)    (55,301) 
   Repurchase of 
    common stock          (9,551)         --       (18,054)         -- 
   Proceeds from 
   borrowings, net of 
   payment of debt 
   issuance costs             --          --       924,475          -- 
   Repayments of 
    borrowings           (17,000)       (688)     (154,063)     (2,750) 
   Proceeds from 
    employee stock 
    purchase plan          3,320       1,898         6,636       4,693 
   Payment of tax 
    distributions             --      (3,873)           --      (3,873) 
   Payment of business 
    acquisition 
    holdback 
    liability                 --      (3,905)           --      (4,685) 
                         -------    --------    ----------    -------- 
Net cash provided by 
 (used in) financing 
 activities              (24,748)    (19,168)      725,413     (61,668) 
                         -------    --------    ----------    -------- 
Effect of exchange 
 rate changes on cash 
 and cash equivalents       (387)     (2,302)          713      (1,420) 
Change in cash and 
 cash equivalents 
 during the period        30,495     (51,344)      (86,105)    (44,415) 
Cash and cash 
 equivalents, 
 beginning of period      60,750     228,694       177,350     221,765 
                         -------    --------    ----------    -------- 
Cash and cash 
 equivalents, end of 
 period                 $ 91,245   $ 177,350   $    91,245   $ 177,350 
                         =======    ========    ==========    ======== 
SUPPLEMENTAL 
DISCLOSURE OF CASH 
FLOW INFORMATION 
Cash paid for interest  $ 14,250   $     837   $    31,142   $   3,464 
Cash paid for income 
 taxes                  $  2,320   $     800   $     3,486   $   1,979 
NON-CASH INVESTING AND 
FINANCING ACTIVITIES 
Purchase of property 
 and equipment 
 included in accounts 
 payable and accrued 
 expense                $    210   $      38   $       210   $      38 
Acquisition of Bistro 
 intangible assets 
 paid in common stock   $     --   $      --   $   102,729   $      -- 
Tax distributions 
 payable to Continuing 
 Equity Owners 
 included in accrued 
 expenses               $      3   $      23   $         3   $      23 
 
 
                Clearwater Analytics Holdings, Inc. 
       Reconciliation of Net Income (Loss) to Adjusted EBITDA 
                      (In thousands, unaudited) 
 
                            Three Months Ended December 31, 
                    ------------------------------------------------ 
                              2025                     2024 
                    -------------------------  --------------------- 
                           (in thousands, except percentages) 
Net income (loss)    $   (12,525)      (6%)    $  420,305    332% 
Adjustments: 
   Interest 
    expense               15,162        7%          1,069      1% 
   Depreciation 
    and 
    amortization          29,489       14%          3,451      3% 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll taxes         33,797       16%         30,421     24% 
   Tax receivable 
    agreement 
    expense                   --       --%         41,637     33% 
   Transaction 
    expenses              17,508        8%          6,382      5% 
   Amortization of 
    prepaid 
    management 
    fees and 
    reimbursable 
    expenses                  21        0%            210      0% 
   Benefit from 
    income taxes          (9,131)      (4%)      (457,143)  (361)% 
   Other income, 
    net                     (249)       0%         (4,649)    (4%) 
                        --------      ---       ---------   ---- 
Adjusted EBITDA      $    74,072       34%     $   41,683     33% 
                        ========      ===       =========   ==== 
Revenue              $   217,457      100%     $  126,465    100% 
 
 
 
                                Year Ended December 31, 
                    ------------------------------------------------ 
                              2025                     2024 
                    -------------------------  --------------------- 
                           (in thousands, except percentages) 
Net income (loss)    $   (40,254)      (6%)    $  427,585     95% 
Adjustments: 
   Interest 
    expense               45,664        6%          4,325      1% 
   Depreciation 
    and 
    amortization          85,541       12%         12,181      3% 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll taxes        134,533       18%        110,961     25% 
   Tax receivable 
    agreement 
    expense                   --       --%         53,181     12% 
   Transaction 
    expenses              35,773        5%          8,308      2% 
   Amortization of 
    prepaid 
    management 
    fees and 
    reimbursable 
    expenses                  29        0%          1,990      0% 
   Benefit from 
    income taxes          (9,418)      (1%)      (457,648)  (101%) 
   Other income, 
    net                   (3,678)      (1%)       (15,209)    (3%) 
                        --------      ---       ---------   ---- 
Adjusted EBITDA      $   248,190       34%     $  145,674     32% 
                        ========      ===       =========   ==== 
Revenue              $   731,368      100%     $  451,803    100% 
 
 
               Clearwater Analytics Holdings, Inc. 
                 Reconciliation of Free Cash Flow 
                     (In thousands, unaudited) 
 
                 Three Months Ended 
                     December 31,        Year Ended December 31, 
               -----------------------  -------------------------- 
                  2025         2024          2025          2024 
               -----------   --------   --------------  ---------- 
Net cash 
 provided by 
 (used in) 
 operating 
 activities     $   55,331  $ (28,940)   $     175,896  $   74,321 
   Less: 
    Purchases 
    of 
    property 
    and 
    equipment        3,042        822           11,554       5,259 
                   -------   --------       ----------   --------- 
Free cash 
 flow           $   52,289  $ (29,762)   $     164,342  $   69,062 
                   =======   ========       ==========   ========= 
 
