LONDON--(BUSINESS WIRE)--CI&T's Retail Tech Reality Check finds 61% use AI to shop, yet 68% can't name a single standout experience, revealing trust and execution gaps. ...

Core Insights - CI&T Inc. reported diluted earnings of 7 cents per share in Q3 2025, an 81.1% increase year over year, but missed the Zacks Consensus Estimate by 12.5% [1] - Adjusted diluted earnings were 9 cents, up 16.4% year over year [1] - Revenues reached $127.3 million, a 13.4% increase year over year, beating the Zacks Consensus Estimate by 1.98% [1] Revenue Breakdown - Financial Services revenues increased 51% year over year to $48.1 million, accounting for 37.8% of total revenues [2] - Retail and Industrial Goods revenues grew 11.4% year over year to $26.2 million, representing 20.6% of total revenues [2] - Consumer Goods revenues were $24.7 million, down 1.8% year over year, making up 19.4% of total revenues [2] - Technology and Telecommunications revenues fell 5% year over year to $12.1 million, accounting for 9.5% of total revenues [3] - Life Sciences revenues rose 4.6% year over year to $9.7 million, representing 7.6% of total revenues [3] - Other revenues declined 32.8% year over year to $6.5 million, accounting for 5.1% of total revenues [3] Geographic Performance - North America contributed $54.6 million, a 6.2% year-over-year increase, representing 42.9% of total revenues [4] - LATAM delivered $61.3 million, marking a robust 35.3% year-over-year increase, accounting for 48.2% of total revenues [4] - New Markets accounted for 9% of total revenues, declining 26.3% year over year [4] Client Contributions - The Top Client generated $14.9 million in revenues, up 71.1% year over year, representing 11.7% of total revenues [5] - Revenues from the Top 10 Clients reached $56.2 million, an increase of 19.5% year over year, accounting for 44.2% of total revenues [5] Operating Performance - Adjusted Gross profit increased 3.2% year over year to $43.1 million, with a gross margin contraction of 340 basis points to 33.9% [6] - Adjusted EBITDA was $23.5 million, up 7.5% year over year, with an adjusted EBITDA margin of 18.5%, declining 100 basis points [6] - Adjusted Net Profit increased 10.6% year over year to $11.3 million, resulting in an adjusted profit margin of 8.9% [6] Employee Growth - CI&T ended Q3 2025 with 7,858 employees, reflecting a 16.3% year-over-year increase in headcount [7] Cash Flow and Balance Sheet - As of September 30, 2025, CI&T had cash and cash equivalents of $43.3 million, down from $58.6 million as of June 30, 2025 [10] - The company generated $12.8 million in cash from operating activities in the reported quarter, compared to $14 million in the previous quarter [11] Future Guidance - For Q4 2025, CI&T anticipates revenues between $130.4 million and $132.6 million, implying approximately 12.5% year-over-year growth at constant currency [12] - For 2025, the company expects organic revenue growth at constant currency to be in the range of 12.5% to 13.0% year over year [12] - CI&T projects an Adjusted EBITDA margin between 18% and 20% [12]

