NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, will release financial results for the fourth quarter and full-year ended December 31, 2025, on Tuesday, February 24, 2026, after the market closes. An earnings news release, investor fact sheet and presentation will be published on the company’s investor relations website offering an overview of the financial results. The company will host a conference call at 10:00 a.m. EST the following day ...

Core Insights - Global IT spending is on the rise, with a significant shift in allocations towards AI, infrastructure, and cybersecurity, creating new opportunities for companies like EXL [1][11] - EXL plans to establish two new centers in tier-2 or tier-3 cities in India to leverage infrastructure and talent advantages beyond metropolitan areas [11] Company Strategy - EXL employs approximately 45,000 of its over 60,000 global workforce in India and aims to enhance its delivery ecosystem by building new infrastructure in identified cities [3][11] - The new centers are expected to target a capacity of 500-1000 Full-Time Equivalents (FTEs) to attract management and leadership talent [2][11] Revenue and Market Position - EXL's revenue is primarily derived from the US market, with 80% coming from sectors such as insurance, healthcare, and banking/financial services [5][11] - Digital operations management accounts for 44% of EXL's revenue, while data analytics and AI contribute 56% to its nearly USD 2 billion annual revenue [11] Client Demands and Industry Trends - Clients are increasingly seeking AI-driven workflow reimagination rather than just efficiency gains, necessitating innovation and human-AI collaboration [6][7][11] - The demand for AI tools is transforming traditional roles, such as in insurance underwriting, where quote times have been reduced from weeks to hours [8][11] Future Outlook - Overall IT spending is expected to continue increasing over the next 5, 10, or 15 years, with a notable shift in spending towards AI and infrastructure [9][10][11] - Companies are focusing on achieving greater efficiency in traditional spending areas while also investing in new domains like AI and cybersecurity [10][11]

Core Insights - EXL has been recognized as a Leader in five quadrants in the ISG Provider Lens™ Insurance Services 2025 report, showcasing its capabilities in Life & Retirement, Property & Casualty, GenAI, Agentic AI, and Global Capability Centers [1][2] Company Overview - EXL is a global data and AI company that provides services to transform client business models and drive better outcomes across various industries, including insurance, healthcare, and banking [5] - Founded in 1999, EXL is headquartered in New York and employs approximately 63,000 people globally [5] Industry Trends - The recognition of EXL reflects a broader industry trend towards leveraging AI for improved underwriting, claims triage, and enhanced experiences for agents and policyholders [2][4] - The insurance industry is facing significant market challenges, prompting clients to adopt digital transformation initiatives powered by real-time data and AI [2]

NEW YORK, Dec. 22, 2025 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced the promotion of Raghav Jaggi to Executive Vice President, Insurance Practice Leader, recognizing his exceptional leadership, strategic vision and more than two decades of contributions to EXL’s growth and success. Raghav joined EXL in 2003 and has since held multiple leadership roles across the organization. He was part of some early teams that helped build and scale EXL’s core business capabilities and ...

Core Insights - EXL has received the Great Place to Work® Certification™ in India, with 82% of employees considering it a great workplace [1][3] Company Overview - EXL is a global data and AI company that provides services to transform client business models and drive growth, operating in various industries including insurance, healthcare, banking, and retail [4] - Founded in 1999, EXL is headquartered in New York and employs approximately 63,000 people across six continents [4] Employee Experience - The Great Place to Work® Certification™ is based on employee feedback, emphasizing a high-trust workplace environment [5][6] - Employees at certified workplaces are 4.5 times more likely to find a great boss and 93% more likely to look forward to coming to work [3] Recognition and Impact - The certification reflects EXL's commitment to a people-first culture, focusing on employee growth, well-being, and an inclusive workplace [3] - Great Place to Work® Certification™ is recognized globally and serves as a benchmark for outstanding employee experience [5][6]

ExlService Holdings, Inc. ( EXLS ) has had a remarkable string of quarterly successes in the past five years. We rarely see companies produce such smooth charts of revenue, net income, and earnings:Robert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Al ...

Core Viewpoint - EXL has repurchased 1,551,970 shares of its common stock from Orogen Echo LLC for a total of $63,373,143, reflecting confidence in the company's performance and future growth potential [1][2]. Group 1: Share Repurchase Details - The repurchase was executed at a price of $40.834 per share, which is the volume weighted average price over the five days prior to the settlement [1]. - This transaction is separate from EXL's existing $500 million share repurchase program [1]. Group 2: Management Commentary - Rohit Kapoor, Chairman and CEO of EXL, emphasized that the repurchase represents a unique opportunity to return capital to stockholders and offers a compelling return on investment [2]. - Vikram S. Pandit, CEO of Orogen, expressed satisfaction with the partnership and the growth trajectory of EXL since their collaboration began in 2018 [3]. Group 3: Company Overview - EXL is a global data and AI company that provides services to transform client business models and drive growth across various industries, including insurance, healthcare, and banking [5]. - The company was founded in 1999 and has approximately 63,000 employees worldwide [5]. Group 4: Orogen Overview - The Orogen Group, founded by Vikram S. Pandit and Atairos, focuses on long-term strategic investments in financial services and related businesses [6]. - Orogen aims to leverage its resources and expertise to help partner companies achieve growth [6].

