Consumer Sentiment and TV Viewing Habits - Cint's research indicates that 73% of U.S. respondents consider affordability a significant factor in their summer travel plans, with 39% labeling it a major concern [6] - 62% of respondents primarily consume TV via streaming services, nearly doubling the combined viewership of traditional cable (24%) and satellite (8%) television [1][2] - 60% of respondents report that the current economic and political climate is influencing their choice of travel destinations [6] Advertising Implications - There is a strong consumer preference for ad-free tiers on streaming platforms, with over half of respondents likely to stop using a service if bombarded with ads [2] - The rise of streaming and the shift in consumer behavior present dynamic opportunities for advertisers to focus on delivering personalized and meaningful ad experiences [3] - Smaller audiences tuning into Connected TV (CTV) ads may impact ad pricing as consumers become more budget-conscious [2] Economic Influence on Consumer Behavior - Economic uncertainty is influencing consumer spending trends, particularly in summer travel plans, which can serve as an early indicator of broader spending behavior [3] - 58% of respondents say the economic climate is impacting their transportation choices for summer travel [6]

Company Performance - Veeco Instruments reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, but down from $0.45 per share a year ago, representing an earnings surprise of 15.63% [1] - The company posted revenues of $167.29 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.39%, but down from $174.48 million year-over-year [2] - Over the last four quarters, Veeco has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - Veeco shares have declined approximately 28.4% since the beginning of the year, compared to a decline of 4.7% for the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.34 for the coming quarter and $1.35 for the current fiscal year [7] Industry Context - The Electronics - Manufacturing Machinery industry, to which Veeco belongs, is currently ranked in the bottom 6% of over 250 Zacks industries, indicating potential challenges ahead [8]

Group 1: CI&T Inc. (CINT) - CI&T shares increased by 6% to close at $5.80, following a notable trading volume, contrasting with an 8.4% loss over the past four weeks [1] - The company is experiencing strong demand for AI-powered modernization solutions, particularly through its CI&T FLOW platform, leading to double-digit revenue growth and margin expansion [1] - The consensus EPS estimate for the upcoming quarterly report is $0.07, reflecting a year-over-year increase of 16.7%, with expected revenues of $111.95 million, up 5.9% from the previous year [2] Group 2: Earnings and Stock Performance - The consensus EPS estimate for CI&T has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] - CI&T currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] - In comparison, Vertex (VERX), another company in the same industry, has a consensus EPS estimate of $0.13, which is a decrease of 13.3% year-over-year, and holds a Zacks Rank of 3 (Hold) [4]

Core Viewpoint - CI&T Inc. (CINT) has shown a downtrend recently, losing 7.4% over the past two weeks, but a hammer chart pattern suggests a potential trend reversal as buying interest may be emerging [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be exhausting, which could lead to a trend reversal [2][5]. - The hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a downtrend, buyers are starting to enter the market [4][5]. - This pattern can occur across various timeframes and is utilized by both short-term and long-term investors [5]. Fundamental Analysis - Recent upward revisions in earnings estimates for CINT serve as a bullish indicator, correlating strongly with near-term stock price movements [7]. - The consensus EPS estimate for the current year has increased by 17.9% over the last 30 days, indicating that analysts are optimistic about the company's earnings potential [8]. - CINT holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9].

Company Overview - CI&T filed its annual report on Form 20-F for the fiscal year ended December 31, 2024[4]. - CI&T operates globally with over 6,900 professionals across 9 countries[6]. - The company specializes in technology transformation for 100+ large enterprises and fast growth clients[6]. - CI&T has a 30-year track record in helping clients navigate change and deliver business impact[6]. Technology and Services - CI&T's proprietary AI platform, CI&T FLOW, enhances team productivity and ensures efficient delivery of solutions[6]. - The company focuses on areas such as AI, strategy, customer experience, software development, and cloud services[6]. - CI&T's growth strategy includes leveraging deep expertise in data and technology[6]. Financial Information - The annual report is available on the SEC's website and CI&T's investor relations page[4]. - Shareholders can request a hard copy of CI&T's complete audited financial statements free of charge[5]. - The report was signed by Stanley Rodrigues, Chief Financial Officer, on March 28, 2025[9].

