Clarivate 3Q 2026: Revenue $481.6M, Net income ($80.8M), EPS ($0.13) — 10-Q Summary

What happened

Clarivate reported third-quarter 2026 revenue of $481.6 million, down 9.2% from $530.3 million a year earlier. Net loss was $80.8 million, or $0.13 per diluted share, compared with a prior-year net loss of $28.3 million, or $0.04 per diluted share.

Confirmed

Global impact / market context

The deeper loss came as transactional revenue fell 57.9%, which means one-off sales dropped sharply while recurring subscription revenue grew only 0.7%. Because recurring revenue is the steadier base, weaker one-off sales can pressure profit and cash available to repay debt or fund investment.

Analyst inference

Clarivate also completed the sale of its Life Sciences & Healthcare segment on October 6, 2026, after treating it as discontinued operations. That divestiture shrinks the business and shifts investor focus to the remaining subscription base, where pricing drove organic annual contract value up 1.8% and the renewal rate held at 93.7%.

Analyst inference

What to watch

1. Recurring revenue rose 0.7%, while transactional revenue fell 57.9%, and the annual renewal rate stayed at 93.7%. Watch whether subscription growth can offset continued weakness in one-off sales. Confirmed
2. Watch how Clarivate uses cash from the completed Life Sciences & Healthcare sale, including debt repayment or reinvestment, since the filing does not state a specific use for the proceeds. Proposed
3. Watch Analytics & Government revenue, which fell 13.7% as product wind-downs outweighed subscription growth. Slower shrinking there would signal the remaining business is stabilizing after the divestiture. Analyst inference

Evidence

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