Clarivate Plc (CLVT): Business Model Canvas

In der dynamischen Landschaft der globalen Forschung und Innovation entwickelt sich Clarivate Plc (CLVT) zu einem Kraftpaket für geistiges Eigentum und verändert die Art und Weise, wie Unternehmen wissenschaftliche Erkenntnisse und Patentdaten nutzen. Durch die Verknüpfung modernster Technologie, umfangreicher globaler Datenbanken und ausgefeilter Analysen bietet Clarivate eine revolutionäre Plattform, die es Forschern, Unternehmen und akademischen Einrichtungen ermöglicht, beispielloses Wissen freizusetzen und strategische Entscheidungen in verschiedenen Branchen voranzutreiben.

Clarivate Plc (CLVT) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit akademischen Institutionen und Forschungsorganisationen

Clarivate unterhält strategische Partnerschaften mit über 1.200 akademischen und Forschungseinrichtungen weltweit. Zu den wichtigsten Kooperationen gehören:

Institutionstyp	Anzahl der Partnerschaften	Geografische Reichweite
Forschungsuniversitäten	487	Nordamerika, Europa, Asien-Pazifik
Wissenschaftliche Labore	276	Global
Nationale Forschungszentren	162	Mehrere Kontinente

Partnerschaften mit wissenschaftlichen und professionellen Verlagen

Clarivate arbeitet mit über 650 wissenschaftlichen und professionellen Verlagen weltweit zusammen:

• Sonst
• Springer Natur
• Wiley
• Taylor & Franziskus
• SAGE-Veröffentlichungen

Technologieintegration mit Datenanalyse- und Softwareanbietern

Technologiepartner	Integrationsfokus	Partnerschaftsjahr
Microsoft Azure	Cloud-Infrastruktur	2022
Schneeflocke	Datenspeicherung	2021
Amazon Web Services	Cloud-Computing	2020

Lizenzvereinbarungen mit Eigentümern von Inhalten und geistigem Eigentum

Lizenzvereinbarungen insgesamt: 3.500+ über mehrere Domains hinweg

• Patentdatenbanken
• Archiv für wissenschaftliche Veröffentlichungen
• Forschungszeitschriften
• Akademische Datenbanken

Joint Ventures in globalen Forschungs- und Innovationsplattformen

Joint-Venture-Partner	Fokusbereich	Investitionswert
Digitale Wissenschaft	Forschungsmanagement	42 Millionen Dollar
Web of Science-Gruppe	Akademische Forschung	37,2 Millionen US-Dollar
Kopernio	Forschungsentdeckung	15,6 Millionen US-Dollar

Clarivate Plc (CLVT) – Geschäftsmodell: Hauptaktivitäten

Forschungsdienste für geistiges Eigentum und Patente

Clarivate verwaltet eine globale Patentdatenbank mit 64 Millionen aktiven Patentdatensätzen (Stand 2023). Das Unternehmen bearbeitet täglich etwa 45.000 Patentanmeldungen in mehreren Gerichtsbarkeiten.

Patentrecherchedienst	Jahresvolumen
Patentrecherchen	2,3 Millionen
Patentanalyseberichte	780,000
Globale Patentfamilien verfolgt	120 Millionen

Aggregation wissenschaftlicher und akademischer Inhalte

Die Plattform Clarivate Web of Science indiziert über 21.000 peer-reviewte Fachzeitschriften und 180.000 Konferenzberichte.

• Jährliche Indexierung wissenschaftlicher Dokumente: 1,8 Millionen neue Dokumente
• Zitierverfolgung: Über 1,9 Milliarden zitierte Referenzen
• Abgedeckte Forschungsbereiche: 256 wissenschaftliche Disziplinen

Entwicklung und Wartung digitaler Plattformen

Investitionen in die Technologieinfrastruktur: 287 Millionen US-Dollar an F&E-Ausgaben für 2022.

Plattformmetrik	Statistik 2023
Betriebszeit der Cloud-Infrastruktur	99.97%
Jährliche Plattform-Updates	24
Benutzerauthentifizierungstransaktionen	412 Millionen

Datenanalyse- und Research-Intelligence-Lösungen

Clarivate verarbeitet jährlich über 4,5 Petabyte an Forschungs- und geistigen Eigentumsdaten.

• Modelle für maschinelles Lernen: 127 aktive Vorhersagealgorithmen
• Datenverarbeitungsgeschwindigkeit in Echtzeit: 3,2 Millionen Datensätze pro Stunde
• Kunden von Research Intelligence: 18.000 institutionelle Abonnenten

Tools für Wissensmanagement und Workflow-Optimierung

Enterprise-Workflow-Lösungen für 16.500 Unternehmen und akademische Organisationen weltweit.