Financial Performance - Adjusted Gross Profit for the year ended December 31, 2024, was reported at $X million, reflecting a Y% increase compared to the previous year[28]. - Adjusted EBITDA for the same period was $X million, with an Adjusted EBITDA Margin of Y%[30]. - Revenue at Constant Currency for the fiscal year ended December 31, 2024, showed a growth of Y% compared to the previous year[34]. - Revenue Growth at Constant Currency was 1.3% and 4.2% for the years ended December 31, 2024 and 2023, respectively[128]. - 44.3% of the company's Revenue came from clients in North America for the year ended December 31, 2024, an increase of 0.6 percentage points compared to 2023[133]. Client Relationships and Retention - The company reported a significant increase in client retention rates, contributing to overall revenue growth[46]. - High-quality client support is critical for the renewal and expansion of agreements, especially as the company targets mid-market and large enterprise clients[102]. - The largest client accounted for 7.6% of revenue in 2024, down from 8.3% in 2023, while the top ten clients contributed 41.1% of revenue in 2024, compared to 39.7% in 2023[65]. - The company may experience challenges in maintaining client relationships, as clients can terminate contracts at any time, leading to revenue uncertainty[69]. Market and Economic Conditions - The ongoing geopolitical tensions, including the war in Ukraine, may impact the company's operations and financial performance[46]. - Future operating results are subject to various risks, including competition and economic conditions in Brazil[46]. - Changes in U.S. trade policies, including recent tariff increases, could adversely impact the company's operations and financial results[127]. - Brazilian GDP growth rates were 2.9% in 2022 and 2023, with a projected growth of 3.4% for 2024[193]. - Global macroeconomic instability and geopolitical tensions have contributed to fluctuations in the U.S. dollar against the real, affecting Brazil's economic recovery[195]. Risks and Challenges - The company faces risks from geopolitical tensions, which may disrupt supply chains and affect demand for services[71]. - The company is dependent on a limited number of industry verticals, and any decrease in demand in these sectors could adversely affect revenue[57]. - Future pandemics or health crises could limit clients' operational capabilities, impacting the company's financial results[73]. - The company may face reputational damage and loss of clients if it fails to comply with security obligations or experiences data breaches[57]. - The company faces risks related to the degradation of service quality, which could adversely affect client retention and corporate reputation[77]. Technology and Innovation - The company is focused on enhancing its technological capabilities and adapting to market changes to retain and attract clients[46]. - The company must innovate continuously to remain competitive in the evolving technology landscape, particularly in artificial intelligence[61]. - The company is investing in artificial intelligence capabilities, including the CI&T FLOW AI-powered platform launched in 2023, to meet increasing demand for AI products[142]. Legal and Regulatory Compliance - The company is subject to various legal and regulatory requirements across multiple jurisdictions, which could result in fines and penalties if not complied with[170]. - The Brazilian Civil Rights Framework for the Internet allows for fines up to 10% of the revenues in Brazil of the relevant entity's economic group in the preceding fiscal year[117]. - The company may face increased legal and compliance costs due to evolving regulations related to being a public company[150]. - The company is subject to legal proceedings related to intellectual property rights, which could result in costly litigation and divert management resources[112]. Shareholder Structure and Governance - The company has 22,498,572 Class A common shares and 112,183,684 Class B common shares outstanding[211]. - Each Class A common share entitles its holder to one vote, while each Class B common share entitles its holder to ten votes, maintaining a ten-to-one voting ratio[207]. - The dual class structure of shares concentrates voting control with Class B shareholders, limiting the influence of Class A shareholders on corporate matters[209]. - The company entered into a shareholders' agreement with founder shareholders and Advent Managed Fund LLCs, allowing them to appoint directors to the board[207]. Currency and Foreign Exchange - The company is exposed to fluctuations in foreign currency exchange rates, which may affect financial performance[61]. - The company experienced net foreign exchange gains of US$1,893 in 2024, compared to net foreign exchange losses of US$1,648 in 2023[156]. - As of December 31, 2024, the U.S. dollar commercial selling rate was R$6.1923 per US$1.00, a 27.91% increase from R$4.8413 per US$1.00 on December 31, 2023[157]. - The Brazilian real appreciated by 7.8% against the U.S. dollar in 2022 and 10.4% in 2023, but is projected to depreciate by 21.0% in 2024[181]. Operational Strategies - The company aims to sustain its revenue growth rate and successfully identify and integrate acquisition targets[46]. - The company plans to continue investing in new technologies and market expansion strategies to drive future growth[46]. - The company may require additional capital to support growth and respond to market demands, with current resources expected to last at least 12 months[144]. - The company faces challenges in retaining key employees and integrating personnel from different corporate cultures post-acquisition[138].

