Clarivate Plc

https://www.clarivate.com

Clarivate Plc (NYSE: CLVT), headquartered in London, United Kingdom, is a premier global provider of "transformative intelligence"—delivering enriched data, deep analytics, and specialized workflow solutions to academic institutions, corporations, and government agencies. Formed from the intellectual property and science business previously owned by Thomson Reuters, Clarivate operates with a bold mission: to accelerate the pace of innovation. By providing highly trusted, proprietary information, the company helps organizations reduce the time it takes to move from new ideas to life-changing inventions and commercial success.

Clarivate’s business model relies on highly recurring, mission-critical subscription services, categorized into three core operational segments:
* Academia & Government: Powering research and discovery across thousands of universities and libraries worldwide. This segment includes industry-standard tools like Web of Science™ (a leading citation index) and ProQuest™ (a massive content aggregator acquired to deliver end-to-end research intelligence).
* Intellectual Property (IP): Transforming how corporations and law firms create, manage, and protect their brands and inventions. Core products include Derwent Innovation (patent data) and CompuMark (trademark search and protection).
* Life Sciences & Healthcare: Providing critical regulatory and commercialization data to help pharmaceutical companies deliver safe, effective treatments to patients faster. (Note: As of early 2026, Clarivate is pursuing a strategic sale of this specific segment to optimize its portfolio and accelerate shareholder value).

Currently guided by CEO Matti Shem Tov and CFO Jonathan Collins, Clarivate is executing a rigorous Value Creation Plan focused on improving free cash flow and integrating "Agentic AI" across its product suite. Moving through early 2026, the company recently reported full-year 2025 revenues of $2.45 billion and exceeded Q4 analyst expectations, generating $365 million in free cash flow. A major strategic focus for the company is defending its core business against generic AI disruption by leaning heavily into its "moat" of proprietary assets, which accounts for roughly 97% of its revenue. By integrating trusted data with advanced LLMs—such as its recent partnership embedding Cortellis Regulatory Intelligence into Anthropic's Claude—Clarivate remains an indispensable backbone for the global scientific, legal, and academic communities.

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