Clearwater Analytics Holdings, Inc. (CWAN) stock surged 18.71% in the pre-market trading session on Thursday, following the company's impressive fourth-quarter 2024 earnings results and robust growth prospects.
The automated investment accounting software developer reported better-than-expected financial results, with a 28% year-over-year increase in revenue to $126.47 million, exceeding analysts' expectations of $120.30 million. Additionally, Clearwater Analytics delivered adjusted earnings of $0.13 per share, surpassing the consensus estimate of $0.11 per share.
The strong performance was driven by several key factors:
- Clearwater Analytics achieved a Net Revenue Retention (NRR) rate of 116%, surpassing its target a year ahead of schedule, indicating strong customer loyalty and increased adoption of its solutions.
- The company's gross margin improved significantly, reaching 78.8% for Q4 2024, reflecting robust profitability and scalability.
- Clearwater Analytics expanded its client base, securing marquee clients such as Imperial Fund Capital Partners and the United Nations Federal Credit Union, further strengthening its market position.
- The strategic acquisition of Infusion is expected to enhance Clearwater Analytics' platform capabilities, offering a comprehensive front-to-back solution for investment management.
While the company faced a one-time negative free cash flow due to a tax agreement termination and acknowledged potential challenges in integrating the larger Infusion acquisition, investors remain optimistic about Clearwater Analytics' long-term growth prospects, driving the stock's pre-market surge.
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