Financial Data and Key Metrics Changes - The company reported total revenues of $1,215 million in Q1 2025, an increase of 8.3% year over year in constant currency, exceeding guidance [7][20] - Adjusted EPS grew 16% year over year, reaching $0.84, which is above the high end of the guidance range [8][24] - Gross margin expanded by 30 basis points year over year to 35.3%, driven by operating leverage and cost discipline [23][24] - Operating cash flow improved to $40 million from a $26 million outflow in the prior year [24] Business Line Data and Key Metrics Changes - Data Tech and AI services represented 48% of total revenue, amounting to $582 million, reflecting an 11% increase year over year [22] - Digital operations revenue was $633 million, up 4% year over year, accounting for 52% of total revenue [22] - Revenue from priority accounts grew approximately 6% over the prior year, representing 62% of total revenue [23] Market Data and Key Metrics Changes - The pipeline for large deals is at record levels, up more than 80% year over year, indicating strong long-term demand [16][41] - Win rates for the quarter were 40%, with sole source deals accounting for approximately 54% of total bookings, up from 35% in the prior year [21] Company Strategy and Development Direction - The company is focused on execution and innovation, deepening client relationships, and gaining market share [10][18] - The three plus one execution framework introduced in 2024 emphasizes partnerships, Data Tech AI, simplification, and establishing Genpact as a leader in AI-led transformation [10][11] - The company is taking a conservative approach to guidance due to increased uncertainty in certain industries driven by changes in global trade [15][26] Management's Comments on Operating Environment and Future Outlook - Management noted a softening macro environment but emphasized the strength of execution and the unutilized nature of the business [8][9] - The outlook for the year has been adjusted to reflect delayed decision-making in select end markets, particularly those impacted by global trade dynamics [20][26] - Despite the challenges, management remains confident in the strategy and the strength of the pipeline [17][18] Other Important Information - The company signed two large deals in Q1, with over 80% of associated revenue accounted for as unutilized Data Tech AI revenue [8] - The company is committed to returning at least 50% of cash flow to investors through share repurchases and dividends [30] Q&A Session Summary Question: Growth and revised outlook in digital operations - Management confirmed that the reduction in digital operations is primarily driven by delays in large deals, which are still in active dialogue and have not been canceled [36][40] Question: Pricing pressure on delayed deals - Management stated there is no pricing pressure on the delayed deals, attributing the situation to timing rather than competitive factors [48][50] Question: Types of deals affected by delays - The delayed deals are primarily in supply chain and are significant in nature, with a focus on both cost takeout and productivity improvements [55][56] Question: Outlook for Data Tech AI customer end markets - Management indicated a strong performance in Data Tech AI, with a record pipeline and a conservative approach to shorter cycle retail deals [60][61] Question: Impact of existing customers on second quarter growth - Management expressed confidence in second quarter growth, emphasizing a conservative outlook due to uncertainty rather than weakness in existing customer deals [65][66] Question: AI-driven productivity savings in large deals - Management highlighted that large deals typically promise productivity improvements of 30% to 45% over five to seven years, leveraging various AI solutions [68]

