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Agentic 10-K

CLARIVATE PLCCLVT

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-07-29, CLARIVATE PLC (CLVT) disclosed AI-agent language in 8 SEC filings since 2025-04-29, including 7 excerpts describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Scaling
Market cap
$1.1BYahoo Finance, 2026-10-21
First seen
2025-04-29
Latest filing
2026-07-29

Matching filings by quarter

012Q1 '251Q21Q31Q42Q1 '261Q22Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Healthcare & clinical, HR & recruiting, Sales & marketing

Vendors and products named

Clarivate

Source

8 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“13 Clear inflection point, reversing subscription growth declines across Cortellis, DRG, and MedTech Momentum building across key metrics, reflected in sequential ACV improvement each quarter 2025 Overview 11K global active users leveraging AI research assistants and agentic AI solutions Due to release 10+ AI solutions currently under development in 2026 AI Innovation Expect return to organic revenue growth in 2026,…”

8-KFiled 2026-02-24Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“15 Q1 2025 Q3 2025Q2 2025 Q4 2025 Execute program to drive internal cost efficiencies Evaluate strategic alternatives Improved Sales Execution Business Model Optimization Accelerated Innovation Solutions Rationalization • A&G | Release Web of Science Research Intelligence AI agent to early adopters • IP | Release Derwent Suite Standard Essential Patent Analyzer (Innography) • LS&H | Release DRG MedTech Competitive…”

8-KFiled 2025-07-30Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“• Introduce agentic AI capabilities across Clarivate • A&G | Complete Digital Collections transition from transaction to subscription model • IP | Release Derwent AI Patent Watch Solution • LS&H | Release new MedTech subscription solutions Value Creation Plan on Track © 2025 Clarivate.”

8-KFiled 2025-04-29Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-07-29 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2026-07-29

Clarivate introduced IPOne, a unified AI-native platform for patent and trademark agentic intelligence.

“Q2 2026 Overview 6 ACV Organic Growth: 1.5% ▲ 20 bps YoY H1 Subs Organic Growth: 1.2% ▲ 60 bps YoY H1 Recurring Organic Growth: 0.7% 42.1% Margin1 ▲ 90 bps sequentially $75m debt reduction H1 debt reduction of $218m ▲ 1₵ YoY Revenues Adj. EBITDA¹ Free Cash Flow1 Adj. EPS1 $587M $247M $44M 19₵ Academia & Government Organic ACV and subs revenue growth at 2% Introduced Nexus Connect, the first scholarly institutional AI gateway to trusted research Intellectual Property Re-occurring organic revenue flat in Q2; expecting return to growth in H2 Introduced IPOne, a unified AI-native platform for patent and trademark agentic intelligence Life Sciences & Healthcare Organic ACV growth at 2% Reached definitive agreement to sell segment to Altaris LLC subsequent to Q22 1 See the Appendix for a reconciliation of GAAP to Non-GAAP measures. 2 Subject to customary regulatory approvals and closing conditions. © 2026 Clarivate. All rights reserved.”

8-K, EX-99.2Filed 2026-07-29

Clarivate plans to drive development of Agentic-AI capabilities across its portfolio.

“Value Creation Plan Driving Focus, Growth and Innovation Product & Agentic AI Accelerated Innovation Invest in proprietary assets and drive development of Agentic-AI capabilities across portfolio Optimize ROI and Support Sales Execution Sales Improved Sales Execution Drive sales execution, customer engagement and retention Increase Organic Growth and Achieve Targets Revenue Business Model Optimization Focus on driving core subscription and re-occurring revenue improving predictability Increase Subscription and Re-occurring Revenue Mix Portfolio Solutions Rationalization Assess strategic alternatives to increase execution focus and optimize capital allocation Unlock Value for Shareholders 7 Value Creation Enablers Talent and Culture Cost Rationalization Enterprise Technology © 2026 Clarivate. All rights reserved.”

