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Clear (YOU) — Customer Map and What It Means for Investors

Clear operates a secure-identity network that sells consumer subscriptions (CLEAR Plus) and enterprise identity services (CLEAR1) to airports, travel partners, healthcare systems and large enterprises, monetizing primarily through annual consumer subscriptions and partner integrations while layering enterprise arrangements and long-term service contracts. Investors should view Clear as a subscription-first business with strategic B2B distribution that leverages airports and large institutions to scale member acquisition and cross-sell CLEAR1 services. For a concise company overview and tools for due diligence visit https://nullexposure.com/.

Why the customer list matters for valuation and risk

Clear’s customer roster reveals how the company converts foot-traffic and partner distribution into recurring revenue. The firm’s operating model exhibits a subscription-centric monetization, strong U.S. geographic concentration, and a mix of airport/day-to-day consumer touchpoints plus deeper, enterprise-level deployments in healthcare and government. The public record also documents an up-to-10-year TSA award tied to PreCheck enrollments, which signals a willingness to enter multiyear service commitments with large public agencies. Investors should weigh revenue concentration in CLEAR Plus, the company’s U.S.-dominated footprint, and the strategic move to position CLEAR1 as a cross-sell into healthcare and financial services. Learn more about our coverage and services at https://nullexposure.com/.

The full customer roll-call investors need to scan

Below I run through every relationship pulled from the record, one result at a time, with a plain-English take and the source context.

  • Mount Sinai — Management highlighted Mount Sinai as an “exciting partner” and ecosystem example on the company’s 2025 Q4 earnings call, signaling healthcare deployments of CLEAR1 (2025 Q4 earnings call, March 2026).
  • CMS — A press notice reported CLEAR announced a contract to power secure digital identity for Medicare.gov, representing a large public-sector identity deployment (GlobeNewswire / Finviz summary, FY2021).
  • CMS (earnings call) — Management stated CMS is integrating ClearOne to modernize account creation and fraud prevention for millions of beneficiaries, underscoring scale in federal healthcare workflows (2025 Q4 earnings call, March 2026).
  • San Diego International Airport — Clear launched expedited lanes in Terminal 2 at SAN, extending its airport footprint and traveler-facing lane network (PR Newswire, FY2022).
  • Mount Sinai Health System — A PR Newswire release says Mount Sinai will deploy CLEAR1 to create a single interoperable patient identity across its ecosystem, a material healthcare partnership (PR Newswire, FY2026).
  • Ochsner Health — Clear announced a partnership with Ochsner to deploy CLEAR1 across Ochsner’s locations, expanding CLEAR’s healthcare reach (Finviz/GlobeNewswire summary, FY2021).
  • American Express (earnings call) — Management noted it is “lengthening and strengthening” Clear’s partnership with American Express, pointing to deeper cardholder distribution and co-marketing opportunities (2025 Q4 earnings call, March 2026).
  • TSA PreCheck — Clear is an authorized TSA PreCheck enrollment provider and continues to expand enrollment and renewal locations, reflecting a revenue and strategic channel tied to government vetting programs (PR Newswire, FY2024).
  • LinkedIn — LinkedIn and CLEAR partnered to provide free identity verification to US LinkedIn users, positioning CLEAR as a digital identity layer for large platforms (PR Newswire, FY2023).
  • Hackensack Meridian Health — Clear partnered with Hackensack Meridian to bring secure digital identity to patients, reinforcing CLEAR1 adoption in health systems (Finviz/GlobeNewswire summary, FY2021).
  • Mount Sinai (GlobeNewswire entry) — PR coverage reiterates the Mount Sinai collaboration to simplify healthcare experiences using CLEAR, confirming multiple public filings and announcements (Finviz/PR Newswire summary, FY2021).
  • Tampa General Hospital — Clear announced a partnership to strengthen workforce identity security at Tampa General, reflecting non-consumer enterprise use cases (GlobeNewswire, FY2021).
  • Wellstar Health System — Clear and Wellstar said they would modernize patient experience using CLEAR1’s digital check-in, another healthcare customer win (GlobeNewswire, FY2021).
  • Ochsner (PR Newswire FY2022) — A 2022 PR Newswire release describes further Ochsner partnership activity tied to identity experiences ahead of seasonal crowds, confirming ongoing engagement (PR Newswire, FY2022).
  • Palm Springs International Airport (PSP) — Clear launched expedited lanes at PSP, continuing airport rollout in leisure markets (PR Newswire, FY2022).
  • Calgary International Airport (YYC) — YYC is listed among airports offering Clear Reserve and lane services, indicating international adjacency in select airport relationships (PR Newswire, FY2022).
  • JFKIAT — CLEAR and JFKIAT announced a free virtual queuing program at Terminal 4, showing operator-level collaborations to deploy reservation products (PR Newswire, FY2022).
  • LaGuardia Airport (LGA) — LGA has CLEAR lane availability under announcements about Reserve and CLEAR Plus expansion (PR Newswire, FY2022).
  • Los Angeles International Airport (LAX) — LAX appears in lists of airports offering CLEAR Reserve and lane services, a major U.S. hub for member acquisition (PR Newswire, FY2022).
  • Newark Liberty International Airport (EWR) — EWR is cited as a location offering CLEAR Reserve, reflecting relationships with major Northeast airports (PR Newswire, FY2022).
  • Orlando International Airport (MCO) — Orlando hosted CLEAR Reserve and lanes since 2021, supporting CLEAR’s leisure and family-traveler penetration (PR Newswire, FY2022).
  • Phoenix Sky Harbor International Airport (PHX) — PHX is listed among Reserve partner airports, reinforcing national coverage (PR Newswire, FY2022).
  • Seattle-Tacoma International Airport (SEA) — SEA is named among airports offering CLEAR Reserve, contributing to West Coast reach (PR Newswire, FY2022).
  • Westchester County Airport (HPN) — HPN has CLEAR Plus lanes and Reserve listing, demonstrating penetration into regional airports (PR Newswire, FY2022).
  • Ronald Reagan Washington National Airport (DCA) — Included in a rollout of new ENVE pod technology at 12 airports, indicating investment in lane technology (PR Newswire, FY2024).
  • Salt Lake City International Airport (SLC) — SLC joined a 12-airport ENVE pod upgrade, evidence of product modernization at major hubs (PR Newswire, FY2024).
  • San Francisco International Airport (SFO) — SFO is part of the ENVE pod fleet expansion to improve throughput for CLEAR lanes (PR Newswire, FY2024).
  • San Jose Mineta International Airport (SJC) — SJC is also included in the ENVE pod upgrade set, showing Bay Area coverage (PR Newswire, FY2024).
  • Austin‑Bergstrom International Airport (AUS) — AUS is listed among airports upgraded with new lane pods, indicating technology rollouts across domestic hubs (PR Newswire, FY2024).
  • Buffalo Niagara International Airport (BUF) — BUF is included in the ENVE pod deployment list, expanding regional reach (PR Newswire, FY2024).
  • Cincinnati / Northern Kentucky International Airport (CVG) — CVG is named among upgraded airport locations, signaling broader airport penetration (PR Newswire, FY2024).
  • Denver International Airport (DEN) — DEN made the ENVE pod list, reinforcing coverage in high-traffic mountain hub airports (PR Newswire, FY2024).
  • John F. Kennedy International Airport (JFK) — JFK is repeatedly cited for lane availability and Reserve programs, a strategic northeast gateway (PR Newswire, FY2024/FY2022).
  • Oakland International Airport (OAK) — OAK was included in the ENVE pod upgrade list, underscoring Bay Area airport partnerships (PR Newswire, FY2024).
  • Pittsburgh International Airport (PIT) — PIT appeared in the list of updated airport locations, expanding mid‑Atlantic reach (PR Newswire, FY2024).
  • Calgary International Airport (YYC) (duplicate reference) — YYC’s inclusion in Reserve program lists is reiterated in a separate release describing national Reserve rollout (PR Newswire, FY2022).
  • Newark Liberty International Airport (EWR) (duplicate reference) — Additional press mentions confirm EWR’s Reserve availability at multiple points (PR Newswire, FY2022).
  • Los Angeles International Airport (LAX) (duplicate reference) — Further releases reiterate LAX’s participation in Reserve and lane programs (PR Newswire, FY2022).
  • Orlando International Airport (MCO) (duplicate) — Historical notes show Orlando hosted early Reserve pilots in 2021 (PR Newswire, FY2022).
  • San Diego County Regional Airport Authority — San Diego authority leadership publicly welcomed CLEAR’s touchless lane technology at SAN (PR Newswire, FY2022).
  • Delta Air Lines — Delta is listed as a partner whose members receive discounts on CLEAR Plus, indicating co-marketing and distribution channels with major carriers (PR Newswire, FY2022).
  • United Airlines — United is noted as a partner eligible for CLEAR Plus member discounts, aligning airline loyalty with CLEAR distribution (PR Newswire, FY2022).
  • American Express (PR Newswire FY2022) — American Express again appears in airport discount contexts, confirming card-linked distribution and discounting programs (PR Newswire, FY2022).

