分组1 - Everest Group reported quarterly earnings of $13.26 per share, missing the Zacks Consensus Estimate of $13.36 per share, compared to a loss of $18.39 per share a year ago, representing an earnings surprise of -0.75% [1] - The company posted revenues of $4.42 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.69%, but down from year-ago revenues of $4.64 billion [2] - Over the last four quarters, Everest Group has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] 分组2 - The current consensus EPS estimate for the coming quarter is $14.45 on revenues of $4.48 billion, and for the current fiscal year, it is $54.80 on revenues of $16.99 billion [7] - The Zacks Industry Rank for Insurance - Multi line is currently in the bottom 38% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - The estimate revisions trend for Everest Group was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Core Insights - ZS has been recognized as a Leader in the 2025 Life Sciences AI and Analytics Services for Commercial PEAK Matrix® by Everest Group, achieving the highest placement among evaluated providers [1][2] Group 1: Evaluation and Recognition - The 2025 report assessed 30 organizations based on market impact, vision, and capability, with ZS receiving the top position in the Leader category [2] - Leaders in this category are defined by their comprehensive support across commercial activities, including launch planning, pricing, omnichannel marketing, sales enablement, and patient engagement [3] Group 2: ZS's Strengths and Capabilities - ZS's strengths include advanced applications of AI and analytics, with case studies demonstrating their expertise in these areas [4] - The ZAIDYN® platform from ZS provides advanced analytics, recommendations, and insights to enhance field execution and customer engagement strategies [7] - ZS employs a consulting-led approach that combines technology with advisory expertise to support problem definition and cross-functional use case development [7] Group 3: Client Engagement and Market Insights - ZS has a broad client coverage, working with organizations ranging from emerging biotech firms to global pharmaceutical companies [7] - An example of ZS's impact includes a global pharmaceutical company utilizing an AI-enabled training simulator for personalized feedback in commercial training [7] - ZS assisted a medtech company in analyzing consumer behavior in a declining product category, leading to a refreshed commercial strategy and improved customer engagement [7]

Core Insights - Insurity has been recognized as a Leader in the Underwriting Orchestration for Property and Casualty (P&C) Insurance – Products PEAK Matrix® Assessment 2025 by Everest Group [1] Group 1: Recognition and Evaluation - The evaluation by Everest Group assessed a broad range of criteria including product capabilities, vision and strategy, market impact, and overall value [1]

Group 1 - Everest Group has appointed Tim Carter as Head of North America Reinsurance Claims and James Parker as Head of International Reinsurance Claims [1][5] - Tim Carter has been with Everest since March 2008, previously serving as Vice President Claims and Head of International Reinsurance Claims [3] - James Parker joined Everest in February 2023 as Claims Director, succeeding Carter in his previous role [3][4] Group 2 - Tim Carter has prior experience at AIG, FirstCity Insurance Brokers, and Beazley, while James Parker has worked at AXIS Capital, XL Insurance, Crawford & Company, and AGF Insurance [4] - Everest Group emphasizes the leadership and expertise of Carter and Parker in driving claims excellence across its global Reinsurance platform [5]

Core Insights - TTEC Holdings Inc. has been recognized as a Leader and Star Performer in the 2025 Everest Group PEAK Matrix Assessment for Digital Transformation Services for Mid-market Enterprises, highlighting its strong position in the market [1][2] Company Overview - TTEC is a global innovator in customer experience (CX) technology and services, focusing on AI-enabled digital CX solutions [7] - The company operates through TTEC Digital, which designs and implements omnichannel contact center technology, CRM, AI, and analytics solutions, and TTEC Engage, which provides AI-enhanced customer engagement and support services [7] Recognition and Achievements - TTEC Digital's recognition in the PEAK Matrix reflects its commitment to leveraging advanced technologies such as AI, data analytics, and automation to enhance customer experiences for mid-market enterprises [4][5] - The distinction emphasizes TTEC Digital's ability to drive impactful business outcomes through AI-led customer experience transformation, supported by successful case studies [5] Strategic Focus - TTEC Digital continues to invest in AI-driven innovations that accelerate time-to-value and empower organizations to deliver exceptional customer experiences [6]

Core Insights - TTEC Holdings, Inc. has been recognized as a Major Contender in the Everest Group Sales Services (B2B & B2C) PEAK Matrix® Assessment 2025, marking a significant milestone for the company as it is the first time its RevGen capabilities have been evaluated in this report [1][4] Company Performance - TTEC's end-to-end sales services portfolio includes outbound demand generation, inside sales, channel enablement, revenue operations, and post-sales growth, earning high marks for its technology-enabled global delivery model [4][5] - The company has strategic partnerships with leading vendors such as Salesforce, Outreach.io, Cresta, ZoomInfo, and Ambition, enhancing its tech-enabled offerings [3][4] - TTEC's RevGen portfolio is noted for driving smarter conversions, stronger pipelines, and lasting growth for clients [5] Industry Context - The PEAK Matrix® categorizes providers into Leaders, Major Contenders, or Aspirants, with Major Contenders demonstrating strong capabilities across B2B and B2C sales [2][5] - The 2025 Sales Services assessment includes 24 B2B and 14 B2C providers, highlighting the rapid evolution of the sales services landscape as companies adopt AI-enabled, insight-driven engagement models [5][8]

Core Insights - QualiZeal has been recognized as a Leader and Star Performer in the QE Specialist Services PEAK Matrix® Assessment 2025 by Everest Group [1] Company Recognition - The recognition highlights QualiZeal's strong performance and capabilities in the QE Specialist Services sector [1]

Group 1 - CI&T has been recognized by Everest Group in two additional global assessments for 2025 [1] - The assessments are for CPG Services PEAK Matrix® and Retail Services PEAK Matrix® [1]

Core Insights - Enterprises are under pressure to innovate and adapt quickly, necessitating the use of intelligent systems like Agentic AI for independent decision-making and action [1][2] - Agentic AI represents a new category of intelligent systems that combines contextual awareness, autonomous decision-making, and continuous learning, differentiating it from traditional narrow AI [2] - Global Business Services (GBS) is evolving from a back-office function to a central role in enterprise decision-making, enabling businesses to respond to market changes and operational risks [3][4] GBS Evolution - GBS has expanded its role beyond cost efficiency to become a key player in business intelligence, integrating finance, HR, procurement, and customer operations [4] - The cross-functional nature of GBS, along with standardized processes and centralized governance, positions it uniquely to implement Agentic AI effectively [4] - AI is becoming embedded in daily operations within GBS, rather than being treated as an additional feature [4] Industry Trends - According to Deloitte's 'Global Shared Services Survey 2023', AI, ML, and GenAI are now top priorities for GBS leaders, focusing on decision orchestration rather than mere task automation [5] - Everest Group's 'The Future of Work 2024' indicates that GBS will evolve into the nerve center of enterprise operations, integrating AI agents, people, and processes into adaptive systems [5]

Core Insights - eClerx has been recognized as a Major Contender in the Everest Group's Intelligent Process Automation PEAK Matrix® 2025 [1] Company Summary - eClerx's recognition highlights its capabilities and positioning within the Intelligent Process Automation sector [1]