Core Insights - ibex is sponsoring the Customer Response Summit in San Diego, showcasing a presentation titled "Moments of Brilliance" in collaboration with Peloton [1][8] - The presentation will focus on innovative customer experience (CX) strategies and technology that enhance customer engagement and yield measurable results [2][3] Company Overview - ibex is a global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, operating approximately 30 facilities worldwide [6] - The company employs over 33,000 individuals and manages nearly 170 million customer interactions annually, contributing over $2.2 billion in lifetime customer revenue each year [7] Event Details - The Customer Response Summit will take place from September 17 to 19, 2025, at the InterContinental San Diego, celebrating 15 years of advancing customer experience through collaboration and innovation [3][5] - A team of ibex CX experts will be present to discuss strategies for enhancing customer experience and demonstrate the company's AI-powered solutions aimed at optimizing contact center performance and reducing operating costs [4]

Market Sentiment - The CNN Money Fear and Greed index showed a slight decline, remaining in the "Neutral" zone with a reading of 54.2, down from 54.5 [5] - U.S. stocks settled mixed, with the Dow Jones index falling more than 250 points during the session [1][3] Company Performance - Adobe Inc. reported better-than-expected third-quarter results and raised its fiscal 2025 outlook [2] - IBEX Ltd. shares surged over 36% after reporting better-than-expected fourth-quarter financial results and issuing FY26 sales guidance above estimates [2] Economic Indicators - The University of Michigan consumer sentiment index declined to 55.4 in September from 58 in August, below market estimates of 58 [2] Sector Performance - Most sectors on the S&P 500 closed negatively, with industrials, health care, and materials stocks recording the largest losses [3] - Consumer discretionary and utilities stocks closed higher, bucking the overall market trend [3] Upcoming Earnings - Investors are awaiting earnings results from Hain Celestial Group Inc., High Tide Inc., and Dave & Buster's Entertainment Inc. [4]

Core Insights - Ibex's stock surged 41.1% in early trading, maintaining a 33% increase by 1:15 p.m. ET on Friday, driven by positive developments in its digital business and AI initiatives [1][2] Financial Performance - Ibex reported Q4 revenue of $147 million, an 18% year-over-year increase, with strong growth in retail and e-commerce, healthcare, and travel sectors [4] - The company achieved record revenue for both Q4 and the full fiscal year 2025, marking the highest revenue growth in 11 quarters and the fastest growth in three years [6][5] AI and Digital Transformation - The CEO highlighted a significant transition from proof of concept to full-scale deployment of AI solutions, indicating a strategic shift towards becoming a digital-first business [4] - Ibex is leveraging its Wave iX platform, utilizing generative AI to enhance customer experiences and is now targeting the government sector for expansion [4] Capital Expenditures and Share Buybacks - Capital expenditures more than doubled to $18.4 million in 2025, aimed at capacity expansion, while the company generated record free cash flow of $27.3 million and repurchased nearly 3.9 million shares, representing almost 23% of outstanding shares [7] Future Projections - Ibex projects a revenue growth of 7.5% for FY 2026 and plans to allocate $20 million to $25 million for further expansions, indicating a positive outlook for the company [8]

Group 1 - U.S. stocks experienced mixed performance, with the Dow Jones index declining by over 100 points on Friday [1] - IBEX Limited reported better-than-expected fourth-quarter financial results, with earnings of 87 cents per share, surpassing the analyst consensus estimate of 70 cents per share [2] - IBEX's quarterly sales reached $147.138 million, exceeding the analyst consensus estimate of $132.925 million, leading to a 33.7% surge in its shares to $40.74 [2] Group 2 - QMMM Holdings Limited saw its shares jump by 52% to $115.00 [4] - Rigetti Computing, Inc. shares rose by 15% to $19.19 [4] - IonQ, Inc. gained 14% to $53.88 after receiving regulatory approval for the acquisition of Oxford Ionics [4] - Serve Robotics Inc. increased by 14% to $13.01 [4] - Figure Technology Solutions, Inc. shares gained 13.6% to $35.36, pricing its IPO at $25 per share [4] - QuantaSing Group Limited rose by 12% to $10.91, with financial results expected on Sept. 17 [4] - HUTCHMED (China) Limited increased by 11.2% to $18.20 [4] - NuCana plc shares rose by 9.5% to $4.0200 [4] - Warner Bros. Discovery, Inc. gained 8.8% to $17.60 following news of a potential bid from Paramount Skydance [4] - Six Flags Entertainment Corporation surged by 7% to $23.30 after reporting year-over-year attendance increases and strong season pass sales for 2026 [4] - Tesla, Inc. shares increased by 5.2% to $385.75 amid internal criticisms of CEO Elon Musk's leadership [4]

