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 ...

NEW YORK and LONDON, July 16, 2025 (GLOBE NEWSWIRE) -- Cint Group AB (publ), a global leader in research technology, and Kantar, the world’s leading marketing data and analytics company, today announced a significant partnership. This forward-looking extension to the existing relationship solidifies Cint’s role as a critical technology partner for Kantar. As part of the extended partnership, Kantar will integrate its proprietary panel and survey platforms with Cint Exchange, gaining access to the world’s mo ...

I gave a buy rating to CI&T Inc. (NYSE: CINT ) in October last year, with my key thesis being that this business can continue to compound revenue growth at 20% for the foreseeable futureI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrins ...

Core Insights - Cint has successfully completed a SEK 596 million (approximately USD 60 million) rights issue, which was oversubscribed by existing shareholders, to support its strategic transformation plan and growth in key markets, particularly the U.S. [1][2] Group 1: Strategic Transformation - The new capital marks a significant milestone in Cint's evolution towards a unified, efficient, and innovative organization, facilitating the migration to a single integrated platform and streamlining operations [2][4] - Cint's CEO emphasized that this financing is a strong vote of confidence from shareholders and a catalyst for the company's next chapter, focusing on unifying technology and strengthening operations [3][4] Group 2: Investment Focus - The proceeds from the rights issue will be directed towards targeted investments in technology, operations, and go-to-market execution, especially in the U.S., where demand for agile, real-time insights is increasing [4][8] - Cint aims to enhance platform scalability, global supply, and high-quality insights to lead innovation in the research and measurement industries [4][8] Group 3: Operational Goals - Key strategic pillars driving Cint's transformation include platform unification, commercial focus on client success, operational efficiency through centralization, and market prioritization in high-opportunity regions like the U.S. [3][8]

Financial Data and Key Metrics Changes - The company has a high visibility for growth, with 90% of revenue coming from existing clients, indicating a stable revenue base [28] - The midpoint guidance for adjusted EBITDA for the year is around 19%, consistent with the last five years [69] Business Line Data and Key Metrics Changes - The digital engineering group is experiencing growth rates of 20% to 25% on a normalized basis, although it has pulled back from previous levels [34] - The company has a 30% higher commercial pipeline compared to last year, indicating stronger potential for new logo revenue [28] Market Data and Key Metrics Changes - Brazil's financial services market is noted to be more modern than that of the U.S., providing a competitive advantage in that sector [21] - The company is seeing faster growth in Brazil compared to the U.S., with no significant impacts from recent political actions in the U.S. [25] Company Strategy and Development Direction - The company aims to leverage generative AI (Gen AI) to modernize client technology stacks, particularly in migrating legacy systems like COBOL to cloud-native solutions [73] - The focus is on organic growth, with potential M&A targets being companies that have a footprint in industries and geographies where the company lacks presence [78] Management's Comments on Operating Environment and Future Outlook - Management anticipates a significant shift in demand driven by consumer adoption of Gen AI, similar to the mobile revolution, which has not yet begun [39] - The company is confident in its ability to capture new opportunities as clients modernize their tech stacks and embrace Gen AI [43] Other Important Information - The company is actively experimenting with different pricing models and productivity metrics to enhance margins and capture value from its services [70][50] - There is a seasonal impact on margins due to salary adjustments in Brazil, which occurs every January [69] Q&A Session Summary Question: What are the drivers of sequential headcount growth? - The growth is driven by replacing underperformers and engaging in new logo conversations around Gen AI usage [72] Question: How do you see the competitive landscape evolving? - The company is not concerned about traditional competition but is focused on leveraging Gen AI as a competitive advantage [58] Question: What are the priorities for capital allocation and M&A? - The company is looking for targets that align with its growth strategy and have a strong track record, but is not compelled to make acquisitions hastily [80]

NEW YORK, May 27, 2025 (GLOBE NEWSWIRE) -- Cint, the global leader in research and measurement technology, has become certified as a Most Loved Workplace® backed by the research and analysis of Best Practice Institute (BPI). The recognition also earns Cint a coveted spot in the top 50 of Newsweek’s 2025 Global Top 100 Most Loved Workplaces® list. Most Loved Workplace® validation provides the most comprehensive look at workplace sentiment for organizations today. "At Cint, we believe that culture is built by ...

Shares of CI&T Inc. (CINT) have gained 21.5% over the past four weeks to close the last trading session at $6.10, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $8.23 indicates a potential upside of 34.9%.The mean estimate comprises eight short-term price targets with a standard deviation of $1.33. While the lowest estimate of $6.50 indicates a 6.6% increase from the current pr ...

Summary of CI&T (CINT) FY Conference Call - May 14, 2025 Company Overview - **Company**: CI&T (CINT) - **Industry**: IT Services and Digital Transformation Key Financial Highlights - **First Quarter Results**: CINT reported a solid performance, beating guidance with a year-over-year constant currency growth of **13.7%** [3] - **Revenue Guidance**: Reaffirmed revenue growth guidance of **9% to 15%**, with a midpoint of **12%** [3] - **EBITDA Margin**: Adjusted EBITDA margin guidance for the year is between **18% to 20%**, with a midpoint of **19%** [4] Market Trends and Client Insights - **Client Cohort**: CINT's main clients are large, solid companies engaged in critical digital initiatives, which mitigates the impact of macroeconomic volatility [7] - **Digital Projects**: Significant demand for projects focused on customer experience and legacy system modernization, particularly in Brazil's financial sector [9][10] - **AI Strategy**: CINT's AI strategy is central to its offerings, enhancing customer experience and operational efficiency [4] CINT Flow and AI Integration - **CINT Flow Launch**: The platform was launched in July 2023, integrating AI capabilities and co-created with major clients [12][13] - **AI Agents**: Over **3,000 AI agents** are now operational on the platform, enhancing productivity and efficiency [14] - **Employee Engagement**: **85%** of employees use AI tools daily, indicating a strong integration of AI into the company culture [34][35] Competitive Landscape - **Shift in IT Services**: The return on investment equation is shifting towards custom development due to hyper productivity driven by AI [18][20] - **Market Opportunities**: CINT sees potential in verticalizing capabilities to create custom AI-driven solutions, contrasting with traditional horizontal IT consulting models [20] Investment and Growth Strategy - **M&A Strategy**: CINT views M&A as a long-term strategy but is cautious due to the current AI disruption, focusing on companies with strong client portfolios [57][58] - **Talent Acquisition**: The company is investing in fresh graduates to create an "AI native" workforce, emphasizing the need for adaptability in new hires [40][41] Challenges and Future Outlook - **Legacy Modernization**: Many large companies still face challenges with outdated systems, which CINT aims to address through cloud migration and modernization [25][26] - **Productivity Concerns**: While AI may reduce project sizes, the increase in demand for new solutions is expected to offset this effect [29][32] - **Investor Relations**: Transitioning to reporting in USD has improved comparability with peers, enhancing investor interest [62][63] Conclusion - CI&T is positioned for growth through its robust AI strategy, strong client relationships, and a focus on digital transformation. The company is navigating the challenges of legacy systems while capitalizing on the opportunities presented by AI and evolving market demands.