Clear Secure (YOU) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 25, 2026 astatine 8:24 AM CST 28 min read

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Feb. 25, 2026, 8 a.m. ET

• Chief Executive Officer — Caryn Seidman-Becker

• Chief Financial Officer — Michael Z. Barkin

• Chief Product Officer — Jennifer Hsu

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Caryn Seidman-Becker: 2025 was a defining twelvemonth for Clear Secure, Inc. Becoming the trusted unafraid individuality institution is nary longer a goal; it is our reality. Clear Secure, Inc. is incredibly good positioned sitting astatine the intersection of information and the acquisition economy. In an epoch wherever individuality has ne'er been much critical, Clear Secure, Inc. is the trusted standard. We are an indispensable furniture connecting and securing the carnal and integer world. Over the past 15 years, Clear Secure, Inc. has built heavy expertise arsenic an individuality company.

We run successful some carnal individuality and integer individuality crossed regulated user and endeavor environments, and person built a trusted marque that stands for high-fidelity, unafraid identity, privacy, and a frictionless subordinate acquisition for our astir 40,000,000 Clear members. We are operating with greater urgency than ever due to the fact that individuality is astatine an important inflection point. Identity is nether changeless siege, and it is the extremity of the spear for getting information right. As menace actors make greater risk, arsenic individuality evolves and identities are multiplying exponentially, knowing that you are you and connecting you to each the things that marque you is important to negociate and unafraid access.

Clear Secure, Inc. has go the trusted modular and operating strategy for individuality crossed some the carnal and integer world. This is creating important opportunities successful some our B2C ClearTravel concern and our B2B ClearOne endeavor business. I wanted to stock 2 of Clear Secure, Inc.'s halfway pillars this year: enabling individuality to alteration and unafraid carnal experiences from location to gross successful travel, and aggressively scaling ClearOne to unafraid the endeavor for some the workforce and their consumers oregon patients successful healthcare. In ClearTravel, helping travelers triumph the time of question with a frictionless home-to-gate acquisition is our North Star. Consumers bash not privation process; they privation outcomes.

They privation to permission their beforehand doorway and beryllium astatine their gross with arsenic small hassle arsenic possible. To execute this, we person doubled down connected innovation with our relaunched mobile app, scaling the Clear Concierge program, and our eGate rollout with much to come. Our caller mobile app reflects our obsession with the frictionless subordinate experience. Just 1 pat and you are in. Seamlessly connecting traffic, the speedy Clear lane, and the locomotion to your gate, you tin cognize precisely erstwhile to permission to get to your gross perfectly connected time. You tin besides personalize it, arsenic we each cognize radical who similar to get astatine their gross arsenic the doors are closing.