8-K, EX-99.2Filed 2026-07-29

Clarivate announced development of IPOne combining purpose-built AI agents with proprietary data.

“Driving AI Innovation Momentum Across The IP Ecosystem © 2026 Clarivate. All rights reserved. 9 Intellectual Property: IPOne AI RESEARCH ASSISTANTS AND WORKFLOW AGENTS Unified Platform for AI-Powered IP Intelligence Announced development of IPOne, combining purpose-built AI agents with trusted CompuMark, Derwent and Darts-ip proprietary data; developing in close collaboration with leading corporate IP teams and law firms AI WORKFLOW AGENTS Award-Winning AI Innovation in Trademark Intelligence RiskMark named Best AI Tool for Lawyers at the 2026 CODiE Awards, recognizing its combination of predictive and generative AI to reduce trademark risk assessment from hours to minutes IPOne1 1 Illustrative only. The 2026 Product Winners exemplify the innovation, creativity, and excellence that have defined this program for four decades. These organizations are solving complex challenges, advancing technology, and delivering solutions that make a measurable difference for their customers and industries “ ” - Jennifer Baranowski, President of the CODiE Awards”

8-K filed 2026-07-06 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2026-07-06

Clarivate highlights product and agentic AI accelerated innovation in value creation plan.

“Sale Represents Continued Progress on Value Creation Plan Product & Agentic AI Accelerated Innovation Optimize ROI and Support Sales Execution Sales Improved Sales Execution Increase Organic Growth and Achieve Targets Revenue Business Model Optimization Increase Subscription and Re-occurring Revenue Mix Portfolio Solutions Rationalization Unlock Value for Shareholders 7 Value Creation Enablers Talent and Culture Cost Rationalization Enterprise Technology © 2026 Clarivate. All rights reserved. ▲ 900bps Increase in recurring organic revenue mix1, 2 ▲ 160 bps Increase in organic annual contract value growth1 ▲ 16 Major product and AI-powered capabilities released3 ▲ 4 Strategic disposals and divestitures4 1 2024A vs. Midpoint of 2026 Guidance. 2 Subscription + Re-occurring order types. 3 Nov 2024 – May 2026. 4 Announced or completed.”

8-K filed 2026-04-29 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2026-04-29

Clarivate plans to develop Agentic-AI capabilities across its portfolio.

“Value Creation Plan Driving Focus, Growth and Innovation Product & Agentic AI Accelerated Innovation Invest in proprietary assets and drive development of Agentic-AI capabilities across portfolio Optimize ROI and Support Sales Execution Sales Improved Sales Execution Drive sales execution, customer engagement and retention Increase Organic Growth and Achieve Targets Revenue Business Model Optimization Focus on driving core subscription and re-occurring revenue improving predictability Increase Subscription and Re-occurring Revenue Mix Portfolio Solutions Rationalization Assess strategic alternatives to increase execution focus and optimize capital allocation Unlock Value for Shareholders 7 Value Creation Enablers Talent and Culture Cost Rationalization Enterprise Technology © 2026 Clarivate. All rights reserved.”

8-K filed 2026-02-24 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2026-02-24

Clarivate offers AI Research Assistants, AI Workflow Agents, and other AI tools powered by licensed LLMs and proprietary assets.

“Combining Our Proprietary Assets With Cutting Edge Technology To Deliver Amplified Intelligence © 2026 Clarivate. All rights reserved. 8 PROPRIETARY INTELLIGENCE AMPLIFIED BY AI Clarivate AI Research Assistants Conversational, contextual AI driven search and discovery; a “front door” to our trusted intelligence Clarivate AI Ecosystem Access Extending our gold-standard intelligence across the AI ecosystem through secure integrations such as MCP servers Clarivate AI Workflow Agents AI Agents embedded across customer workflows, serving as “digital analysts”, enabling execution at speed AI Tools Powered by Licensed LLMs, RAG Data Access, and MCP Workflow Integration AI Insight AI Tools +Clarivate Proprietary Assets & Expertise Billions of Interconnected Data Points Decades of Deep Domain Expertise”

8-K, EX-99.2Filed 2026-02-24

Clarivate plans to develop Agentic-AI capabilities across its portfolio.

