Clarivate Plc Stock Price, News & Analysis

Clarivate (NYSE: CLVT) has successfully completed a refinancing of its debt structure by securing a new $500 million term loan B facility maturing in 2031. The new loan carries an interest rate margin of 325 basis points per annum referenced to term SOFR and will not require amortization. The proceeds were used to redeem $500 million of the company's 4.50% senior secured notes due 2026, leaving $200 million of these notes still outstanding. The refinancing effectively extends the maturity of the majority of Clarivate's 2026 debt obligations. CFO Jonathan Collins highlighted that improved credit market conditions enabled this transaction, emphasizing the company's strong cash flow position and continued flexibility in capital allocation.

Clarivate (NYSE:CLVT) has renewed and expanded its partnership with CAPES, Brazil's key education agency, in a landmark five-year agreement. The collaboration extends access to critical research tools and data across over 400 Brazilian institutions, marking a 57% increase in institutional coverage. The partnership provides access to essential platforms including Web of Science, Journal Citation Reports, Cortellis Drug Discovery Intelligence, and Derwent Innovation Index. This expansion particularly benefits institutions in remote regions, supporting CAPES' mission to reduce regional disparities in academic research. The agreement builds on a relationship that began in 2001, empowering researchers, scholars, and healthcare professionals with comprehensive data access. Brazil's research output shows strong international collaboration, with 40% of output being internationally collaborative and demonstrating above-average impact in medicine and significant focus on Life Sciences and Sustainable Development Goals.

Clarivate (NYSE:CLVT) has launched RiskMark, an AI-powered solution for trademark conflict assessment. The tool combines CompuMark trademark data and Darts-ip litigation data, leveraging 172.5 million trademark records across 188 jurisdictions and over 5 million global court and administrative records.

RiskMark utilizes both generative and predictive AI to evaluate similarity risk, providing near-instant analysis of visual, phonetic, connotation, and goods/services relatedness. The solution also assists in drafting opposition responses with AI-generated arguments based on legal principles.

Clarivate (NYSE:CLVT) has released its Trademark filing trends 2025 report, analyzing trademark registers across 10 major global markets. The report reveals that Mainland China leads global trademark filings with 6.76 million applications in 2024, followed by the U.S. (566,938) and India (537,000). Seven major brands - Procter & Gamble, Nestlé, Apple, L'Oréal, Novartis, LG Electronics and Unilever - consistently ranked among the top 20 largest portfolio owners across most registers.

Key findings show that France, Mainland China, and Japan experienced declining trademark filing activity for three consecutive years, reaching their lowest levels since 2017. Meanwhile, Australia saw a recovery in trademark filing volume, driven by a 24% increase in foreign-based brand owner applications in 2024. India demonstrated strong growth with an average yearly increase of 10% over the past decade.

Clarivate (NYSE:CLVT) has announced the integration of Pathway Maps into its OFF-X translational safety intelligence solution. This enhancement aims to streamline safety evaluations in drug development, addressing the critical issue where over 30% of drug development failures are attributed to safety concerns.

The new Pathway Maps feature provides visual tools that combine disease-specific signaling pathways and molecular processes with curated safety data, enabling researchers to quickly identify potential safety liabilities. This integration helps research teams make faster, more informed decisions during the drug development process, from early discovery to post-marketing surveillance.

The enhanced OFF-X platform, when combined with Cortellis Drug Discovery Intelligence, offers researchers a comprehensive approach to evaluate both efficacy and safety in drug development, helping reduce costly late-stage failures and accelerate time to market.

Clarivate reported mixed Q1 2025 financial results with total revenues of $593.7 million, down 4.4% from Q1 2024, while organic revenues showed a modest 0.3% increase. The company posted a net loss of $103.9 million ($0.15 per share), compared to a $75.0 million loss in Q1 2024.

Key highlights include:

• Organic recurring revenue growth of 0.6%
• Adjusted EBITDA of $233.2 million
• Free cash flow of $110.3 million
• $50 million in share repurchases

The company reaffirmed its 2025 outlook, projecting revenues between $2.28-2.40 billion and organic ACV growth of 1.0-2.0%. Despite macro volatility, management reported successful execution of their Value Creation Plan, with improved renewal rates and higher product usage in key areas.

Clarivate (NYSE: CLVT) has launched DRG Commercial Analytics 360, a new solution designed to help medtech companies enhance their commercial strategies through advanced data analytics. The platform combines Procedure Finder's search capabilities with Clarivate's provider and affiliations network to deliver comprehensive real-world intelligence.

The solution offers several key features:

• Integrated healthcare provider data and analytics for understanding patient treatment patterns and network affiliations
• De-duplicated market segments for accurate procedure volume tracking
• 360-degree market visibility with modularized claims and code groupings
• Expert-led data intelligence backed by medtech and healthcare specialists

The platform aims to help medtech companies optimize targeting, strategic planning, and patient access while enabling data-driven decision-making across commercial organizations.

Clarivate (NYSE: CLVT) has launched EndNote 2025, an enhanced reference management solution featuring AI-powered capabilities. The new release includes several key features: an AI-powered Key Takeaway tool for extracting research insights, an improved journal publishing matching tool, PDF citation functionality, and a redesigned summary panel.

Notable additions include Web of Science citing articles integration, streamlined reference updates, and full-text access tools. The company plans to introduce more AI features later in 2025, including the EndNote Research Assistant for subscribers. The solution operates on Clarivate's Academic AI Platform, facilitating AI deployment across their product portfolio.

Clarivate has announced a major expansion of its Academic AI Platform, introducing AI Agents to enhance academic workflows starting April 2025. The platform will feature new AI Agents, an Agent Builder, and community tools designed to boost productivity for researchers, students, and staff.

The first series of AI Agents includes a Literature Review tool launching April 10, 2025, through Web of Science Research Assistant, and Research Intelligence capabilities available to development partners by August 2025. The platform builds upon existing AI-powered tools already adopted by over 3,000 institutions.

The initiative includes development of an Agent Builder, a flexible environment requiring minimal coding expertise, allowing institutions to create and customize their own AI tools. The platform will also support community-built AI solutions, enabling institutions to share and collaborate on AI development.