Core Insights - EXL has successfully migrated its LifePRO Digital Suite® platforms to Amazon Web Services (AWS), highlighting its commitment to modernizing the life and annuity industry and enhancing collaboration with AWS [1][2][3] Migration Benefits - The migration to AWS offers EXL clients a secure, scalable, and resilient infrastructure that facilitates faster innovation and greater flexibility [2] - By utilizing Amazon Bedrock and Kendra, EXL enhances performance, reduces operational costs, and accelerates the deployment of new features within the LifePRO Digital Suite ecosystem [2][3] Platform Enhancements - The migration strengthens EXL's LifePRO Digital Suite, which supports the next generation of life and annuity products, powering policy administration for millions of policies [3] - The cloud-based implementation allows carriers to meet industry demands for unified digital environments and scalable infrastructure, enabling real-time data exchange and straight-through processing [3] Collaboration with AWS - EXL's partnership with AWS combines domain expertise with advanced cloud capabilities, including AI/ML services and analytics, to help insurers innovate and personalize customer experiences [4] - New capabilities being developed include API-driven integrations, AI/ML-based underwriting support, and advanced analytics to provide deeper business insights [4] Company Overview - EXL is a global data and AI company that transforms businesses across various industries, including insurance, healthcare, and banking, with a workforce of approximately 63,000 employees [6]

Core Viewpoint - Investors are evaluating Leidos (LDOS) and ExlService Holdings (EXLS) to determine which stock offers better value opportunities in the Computers - IT Services sector [1] Group 1: Zacks Rank and Earnings Outlook - Leidos has a Zacks Rank of 2 (Buy), while ExlService Holdings has a Zacks Rank of 3 (Hold) [3] - LDOS has likely experienced a stronger improvement in its earnings outlook compared to EXLS [3] Group 2: Value Metrics - LDOS has a forward P/E ratio of 16.08, whereas EXLS has a forward P/E of 20.90 [5] - LDOS has a PEG ratio of 1.38, while EXLS has a PEG ratio of 1.50, indicating LDOS's earnings growth is more favorably priced [5] - LDOS's P/B ratio is 4.86 compared to EXLS's P/B of 6.67, suggesting LDOS is more undervalued relative to its book value [6] Group 3: Overall Value Grade - LDOS has a Value grade of B, while EXLS has a Value grade of C, indicating LDOS is viewed as the superior value option based on earnings outlook and valuation metrics [6]

Core Insights - The growth of enterprise AI adoption is driving investor interest in data services and engineering companies, particularly Innodata Inc. (INOD) and ExlService Holdings, Inc. (EXLS) [1][2] Company Overview - Innodata is positioned at the foundational layer of the AI ecosystem, focusing on high-quality data and AI infrastructure, while EXL operates across diversified sectors including insurance, healthcare, and financial services [2] - Innodata reported Q3 revenues of $62.6 million, a 20% year-over-year increase, and anticipates 45% organic revenue growth for 2025 [3][8] - EXL's Q3 revenues reached $529.6 million, up 12.2% year-over-year, with a notable 21.6% growth in the healthcare and life sciences segment [6][8] Growth Drivers - Innodata's growth is fueled by hyperscaler spending, AI infrastructure development, and federal AI contracts, with a significant pretraining data business expected to generate $68 million in deals [3][4] - EXL's growth strategy is characterized by stable, predictable revenue, with over 75% of its revenues being recurring, enhancing revenue visibility [6] Market Positioning - Innodata is seen as a "picks and shovels" beneficiary of the generative AI revolution, with contracts spanning major technology companies [4][5] - EXL has launched EXLdata.ai, an AI-native data platform, to enhance its data and AI transformation capabilities [7] Stock Performance - Over the past three months, INOD stock has increased by 42.6%, outperforming the broader Zacks Computer & Technology sector and the S&P 500, while EXLS has declined by 9.8% [10] - Innodata trades at a premium valuation of 51.4X forward 12-month earnings, compared to EXL's 18.37X, reflecting differing growth expectations [13] Earnings Estimates - The Zacks Consensus Estimate for Innodata's 2025 EPS has risen to $0.89, with projected revenue growth of 45.6% in 2025 [16] - EXL's 2025 EPS estimate has increased to $1.92, with expected revenue growth of 13% in 2025 [20] Investment Outlook - Both companies are positioned to benefit from data and AI transformation, but Innodata is better positioned for immediate growth due to its focus on foundational AI data infrastructure and hyperscaler demand [21] - EXL remains a stable long-term investment, but Innodata offers greater upside potential in the current AI-driven growth cycle [21]