“Value Creation Plan Driving Focus, Growth and Innovation Product & Agentic AI Accelerated Innovation Invest in proprietary assets and drive development of Agentic-AI capabilities across portfolio Optimize ROI and Support Sales Execution Sales Improved Sales Execution Drive sales execution, customer engagement and retention Increase Organic Growth and Achieve Targets Revenue Business Model Optimization Focus on driving core subscription and re-occurring revenue improving predictability Increase Subscription and Re-occurring Revenue Mix Portfolio Solutions Rationalization Assess strategic alternatives to increase execution focus and optimize capital allocation Unlock Value for Shareholders 10 Value Creation Enablers Talent and Culture Cost Rationalization Enterprise Technology © 2026 Clarivate. All rights reserved.”

8-K, EX-99.2Filed 2026-02-24

Clarivate launched 10 AI assistants and agentic solutions in 2025 used by over 4K institutions.

“A&G: Strong Year, Improved Mix, Accelerating Growth © 2026 Clarivate. All rights reserved. 11 Delivered strong performance achieving organic ACV growth over 2%, despite funding headwinds Successfully repositioned business model, increasing recurring organic revenue mix to 93%1 2025 Overview Launched 10 AI assistants and AI- native agentic solutions in 2025, being used by over 4K institutions 97% of revenue2 is generated from proprietary solutions, providing a durable foundation for innovation AI Innovation Expect continued improvement in growth, as AI and product innovation increasingly materializes Improve sales execution supported by a higher recurring revenue mix and operating leverage Outlook Deeply embedded in mission-critical research and library workflows, relied on by 130M students and researchers 1 (Subscription Organic Revenues + Re-occurring Organic Revenues) / Total Organic Revenues. 2 FY2025A revenue, excluding disposals.”

8-K, EX-99.2Filed 2026-02-24

Clarivate has 11K users of AI research assistants and agentic AI solutions with 10+ more under development.

“LS&H: Achieved Inflection Point, Advancing AI Innovation, Returning Growth © 2026 Clarivate. All rights reserved. 13 Clear inflection point, reversing subscription growth declines across Cortellis, DRG, and MedTech Momentum building across key metrics, reflected in sequential ACV improvement each quarter 2025 Overview 11K global active users leveraging AI research assistants and agentic AI solutions Due to release 10+ AI solutions currently under development in 2026 AI Innovation Expect return to organic revenue growth in 2026, based on strong momentum from 2025 Improve customer retention and accelerate product innovation to drive further scale Outlook Scaled provider of trusted intelligence solutions to the world’s largest pharma and medical device companies”

10-K filed 2026-02-24 Filing index (opens in a new tab)

8-K filed 2025-10-29 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2025-10-29

Clarivate plans to drive development of Agentic-AI capabilities across portfolio.

“Value Creation Plan Driving Focus, Growth and Innovation Product & Agentic AI Accelerated Innovation Invest in proprietary assets and drive development of Agentic-AI capabilities across portfolio Optimize ROI and Support Sales Execution Sales Improved Sales Execution Drive sales execution, customer engagement and retention Increase Organic Growth and Achieve Targets Revenue Business Model Optimization Focus on driving core subscription and re-occurring revenue improving predictability Increase Subscription and Re-occurring Revenue Mix Portfolio Solutions Rationalization Assess strategic alternatives to increase execution focus and optimize capital allocation Unlock Value for Shareholders 7 Value Creation Enablers Talent and Culture Cost Rationalization Enterprise Technology © 2025 Clarivate. All rights reserved.”

