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U.S. stock futures were higher this morning, with the Dow futures gaining around 0.2% on Thursday.Shares of Lovesac Co LOVE fell sharply in pre-market trading after the company posted results for its second quarter.Lovesac reported quarterly losses of 45 cents per share which beat the analyst consensus estimate of losses of 71 cents per share. The company reported quarterly sales of $160.530 million which beat the analyst consensus estimate of $160.229 million.Lovesac slashed its FY2026 GAAP EPS guidance fr ...

Presentation[ Audio Gap] the Founder and CEO of CI&T. So it's going to be fireside chat, have some Q&A for you. But before we get into that, for those less familiar with the history of CI&T, would you mind introducing yourself and CI&T types of services you provide and types of clients you work with?Cesar GonCEO & Director Sure. So thank you for having me, and good morning, everyone. So CI&T is a global digital specialist founded 30 years ago in Brazil. I'm Co-Founder and CEO for 3 decades now. We have been ...

CI&T (CINT) 2025 Conference September 03, 2025 09:30 AM ET Company ParticipantsCesar Gon - CEO & DirectorConference Call ParticipantsNone - AnalystNoneThe founder and CEO of CINT. So it's gonna be fireside chat, have some q and a for you. But before we get into that, for those less familiar with the the history of CINT, would you mind introducing yourself and CINT types of services you provide and types of clients you work with?Cesar GonSure. So thank you for having me, and good morning, everyone. So CINT i ...

Group 1 - CI&T Inc. (CINT) shares have increased by 2.3% over the past four weeks, closing at $5.44, with a mean price target of $7.69 indicating a potential upside of 41.4% [1] - The average price targets from analysts range from a low of $6.70 to a high of $9.00, with a standard deviation of $0.95, suggesting a potential increase of 23.2% to 65.4% from the current price [2] - Analysts show strong agreement in revising earnings estimates higher, which correlates with potential stock price movements, indicating a positive outlook for CINT [11][12] Group 2 - CINT has a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, suggesting a strong potential for upside [13] - The Zacks Consensus Estimate for the current year has increased by 1.8% over the past month, reflecting positive sentiment among analysts [12] - While price targets may not be entirely reliable, the direction they imply appears to be a good guide for potential price movements [14]

Core Insights - Cint has launched Luci, an AI-powered Study Companion integrated into the redesigned Lucid Measurement platform, aimed at enhancing campaign optimization for brand marketers and media buyers [1][4][5] Group 1: Product Features - Luci provides a chat-based interface that allows users to ask questions and receive insights on campaign performance and brand lift studies in real-time [2][3] - The AI tool ensures data security by utilizing only the user's own study data, eliminating external data sharing [2][9] - Key functionalities include natural-language question engagement, real-time optimization suggestions, and access to deeper insights through the help center [9] Group 2: Strategic Importance - The introduction of Luci reflects Cint's commitment to advancing AI-driven measurement tools that facilitate quicker and more intelligent decision-making in the advertising and research sectors [4] - By making sophisticated analytics more accessible and actionable, Luci aims to help clients derive greater value from their campaign data [4][3] Group 3: Company Overview - Cint is a global leader in research and measurement technology, connecting various stakeholders to a network of over 800 suppliers and millions of respondents across 130+ countries [6][8] - The Lucid Measurement platform is designed to measure the effectiveness of cross-channel advertising campaigns in real-time, allowing for live optimization [7]