Group 1 - Adobe Inc. reported third-quarter earnings of $5.31 per share, exceeding the analyst estimate of $5.18, with quarterly revenue of $5.99 billion, surpassing the Street estimate of $5.91 billion, leading to a 2.6% increase in shares to $359.65 in after-hours trading [2] - RH reported second-quarter earnings of $2.93 per share, falling short of the analyst estimate of $3.20, with quarterly revenue of $899.15 million, missing the Street estimate of $904.64 million, resulting in a 6.8% decline in shares to $212.73 in after-hours trading [2] - Huize Holding Ltd. will release its second-quarter unaudited financial results, with shares jumping 116.3% to $6.12 in after-hours trading [2] - Ibex Ltd reported better-than-expected fourth-quarter financial results and provided strong FY26 sales guidance, causing shares to surge 27% to $38.69 in after-hours trading [2] - Frequency Electronics Inc. reported disappointing first-quarter financial results, leading to a 9.8% drop in shares to $31.00 in after-hours trading [2]

Financial Data and Key Metrics Changes - Fiscal year 2025 revenue reached $558.3 million, a 10% increase from the previous year, with Q4 revenues increasing by 18% year-over-year [8][19] - Record adjusted EBITDA of $72 million for FY 2025, up more than 10% from the previous year [8][21] - Adjusted EPS for FY 2025 was $2.75, a 31% increase from the prior year, with adjusted net income rising to $43 million, up 12% [9][21] - Free cash flow for Q4 was $23 million, marking the strongest quarter ever, and a record $27 million for the year [9][24] Business Line Data and Key Metrics Changes - Revenue growth was driven by retail and e-commerce (25%), health tech (19%), and travel, transportation, and logistics (10%) [12][13] - Digital and omnichannel services represented 82% of total revenue, up from 77% in the prior year quarter, growing 25% year-over-year [13][14] - Offshore revenue grew 17% year-over-year, comprising 49% of total revenue, maintaining a strong gross margin of 31.4% [13][19] Market Data and Key Metrics Changes - Onshore revenue increased by 13%, while offshore revenue grew by 15% year-over-year [19] - Nearshore revenue, which comprised 25% of total revenue, declined slightly by 3% [19] - The fintech vertical's revenue exposure decreased to 10.6% from 13.7% in the prior year quarter, with expectations for stabilization [18] Company Strategy and Development Direction - The company has transitioned to BPO 3.0, focusing on AI solutions to enhance customer experience and operational efficiency [6][8] - The strategy emphasizes a blend of culture, technology (WaveX), and analytics (BPO 2.0) to outperform competitors and gain market share [4][5] - Continued investments in AI capabilities and geographic expansions, particularly in high-margin offshore regions, are planned for future growth [9][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to outperform the market, citing a strong balance sheet with zero net debt and robust free cash flow generation [10][11] - The company anticipates revenue for FY 2026 to be in the range of $590 to $610 million, with adjusted EBITDA expected between $75 to $79 million [24][25] - Management highlighted the successful transition from proof of concept to full-scale AI solution deployments, which is expected to drive future growth [34][35] Other Important Information - The company has maintained a well-diversified client portfolio, with the largest client accounting for less than 10% of revenue [17] - Capital expenditures for FY 2025 were $18 million, up from $9 million in the prior year, driven by expansions in high-demand regions [22] Q&A Session Summary Question: Insights on Q4 performance and any one-time factors - Management confirmed that the growth in Q4 was sustainable and driven by winning market share and strong operational performance [30] Question: Commentary on Gen AI impact - Management acknowledged the potential for automation but emphasized the importance of owning the entire customer journey, positioning the company as a leader in AI-driven solutions [34][35]