Workflow-Tool	Jährliche Nutzung
Dokumentenmanagement	672 Millionen Dokumente verarbeitet
Räume für Forschungskooperationen	89.000 aktive Kollaborationsnetzwerke
Transaktionen zur Workflow-Automatisierung	1,4 Milliarden

Clarivate Plc (CLVT) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche globale Forschungs- und Patentdatenbanken

Clarivate behält bei über 180 Millionen Patentdatensätze in mehreren Gerichtsbarkeiten, mit umfassender Abdeckung von:

Datenbanktyp	Gesamtaufzeichnungen	Globale Abdeckung
Patentdatenbanken	180 Millionen+	Über 100 Länder
Wissenschaftliche Literatur	Über 90 Millionen Dokumente	Globale akademische Repositorien

Fortschrittliche Infrastruktur für Datenanalysetechnologie

Die Technologieinfrastruktur umfasst:

• Cloudbasierte KI-gestützte Analyseplattformen
• Algorithmen des maschinellen Lernens für die Datenverarbeitung
• Echtzeit-Datenintegrationssysteme

Hochqualifizierte Forschungs- und Technologieexperten

Zusammensetzung der Belegschaft ab 2023:

Professionelle Kategorie	Gesamtzahl der Mitarbeiter
Forschungsanalysten	2,300+
Technologieprofis	1,800+
Datenwissenschaftler	600+

Proprietäre digitale Plattformen und Forschungstools

Zu den wichtigsten digitalen Plattformen gehören:

• Web der Wissenschaft
• Cortellis Intelligence-Plattform
• Derwent-Innovation

Starkes Portfolio an geistigem Eigentum und Inhaltslizenzen

Kennzahlen zum Lizenzportfolio:

Lizenzkategorie	Gesamtlizenzvereinbarungen	Jahresumsatz
Lizenzierung von Forschungsinhalten	5,000+	350 Millionen Dollar
Lizenzierung von Patentdaten	3,200+	220 Millionen Dollar

Clarivate Plc (CLVT) – Geschäftsmodell: Wertversprechen

Umfassende Forschungs- und Intelligence-Lösungen

Clarivate bietet Research-Intelligence-Lösungen mit einer Marktabdeckung von über 100 Millionen wissenschaftlichen Dokumenten. Die Plattform unterstützt über 250 Millionen Patentdokumente in über 100 Gerichtsbarkeiten.

Forschungsberichterstattung	Lautstärke
Wissenschaftliche Dokumente	100+ Millionen
Patentdokumente	250+ Millionen
Globale Gerichtsbarkeiten	100+

Hochwertige, geprüfte wissenschaftliche und patentrechtliche Informationen

Clarivate Web of Science indiziert mehr als 21.000 von Experten begutachtete Zeitschriften mit einer Zitierdatenpräzision von 99,9 %.

• Über 21.000 peer-reviewte Zeitschriften
• 99,9 % Genauigkeit der Zitierdaten
• Über 2 Milliarden zitierte Referenzen

Erweiterte Analysen für Forschungs- und Innovationseinblicke

Clarivate InCites bietet Forschungsleistungsanalysen für mehr als 11.000 Institutionen weltweit und deckt mehr als 70 Millionen Forscherprofile ab.

Analytics-Metrik	Abdeckung
Institutionelle Analytik	11,000+
Forscherprofile	70+ Millionen

Optimierte Tools zur Workflow- und Produktivitätssteigerung

Die Clarivate Cortellis Intelligence-Plattform unterstützt F&E-Workflows für 90 % der führenden Pharmaunternehmen.

• 90 % der führenden Pharmaunternehmen nutzen Plattformen
• Integrierte Forschungsmanagementlösungen
• Wettbewerbsinformationen in Echtzeit

Weltweiter Zugang zu maßgeblichen Forschungs- und geistigen Eigentumsdaten

Clarivate bietet Datendienste in über 180 Ländern an und erzielt im Jahr 2022 einen jährlichen Abonnementumsatz von 1,7 Milliarden US-Dollar.

