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EarningsQ2 2026 Earnings Report
CCC Q2 2026 EPS Results
Actual EPS$0.10
Consensus EPS$0.10
Beat/MissBeat by +<$0.01
One Year Ago EPS$0.09
CCC Q2 2026 Revenue Results
Actual Revenue$285.93M
Expected Revenue$284.08M
Beat/MissBeat by +$1.85M
YoY Revenue Growth+9.78%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeBefore Open
Conference CallThursday, July 30, 2026
CCC Upcoming Earnings
CCC Intelligent Solutions Holdings's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
CCC Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial story: revenue and adjusted EBITDA beat guidance, AI solutions are scaling rapidly (≈45–50% YoY) and delivering measurable customer outcomes with multiyear commitments, retention and upsell metrics remain strong, and free cash flow materially improved. Near‑term pressures include modest gross margin decline, higher operating expenses, a one‑point legacy business roll‑off headwind, and a meaningful debt balance. However, management raised the midpoint of full‑year revenue growth guidance, reiterated margin expansion goals, and outlined a path to lower stock‑based compensation, supporting confidence in multi‑year growth and profitability expansion.Company Guidance
Revenue Above Guidance and Year‑over‑Year Growth
Total revenue of $286M in Q2 2026, up 10% year‑over‑year and above the high end of the company's guidance range.
Strong AI Revenue Growth and Contribution
AI‑based solutions generated more than $120M in annualized revenue, represented ~11% of total revenue in Q2 and grew ~45% year‑over‑year; AI contributed ~4 percentage points of the quarter's 10% revenue growth.
Customer Momentum and Enterprise Deployments
Multiple top‑5 insurers expanded or added AI‑enabled workflows (e.g., First Look, subrogation); large MSOs ramping Jumpstart (one MSO uses Jumpstart for ~98% of estimates), signaling move from pilots to production and multiyear commitments.
Profitability Above Expectations
Adjusted EBITDA of $115M in Q2, up 7% year‑over‑year and above the high end of guidance; adjusted EBITDA margin was 40% and full‑year midpoint implies ~42%.
Robust Cash Generation and Improved Free Cash Flow
Generated $82M in free cash flow in Q2 vs. $27M in Q2 2025; trailing‑12‑month free cash flow of $308M, up 36% year‑over‑year, and free cash flow margin expanded to 28% (up 500 bps).
High Retention and Upsell Metrics
Software gross dollar retention (GDR) remained strong at 98% and software net dollar retention (NDR) was 107%, up from 106% in FY2025, indicating healthy renewals and cross‑sell/upsell.
Prudent Capital and Stock‑based Compensation Trajectory
Cash balance of $116M with $1.3B debt and net leverage of 2.5x adjusted EBITDA; stock‑based compensation at 11% of revenue in Q2 and full‑year guidance of 11–12% (down from prior 13%), targeting high single digits in 2027.
Expanded Ecosystem and Partnerships
Over 250 ecosystem partners and 35,000 customers; rapid Sunbit financing adoption with >2,000 shops onboarded since April and millions financed; diagnostics partners expanded to 10 providers.
CCC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed