Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased by 7% year-over-year, reaching $1.291 billion, exceeding guidance by $21 million [4][16] - Gross margin improved to 36.4%, and adjusted operating income margin rose to 17.7%, reflecting healthy margin expansion [4][19] - Adjusted diluted EPS grew 14% year-over-year to $0.97, surpassing the high end of guidance by $0.07 [4][19] Business Line Data and Key Metrics Changes - Advanced technology solutions revenue surged 20% year-over-year to $311 million, now accounting for 24% of total revenue [17] - Core business services revenue grew 3% year-over-year to $980 million, driven by digital operations and technology services [17] - Data tech and AI revenue increased by 9.3% year-over-year to $622 million, while digital operations revenue rose by 4.3% to $669 million [17] Market Data and Key Metrics Changes - Revenue growth was strongest in high-tech and manufacturing at 14%, followed by financial services at 3%, and consumer and healthcare at 1% [18] - Non-FTE revenue accounted for 47% of total revenue, benefiting from advanced technology solutions [18] Company Strategy and Development Direction - The company is focused on establishing itself as a global leader in advanced technology solutions through its Genpact Next framework [5][24] - Investments in partnerships and AI talent are accelerating growth, with partner-related revenue increasing by 56% year-over-year [13] - The company aims to sharpen its go-to-market focus in decision support services to enhance execution and market share [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand signals across various client segments and the overall environment [26][28] - The company raised its full-year revenue guidance to a range of 6.1%-6.4% and adjusted diluted EPS to between $3.60 and $3.61, reflecting double-digit growth [15][23] - Management highlighted the importance of building trust with clients as they transition to agentic operations, emphasizing the need for process intelligence alongside AI [40] Other Important Information - The company returned $119 million to shareholders through share repurchases and dividends, representing 59% of free cash flow year-to-date [20] - The company is committed to returning at least 50% of cash flow to investors while maintaining flexibility for strategic investments [23] Q&A Session Summary Question: Can you comment on the bookings performance in Q3? - Management noted strong demand signals across new and existing clients, with five large deals closed in the quarter [26][27] Question: What are the primary reasons clients are not ready to launch agentic operations? - Clients often face issues with data readiness and process standardization, which are critical for implementing advanced technology solutions [31][32] Question: How is the competitive landscape evolving? - The company differentiates itself through last-mile expertise and a strong culture of client centricity and innovation [34][35] Question: Why is a significant portion of agentic work coming from new clients? - New clients are increasingly adopting agentic solutions, while existing clients are also absorbing these solutions, indicating a growing total addressable market [36][37] Question: How are contracts structured for agentic AI solutions? - The company is shifting towards non-FTE models and subscription-based structures for its software solutions [41][42]