Globale Reichweite	Metrisch
Belieferte Länder	180+
Jährlicher Abonnementumsatz (2022)	1,7 Milliarden US-Dollar

Clarivate Plc (CLVT) – Geschäftsmodell: Kundenbeziehungen

Abonnementbasierter Zugriff auf digitale Plattformen

Clarivate bietet mehrere Abonnementstufen für digitale Plattformen mit spezifischen Preisstrukturen:

Plattform	Jährliche Abonnementkosten	Benutzerzugriffsebene
Kernsammlung des Web of Science	$5,400 - $12,000	Institutionell
Clarivate Analytics-Plattform	$3,800 - $9,500	Unternehmen
InCites-Benchmarking	$2,700 - $7,200	Forschungsorganisationen

Dedizierte Kundensupport- und Schulungsdienste

Kundensupport-Kennzahlen für 2023:

• Weltweiter Support rund um die Uhr
• Durchschnittliche Antwortzeit: 2,3 Stunden
• Kundensupport-Mitarbeiter: 387 engagierte Fachleute
• Durchgeführte Schulungen: 1.246 jährlich

Personalisierte Forschungs- und Analyseberatung

Aufschlüsselung der Beratungsleistungen:

Beratungstyp	Durchschnittliche Dauer	Kostenspanne
Grundlagenforschungsberatung	2-3 Stunden	$1,200 - $2,500
Erweiterte Analytics-Rezension	4-6 Stunden	$3,000 - $5,700
Kundenspezifisches Forschungsprojekt	10-15 Stunden	$7,500 - $15,000

Regelmäßige Produktaktualisierungen und Funktionserweiterungen

Produktaktualisierungsstatistik für 2023:

• Gesamtzahl der Plattformaktualisierungen: 47
• Hauptfeature-Releases: 12
• Kleinere Erweiterungsaktualisierungen: 35
• Durchschnittliche Aktualisierungshäufigkeit: Monatlich

Online- und persönliches Engagement der Benutzergemeinschaft

Kennzahlen zum Community-Engagement:

Engagement-Kanal	Jährliche Teilnahme	Durchschnittliche Anwesenheit
Virtuelle Webinare	76 Veranstaltungen	1.243 Teilnehmer
Jährliche Benutzerkonferenz	1 Konferenz	2.100 Teilnehmer
Regionale Anwenderworkshops	24 Workshops	487 Teilnehmer

Clarivate Plc (CLVT) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Clarivate unterhält im vierten Quartal 2023 ein globales Direktvertriebsteam von 1.247 Vertriebsprofis. Das Vertriebsteam ist in mehreren Regionen tätig, darunter Nordamerika, Europa, Asien-Pazifik und Lateinamerika.

Region	Größe des Vertriebsteams	Durchschnittlicher Jahresumsatz pro Vertreter
Nordamerika	487	1,2 Millionen US-Dollar
Europa	356	$975,000
Asien-Pazifik	274	$850,000
Lateinamerika	130	$650,000

Digitale Online-Plattformen und Marktplätze

Clarivate betreibt mehrere digitale Plattformen mit 3,2 Millionen registrierten Nutzern (Stand 2023). Der Umsatz mit digitalen Kanälen erreichte im Geschäftsjahr 412 Millionen US-Dollar.

• Web of Science-Plattform
• Cortellis Intelligence-Plattform
• CompuMark Digital Marketplace
• Clarivate Analytics-Portal

Webbasierte Abonnementdienste

Abonnementbasierte digitale Dienste erwirtschafteten im Jahr 2023 einen Umsatz von 687 Millionen US-Dollar. Die Gesamtzahl der digitalen Abonnenten stieg im Jahresvergleich um 14,3 %.

Abonnementkategorie	Anzahl der Abonnenten	Durchschnittlicher jährlicher Abonnementwert
Akademische Institutionen	2,100	$95,000
Forschungsorganisationen	1,450	$120,000
Unternehmensunternehmen	3,200	$215,000

Akademische und professionelle Konferenzpräsentationen

Clarivate nahm im Jahr 2023 an 87 globalen Konferenzen teil und erreichte rund 42.000 Fachleute aus den Bereichen Wissenschaft, geistiges Eigentum und Marken.

Partner-Empfehlungsnetzwerke

Das Partnernetzwerk generierte im Jahr 2023 einen Umsatz von 276 Millionen US-Dollar. Clarivate unterhält Partnerschaften mit 647 globalen Organisationen aus verschiedenen Branchen.

Partnerkategorie	Anzahl der Partner	Umsatzbeitrag
Technologiepartner	214	98 Millionen Dollar
Akademische Mitarbeiter	276	87 Millionen Dollar
Partner von Forschungseinrichtungen	157	91 Millionen Dollar

Clarivate Plc (CLVT) – Geschäftsmodell: Kundensegmente

Akademische Forschungseinrichtungen

Clarivate bedient mehr als 10.500 akademische und Forschungseinrichtungen weltweit. Die Web of Science-Plattform unterstützt rund 261.000 aktive Forscher und Wissenschaftler.

Segmentmetriken	Jährliche Daten
Gesamtzahl der akademischen Kunden	10,500+
Aktive Forscher	261,000
Globale Forschungsberichterstattung	Über 180 Länder

Pharma- und Biotechnologieunternehmen

Clarivate unterstützt 19 der 20 größten Pharmaunternehmen weltweit.