 
                          Clearwater Analytics Holdings, Inc. 
                         Reconciliation of Non-GAAP Information 
          (In thousands, except share amounts and per share amounts, unaudited) 
 
                         Three Months Ended 
                             December 31,                  Year Ended December 31, 
                  ----------------------------------  ---------------------------------- 
                      2025              2024              2025              2024 
                   -----------       -----------       -----------       ----------- 
Revenue           $    217,457      $    126,465      $    731,368      $    451,803 
 
Gross profit      $    146,221      $     92,904      $    492,148      $    328,816 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes                4,078             3,963            17,896            14,546 
   Depreciation 
    and 
    amortization        21,865             2,840            63,980            10,137 
                   -----------       -----------       -----------       ----------- 
Gross profit, 
 non-GAAP         $    172,164      $     99,707      $    574,024      $    353,499 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   79%               79%               78%               78% 
 
Cost of revenue   $     71,236      $     33,561      $    239,220      $    122,987 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes                4,078             3,963            17,896            14,546 
   Depreciation 
    and 
    amortization        21,865             2,840            63,980            10,137 
                   -----------       -----------       -----------       ----------- 
Cost of revenue, 
 non-GAAP         $     45,293      $     26,758      $    157,344      $     98,304 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   21%               21%               22%               22% 
 
Research and 
 development      $     57,009      $     40,904      $    196,228      $    150,558 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes                9,416            11,091            35,654            41,356 
   Depreciation 
    and 
    amortization           556               156             1,542               736 
                   -----------       -----------       -----------       ----------- 
Research and 
 development, 
 non-GAAP         $     47,037      $     29,657      $    159,032      $    108,466 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   22%               23%               22%               24% 
 
Sales and 
 marketing        $     45,857      $     17,885      $    149,180      $     67,254 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes               10,773             5,024            38,893            16,017 
   Depreciation 
    and 
    amortization         6,277               173            17,400               638 
                   -----------       -----------       -----------       ----------- 
Sales and 
 marketing, 
 non-GAAP         $     28,807      $     12,688      $     92,887      $     50,599 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   13%               10%               13%               11% 
 
General and 
 administrative   $     50,098      $     32,896      $    154,426      $     98,770 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes                9,530            10,343            42,090            39,042 
   Depreciation 
    and 
    amortization           791               282             2,619               670 
   Amortization 
    of prepaid 
    management 
    fees and 
    reimbursable 
    expenses                21               210                29             1,990 
   Transaction 
    expenses            17,508             6,382            35,773             8,308 
                   -----------       -----------       -----------       ----------- 
General and 
 administrative, 
 non-GAAP         $     22,248      $     15,679      $     73,915      $     48,760 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   10%               12%               10%               11% 
 
Income (loss) 
 from 
 operations       $     (6,743)     $      1,219      $     (7,686)     $     12,234 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes               33,797            30,421           134,533           110,961 
   Depreciation 
    and 
    amortization        29,489             3,451            85,541            12,181 
   Amortization 
    of prepaid 
    management 
    fees and 
    reimbursable 
    expenses                21               210                29             1,990 
   Transaction 
    expenses            17,508             6,382            35,773             8,308 
                   -----------       -----------       -----------       ----------- 
Income from 
 operations, 
 non-GAAP         $     74,072      $     41,683      $    248,190      $    145,674 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   34%               33%               34%               32% 
 
Net income 
 (loss)           $    (12,525)     $    420,305      $    (40,254)     $    427,585 
Adjustments: 
   Equity-based 
    compensation 
    expense and 
    related 
    payroll 
    taxes               33,797            30,421           134,533           110,961 
   Depreciation 
    and 
    amortization        29,489             3,451            85,541            12,181 
   Tax 
    receivable 
    agreement 
    expense                 --            41,637                --            53,181 
   Amortization 
    of prepaid 
    management 
    fees and 
    reimbursable 
    expenses                21               210                29             1,990 
   Transaction 
    expenses            17,508             6,382            35,773             8,308 
   Tax impacts 
    of 
    adjustments 
    to net 
    income 
    (loss)(1)          (23,921)         (468,459)          (60,969)         (496,779) 
                   -----------       -----------       -----------       ----------- 
Net income, 
 non-GAAP         $     44,369      $     33,947      $    154,653      $    117,427 
                   ===========       ===========       ===========       =========== 
As a percentage 
 of revenue, 
 non-GAAP                   20%               27%               21%               26% 
 
Net income per 
 share - basic, 
 non-GAAP         $       0.15      $       0.15      $       0.57      $       0.54 
Net income per 
 share - 
 diluted, 
 non-GAAP         $       0.15      $       0.13      $       0.54      $       0.46 
 
Weighted average 
 common shares 
 outstanding - 
 basic             288,607,569       226,571,994       271,323,558       219,316,625 
Weighted average 
 common shares 
 outstanding - 
 diluted           299,337,394       258,131,701       286,495,278       254,362,539 
 
 
(1)   The non-GAAP effective tax rate was 25% for the three months and year 
      ended December 31, 2025 and 2024, respectively, and has been used to 
      adjust the provision for income taxes for non-GAAP net income and 
      non-GAAP basic and diluted net income per share. The Company excludes 
      income tax benefits from discrete activities, including the income tax 
      benefit related to the release of the US federal state valuation 
      allowance, because of their nonrecurring nature. 
 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260218581398/en/

 
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(END) Dow Jones Newswires

February 18, 2026 16:15 ET (21:15 GMT)

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