Equity Profile

CCC

CCC Intelligent Solutions Holdings Inc.

Information TechnologyApplication Software$2.7B

May4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

CCC Intelligent Solutions Holdings Inc. operates in the information technology sector, focusing on application software that helps businesses in the insurance and automotive industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and performance, which investors will closely watch to gauge the company's financial health.

$0.11

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CCC Q2-2026 Earnings Preview

Context

Company Snapshot

CCC Intelligent Solutions Holdings Inc. operates in the information technology sector, focusing on application software that helps businesses in the insurance and automotive industries. Their solutions leverage data and technology to improve claims processing and vehicle repair estimates, which is increasingly important as industries embrace digital transformation.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+39.82%

Avg Stock Reaction

+1.58%

Last Quarter Recap

In Q1-2026, CCC reported an EPS of $0.11, significantly beating expectations by over 134%. The stock reacted positively, gaining 8.71% the following day.

Management Promises & Guidance

Continued investment in technology to enhance product offerings.
Focus on expanding customer base in the automotive insurance sector.
Commitment to improving operational efficiency and cost management.

Expectations

Wall Street Expectations

Overall, investors are optimistic about CCC's upcoming earnings, especially after strong performance in the previous quarters. The focus will be on whether they can maintain their growth trajectory.

Bull Case

If CCC beats EPS expectations again, it could signal strong demand for their solutions, leading to further stock price appreciation.

Bear Case

Conversely, any signs of slowing revenue growth or increased competition could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.11

EPS is a key indicator of profitability and performance, which investors will closely watch to gauge the company's financial health.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for long-term success.

Customer Retention Rate

N/A

High customer retention indicates satisfaction with CCC's services, which is vital for sustained revenue.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026 and how does it compare to previous quarters?

Given the company's strong EPS performance in recent quarters, a continued upward trend could reinforce investor confidence.

What are the current customer retention rates and any changes in the customer base?

Understanding customer retention will provide insight into CCC's market position and future revenue stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of CCC's recent technological advancements on customer acquisition and retention rates.

Supporting Evidence

Recent performance shows a consistent EPS beat, indicating stronger than expected operational efficiency.

The options market is pricing in a significant move, suggesting that traders anticipate volatility that may not align with consensus expectations.

Key Risk

If customer retention rates show significant improvement, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether CCC can sustain its growth momentum in a competitive market.

Bull Confirmed If

An EPS of $0.12 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, suggesting potential issues with growth or competition.

Pre-Earnings Positioning

Options Market

Implied Move

±8.38%

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Detail

ATM IV

0.8%

30d HV

62.7%

Calls (1K)P/C Ratio: 0.03Puts (2K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat setup in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CCC beats expectations, history suggests the stock could rise by around 6.31%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see a muted reaction as investors reassess growth prospects.

Miss

If CCC misses expectations, the stock could decline, with historical data suggesting an average drop of around 6.31%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisition strategies and their effectiveness.
2Insights into competitive pressures and how CCC plans to address them.
3Details on technology investments and their expected impact on future earnings.
4Management's outlook on the overall market for application software in the insurance sector.
5Any commentary on operational efficiencies and cost management efforts.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

CCC Intelligent Solutions Holdings Inc. operates in the information technology sector, focusing on application software that helps businesses in the insurance and automotive industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and performance, which investors will closely watch to gauge the company's financial health.

$0.11

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CCC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+39.82%

Avg Stock Reaction

+1.58%

Last Quarter Recap

In Q1-2026, CCC reported an EPS of $0.11, significantly beating expectations by over 134%. The stock reacted positively, gaining 8.71% the following day.

Management Promises & Guidance

Continued investment in technology to enhance product offerings.
Focus on expanding customer base in the automotive insurance sector.
Commitment to improving operational efficiency and cost management.

Expectations

Wall Street Expectations

Overall, investors are optimistic about CCC's upcoming earnings, especially after strong performance in the previous quarters. The focus will be on whether they can maintain their growth trajectory.

Bull Case

If CCC beats EPS expectations again, it could signal strong demand for their solutions, leading to further stock price appreciation.

Bear Case

Conversely, any signs of slowing revenue growth or increased competition could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.11

EPS is a key indicator of profitability and performance, which investors will closely watch to gauge the company's financial health.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for long-term success.

Customer Retention Rate

N/A

High customer retention indicates satisfaction with CCC's services, which is vital for sustained revenue.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026 and how does it compare to previous quarters?

Given the company's strong EPS performance in recent quarters, a continued upward trend could reinforce investor confidence.

What are the current customer retention rates and any changes in the customer base?

Understanding customer retention will provide insight into CCC's market position and future revenue stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of CCC's recent technological advancements on customer acquisition and retention rates.

Supporting Evidence

Recent performance shows a consistent EPS beat, indicating stronger than expected operational efficiency.

The options market is pricing in a significant move, suggesting that traders anticipate volatility that may not align with consensus expectations.

Key Risk

If customer retention rates show significant improvement, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether CCC can sustain its growth momentum in a competitive market.

Bull Confirmed If

An EPS of $0.12 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, suggesting potential issues with growth or competition.

Pre-Earnings Positioning

Options Market

Implied Move

±8.38%

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Detail

ATM IV

0.8%

30d HV

62.7%

Calls (1K)P/C Ratio: 0.03Puts (2K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat setup in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CCC beats expectations, history suggests the stock could rise by around 6.31%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see a muted reaction as investors reassess growth prospects.

Miss

If CCC misses expectations, the stock could decline, with historical data suggesting an average drop of around 6.31%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisition strategies and their effectiveness.
2Insights into competitive pressures and how CCC plans to address them.
3Details on technology investments and their expected impact on future earnings.
4Management's outlook on the overall market for application software in the insurance sector.
5Any commentary on operational efficiencies and cost management efforts.