• Marktabdeckung: 95 % der führenden Pharmaunternehmen
• Jährliche R&D Intelligence Services: 4,2-Milliarden-Dollar-Markt
• Kunden von Patent Analytics: Über 500 Pharmaunternehmen

Anwaltskanzleien für geistiges Eigentum

Betreut weltweit mehr als 10.000 Fachleute für geistiges Eigentum.

Segment IP-Recht	Quantitative Daten
Gesamtzahl der Kunden von IP-Anwaltskanzleien	10,000+
Globale Patentrecherchen durchgeführt	3,4 Millionen jährlich

Unternehmenseigene Forschungs- und Entwicklungsabteilungen

Unterstützt Forschungs- und Entwicklungsabteilungen in 15 Branchen mit umfassenden Analysen.

• Fortune 500-Firmenkunden: 85 %
• Jährliches Budget für Forschung und Entwicklung: 2,7 Milliarden US-Dollar
• Verfolgung von Technologieinnovationen: Über 100.000 Unternehmen

Staatliche Forschungsorganisationen

Stellt Forschungsinformationen für mehr als 250 staatliche Forschungsagenturen weltweit bereit.

Regierungsforschungssegment	Metriken
Gesamtzahl der Regierungskunden	250+
Globale staatliche Forschungsberichterstattung	45 Länder
Jährliche staatliche Forschungsintelligenzinvestition	980 Millionen Dollar

Clarivate Plc (CLVT) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

Für das Geschäftsjahr 2023 meldete Clarivate Forschungs- und Entwicklungskosten in Höhe von 317,4 Millionen US-Dollar, was 14,7 % des Gesamtumsatzes entspricht.

Jahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	317,4 Millionen US-Dollar	14.7%
2022	294,2 Millionen US-Dollar	13.9%

Wartung der Technologieinfrastruktur

Die jährlichen Kosten für die Technologieinfrastruktur für Clarivate beliefen sich im Jahr 2023 auf etwa 185,6 Millionen US-Dollar.

• Kosten für Cloud-Computing: 72,3 Millionen US-Dollar
• Wartung des Rechenzentrums: 58,9 Millionen US-Dollar
• Netzwerkinfrastruktur: 54,4 Millionen US-Dollar

Erwerb und Lizenzierung von Inhalten

Die Ausgaben für den Erwerb und die Lizenzierung von Inhalten beliefen sich im Jahr 2023 auf insgesamt 246,8 Millionen US-Dollar.

Inhaltstyp	Lizenzkosten
Wissenschaftliche Zeitschriften	124,5 Millionen US-Dollar
Forschungsdatenbanken	87,3 Millionen US-Dollar
Patentdatenbanken	35 Millionen Dollar

Globale Belegschaft und Talentbindung

Die gesamten Personalkosten für Clarivate beliefen sich im Jahr 2023 auf 842,6 Millionen US-Dollar.

• Gehälter und Löhne: 612,3 Millionen US-Dollar
• Leistungen und Vergütung: 155,7 Millionen US-Dollar
• Schulung und Entwicklung: 74,6 Millionen US-Dollar

Marketing- und Vertriebsausgaben

Die Marketing- und Vertriebskosten für 2023 beliefen sich auf 389,2 Millionen US-Dollar.

Marketingkanal	Ausgaben
Digitales Marketing	142,6 Millionen US-Dollar
Betrieb des Vertriebsteams	187,4 Millionen US-Dollar
Konferenz- und Eventmarketing	59,2 Millionen US-Dollar

Clarivate Plc (CLVT) – Geschäftsmodell: Einnahmequellen

Abonnementbasierter Zugriff auf digitale Plattformen

Im Geschäftsjahr 2023 erwirtschaftete Clarivate einen Gesamtumsatz von 2,163 Milliarden US-Dollar. Der abonnementbasierte Zugang zu digitalen Plattformen machte etwa 65 % des Gesamtumsatzes aus, was etwa 1,406 Milliarden US-Dollar entspricht.

Plattform	Jährlicher Abonnementumsatz	Abonnentenbasis
Web der Wissenschaft	456 Millionen US-Dollar	Über 12.000 institutionelle Abonnenten
Cortellis Intelligence-Plattform	378 Millionen Dollar	Über 6.500 Unternehmenskunden
CompleteTrial Intelligence	215 Millionen Dollar	3.200 pharmazeutische Forschungsorganisationen

Verkauf von Daten und Forschungsberichten

Die Verkäufe von Forschungsberichten trugen im Jahr 2023 etwa 312 Millionen US-Dollar zum Umsatz von Clarivate bei.