Revenue Performance - Net revenues for Q3 2025 were $1.291 billion, an increase of 6.6% year-over-year, and 6.0% on a constant currency basis[5] - Advanced Technology Solutions net revenues reached $311 million, up 20.0% year-over-year, accounting for 24% of total net revenues[5] - Core Business Services net revenues were $980 million, up 3.0% year-over-year, representing 76% of total net revenues[5] - Data-Tech-AI net revenues were $622 million, up 9.3% year-over-year, representing 48% of total net revenues[5] - Digital Operations net revenues were $669 million, up 4.3% year-over-year, representing 52% of total net revenues[5] - Full year 2025 net revenues are projected to be between $5.059 billion and $5.071 billion, indicating year-over-year growth of approximately 6.1% to 6.4%[8] - The company expects Q4 2025 net revenues in the range of $1.298 billion to $1.311 billion, representing year-over-year growth of approximately 4.0% to 5.0%[8] - Total revenue for the three months ended September 30, 2024, was $1,210,949, compared to $1,135,792 in 2023, marking an increase of 6.6%[38] Profitability Metrics - Diluted EPS was $0.83, up 12.2% year-over-year, while adjusted diluted EPS was $0.97, up 14.1% year-over-year[8] - Gross profit was $470 million, reflecting an 8.9% increase year-over-year, with a margin of 36.4%[5] - The estimated net income margin for the year ending December 31, 2025, is projected to be 10.8%[30] - The adjusted income from operations margin for the year ending December 31, 2025, is expected to be 17.4%[30] - The diluted EPS for the year ending December 31, 2025, is forecasted to be between $3.09 and $3.10, with an adjusted diluted EPS ranging from $3.60 to $3.61[33] - For the quarter ending December 31, 2025, the estimated diluted EPS is projected to be between $0.78 and $0.80, with an adjusted diluted EPS between $0.93 and $0.94[37] Operational Cash Flow - Cash generated from operations was $308 million, including a $45 million client prepayment, with net cash from operations up 15% year-over-year[8] - Net cash provided by operating activities for the nine months ended September 30, 2024, was $412,177, compared to $526,161 in 2025, indicating a decrease of 21.6%[17] - The company reported a net increase in cash and cash equivalents of $440,047 for the nine months ended September 30, 2024, compared to $86,895 in 2025[17] Year-over-Year Comparisons - Net revenues for the three months ended September 30, 2024, were $1,210,949, a decrease of 6.2% compared to $1,291,257 for the same period in 2025[15] - Gross profit for the nine months ended September 30, 2024, was $1,244,294, representing a 8.4% increase from $1,348,718 in 2025[15] - Net income for the three months ended September 30, 2024, was $132,818, compared to $145,831 in 2025, reflecting a decrease of 8.9%[15] - Basic earnings per share for the three months ended September 30, 2024, were $0.75, compared to $0.84 in 2025, a decrease of 10.7%[15] - Adjusted diluted earnings per share for the nine months ended September 30, 2024, were $2.06, compared to $2.31 in 2025, reflecting a decrease of 10.8%[26] Accounts Receivable and Revenue Growth - The company experienced an increase in accounts receivable by $95,790 for the nine months ended September 30, 2024, compared to an increase of $80,303 in 2025[17] - Advanced Technology Solutions revenue for the three months ended September 30, 2024, was $259,184, showing an increase from $248,124 in the previous year[38] - Core Business Services revenue for the three months ended September 30, 2024, was $951,766, up from $887,668 in the same period of 2023, indicating a growth of 7.2%[38] - The company expects to maintain a consistent growth trajectory in both Advanced Technology Solutions and Core Business Services moving forward[38]

Core Insights - European enterprises are transforming customer experience operations by adopting AI, cloud, and automation technologies to create agile and secure contact centers [1][2][3] Group 1: Strategic Shift in Contact Centers - Enterprises are prioritizing structured optimization and productivity improvements over staff expansion, reflecting a global trend towards sustainable growth with customer experience (CX) excellence at its core [2][3] - The 2025 ISG Provider Lens report indicates that CX has evolved into a strategic priority, with companies adopting AI-powered, cloud-native, and omnichannel contact center models to enhance agility and customer satisfaction [2][3] Group 2: Cloud Migration and Operational Efficiency - Cloud migration is identified as a cornerstone of the evolution in contact centers, providing flexibility, scalability, and support for remote work integration [3] - By utilizing cloud-based contact center customer experience (CCCX) platforms, enterprises can optimize spending, improve service reliability, and reduce infrastructure costs [3] Group 3: AI and Automation Integration - AI and automation are redefining CCCX operations, with intelligent virtual assistants and predictive analytics enhancing customer engagement and decision-making [4][5] - The integration of customer data platforms has improved personalization capabilities, allowing agents to provide more accurate responses and strengthen customer loyalty [5] Group 4: Security and Compliance Focus - Security and compliance are top priorities for enterprises adopting AI-enabled contact centers, with a heightened focus on data protection and adherence to regulations like GDPR and PCI-DSS [6][7] - Modern CCCX platforms incorporate advanced safeguards such as multifactor authentication and AI-based monitoring tools to manage compliance risks [6][7] Group 5: Market Trends and Provider Evaluation - The report highlights trends such as the expansion of self-service capabilities and initiatives aimed at enhancing agent experience to drive retention and productivity [7] - The report evaluates 27 providers across three quadrants, naming Atento, Capita, Concentrix, and others as Leaders in various categories [9]

