Clearwater (CWAN) Q2 Revenue Soars 70%
Clearwater Analytics (NYSE:CWAN), a provider of cloud-based investment accounting and analytics solutions, reported its second-quarter 2025 earnings on August 6, 2025. The key news from the release was the sharp rise in GAAP revenue, driven by recent acquisitions, particularly Enfusion and Beacon, with GAAP revenue coming in at $181.9 million, compared to the consensus estimate of $174.1 million. Non-GAAP earnings per share (EPS) reached $0.12, a cent above the $0.11 analyst forecast. While the company exceeded expectations for both GAAP revenue and adjusted EPS (non-GAAP), the quarter also saw significant GAAP net losses, margin dilution, and expanded debt levels as acquisitions were integrated. Overall, the quarter marked a major inflection point for the company as it began integrating new businesses at scale, adding both opportunities and new risks.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Clearwater Analytics offers cloud-based software for investment accounting, reporting, risk management, and compliance. At its core is a single-instance, multi-tenant platform that enables clients to access real-time investment data and analytics across asset classes. This approach simplifies reporting, improves accuracy, and reduces costs by automating complex processes that are typically handled by in-house teams or legacy systems.
Source Fool.com