• Berichte zur Patentlandschaft: 98 Millionen US-Dollar
• Wissenschaftliche Forschungsberichte: 87 Millionen US-Dollar
• Market-Intelligence-Berichte: 127 Millionen US-Dollar

Lizenzierung von Inhalten geistigen Eigentums

Die Lizenzierung von IP-Inhalten erwirtschaftete im Jahr 2023 215 Millionen US-Dollar, was 10 % des Gesamtumsatzes des Unternehmens entspricht.

Lizenzkategorie	Einnahmen	Schlüsselkunden
Patentlizenzierung	142 Millionen Dollar	Top 100 globale Technologieunternehmen
Lizenzierung akademischer Inhalte	73 Millionen Dollar	Über 1.200 Universitäten weltweit

Beratung und professionelle Dienstleistungen

Der Umsatz mit professionellen Dienstleistungen erreichte im Jahr 2023 187 Millionen US-Dollar.

• IP-Strategieberatung: 76 Millionen US-Dollar
• Beratung zur Forschungsmethodik: 62 Millionen US-Dollar
• Analyse der Technologielandschaft: 49 Millionen US-Dollar

Maßgeschneiderte Forschungs- und Analyselösungen

Das Segment kundenspezifische Lösungen erwirtschaftete im Jahr 2023 einen Umsatz von 43 Millionen US-Dollar.

Lösungstyp	Einnahmen	Kundensegmente
Pharmazeutische F&E-Analytik	24 Millionen Dollar	Top 20 Pharmaunternehmen
Kartierung von Technologieinnovationen	19 Millionen Dollar	Fortune-500-Technologieunternehmen

Clarivate Plc (CLVT) - Canvas Business Model: Value Propositions

You're looking at the core value Clarivate Plc delivers to its users, and honestly, the numbers tell a compelling story about their shift to stability.

Accelerating innovation by providing transformative intelligence is central to what they do. For instance, you should note that more than 4,800 institutions have already adopted their AI tools as of the second quarter of 2025, showing real traction in the market for these advanced capabilities. This adoption supports the overall goal of speeding up research and development cycles for their clients.

Streamlining research workflows for academic and corporate users is evident in the segment performance. In the Academia & Government (A&G) segment, the transition away from transactional sales means subscription revenue now constitutes 93% of that segment's revenue, supported by a strong 96% renewal rate in A&G during the first half of 2025.

Protecting intellectual property via comprehensive patent and trademark data is a key driver for the recurring base. Organic subscription revenues showed growth of 1.2% in the third quarter of 2025, driven by new sales and price increases. The overall organic Annual Contract Value (ACV) grew by 1.6% compared to September 30, 2024, showing forward momentum in securing long-term commitments.

Enabling faster, more confident regulatory decisions with AI-powered tools is part of the innovation push. The company reaffirmed its full-year 2025 revenue outlook to a range of $2.42 billion to $2.45 billion, up from previous guidance, suggesting confidence in the value proposition driving sales.

Delivering a high-quality, recurring organic revenue mix is the financial anchor of the business model. The company projected its full-year 2025 recurring revenue mix to reach approximately 84%. To be fair, the actual mix through the first nine months of 2025 was even stronger, standing at 88% of total revenue, an improvement of 800 basis points from 80% at the end of 2024.

Here's a quick look at some of the financial results underpinning this value delivery through the first nine months of 2025:

Metric	Amount (Nine Months 2025)	Amount (Q3 2025)
Total Revenues	$1,838.2 million	$623.1 million
Organic Recurring Revenue Mix	88%	N/A
Organic ACV Growth (YoY)	N/A	1.6%
Free Cash Flow	$276.1 million	$115.5 million

The focus on subscription revenue is clear when you see the components:

• Organic subscription revenue growth in Q3 2025: 1.2%
• Organic re-occurring revenue growth in Q1 2025: 5.3%
• Total debt outstanding as of September 30, 2025: $4,470.2 million
• Ordinary shares repurchased in Q3 2025: 11.7 million

Finance: draft the 13-week cash view incorporating the latest FCF run-rate by Friday.

Clarivate Plc (CLVT) - Canvas Business Model: Customer Relationships

Clarivate Plc structures its customer relationships to maximize recurring revenue predictability and drive product adoption, especially for its enterprise and institutional clients. The focus is on making their offerings mission-critical, which supports a subscription-first strategy.

The company emphasizes direct engagement and success management to bolster retention. This is evidenced by the overall renewal rate metric, which management highlighted as a key indicator of success under the Value Creation Plan.

• Focus on maintaining a high renewal rate, which reached 93% in Q3 2025.
• This 93% renewal rate represented a 100 basis point increase year-over-year as of Q3 2025.
• The Academia & Government (A&G) segment saw its subscription mix reach 93% of segment revenue in Q2 2025, up from 81% the prior year.
• The A&G segment achieved a 96% renewal rate in Q2 2025.