Financial Data and Key Metrics Changes - Revenue reached a historical record of $127.3 million in Q3 2025, representing a 12.1% organic revenue growth at constant currencies year over year and a 13.4% year-over-year increase in reported revenue [5][22] - Adjusted EBITDA margin was 18.5%, showing a healthy profitability, while adjusted profit margin was 8.9% [5][25] - Adjusted net profit reached $11.3 million, marking a 10.6% increase compared to the same period in 2024 [25][26] Business Line Data and Key Metrics Changes - Revenue from Latin America experienced a remarkable 35% year-over-year growth, while North America saw a 6% increase [22][23] - Financial services and retail and industrial goods sectors grew by 51% and 11% year-over-year, respectively [23] Market Data and Key Metrics Changes - The company reported strong performance in both Latin America and North America, with Latin America showing a 35% year-over-year growth and North America a 6% increase [22][41] - New Markets, which include Europe and Asia-Pacific, recorded sequential growth in Q3 2025 [22] Company Strategy and Development Direction - The company is focusing on a disciplined land and expand approach, resulting in a predictable revenue base characterized by exceptional logo retention and long client tenure [23] - CI&T is actively experimenting with new engagement models such as fixed price and output-based contracts to align compensation with successful outcomes [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong commercial pipeline and sales conversion, attributing it to the differentiation based on the AI strategy and CI&T Flow [35][41] - The company anticipates continued growth driven by foundational spending on legacy technology upgrades and direct AI investments [41][42] Other Important Information - CI&T has achieved an impressive 85% adoption rate of AI tools across the organization, significantly fueling the growth of CI&T Flow [18] - The company is actively executing a share repurchase program to enhance shareholder value [26] Q&A Session Summary Question: Scalability of new engagement models - Management sees a gradual transition from time-material-based pricing to value-based pricing models, with a midterm opportunity for scalability [30][31] Question: Guidance for Q4 and growth sustainability - The outlook for Q4 is based on consistent performance and a solid commercial pipeline, with strong sales conversion compared to last year [35] Question: Gross margin trends - Management is confident in delivering the full-year guidance of 18%-20% adjusted EBITDA margin, with ongoing efficiency gains and cost discipline [38][39] Question: Demand trends and tariff-related volatility - Latin America is showing strong growth driven by AI adoption, while North America is also gaining traction [41] Question: Client pipeline and competitive environment - Financial services and retail sectors are expanding, with a mix of pricing models being offered to clients [46][49] Question: Top client revenue and diversification - The top client is growing, but the company is diversifying its client portfolio, with a focus on maintaining high levels of recurring revenue [60][62]

Financial Performance - Revenue in 3Q25 reached $1273 million, with a 121% organic growth at constant currency year-over-year[23] - Adjusted EBITDA margin was 185% in 3Q25[23] - Adjusted profit margin was 89% in 3Q25[23] - Cash generated from operating activities in 9M25 was $465 million, with an operating cash flow/adjusted EBITDA of 718%[72] - Adjusted diluted EPS in 3Q25 was $009, a 16% year-over-year increase[77] Growth and Expansion - CI&Ters grew by 163% year-over-year, reaching 7,858 employees[31, 33] - The company is expanding its people platform for growth[30] - The company has a diversified revenue base, with financial services contributing 36%, consumer goods 20%, retail and industrial goods 21%, tech and telecom 10%, life sciences 8%, and others 5% of the total revenue in 9M25[61] - Latin America accounts for 47%, North America 44%, and new markets 10% of the total revenue by geography in 9M25[61] AI and Technology - CI&T is driving AI adoption internally, with rapid growth in its library of agents and adoption by CI&Ters[35, 36] - 85% adoption across CI&Ters with 64% daily active CI&Ters[38, 39]

Core Insights - Cint has renewed its partnership with Rep Data, selecting Research Defender as a core technology partner for quality and fraud prevention [1][2] - The partnership aims to enhance data integrity, improve trust, and set industry standards within the research ecosystem [2] Company Overview - Cint connects brands, researchers, and academics to a network of over 800 suppliers, representing millions of engaged respondents across 130+ countries [3] - Rep Data focuses on data quality and execution, providing reliable and fraud-free research data at scale, with solutions like Research Desk and Research Defender [4] Partnership Benefits - The alliance allows Rep Data to leverage Cint's global reach to scale respondent delivery and improve the efficiency of data collection [2][5] - Research Defender is recognized as a leading anti-fraud engine, conducting 2.9 billion security scans annually to protect data integrity [4][5] - The collaboration emphasizes independent operational flexibility while promoting collective progress in the industry [2]

