Clarivate Plc · NYSE:CLVT
Clarivate — Investor Presentation (March 2024)
26 slides from Clarivate's investor presentation, March 2024
Slide 1: Clarivate in the Age of AI: Innovation Rooted in Academia
Clarivate in the Age of AI: Innovation Rooted in Academia
Slide 2: Safe Harbor Statement and Non-GAAP Financial Measures
Safe Harbor Statement and Non-GAAP Financial Measures Forward-Looking Statements This communication contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management’s current views concerning future business, events,
Slide 3: Agenda
Agenda Introduction Academia & Government Strategy Update Academia & Government Generative AI Strategy Generative AI Demos Alethea Web of Science Research Assistant ProQuest Research Assistant Closing Summary © 2024 Clarivate. All rights reserved. 3
Slide 4: Introduction
Introduction • 25+ years of leadership experience with deep expertise across Academia, cloud software, AI and analytics • Returned to Clarivate after serving as CEO of AI start-up, Taranis for three years • 11 years of experience as Ex Libris/ProQuest Bar Veinstein executive including President of E
Slide 5: Academia & Government Strategy Update
Academia & Government Strategy Update
Slide 6: Advancing research excellence and student success across Academia and Government
Advancing research excellence and student success to accelerate real-world outcomes across Academia and Government Drive research Empower student Maximize return on excellence achievement library investments Customers © 2024 Clarivate. All rights reserved. 6
Slide 7: An indispensable partner, deeply entrenched across global academia & government
Of the world’s top 400 universities use our ~99% solutions to accelerate research and enhance An indispensable education¹ partner, deeply entrenched across global academia & 26,000+ Academic institutions benefit from our best-in- class content and solutions government, providing mission- critical so
Slide 8: Clarivate Academia & Government is organized into three product groups
Clarivate Academia & Government is organized into three product groups to support mission-critical customer needs Research and Analytics Analyze and explore the academic research landscape and ~50% Pct. of Clarivate Revenue¹ manage research information Content Aggregation Serviceable Addressable Pro
Slide 9: Industry gold standard solutions embedded in customer workflows
Industry gold standard solutions embedded in customer workflows, powered by proprietary, trusted scholarly content Research and Analytics Content Aggregation Workflow Software Web of InCites ProQuest Alma Rialto Science One EndNote Ebook Central Polaris 7+ billion 245+ million 5+ million 3+ million
Slide 10: On track to reach market growth rate in 2026
On track to reach market growth rate in 2026 Strategic Priorities A&G Wide: Leverage trusted, Academic Generative AI to continually evolve our solutions (Market Growth ~4% 1) Research & Analytics: Academia & Government 19-22A 23A 24P 26T Drive actionable research insights across more domains through
Slide 11: Web of Science performance has significantly improved
Web of Science performance has significantly improved, rising from a flat 19-22A CAGR to a low single digit growth rate in 20231 Content Analytics Distinctive New Generative Enhancement Expansion Value AI Added 2M+ Pre- Expanded Journal Integrated Web of Launched Web of Prints to Web of Impact Facto
Slide 12: Academia & Government Generative AI Strategy
Academia & Government Generative AI Strategy
Slide 13: Gen AI in Academia: A growing shift in attitude among higher-ed institutions
Gen AI in Academia: A growing shift in attitude among higher-ed institutions “Institutions are moving away from framing AI primarily as an academic integrity problem in favor of assessing its appropriate pedagogical uses.” Ithaka S+R, Sept. 20231 • Students & researchers increasingly using GenAI too
Slide 14: Our Generative AI Strategy: Academic Generative AI
Our Generative AI Strategy: Academic Generative AI Advance Existing Transform with Increase Solutions Gen AI Efficiencies Embed Gen AI Innovate with new Unlock efficiencies for in current solutions solutions customers and Clarivate Web of Science ProQuest Platform Research Academic Metadata Process
Slide 15: Today's Generative AI Demos
Today’s Generative AI Demos Alethea Web of Science ProQuest (Academic Coach) Research Assistant Research Assistant © 2024 Clarivate. All rights reserved. 15
Slide 16: Alethea
Alethea AI-Powered Student Content Engagement
Slide 17: Alethea: Elevate Students' Learning Engagement
Alethea: Elevate Students’ Learning Engagement This AI-powered content engagement solution is the first program of the A&G Innovation Incubator, which will introduce novel solutions to customers. Academic Coach: Personalized interaction Deeper engagement with academic texts, class readings, and assi
Slide 18: Alethea Demo
Alethea Demo 6 Clarivate” 18
Slide 19: Web of Science Research Assistant
Web of Science Research Assistant Powering research excellence
Slide 20: Web of Science Research Assistant
Web of Science Research Assistant Conversational discovery Show me articles on climate change What are the most cited papers on microfluidics? Direct question answering What is the difference between Climate Change and Global Warming? What is the role of the mitochondrial fusion in cancer progressio
Slide 21: Web of Science Research Assistant
Web of Science Research Assistant 21
Slide 22: ProQuest Research Assistant
ProQuest Research Assistant Powering the learning & research experience
Slide 23: AI-Powered Conversational Discovery on ProQuest Platform
AI-Powered Conversational Discovery on ProQuest Platform Combine generative AI convenience with academic integrity on Clarivate’s flagship content aggregation platform: Trusted content, based on curated academic works Access to full-text sources, properly identified, attributed, and linked Article s
Slide 24: ProQuest Research Assistant Demo: Conversational Discovery on ProQuest Platform
ProQuest Research Assistant Demo: Conversational Discovery on ProQuest Platform 24
Slide 25: Vectors to accelerate A&G long-term growth
Vectors to accelerate A&G long-term growth 1 2 3 Leading the research Deepening engagement Expanding workflow integrity and with broader content solutions into broader intelligence domains formats and geographies Academic ecosystem © 2024 Clarivate. All rights reserved. 25
Slide 26: Thank you
Thank you About Clarivate © 2024 Clarivate Clarivate is the leading global information services provider. We connect people and organizations to intelligence they can trust to transform their Clarivate and its logo, as well as all other perspective, their work and our world. Our subscription and tec