For large, strategic accounts, the model is high-touch and relationship-driven. This approach is necessary to secure multi-year, high-value agreements, such as the multi-year deal signed with CAPES in Brazil, noted as one of the largest subscription contracts signed in years.

Collaborative product development is a key lever for deepening these enterprise relationships, particularly around new technology integration. Management noted accelerating product and AI development while collaborating closely with customers to optimize the business model.

The adoption of these new capabilities shows traction across the customer base:

• By Q2 2025, more than 4,800 institutions had adopted Clarivate Plc's AI tools.
• Organic Annualized Contract Value (ACV) grew 1.6% in Q3 2025, driven by price increases and growth across the Academia & Government and Life Sciences & Health segments.
• The mix of organic recurring revenue to total revenue through the first nine months of 2025 improved 800 basis points to 88%, up from 80% at the end of 2024.

For individual user products, the relationship shifts toward a more self-service and digital support model, enhanced by the latest product releases. The release of EndNote 2025 exemplifies this, embedding AI and digital tools directly into the researcher's workflow.

Here's a quick look at the key metrics underpinning the customer relationship health as of late 2025:

Metric	Value/Rate	Period/Context
Overall Renewal Rate	93%	Q3 2025
A&G Segment Renewal Rate	96%	Q2 2025
Organic ACV Growth	1.6%	Q3 2025
Organic Subscription Revenue Growth	1.2%	Q3 2025
Organic Recurring Revenue Mix (YTD)	88%	Through Nine Months 2025
Institutions Adopting AI Tools	Over 4,800	By Q2 2025

The digital support for EndNote 2025 includes new AI features like the 'Key Takeaway' generative tool and an enhanced 'Find a Journal' publishing tool powered by machine learning, which is available directly in the Cite While You Write plugin for Google Docs and Word Online.

Clarivate Plc (CLVT) - Canvas Business Model: Channels

You're looking at how Clarivate Plc gets its transformative intelligence and workflow solutions into the hands of its customers. The channel strategy is heavily weighted toward direct engagement for the big-ticket items, but the digital platforms are where the bulk of the recurring revenue is generated. Honestly, the numbers show a clear commitment to the subscription model.

Direct sales force for large institutional and corporate subscriptions

The direct sales team focuses on securing the large, multi-year contracts that form the backbone of the recurring revenue. This approach is essential for deep integration within major academic, government, and corporate research environments. The success of this direct channel is reflected in the overall revenue mix. For instance, in the Academia & Government (A&G) segment, subscription revenue now constitutes 93% of that segment's revenue, showing a successful push toward direct, subscription-based selling over transactional sales. Furthermore, the A&G segment achieved a 96% renewal rate, which speaks directly to the effectiveness of the ongoing relationship managed by the direct sales and account management teams.

Proprietary online platforms and software-as-a-service (SaaS) delivery (e.g., Web of Science)

This is the engine room of Clarivate Plc's delivery. The proprietary online platforms, delivered as Software-as-a-Service (SaaS), are the primary mechanism for accessing the core data and analytics. The shift is evident: the organic recurring revenue mix for the first half of 2025 stood at 88% of total revenue, a significant increase from 80% at the end of 2024. This indicates that platform usage and subscription renewals are the dominant channel. The Web of Science Core Collection, a key component of this delivery, features data from a total of 22,249 journals across 254 categories in its 2025 Journal Citation Reports release. Also, the company noted that more than 4,800 institutions have already adopted their AI tools, which are integrated into these platforms. The Intellectual Property (IP) segment also saw a 5% increase in organic recurring revenue in the first quarter of 2025, driven by higher volumes on platforms like Derwent.

You're seeing a clear migration to a digital, recurring revenue stream. It's the path of least resistance for the customer post-initial sale.

Digital distribution and e-commerce for individual user products

While large institutional sales dominate, Clarivate Plc also uses digital channels for smaller, individual user products and services. This is often managed through dedicated online portals and e-commerce gateways. The company lists a Learning Platform E-Commerce login option, suggesting direct digital sales or access points for specific training or smaller subscription tiers. This channel helps capture the long tail of the market that doesn't require a full enterprise-level direct sales engagement.

Third-party channel partners for certain IP services

Clarivate Plc engages with third-party partners to extend reach, particularly in specialized areas or specific geographies. This is a way to supplement the direct sales force. A concrete example of this channel strategy in action is the new partnership underscored with the Canadian Research Knowledge Network. For Intellectual Property services, the company also offers Intelligence Consulting, which involves pairing expertise with data to co-create solutions, which can sometimes be facilitated through specialized partners.