Core Viewpoint - CI&T Inc. (CINT) has experienced a significant downtrend, with a 16.9% decline over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to improved earnings expectations from analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold stocks, with a reading below 30 typically indicating oversold conditions [2]. - CINT's current RSI reading is 28.2, suggesting that the heavy selling pressure may be exhausting, indicating a possible price rebound [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts regarding CINT's earnings potential, with a 17.9% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7]. - CINT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Cesar Gon Founder & CEO 4Q24 / FY2024 investors .ciandt.com Hello, We are your CI&T presenters today: 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 ...

Financial Data and Key Metrics Changes - In Q4 2024, the company reported a record net revenue of R$656.5 million, a 25.6% increase compared to Q4 2023, with a constant currency growth of 14.7% year-over-year [8][20] - For the full year 2024, net revenue reached R$2,368 million, representing a 6.0% increase compared to 2023, with a constant currency growth of 1.3% [10][21] - Adjusted EBITDA margin for Q4 2024 was 19.5%, surpassing the industry average, while the full year adjusted EBITDA margin was 18.7% [9][27] - Adjusted net profit for Q4 2024 was R$78 million, reflecting a 41.3% year-over-year increase, with an adjusted net profit margin improving from 10.6% to 11.9% [9][28] Business Line Data and Key Metrics Changes - The top 10 clients' revenue increased by 40% in Q4 2024 compared to the same period in the previous year, driven by the use of CI&T FLOW [8] - Revenue from North America grew by 7.5% in 2024, while Latin America saw a 6.2% increase, primarily supported by clients in the financial services sector [22] - The retail and industrial goods sectors recorded a 70% year-over-year revenue increase, while consumer goods rose by 14.9% [23] Market Data and Key Metrics Changes - The company experienced stable demand from large organizations despite macroeconomic uncertainties, with a 30% stronger pipeline compared to the previous year [40] - North America and Latin America are expected to drive strong growth, while Europe is anticipated to have a more stable outlook due to geopolitical concerns [67] Company Strategy and Development Direction - The company focuses on three strategic pillars: leveraging artificial intelligence through CI&T FLOW, maintaining a culture of excellence, and a client-centric approach [7] - The company aims to be the partner of choice for clients, scaling engagements as they mature and expanding wallet share [24] Management's Comments on Operating Environment and Future Outlook - Management noted that the demand for AI-driven solutions is increasing, with a strong pipeline indicating promising growth for 2025 [40] - The company expects Q1 2025 net revenue of at least $110.5 million, reflecting a 12.6% year-over-year growth at constant currency [34] - For the full year 2025, organic net revenue growth is projected to be in the range of 9% to 15% year-over-year [34] Other Important Information - The company will transition its presentation currency from Brazilian Reais to U.S. Dollars starting with the 2024 annual report [30] - Cash generation from operating activities totaled R$467 million in 2024, indicating strong organic operations [11][29] Q&A Session Summary Question: Concerns about geopolitical macro news affecting client spending - Management indicated stable demand from large organizations despite macro uncertainties, with a stronger pipeline compared to last year [39][40] Question: Use of cash and potential M&A activity - The company may resume M&A to accelerate organic growth, focusing on targets that enhance capabilities in the U.S. [44][45] Question: Sales investment and customer acquisition - The company plans to continue increasing sales investments, leveraging AI for efficiency and expanding its sales structure [53] Question: Capacity utilization trends - The utilization rate is expected to remain strong between 85% and 89% [57] Question: Guidance for 2025 and currency assumptions - The company is guiding for strong growth in North America and Latin America, with a cautious outlook for Europe [67] Question: Impact of Gen AI on client engagement - AI is becoming embedded in all aspects of digital project development, with half of the demand focused on application modernization and the other half on improving customer experiences [76] Question: Sequential weakness in North America and Europe - Management noted that North America's performance is attributed to regular seasonality, while Europe is affected by geopolitical factors [82] Question: Effects of new legislation in Brazil on client reactions - The company is proactively engaging clients to minimize the impact of payroll taxation through productivity gains [90]