Core Insights - Genpact has been recognized on Forbes' "World's Best Employers 2025" list for the fifth consecutive year, highlighting its commitment to a positive and inclusive workplace culture [1][2] - The recognition reflects Genpact's focus on continuous learning, innovation, and career growth, particularly in the context of becoming a more AI-driven company [2][3] Company Recognition - Genpact's inclusion in the Forbes list is based on independent surveys conducted by Statista, involving over 300,000 employees from companies with global operations [2] - Employees rated Genpact on various criteria, including salary, career advancement opportunities, work-life balance, and company reputation [2] Company Profile - Genpact is described as an agentic and advanced technology solutions company that leverages process intelligence and artificial intelligence to deliver measurable outcomes [3][5] - The company emphasizes a strong partner ecosystem and a commitment to client trust, aiming to transform business operations through innovative solutions [3]

Core Insights - Genpact has been recognized as both a Leader and a Star Performer in the Everest Group Finance & Accounting Outsourcing PEAK Matrix Assessment 2025, highlighting its AI-first strategy and leadership in finance operations transformation [1][2][3] Group 1: Recognition and Strategy - The recognition from Everest Group underscores Genpact's strength in finance and accounting expertise, driven by investments in AI technologies like the AI Value Studio and Gigafactory [2][3] - Genpact is noted for being an early mover in agentic AI for finance, appealing to innovation-focused enterprises [2][3] - The AI Gigafactory is highlighted as a key differentiator, facilitating the transition from pilot to production in enterprise AI adoption [2][3] Group 2: Capabilities and Impact - Genpact's dual recognition reinforces its strategy to redefine finance for the digital era, focusing on intelligent, resilient, and insights-driven finance operations [3] - The company continues to invest in agentic AI, analytics, and domain expertise to assist clients in transforming their operations with speed and confidence [3][4] - Genpact combines deep process and industry domain expertise with advanced technology capabilities to help clients address business challenges [2][3]

Core Insights - The article discusses the challenges of communication and collaboration in teams due to the absence of key personnel, and how advancements in LLM (Large Language Models) and data privacy technology can address these issues [2][3]. Company Overview - Eightfold, an AI recruitment startup, has recently reached a valuation of $2.1 billion and launched Viven, a digital twin startup aimed at providing employees access to critical team information even when colleagues are unavailable [3][8]. - Viven raised $35 million in seed funding from investors including Khosla Ventures, Foundation Capital, and FPV Ventures [3]. Technology and Functionality - Viven creates a dedicated LLM for each employee by accessing internal documents such as emails, Slack, and Google Docs, allowing other team members to query these digital twins for instant answers related to shared projects and knowledge [3][4]. - The technology addresses the challenge of sharing sensitive information by pairing context with privacy, enabling the LLMs to determine what information can be shared within the organization and with whom [6]. Market Position and Competition - Currently, there are no other companies in the enterprise digital twin space, as confirmed by Ashutosh Garg, co-founder of Viven [9]. - Although there are no direct competitors at this stage, major companies like Anthropic, Google, Microsoft, and OpenAI have products that include personalized modules, which could pose future competition [10]. Client Adoption - Viven has already secured several enterprise clients, including Genpact and Eightfold, indicating early market traction [8].

Core Viewpoint - Genpact (G) has experienced significant selling pressure, declining 5.7% over the past four weeks, but is now positioned for a potential trend reversal as it is in oversold territory, with analysts predicting better earnings than previously expected [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a momentum oscillator that helps identify whether a stock is oversold, with readings below 30 indicating oversold conditions [2]. - Genpact's current RSI reading is 28.02, suggesting that heavy selling may be exhausting, indicating a potential bounce back towards equilibrium in supply and demand [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts to raise earnings estimates for Genpact, with a 0.1% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7]. - Genpact 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, indicating a strong potential for a turnaround [8].