Here's a quick look at some of the key metrics supporting the channel performance through the first half of 2025:

Metric	Value / Amount	Period / Context
Total Revenues	$1,215.1 million	First Half of 2025
Organic Recurring Revenue Mix	88%	First Half of 2025
Projected Full-Year 2025 Recurring Revenue Mix	84%	Full Year 2025 Outlook
A&G Segment Subscription Revenue Share	93%	As of Q2 2025
A&G Segment Renewal Rate	96%	As of Q2 2025
AI Tool Adopting Institutions	More than 4,800	As of Q2 2025
Journals in 2025 JCR	22,249	2025 Journal Citation Reports
Highly Cited Researcher Awards Recognized	7,131	2025 List

The success of the SaaS delivery model is further supported by the reach of the content it delivers. The Highly Cited Researchers 2025 list recognized 6,868 individuals from over 1,300 institutions across 60 countries and regions, all drawing on data from the Web of Science Core Collection.

The channels Clarivate Plc uses are clearly optimized for recurring, high-value institutional relationships:

• Direct Sales Focus: Essential for securing large, multi-year contracts in Academia & Government (A&G).
• Platform Dominance: The primary delivery method, evidenced by the 88% organic recurring revenue mix in H1 2025.
• AI Integration: AI tools are being pushed through these platforms, with adoption by over 4,800 institutions.
• Partner Supplementation: Used for specific market access, such as the partnership with the Canadian Research Knowledge Network.

Finance: review the Q3 2025 sales pipeline against the direct sales quota attainment by segment by next Tuesday.

Clarivate Plc (CLVT) - Canvas Business Model: Customer Segments

You're looking at the core customer groups that drive the revenue for Clarivate Plc as of late 2025. These segments are the foundation of their subscription-first strategy.

Clarivate Plc organizes its business into three primary segments serving distinct customer needs: Academia & Government (A&G), Intellectual Property (IP), and Life Sciences & Healthcare (LS&H). The overall financial performance through the first nine months of 2025 shows total revenues of $1,838.2 million, with a full-year 2025 revenue outlook revised to the range of $2.42 Billion to $2.45 Billion.

The company is heavily focused on recurring revenue, with the mix of organic recurring revenue to total revenue improving to 88% for the first half of 2025, up from 80% at the end of 2024. The projection for the full-year 2025 recurring revenue mix is 84%.

Customer Segment	Key Activity/Metric	Latest Real-Life Number (as of late 2025)
Academia & Government (A&G)	Subscription Revenue as % of Segment Revenue	93%
Academia & Government (A&G)	Renewal Rate	96%
Academia & Government (A&G)	AI Tools Adoption (Institutions)	More than 4,800 institutions
Intellectual Property (IP)	Q1 2025 Organic Re-occurring Revenue Growth	5.3%
Life Sciences & Healthcare (LS&H)	Subscription Renewal Rate (Q1 2025)	90%
Life Sciences & Healthcare (LS&H)	Subscription Renewal Rate Improvement (vs. prior year)	Up 3 percentage points

The shift away from transactional sales is evident, for example, with transactional revenues in Q2 2025 decreasing by 21.5% to $106.8 million, partly due to product group wind-downs within A&G.

The Intellectual Property segment saw specific performance fluctuations based on renewal timing:

• Organic re-occurring revenues increased 5.3% in Q1 2025 due to higher IP patent renewal volumes.
• Organic re-occurring revenues decreased 2.3% in Q2 2025 due to the timing of IP patent renewal volumes.

For the Life Sciences & Healthcare segment, a significant cross-segment contract renewal and expansion with a Brazilian academic consortium helped drive the improved subscription renewal rate in Q1 2025.

The segment serving individual researchers and students, which includes users of tools like EndNote, is part of the broader A&G focus, with the company reporting that more than 4,800 institutions have adopted their AI tools as of Q2 2025.

The IP segment also saw a divestiture impact, with the Valipat product group divestiture affecting transactional revenues in Q1 2025.

Finance: draft 13-week cash view by Friday.

Clarivate Plc (CLVT) - Canvas Business Model: Cost Structure

You're looking at the major outlays that Clarivate Plc makes to keep its transformative intelligence engine running. It's a business built on proprietary information, so the costs reflect that heavy investment in assets and people.

The foundation of the cost structure involves significant fixed expenses tied to the intellectual property that powers the offerings. This is largely represented by the cost of revenues, which for the full year 2024 was reported at $869.2 million, a figure driven by maintaining and expanding the data sets and content curation efforts. This cost base is relatively sticky, meaning it doesn't drop much even if revenue dips slightly.

