Core Insights - The company reported strong fiscal second-quarter results, highlighting record revenue and earnings, with a revenue increase of 16.7% year-over-year to $164.2 million and adjusted EBITDA reaching a record $20.7 million, representing 12.6% of revenue [3][4][6] Financial Performance - Adjusted net income rose to $12.8 million from $9.6 million, and adjusted diluted EPS increased to $0.87 from $0.59 [1] - Net income for the quarter was $12.2 million, compared to $9.3 million a year ago, with fully diluted EPS at $0.83, up from $0.57 [2] - The company raised its full-year revenue guidance to $620–630 million, up from $605–620 million, and adjusted EBITDA guidance to $80–82 million, up from $78–81 million [16] Revenue Growth Drivers - