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Posted by
Two Blokes May 3 -
Filed in
Stock
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2 views
I rate Clarivate a buy, as 1Q25 marks a potential turning point with positive organic growth driven by stronger renewals and a healthier recurring revenue mix. CLVT's recurring revenue now makes up 83% of total sales, with organic recurring revenue growing by 0.6% y/y, indicating improved fundamentals. The IP segment shows promise, with 1.3% y/y organic growth, driven by stronger patent renewals and new AI tools like Derwent's AI-powered search feature.