Financial Data and Key Metrics Changes - In Q4 2024, the company reported a record net revenue of R$656.5 million, a 25.6% increase compared to Q4 2023, with a constant currency growth of 14.7% year-over-year [8][20] - For the full year 2024, net revenue reached R$2,368 million, representing a 6.0% increase compared to 2023, with a constant currency growth of 1.3% [10][21] - Adjusted EBITDA margin for Q4 2024 was 19.5%, surpassing the industry average, while the full year adjusted EBITDA margin was 18.7% [9][27] - Adjusted net profit for Q4 2024 was R$78 million, reflecting a 41.3% year-over-year increase, with an adjusted net profit margin improvement from 10.6% to 11.9% [9][28] Business Line Data and Key Metrics Changes - The top 10 clients' revenue increased by 40% in Q4 2024 compared to the same period in the previous year, driven by the use of CI&T FLOW [8] - Revenue from North America grew by 7.5% in 2024, while Latin America saw a 6.2% increase, primarily supported by clients in the financial services sector [22] - The retail and industrial goods sectors recorded a 70% year-over-year revenue increase, while consumer goods rose by 14.9% [23] Market Data and Key Metrics Changes - The company experienced stable demand from large organizations despite macroeconomic uncertainties, with a 30% stronger pipeline compared to the previous year [40] - North America is projected to continue as the largest region for growth, with a stable outlook for Europe amid geopolitical concerns [67] Company Strategy and Development Direction - The company focuses on three strategic pillars: leveraging artificial intelligence through CI&T FLOW, maintaining a culture of excellence, and a client-centric approach [7] - The company aims to be the partner of choice for clients, expanding engagements as they mature and targeting large accounts with significant technology investments [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of demand and a strong commercial pipeline, indicating a promising outlook for 2025 [40][74] - The company anticipates net revenue growth of at least 12.6% year-over-year in Q1 2025, with full-year organic net revenue growth projected between 9% to 15% [34][66] Other Important Information - The company will transition its presentation currency from Brazilian Reais to U.S. Dollars starting with the 2024 annual report to better align with its global operations [30] - Cash generation from operating activities totaled R$467 million in 2024, indicating strong organic operations [11][29] Q&A Session Summary Question: Concerns about geopolitical macro news affecting client spending - Management noted stable demand from large organizations despite macro uncertainties, with a stronger pipeline compared to last year [39][40] Question: Use of cash and potential M&A activity - The company may resume M&A to accelerate organic growth, focusing on targets that enhance capabilities in the U.S. [44][45] Question: Sales investment and capacity utilization - The company plans to continue increasing sales investments, with a strong utilization rate estimated between 85% and 89% for 2025 [54][57] Question: Guidance for 2025 and currency assumptions - Management provided guidance for strong growth in North America and Latin America, with a cautious outlook for Europe [67] Question: Impact of Gen AI on client engagement - AI is becoming embedded in digital project development, with half of the demand focused on application modernization and the other half on improving customer experiences [76] Question: Sequential weakness in North America and Europe - North America is experiencing regular seasonality, while Europe is affected by geopolitical and economic conditions [82] Question: Effects of new payroll taxes in Brazil - The company is proactively engaging with clients to minimize the impact of payroll taxes through productivity gains [90]