Financial Performance - Net revenues for Q1 2025 were $1.215 billion, representing a year-over-year increase of 7.4% and 8.3% on a constant currency basis[5]. - Data-Tech-AI net revenues reached $582 million, up 11.1% year-over-year, accounting for 48% of total revenue[5]. - Digital Operations net revenues were $633 million, reflecting a 4.2% year-over-year increase, representing 52% of total revenue[5]. - Diluted EPS for Q1 2025 was $0.73, up 14% year-over-year, while adjusted diluted EPS was $0.84, up 16%[5]. - Net income for the three months ended March 31, 2025, increased to $130,853, up from $116,947 in the same period of 2024, representing a growth of 11.5%[16]. - Adjusted income from operations for Q1 2025 was $209,734, compared to $181,879 in Q1 2024, reflecting an increase of 15.3%[25]. - The adjusted income from operations margin improved to 17.3% in Q1 2025, up from 16.1% in Q1 2024[25]. - Diluted EPS rose to $0.73 in Q1 2025, compared to $0.64 in Q1 2024, marking a growth of 14.1%[28]. Cash Flow and Operations - Cash generated from operations was $40 million, a significant increase from $26 million utilized in operations in Q1 2024[5]. - The company reported a net cash used for operating activities of $(25,561) in Q1 2024, which turned into a net cash provided of $40,436 in Q1 2025[16]. - Cash and cash equivalents at the end of Q1 2025 were $561,615, an increase from $478,398 at the end of Q1 2024[16]. - The company experienced a net decrease in cash and cash equivalents of $(98,433) in Q1 2024, compared to $(84,329) in Q1 2025[16]. Future Projections - The company expects Q2 2025 net revenues in the range of $1.210 billion to $1.233 billion, indicating year-over-year growth of approximately 2.8% to 4.8%[7]. - For the full year 2025, net revenues are projected to be between $4.862 billion and $5.005 billion, representing year-over-year growth of approximately 2.0% to 5.0%[7]. - The gross margin for Q2 2025 is expected to be approximately 35.5%[7]. - Adjusted diluted EPS for the full year 2025 is projected to be in the range of $3.41 to $3.52, down from the previous range of $3.52 to $3.59[7]. - The estimated adjusted income from operations margin for the year ending December 31, 2025, is projected to be 17.3%[29]. Shareholder Actions - The company repurchased approximately 1.2 million common shares during the quarter for a total consideration of approximately $63 million at an average price per share of $52.17[5]. - Stock-based compensation expense for Q1 2025 was $20,036, up from $9,181 in Q1 2024[25].

Core Insights - The research by Genpact reveals significant uncertainty regarding AI adoption in the insurance industry, highlighting the need for insurers to convert customer skepticism into confidence and preference [1][2][3] Consumer Sentiment - A majority of US adult respondents (55%) feel neutral about their insurance companies using AI, while 25% view it negatively [2] - Customer acceptance of AI increases when it provides tangible benefits, such as faster claims processing (46% support), customized quotes, and improved customer service [2][3] Generational Differences - Younger generations, particularly Millennials and Gen Z, show a stronger preference for insurers using AI compared to Baby Boomers and Gen X, with 32% favoring AI for policy quote generation and 28% for claims processing [4] Trust and Expectations - Only 50% of respondents currently trust their insurer to provide accurate, tailored quotes, and 48% have faced challenges with the claims process [5] - There is a strong expectation for 24/7 live customer support (59%), but only 10% are comfortable relying solely on AI-powered chatbots [6] AI Integration Strategy - Insurers must align AI strategies with business goals and customer expectations to enhance customer experience [7] - Genpact emphasizes the importance of maintaining a human touch in AI interactions to build customer confidence and improve service [6][7] Research Methodology - The study was conducted by Dynata in December 2024, surveying 1,000 US adults aged 25 and older regarding their perceptions of AI in the insurance industry [10]

Core Insights - Genpact has been recognized as a Leader in NelsonHall's 2025 NEAT evaluation for P&C Operations: Analytics & AI, showcasing its advanced technology leadership in driving innovation and efficiency in the property and casualty insurance sector [1][4]. Group 1: Recognition and Evaluation - Genpact is named a Leader in all six evaluation categories of NelsonHall's NEAT assessment, which includes overall, underwriting, customer service/administration, claims administration, operations analytics, and AI/GenAI [2][3][4]. - The NEAT assessment evaluates vendors based on their ability to deliver immediate impact and future-ready solutions, reflecting Genpact's commitment to innovation and measurable impact across the P&C insurance value chain [4]. Group 2: AI and Technology Integration - Genpact's AI-first approach provides actionable insights that enhance efficiency and create long-term value for clients by embedding AI, data, and technology into underwriting, claims management, and operations [5][6]. - The company supports over 160 insurers globally, offering end-to-end solutions such as underwriting modernization and AI-powered claims management, bolstered by strategic investments in AI and partnerships with industry leaders [5][6]. Group 3: Key Offerings - Key offerings for P&C insurers include the Genpact Underwriting Manager, Genpact Claims Manager, Genpact AI Adjuster Assist, and Catastrophe Claims Management, which automate and streamline various processes within the insurance value chain [9].

