CCC Intelligent Solutions Holdings Inc. reported fourth‑quarter 2025 results that beat consensus estimates, with total revenue of $277.9 million—up 13% from $246.5 million in Q4 2024—and non‑GAAP earnings per share of $0.10, surpassing the Zacks consensus estimate of $0.09. The company’s adjusted EBITDA rose 12% to $118.7 million, and the adjusted EBITDA margin expanded to 43% from 41% in the prior year, reflecting a higher mix of high‑margin AI‑driven contracts and disciplined cost management.
The full‑year 2025 performance mirrored the quarterly momentum: revenue reached $1.057 billion, a 12% increase over $944.8 million in 2024, while adjusted EBITDA climbed to $436 million, a 10% year‑over‑year gain that lifted the margin to 41%. GAAP net income grew from $6.3 million to $8.1 million, underscoring the company’s ability to convert operating gains into shareholder value.
Segment analysis shows that AI solutions contributed nearly $100 million to revenue and remain the fastest‑growing part of the portfolio, while Emerging Solutions grew 75% in Q4. The company’s EvolutionIQ acquisition has broadened its geographic reach and added new data‑driven capabilities, further strengthening the platform’s appeal to insurers seeking automation across claims and repairs.
Chairman and CEO Githesh Ramamurthy highlighted the company’s continued investment in long‑term growth, noting, "CCC closed out 2025 with solid financial performance, delivering 12% year‑over‑year revenue growth and an adjusted EBITDA margin of 41% for full year 2025. We achieved these results while continuing to invest for long‑term growth and innovation, as our customers rely on CCC to support mission‑critical workflows and drive greater operating efficiency across the insurance economy." He added, "Advances in AI are accelerating our customers' digital transformation, and CCC's differentiated combination of proprietary data, deeply embedded workflows, and connected network makes our platform increasingly critical as automation expands across claims and repairs."
Management guided for Q1 2026 revenue of $273.5 million to $275.5 million and adjusted EBITDA of $113 million to $115 million, while full‑year 2026 revenue is expected to be $1.147 billion to $1.157 billion, representing roughly 9% year‑over‑year growth at the midpoint. Adjusted EBITDA for the full year is projected at $477 million to $485 million, implying a 42% margin at the midpoint, which signals confidence in sustaining profitability as the AI platform scales.
Headwinds include a decline in auto claim volumes that dampens transaction‑based revenue, while tailwinds stem from accelerating AI adoption and the expansion into new markets through EvolutionIQ. The company completed a $300 million share‑repurchase program and announced a new $500 million authorization, underscoring its commitment to returning capital to shareholders while maintaining a strong balance sheet.
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