Description

Clarivate: From Cortellis to Medtech Analytics—A Specialized AI Push Reshaping Life Sciences Decisioning!

Clarivate’s third-quarter results for 2025 highlight both progress and challenges. The company continues to advance its Value Creation Plan (VCP), which is designed to drive product innovation, enhance operational efficiency, and deliver sustainable shareholder value. A key positive takeaway is the improvement in forward-looking metrics such as the Annual Contract Value (ACV), which saw a 1.6% improvement due to growth in its Academia & Government (A&G) and Life Sciences & Health segments. Renewal rates also showed positive momentum, increasing to 93% year-over-year. This suggests enhanced customer retention, a critical factor for predicting stable revenue streams. The improvement is partly attributed to Clarivate’s strategic transition from transactional sales to subscription-based revenue models, particularly in the A&G segment, where subscription revenue now accounts for 93%, up from 81% last year. The company’s focus on accelerating development in AI-powered products is noteworthy.