Financial Data and Key Metrics Changes - Fiscal year 2025 revenue reached $558.3 million, a 10% increase from the previous year, with Q4 revenues rising 18% year-over-year to $147.1 million [8][19][12] - Adjusted EBITDA for FY 2025 was $72 million, up more than 10% from the prior year, with a record adjusted EPS of $2.75, reflecting a 31% increase [9][21] - Free cash flow for Q4 was $23 million, marking the strongest quarter ever, and total free cash flow for the year was a record $27 million [9][24] Business Line Data and Key Metrics Changes - Revenue growth was driven by retail and e-commerce (25% growth), health tech (19%), and travel, transportation, and logistics (10%) [13][19] - Digital and omnichannel services represented 82% of total revenue, up from 77% in the prior year, with a growth rate of 25% year-over-year [14][19] - Offshore revenue grew 17% year-over-year, comprising 49% of total revenue, while onshore revenue increased 13% [13][19] Market Data and Key Metrics Changes - The company achieved significant growth in offshore regions, with a 15% increase in offshore revenue for FY 2025 [19][20] - The nearshore region saw a slight decline of 3%, indicating a shift of some business to offshore locations [19] Company Strategy and Development Direction - The company has transitioned to BPO 3.0, focusing on AI solutions to enhance customer experience and operational efficiency [6][8] - The strategy emphasizes a blend of culture, technology (WaveX), and analytics (BPO 2.0) to outperform competitors and capture market share [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue outperforming the market, citing a strong balance sheet with zero net debt and robust free cash flow generation [10][11] - The company anticipates revenue for FY 2026 to be in the range of $590 million to $610 million, with adjusted EBITDA expected between $75 million and $79 million [24] Other Important Information - The company has successfully entered the Indian market, marking a significant milestone in its expansion strategy [9][10] - The largest client now accounts for less than 10% of revenue, indicating a well-diversified client portfolio [17] Q&A Session Summary Question: Comments on Q4 performance and sustainability of growth - Management confirmed that the growth in Q4 was sustainable and driven by winning market share and strong operational performance [30][31] Question: Impact of Gen AI on business - Management acknowledged the potential for automation through Gen AI but emphasized the importance of owning the entire customer journey, positioning the company as a leader in integrating AI solutions [34][35]

Financial Data and Key Metrics Changes - Fiscal year 2025 revenue reached $558.3 million, a 10% increase from the previous year, with Q4 revenues rising 18% year-over-year to $147.1 million [7][12] - Adjusted EBITDA for FY 2025 was $72 million, up more than 10% from the prior year, with a record adjusted EPS of $2.75, reflecting a 31% increase [8][20] - Free cash flow for Q4 was $23 million, marking the strongest quarter ever, and total free cash flow for the year was $27 million [8][24] Business Line Data and Key Metrics Changes - Revenue growth was driven by retail and e-commerce (25% growth), health tech (19%), and travel, transportation, and logistics (10%) [12] - Digital and omnichannel services represented 82% of total revenue, up from 77% in the prior year, with a growth rate of 25% [12][18] - Offshore revenue grew 17% year-over-year, comprising 49% of total revenue, while onshore revenue increased 13% [12][18] Market Data and Key Metrics Changes - The fintech vertical's revenue share decreased to 10.6% from 13.7% year-over-year, while retail and e-commerce increased to 25.3% [17] - The company experienced growth in both onshore and offshore regions, with onshore revenue making up 24% of total revenue [18] Company Strategy and Development Direction - The company has transitioned to BPO 3.0, focusing on AI solutions to enhance customer experience and operational efficiency [6][10] - The strategy emphasizes a blend of culture, technology (WaveX), and analytics to outperform competitors and capture market share [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue outperforming the market, citing a strong balance sheet with zero net debt and robust free cash flow generation [9][10] - The company anticipates revenue for FY 2026 to be between $590 million and $610 million, with adjusted EBITDA expected to range from $75 million to $79 million [24] Other Important Information - The company has successfully entered the Indian market, marking a significant milestone in its expansion strategy [8] - Capital expenditures for FY 2025 were $18 million, up from $9 million in the prior year, driven by demand in high-margin regions [22] Q&A Session Summary Question: Insights on Q4 performance and any one-time impacts - Management confirmed that the growth in Q4 was sustainable and driven by market share gains and strong operational performance [30] Question: Commentary on the impact of Gen AI - Management indicated that while there are opportunities for automation, owning the entire customer journey is crucial, and the company is well-positioned to leverage AI solutions [35][36]

Group 1 - The company is responsible for the development of all transcript-related projects [1] - The company publishes thousands of quarterly earnings calls per quarter and is expanding its coverage [1] - The purpose of the profile is to share new transcript-related developments with readers [1]

Financial Performance - ibex achieved record fiscal year revenue of $558.3 million, a 10% increase year-over-year[12] - Q4 revenues increased by 18% compared to the prior year[12] - The company delivered a record fiscal year adjusted EBITDA of $72.0 million, up 10.4% from the previous year[12] - Adjusted EPS reached a record $2.75, a 30.7% increase year-over-year[12] - Adjusted net income was a record $43.0 million, up 12.1% from the prior year[12] - The strongest free cash flow quarter ever was $22.8 million in Q4, and a record $27.3 million for the year[12] Revenue Growth & Diversification - Retail & E-commerce grew by 24.5% year-over-year[19, 26] - HealthTech increased by 19.0% year-over-year[19, 26] - Travel, Transportation & Logistics increased by 10.0% year-over-year[19, 26] - The top 5 clients account for 35.5% of revenue, and the top 10 clients account for 54.2% of revenue[23]