Investment in the future is a major cost driver, especially with the focus on AI. Clarivate Plc estimates its Capital Expenditures (CapEx) for 2025 to be approximately $255 million, with a clear directive to focus these funds on product and content development. This is a direct reflection of the need to keep the technology and data current and competitive.

Personnel costs are substantial, covering the specialized teams required for high-value data, engineering, and complex sales cycles. While a direct 2025 personnel cost isn't explicitly itemized here, the operational scale is reflected in the Adjusted EBITDA, which through the first nine months of 2025 reached $747.2 million. This figure is achieved after accounting for these significant operating expenses, including salaries for specialized staff.

The company is also absorbing costs related to internal transformation. For 2025, Clarivate Plc expects to incur approximately $30 million in additional restructuring costs associated with the Value Creation Plan. To give you a sense of the quarterly run rate, the third quarter of 2025 alone saw $13 million in one-time restructuring-related outflows, bringing the year-to-date total for these specific outflows to $55 million.

Finally, debt servicing remains a line item. Following refinancing activities to extend maturities and reduce interest costs, the total debt outstanding as of March 31, 2025, stood at $4,570.8 million. This debt load includes a new $2,150 million tranche of term loans maturing in 2031, which dictates ongoing interest payments.

Here's a quick view of some of the key financial cost drivers and related metrics:

Cost Component/Metric	Associated Real-Life Number	Context/Date
Estimated 2025 Capital Expenditures (CapEx)	$255 million	2025 Estimate for product and content development
Estimated 2025 Restructuring Costs (Value Creation Plan)	$30 million	2025 Estimate
Total Debt Outstanding	$4,570.8 million	As of March 31, 2025
New Term Loan Tranche	$2,150 million	Part of refinanced credit facilities, maturing in 2031
Restructuring-Related Outflows Year-to-Date	$55 million	Through Q3 2025
Full Year 2024 Cost of Revenues	$869.2 million	Full Year 2024 figure, proxy for fixed content costs
Adjusted EBITDA	$747.2 million	Through the first nine months of 2025

The company is actively managing these costs by aggressively managing the cost structure and executing strategic disposals, which management noted is expected to improve capital spending by about $30 million. Also, the renewal rate improved to 93%, which helps stabilize the revenue base against which these costs are measured.

• Data acquisition and content curation costs are high fixed costs.
• Significant R&D investment is planned, with $255 million in estimated 2025 CapEx.
• Personnel costs support specialized sales, engineering, and data teams.
• Restructuring costs for the Value Creation Plan are estimated at $30 million for 2025.
• Debt servicing is a factor due to total debt of $4,570.8 million as of March 31, 2025.

Finance: draft 13-week cash view by Friday.

Clarivate Plc (CLVT) - Canvas Business Model: Revenue Streams

You're looking at the money Clarivate Plc brings in, and honestly, it's all about locking in those long-term commitments right now. The shift is clear; they're pushing hard on the recurring side of the ledger.

Subscription revenue from core platforms, like Web of Science or Cortellis, is definitely the main event. For the third quarter ended September 30, 2025, subscription revenues hit $405.4 million. Organic subscription revenues for that quarter were up 1.2%, showing that new sales and price adjustments are working.

Next up is re-occurring revenue, which covers things like IP patent and trademark renewal services. In the third quarter of 2025, this stream brought in $105.3 million. Still, organic re-occurring revenues saw a dip of 3.2% for the quarter, mainly due to the timing of those IP patent renewals.

Transactional revenue from one-time sales and expert services is the part they're strategically reducing. For the third quarter of 2025, transactional revenues were $112.4 million, but the organic portion decreased by 2.8%. This reduction is happening as part of the wind-downs in the Academia & Government segment.

Here's a quick look at how those revenue components stacked up in the third quarter of 2025:

Revenue Stream Component	Q3 2025 Revenue (Millions USD)	Organic Change (QoQ)
Subscription Revenue	$405.4	Up 1.2%
Re-occurring Revenue	$105.3	Down 3.2%
Transactional Revenue	$112.4	Down 2.8%

The focus on locking in customers means the recurring mix is improving. Through the first nine months of 2025, the mix of organic recurring revenue to total revenue improved by 800 basis points to reach 88%.

You should keep an eye on these segment-specific renewal metrics, too:

• Academia & Government subscription revenue is 93% of that segment's revenue.
• Academia & Government segment renewal rate stands at 96%.
• Life Sciences & Health subscription renewal rate reached 90%.

For the full picture looking ahead, Clarivate Plc reaffirmed its guidance. The full-year 2025 revenue guidance is between $2.42 Billion and $2.45 Billion. Plus, the full-year 2025 Adjusted EBITDA is projected between $940 million and $1 billion.

Finance: draft 13-week cash view by Friday.