8-K, EX-99.2Filed 2025-10-29

Clarivate has released and deployed multiple AI research assistants and agents.

“• A&G | General Release of Alma Specto (AI-native) • IP | Release Derwent Patent Monitor Solution • LS&H | Deploy Cortellis OFF-X AI Research Assistant • LS&H | Deploy Cortellis Drug Discovery Intelligence AI Research Assistant • A&G | Complete Digital Collections transition from transaction to subscription model Value Creation Plan on Track in 2025 © 2025 Clarivate. All rights reserved. 11 Q1 2025 Q3 2025Q2 2025 Q4 2025 Execute program to drive internal cost efficiencies Evaluate strategic alternatives Improved Sales Execution Business Model Optimization Accelerated Innovation Solutions Rationalization • A&G | Released Web of Science Research Intelligence AI agent to early adopters • IP | Released Derwent Suite Standard Essential Patent Analyzer (Innography) • LS&H | Released DRG MedTech Competitive Intelligence (subscription product) • LS&H | Deployed Cortellis Regulatory Intelligence AI Research Assistant • A&G | Launched ProQuest e-Books (subscription platform) • A&G | Launched ProQuest Digital Collections (subscription product) • LS&H | Launched DRG Fusion powered by RWD (subscription platform) • Implemented revised sales incentive models     • Implemented initiative to grow and scale customer success teams for all segments • A&G | Released e-Book Central AI-powered research assistant • LS&H | Released enhanced AI-powered search functionality in Cortellis • IP | Released AI-powered Trade Mark opposition assistant ‘RiskMark’        ”

8-K, EX-99.2Filed 2025-10-29

Clarivate plans rapid deployment of Agentic AI and AI-native solutions.

“Key Focus Areas Into 2026 Execution Of The Value Creation Plan 12 Continue rapid deployment of Agentic AI Build on existing momentum to release new AI-native solutions in existing and adjacent markets Extend AI-powered capabilities across the flagship product portfolio Accelerate AI Innovation at Scale © 2025 Clarivate. All rights reserved. Accelerate organic ACV and recurring revenue growth through focused sales execution Deepen customer engagement to drive sustainable account growth Enhance sales productivity through AI-powered insights and enablement Strengthen Commercial Execution Utilize Agentic AI to drive operational efficiency and margin expansion Embed organization-wide AI adoption to drive operational excellence and cost efficiencies Drive Efficiency and Margin Expansion Complete exit from A&G transactional book sales Exit LS&H Real-World Data reselling market Streamline Business Model and Market Focus”

8-K filed 2025-07-30 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2025-07-30

Clarivate recognized for development of scholarly Agentic AI solutions.

“Q2 2025 Overview 6 Organic ACV: 1.3% ▲ 10 bps sequentially Renewal Rate: 93% ▲ 1% YoY Recurring Organic Revenue Growth: 0.8% 42.1% Margin1 ▲ 50 bps H1 YoY Utilized to repurchase 11.5M shares in Q2 32% Conversion H11 ● (2₵) YoY due to Adj. EBITDA impact of inorganic disposals and divestitures Revenues Adj. EBITDA¹ Free Cash Flow1 Adj. EPS1 $621M $262M $50M 18₵ 1 See the Appendix for a reconciliation of GAAP to Non-GAAP measures. 2 Outsell, Inc., a California-based research and advisory firm for data, information & analytics. ACV = Annualized Contract Value Academia & Government H1 2% organic ACV & subs revenue growth Recognized by Outsell for industry leading development of scholarly Agentic AI solutions2 Intellectual Property Returned to organic revenue growth in patent annuities in H1 Closed landmark IP Management Software wins with IPfolio Life Sciences & Healthcare Returned to organic ACV growth in H1 Launched DRG Commercial Analytics 360 subscription platform for Medtech companies © 2025 Clarivate. All rights reserved.”

8-K, EX-99.2Filed 2025-07-30

Clarivate expanded Academic AI Platform integrating Agentic AI in Web of Science Research Assistant.