Group 1 - Recent dividend activity included increased payouts from Lockheed Martin and MSC Industrial Direct, indicating strong financial performance and shareholder returns [2] - Companies such as Pfizer and Genpact have declared dividends, reflecting ongoing commitment to returning value to shareholders [2] - Looking ahead, industry players like Delta Air Lines are expected to announce their dividend activities, suggesting continued interest in shareholder returns within the sector [2]

Core Viewpoint - Genpact will report its third quarter 2025 financial results on November 6, 2025, after market close [1] Group 1: Financial Reporting - The financial results announcement will be followed by a conference call hosted by Genpact's management team at 5:00 p.m. ET [2] - Participants are encouraged to register in advance for a seamless access experience during the call [2] - A live webcast of the call will be available on the Genpact Investor Relations website, with a replay and transcript posted shortly after the call concludes [2] Group 2: Company Overview - Genpact is recognized as an agentic and advanced technology solutions company, leveraging process intelligence and artificial intelligence to deliver measurable outcomes [3] - The company has a strong partner ecosystem and decades of client trust, providing innovative solutions that transform business operations [3] - Genpact's team is characterized by an active learning mindset and client-centricity, aimed at delivering lasting value for leading enterprises globally [3]

Financial Data and Key Metrics Changes - The combined market is up 18% year to date, with as-a-service up 29% and managed services only up 1.5% [6][7][31] - Managed services in the Americas grew 15% year to date, while EMEA and Asia showed declines [4][7][32] - The BPO segment generated about $1.8 billion in ACV, down 16% year on year, with a year-to-date decline of 22% [18][19] Business Line Data and Key Metrics Changes - The ITO segment was down 2% year on year but up 5% year to date, with the Americas accounting for all growth [14] - Engineering services saw a significant increase, up nearly 60% year over year and 36% year to date [15] - The BPO segment has seen a long-term decline, with nine of the past 11 quarters showing year-on-year declines [18][19] Market Data and Key Metrics Changes - The as-a-service market, which includes SaaS, is now over 65% of the total volume [6][7] - The Americas managed services segment was up 22% year over year, while EMEA was down 25% [31][32] - Asia-Pacific managed services generated $2.5 billion of ACV, down 26% year to date [33] Company Strategy and Development Direction - The company emphasizes a shift towards cloud-first platforms and AI-driven solutions, indicating a fundamental replatforming rather than just hype [3][5] - There is a focus on automation and local hiring due to new H-1B visa policies, which are expected to reshape labor delivery models [5][10] - The company is adapting to a market that is increasingly integrating technology-led solutions into BPO services [20] Management's Comments on Operating Environment and Future Outlook - Management noted that while the macro environment remains uncertain, tech services spending in the U.S. is stabilizing and even expanding in some areas [31] - The outlook for managed services remains at 1.3% for the full year, while the forecast for as-a-service has been raised from 21% to 25% [57][58] - There are mixed signals in sectors like retail and automotive, with expectations of continued pressure on discretionary spending [61][64] Other Important Information - The company is seeing a significant shift in hiring patterns within BPO, focusing on specialized skills such as AI and data science [20][21] - Pricing pressures are evident across both BPO and ITO due to intense competition and the impact of AI [22] Q&A Session Summary Question: What is the demand outlook for tariff-hit sectors like retail and autos? - Management indicated that while retail is under pressure, there are signs of increased deal activity focused on cost optimization, but bookings have not yet reflected this [61][62] Question: Will the increase in as-a-service outlook help revive demand for system integrators around SaaS implementation? - Management believes that the SaaS market is driving demand for system integrators, particularly as organizations rationalize their infrastructure to be AI-ready [60] Question: Are there delays in decision-making due to the H-1B visa fee hike? - Management noted that while there was initial concern, clarity from the administration helped calm the market, and clients have not significantly slowed down their decision-making [65]