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]

Financial Performance - Q2 2025 - Revenue for Q2 2025 reached $117.2 million[26], reflecting an 8.0% increase compared to Q2 2024[50] - Organic revenue growth at constant currency was +12.3%[28, 50] - Adjusted EBITDA margin stood at 18.4%[26], while adjusted profit margin was 10.4%[26] - Adjusted diluted EPS was $0.09 in Q2 2025[67] Financial Performance - 6M 2025 - Revenue for 6M 2025 totaled $228.1 million[51], a 6.5% increase year-over-year[51] - Adjusted EBITDA margin was 18.0%[62] - Adjusted profit margin was 9.6%[65] - Adjusted diluted EPS was $0.16 in 6M 2025[67] - Cash generated from operating activities in 6M 2025 was $33.7 million[61] - Operating cash flow represented 81.9% of adjusted EBITDA in 6M 2025[63] Business Outlook - The company projects revenue of at least $124.4 million for Q3 2025[69], representing a 10.5% growth in constant currency[69] and 10.8% growth in U S dollars[69] - Organic revenue growth for the full year 2025 is expected to be in the range of +10.5% to +15% at constant currency[70] - Adjusted EBITDA margin for the full year 2025 is projected to be in the range of 18% to 20%[71]

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]

Core Insights - Cint and Delineate have renewed their partnership, enhancing their collaboration in research and measurement technology [1][2] - The renewed agreement allows Delineate to migrate to the Cint Exchange, improving speed, consistency, and scalability of data access [2][10] Partnership Details - The partnership has been in place for five years, with Cint providing high-quality sample data for Delineate's platform [2] - Delineate's decision to continue with Cint was based on a global review of sample partners, emphasizing Cint's scale, technology alignment, and quality focus [4] Benefits of the Partnership - The integration with Cint Exchange will enable Delineate to deliver global consumer opinions with real-time precision, essential for brands needing rapid feedback [4][5] - The partnership aims to provide accurate, high-quality data for measuring campaign impact and tracking consumer sentiment [5][10] Company Profiles - Cint is a leader in research technology, connecting users to a network of over 800 suppliers and millions of respondents across 130+ countries [6][8] - Delineate is positioned as an "always-on" consumer insights platform, providing real-time data for informed decision-making [9][12]

Core Insights - Cint Group AB and Kantar have announced a significant partnership that extends their existing relationship, solidifying Cint's role as a critical technology partner for Kantar [1][2] - The partnership will integrate Kantar's proprietary panel and survey platforms with Cint Exchange, providing access to a comprehensive network of respondent-ready panellists [1][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 [3] - Kantar is recognized as the world's leading marketing data and analytics business, combining attitudinal and behavioral data with advanced analytics to help clients shape their marketing strategies [4] Partnership Benefits - The new multi-year commercial agreement enhances Kantar's data collection capabilities by integrating its platform with Cint Exchange, leveraging Cint's global supply network [4] - Kantar will benefit from the speed, scale, and AI-powered quality of the Cint Exchange, allowing for more efficient and confident delivery of insights to clients [4]

Core Viewpoint - CI&T Inc. (NYSE: CINT) is expected to achieve a revenue growth rate of 20% in the foreseeable future, indicating strong long-term growth potential for the company [1]. Company Analysis - The investment thesis for CI&T Inc. is based on its ability to compound revenue growth at a consistent rate of 20% [1]. - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1].

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]