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- **Q3 Growth Milestones**: 6.7% revenue and 9.5% EBITDA growth, best in 12 quarters.
- **Client Stability**: Top 10 clients renewed, including a previously challenging account.
- **Pipeline Momentum**: $60 million ACV booked, 67% pipeline growth year-to-date.
- **International Expansion**: UAE deals signed ahead of schedule, exploring MENA healthcare solutions.
- **2026 Outlook**: 2.8-3.2% revenue growth, 62.5-63% EBITDA margin guidance.
- **NSA Performance**: 80% provider win rate, but Claritev's automation reduces costs by 70%.
- **Cash Flow Strength**: $113 million free cash flow, 73% cash conversion ratio.

**【CEO Summary Section】**
- Claritev achieved a 6.7% year-over-year revenue growth and 9.5% adjusted EBITDA growth in Q3, marking the 'Year of the Turn'.
- Renewed contracts with top 10 clients, including a previously challenging client, providing stability and visibility.
- Expanded into 6 market verticals, adding 5 new logos and closing 180 opportunities, with a 67% increase in pipeline year-to-date.
- Launched international expansion in the UAE, signing deals ahead of schedule, and exploring innovative solutions for healthcare challenges.
- Rebranding efforts resulted in 100%+ website traffic growth and increased market engagement.

**【CFO Financial Commentary】**
- Q3 revenue: $246 million (6.7% YoY growth), adjusted EBITDA: $155.1 million (9.5% YoY growth), with EBITDA margins at 63.1%.
- Core service lines grew: network revenue (+15%), analytics (+4.2%), payment integrity (+7%).
- ACV signings reached $60 million for the year, with 60-65% expected to convert to 2026 revenue.
- Free cash flow of $113 million (strongest in 9 quarters), with net leverage below 8x.
- Guidance updated: 2.8-3.2% revenue growth and 62.5-63% EBITDA margin for 2025.

**【Q&A Highlights】**
- **2026 Outlook**: Mid-single-digit revenue growth expected, driven by healthcare inflation (6-9%) and pipeline conversion.
- **ACV Conversion**: $60 million ACV booked in 2025, with 60-65% converting to 2026 revenue.
- **NSA Business**: 80% provider win rate in disputes, but Claritev's automation reduces costs by 70%.
- **Client Renewals**: Top 10 clients renewed at stable terms, with focus on upselling new products.
- **Risks**: Regulatory uncertainty and healthcare inflation variability could impact 2026 performance.

Claritev Corporation (CTEV) Q3 2025 Earnings Call Transcript

Network Services

Analytics-Based Services

Payment and Integrity Services

CTEV

CTEV fundamentals

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