“Advancing Research Excellence Through Key Wins and AI Innovation © 2025 Clarivate. All rights reserved. 9 Academia & Government Expanding Strategic Partnerships With Marquee Wins Signed multi-year partnership with Canadian Research Knowledge Network, providing 55 universities with expanded access to the Web of Science, enhancing research collaboration and accessibility Accelerating Innovation Through Next-Gen Agentic AI Solutions Expanded Academic AI Platform, pioneering the integration of Agentic AI to transform research and learning workflows - first release in Web of Science Research Assistant; literature review agent Web of Science Research Assistant Literature Review Agent Of the largest Scholarly research players, Clarivate has taken an early lead in developing user facing agentic tools “ ” - Kate Worlock, VP & Lead Analyst , Outsell, Inc.1 1 Outsell, Inc., a California-based research and advisory firm for data, information & analytics.”

8-K, EX-99.2Filed 2025-07-30

Clarivate released or deployed multiple AI Research Assistants and agents across segments.

“• A&G | Complete Digital Collections transition from transaction to subscription model • IP | Release Derwent AI Patent Watch Solution • IP | Release Derwent Chemistry Research AI Solution • LS&H | Deploy Cortellis Drug Discovery Intelligence AI Research Assistant • Value Creation Plan on Track © 2025 Clarivate. All rights reserved. 15 Q1 2025 Q3 2025Q2 2025 Q4 2025 Execute program to drive internal cost efficiencies Evaluate strategic alternatives Improved Sales Execution Business Model Optimization Accelerated Innovation Solutions Rationalization • A&G | Release Web of Science Research Intelligence AI agent to early adopters • IP | Release Derwent Suite Standard Essential Patent Analyzer (Innography) • LS&H | Release DRG MedTech Competitive Intelligence, Subscription Product • LS&H | Deploy Cortellis Regulatory Intelligence AI Research Assistant • A&G | Launched ProQuest e-Books (subscription platform) • A&G | Launched ProQuest Digital Collections (subscription product) • LS&H | Launched DRG Fusion subscription platform powered by RWD • Implemented revised sales incentive models ✓ ✓ ✓ ✓ • Implemented initiative to grow and scale customer success teams for all segments • A&G | Released e-Book Central AI-powered research assistant • LS&H | Released enhanced AI-powered search functionality in Cortellis • IP | Released AI Powered TM opposition assistant ‘RiskMark’ ✓ ✓ ✓ ✓”

8-K filed 2025-04-29 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2025-04-29

Clarivate plans to introduce agentic AI capabilities across its business.

“• Introduce agentic AI capabilities across Clarivate • A&G | Complete Digital Collections transition from transaction to subscription model • IP | Release Derwent AI Patent Watch Solution • LS&H | Release new MedTech subscription solutions Value Creation Plan on Track © 2025 Clarivate. All rights reserved. 10 • Hired and promoted proven sales leaders and industry experts into leadership roles • IP | Launched AI-Powered Patent Search in Derwent • A&G | Completed ScholarOne Divestment • Completed business strategic review and portfolio assessment Q4 2024 Q2 2025Q1 2025 H2 2025 • A&G | Launched ProQuest e-Books (subscription platform) • A&G | Launched ProQuest Digital Collections (subscription product) • LS&H | Launched DRG Fusion subscription platform powered by RWD • Implemented revised sales incentive models • Implement initiative to grow and scale customer success teams for all segments • A&G | Release e-Book Central AI-powered research assistant • LS&H | Release enhanced AI-powered search functionality in Cortellis • IP | Release Derwent Suite AI Powered Patent Classifier Tool (Innography) & AI Powered TM opposition assistant ‘RiskMark’     Execute program to drive internal cost efficiencies Evaluate strategic alternatives     Improved Sales Execution Business Model Optimization Accelerated Innovation Solutions Rationalization”