Company Performance - CI&T Inc. reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and up from $0.03 per share a year ago, representing an earnings surprise of +16.67% [1] - The company posted revenues of $117.19 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.61%, compared to year-ago revenues of $100.45 million [2] - Over the last four quarters, CI&T has surpassed consensus revenue estimates three times [2] Stock Performance - CI&T shares have declined approximately 18.3% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The current Zacks Rank for CI&T is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.07 on revenues of $123.91 million, and for the current fiscal year, it is $0.28 on revenues of $479.2 million [7] - The outlook for the Internet - Software industry, where CI&T operates, is currently in the top 32% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Financial Data and Key Metrics Changes - Revenue reached $117.2 million, representing an organic growth of 12.3% at constant currency compared to the same period last year [7][29] - Adjusted EBITDA margin was 18.4%, showing a sequential improvement from the first quarter [7][32] - Adjusted profit margin stood at 10.4%, with adjusted profit recorded at $12.2 million [32][33] Business Line Data and Key Metrics Changes - Revenue from Latin America increased by 26% year over year, while North America grew by 7% [30] - Revenue from the top 10 clients grew by 12% compared to the same period last year [30] Market Data and Key Metrics Changes - The company reported a 90% adoption rate of CINT Flow among its teams, indicating a significant integration of AI into operations [39] - The pipeline for new business is 25% higher than in the same period last year, reflecting strong demand [46] Company Strategy and Development Direction - The company focuses on embedding deeply with large clients and delivering clear value through tech integrated business solutions [6][34] - CINT has joined AWS's GenAI Partner Innovation Alliance, enhancing its capabilities in generative AI [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving a revenue target of at least $124.4 million for 2025, representing a year-over-year growth of at least 10.5% at constant currency [34] - The company maintains its adjusted EBITDA margin guidance in the range of 18% to 20% for the full year [35] Other Important Information - The company ended the second quarter with over 7,600 CINE tiers, a growth of more than 22% year over year [27] - The voluntary attrition rate remains at a healthy 10.6%, reflecting a strong company culture [28] Q&A Session Summary Question: Adoption of CINT Flow among clients and internal stakeholders - Adoption of CINT Flow is reaching 90% among teams, indicating that 90% of revenue is influenced by AI and CINT Flow [39] Question: Differences in AI adoption across different verticals - Financial services are leading in AI investments due to high ROI, while retail is still modernizing legacy systems [40][41] Question: Guidance increase due to visibility or demand - The guidance increase is supported by consistent performance and a solid commercial pipeline, which is 25% higher than last year [46] Question: Revenue growth breakdown - 90% of growth comes from existing clients, while 10% is from new clients [50] Question: EBITDA margin drivers - EBITDA margin improved due to seasonal factors, hiring investments, and efficiency gains from AI [56][58] Question: Client behavior around GenAI and AgenTeq work - Clients are recognizing the complexity of AI capabilities and are seeking partnerships for internalization of expertise [90][92]

Q2/25 investors .ciandt.com Hello, We are your CI&T presenters today: Cesar Gon Founder & CEO Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Eduardo Galvão IR Director Submit your question via email to investors@ciandt.com Q&A SESSION investors.ciandt.com SAFE HARBOR AND NON-IFRS MEASURES 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 ...

Core Insights - Cint has launched Cint Verified Audiences on Snowflake Marketplace, enhancing customer intelligence through self-reported consumer data from a large research marketplace [1][2][3] Group 1: Collaboration Benefits - The integration of Cint Verified Audiences with the Snowflake platform allows customers to easily select match keys and integrate datasets with existing first-party data [2][6] - Users can choose specific attributes for data ingestion, enabling the creation of highly accurate models and analyses [2][6] - This collaboration provides quick access to high-quality, self-reported demographic data, crucial for enriching customer intelligence [3][6] Group 2: Company Overview - Cint is a global leader in research and measurement technology, connecting various stakeholders to a network of over 800 suppliers and millions of respondents across 130+ countries [4] - The Cint Exchange allows users to gather insights at scale for business strategy development and credible research publication [4] - Cint's advanced media measurement solutions enable real-time effectiveness measurement of cross-channel advertising campaigns [4] Group 3: Market Context - The partnership addresses evolving privacy standards and third-party cookie restrictions, emphasizing the importance of first-party data [6] - The collaboration aims to empower joint customers to build richer insights and improve business decision-making [3][6]