What these relationships imply for investors

  • Business model signal: Clear is fundamentally a subscription company with a growing enterprise identity play; its revenue base is concentrated in consumer subscriptions (CLEAR Plus) and distributed through physical airport lanes and partner discounts. The company reports Active CLEAR Plus Members rose to 7,315 at year-end 2024, which validates recurring revenue momentum (company filings/excerpts).
  • Contracting posture: The public record documents both annual subscription economics and multi-year service contracts (including an up-to-10-year TSA award tied to PreCheck processing), so contract length varies by counterparty and use case.
  • Geographic concentration: Operations and revenue are primarily U.S.-based; international revenues and assets are immaterial.
  • Criticality and concentration: Subscriptions are critical to revenue; enterprise and government deployments amplify strategic value but do not yet replace the subscription backbone.
  • Maturity: CLEAR Plus is the largest user of the platform and is a mature, revenue-driving business; CLEAR1 is in broader rollouts across healthcare and large-platform partners.

Bottom line and next steps for diligence

Clear’s customer footprint combines broad airport presence and targeted enterprise deals with healthcare systems, payments partners and the federal government. For investors, the thesis is one of subscription durability plus potential upside from enterprise CLEAR1 adoption, counterbalanced by U.S.-centric concentration and reliance on travel volumes and partner distribution. For further company coverage, model inputs, and to view our proprietary relationship maps visit https://nullexposure.com/. If you want a tailored briefing or deeper counterparty scorecard, start your request at https://nullexposure.com/.

Final takeaway: Clear’s roster validates a scalable distribution engine built on subscriptions, with tangible enterprise expansion that materially improves the company’s strategic optionality.