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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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

CTEV

CTEV fundamentals

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