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CI&T Q3 Earnings Fall Short of Estimates, Revenues Surpass
ZACKS· 2025-11-13 17:01
Key Takeaways CINT posted Q3 revenues of $127.3M, up 13.4% year over year and above consensus estimates.Financial Services led growth with a 51% revenue increase, while LATAM jumped 35.3% year over year.CINT sees Q4 revenues of $130.4M-$132.6M, implying 12.5% constant-currency growth at the midpoint.CI&T Inc. (CINT) reported diluted earnings of 7 cents per share in the third quarter of 2025, which increased 81.1% from the year-ago quarter but missed the Zacks Consensus Estimate by 12.5%. The company also re ...
CI&T Inc(CINT) - 2025 Q3 - Earnings Call Transcript
2025-11-12 22:30
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]
CI&T Inc(CINT) - 2025 Q3 - Earnings Call Presentation
2025-11-12 21:30
3Q/25 investors .ciandt.com Cesar Gon Founder CEO Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner CFO Eduardo Galvão IR Director x Submit your question via email to investors@ciandt.com Q&A SESSION investors.ciandt.com FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact that may be deemed ...
Cint and Rep Data Strengthen Alliance to Enhance Global Research Quality and Trust
Globenewswire· 2025-11-12 16:37
Cint selects Rep Data’s Research Defender as an ongoing quality technology partner, while Rep Data expands its sample partnership with Cint to strengthen global reach and collaborationNEW YORK, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Cint, a global leader in research and measurement technology, today announced a renewed partnership with Rep Data, a leader in market research fraud defense. Rep Data is expanding its sample partnership with Cint, capitalizing on Cint’s unmatched global reach and speed to dramaticall ...
CI&T to Report Q3 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-11-10 19:16
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]
CI&T To Announce Third Quarter 2025 Results on November 12, 2025
Businesswire· 2025-10-30 13:15
NEW YORK--(BUSINESS WIRE)--CI&T (NYSE: CINT, "Company†), a global technology transformation specialist providing strategy, design, and software engineering services to the world's leading brands, announces that it will report its third quarter of 2025 financial results after the market closes on November 12, 2025. Following the earnings release, CI&T's senior management team will host a video conference call to discuss the financial and operating results on the same day, November 12, at. ...
Best Value Stocks to Buy for Oct. 23
ZACKS· 2025-10-23 10:55
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]
Best Value Stocks to Buy for Oct. 21
ZACKS· 2025-10-21 10:40
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]
Cint Study Reveals Growing Value of In-Game Advertising for Brands and Need for Measurement Standards
Globenewswire· 2025-10-08 13:00
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]
Cint and Affinity Solutions Announce Strategic Partnership to Revolutionize Measurement Insights
Globenewswire· 2025-10-07 13:00
Core Insights - Cint and Affinity Solutions have formed a strategic partnership to enhance outcomes-based measurement by linking survey data with actual consumer purchase behavior [1][2][3] Company Overview - Cint is a global leader in research and measurement technology, connecting brands and researchers to a network of over 800 suppliers and millions of engaged respondents across 130+ countries [4][5] - Affinity Solutions specializes in consumer purchase insights, providing a comprehensive view of consumer spending in the U.S. and U.K. through access to transaction data from over 100 million consumers [6] Partnership Details - The partnership combines Cint's global audience network with Affinity's real-time transaction data from over 150 million credit and debit cards, representing nearly 100 million consumers [2] - This collaboration aims to deliver enhanced value across key verticals such as Retail, Travel, and Quick Service Restaurants (QSR) [2] - Affinity's technology integrates insights into Cint's platform, allowing clients to measure real business outcomes beyond just consumer intent [2][3] Strategic Goals - The partnership is expected to foster innovation and explore synergistic opportunities between the two companies, with further details on specific initiatives to be announced [3] - Both companies emphasize the importance of grounding insights in actual consumer behavior to drive marketing and business decisions [3]