Core Insights - CI&T Inc. (CINT) is set to report its third-quarter 2025 results on November 12, with expected revenues of at least $124.4 million, indicating a 10.5% year-over-year growth in constant currency and 10.8% growth on a reported basis [1][8] - The Zacks Consensus Estimate for third-quarter 2025 revenues stands at $124.84 million, suggesting an 11.27% increase compared to the same quarter last year [1][2] Revenue and Earnings Expectations - The consensus estimate for third-quarter 2025 earnings is 8 cents per share, reflecting a twofold increase year-over-year [2] - CI&T's earnings have missed the Zacks Consensus Estimate in two of the last four quarters, with an average negative surprise of 10.63% [2] Key Performance Drivers - CI&T's AI-driven capabilities, particularly the proprietary platform CI&T FLOW, are expected to have positively influenced performance, enhancing client efficiency and driving new client acquisition [3][5] - The company has successfully expanded large client relationships, evidenced by a 12% year-over-year revenue growth from its top 10 clients in the second quarter [4][5] Challenges and Market Conditions - Despite positive factors, CI&T faces challenges due to sustained weakness in key verticals, particularly Technology & Telecom and Life Sciences, which saw declines of 17% and 9.3% year-over-year in the second quarter [6] - This sluggish demand is likely to have limited top-line growth in the upcoming quarter [6] Earnings Prediction Model - The current model does not predict a definitive earnings beat for CI&T, as it has an Earnings ESP of 0.00% and a Zacks Rank of 2 [7][9]

Core Viewpoint - CI&T, a global technology transformation specialist, will report its Q3 2025 financial results on November 12, 2025, after market close [1] Financial Reporting - The earnings release will be followed by a video conference call hosted by CI&T's senior management team to discuss the financial and operating results on the same day, November 12 [1]

Group 1: Travelers Companies, Inc. (TRV) - The company is an insurance services provider with a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for its next year earnings has increased by 7.9% over the last 60 days [1] - The price-to-earnings ratio (P/E) is 11.46, lower than the industry average of 12.90, and it has a Value Score of A [1] Group 2: Par Pacific Holdings, Inc. (PARR) - The company operates in the energy and infrastructure sector and holds a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has surged by 100.6% over the last 60 days [2] - The price-to-earnings ratio (P/E) is 9.57, slightly below the industry average of 9.70, and it has a Value Score of A [2] Group 3: CI&T Inc. (CINT) - The company specializes in strategy, design, and software engineering services, also holding a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 3.3% over the last 60 days [3] - The price-to-earnings ratio (P/E) is 14.84, significantly lower than the S&P 500 average of 24.74, and it has a Value Score of A [3]

Group 1: CI&T Inc. (CINT) - CI&T Inc. is a strategy, design, and software engineering services company with a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 3.3% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 13.55, slightly lower than the industry average of 13.60, and possesses a Value Score of A [1] Group 2: Newmont Corporation (NEM) - Newmont Corporation is a producer and explorer of gold and other metals, also holding a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 6.9% over the last 60 days [2] - The company has a P/E ratio of 16.29, significantly lower than the S&P 500 average of 24.48, and has a Value Score of B [2] Group 3: Daktronics, Inc. (DAKT) - Daktronics, Inc. specializes in electronic display systems and carries a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has also increased by 6.9% over the last 60 days [3] - The company has a P/E ratio of 17.94, which is lower than the S&P 500 average of 24.48, and holds a Value Score of B [3]

Core Insights - 62% of consumers are likely to seek more information after seeing in-game ads, indicating a strong potential for brand engagement in the gaming sector [1][6] - 49% of respondents play video games daily, with mobile being the leading platform at 69% [6] - 52% of respondents believe in-game ads enhance their gaming experience when integrated well, suggesting that thoughtful creative can drive value [6] Advertising Opportunities - The research highlights the high engagement of consumers with video games and their receptiveness to in-game ads when executed effectively [1][3] - In-game advertising (IGA) is identified as a high-potential channel for advertisers, being interactive and immersive, but requiring better infrastructure for planning and performance tracking [4] Measurement Challenges - Most gaming environments are cookieless and closed to pixel-based measurement, posing challenges for traditional campaign analysis [2] - There is a clear need for privacy-safe, scalable solutions as brands aim to incorporate gaming into broader omnichannel strategies [2][3] Emerging Solutions - Server-to-server (S2S) integrations are emerging as a solution to bridge measurement gaps, enabling scalable and privacy-compliant tracking across gaming environments [3] - The report emphasizes the importance of cross-platform standards and privacy-first tracking as attention fragments across media [3]