Genpact (G) stock has gained 52% in a year, outperforming the industry's 3.3% fall and the 8.4% increase of the Zacks S&P 500 composite.G reported impressive fourth-quarter 2024 results. Quarterly EPS of 91 cents surpassed the consensus estimate by 5.8% and grew 11% year over year. Revenues of $1.25 billion beat the consensus mark by 1.7% and increased 8.9% from the year-ago quarter.How is Genpact Faring?The company’s dominance in the Business Process Outsourcing services market is due to its expertise in b ...

NEW YORK, April 10, 2025 /PRNewswire/ -- Genpact (NYSE: G) will report its financial results for the first quarter ended March 31, 2025, after the close of the U.S. financial markets on Wednesday, May 7, 2025. Following the release, Genpact's management team will host a conference call at 5:00 p.m. ET to discuss the company's performance.Participants are encouraged to register in advance to receive a dial-in number and unique PIN for seamless access. While early log-in is recommended, registration and acces ...

Investors looking for stocks in the Computers - IT Services sector might want to consider either Genpact (G) or ServiceNow (NOW) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Sty ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Genpact (G) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Genpact is a member of the Computer and Technology sector. This group includes 611 individual stocks and currently holds a Zacks Sect ...

Core Insights - Genpact has been recognized as one of the 2025 World's Most Ethical Companies by Ethisphere, highlighting its commitment to ethical business practices and responsible AI innovation [1][2][3] Company Recognition - This recognition marks the seventh time Genpact has received this honor, underscoring its dedication to strong ethical, compliance, and governance practices [2][3] - Genpact is one of only five companies in the Consulting Services category to receive this recognition, joining a total of 136 honorees across 44 industries [3] Business Performance - According to Ethisphere's data, the 2025 honorees outperformed a comparable index of global companies by 7.8 percentage points from January 2020 to January 2025, demonstrating the business value of ethical leadership [4] Methodology - The assessment for the World's Most Ethical Companies is based on Ethisphere's proprietary Ethics Quotient®, which requires companies to provide over 240 proof points on various ethical practices [5] Company Overview - Genpact is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally, utilizing data, technology, and AI to drive innovation [6]

Financial Performance - The company reported a significant increase in revenue, achieving $X billion, representing a Y% growth compared to the previous year[7]. - The company provided guidance for the next quarter, expecting revenue to be in the range of $A billion to $B billion, indicating a growth rate of C%[7]. - The effective tax rate is projected to be I%, which may impact overall profitability in the upcoming fiscal period[10]. User Engagement - User data showed an increase in active users, reaching Z million, which is a W% increase from the last quarter[7]. - The company provided an optimistic outlook for the next fiscal year, projecting revenue growth of A% and an expected increase in user engagement[9]. Product Development - New product launches are anticipated to contribute an additional $B million in revenue, with a focus on advanced technology solutions[10]. - New product launches are anticipated to contribute an additional $D million in revenue over the next fiscal year[7]. - The company is investing in advanced technologies, including AI, to enhance service offerings and improve operational efficiency[17]. Market Expansion - The company is expanding its market presence in regions C and D, aiming for a market share increase of E% by the end of the year[10]. - Market expansion efforts are underway in regions such as Asia and Europe, with a target to increase market share by E%[7]. Strategic Initiatives - Strategic acquisitions are being pursued to enhance service offerings, with an estimated investment of $F million planned for the upcoming quarter[13]. - The company is exploring strategic acquisitions to bolster its service capabilities and client base, with a focus on technology firms[13]. Employee Management - Employee attrition rates have been reduced to H%, reflecting improved retention strategies and workplace satisfaction[10]. - Employee attrition rates have been reduced to F%, reflecting improved retention strategies and workplace satisfaction[10]. Risk Management - The company faces risks related to geopolitical tensions and economic conditions, which could affect client demand and operational stability[13]. - The impact of geopolitical tensions on operations has been assessed, with contingency plans in place to mitigate risks[13]. Operational Improvements - The company is implementing a new enterprise resource planning system to streamline operations and enhance financial reporting accuracy[13]. - The company is investing in research and development, allocating $G million towards AI and other advanced technologies to stay competitive[17].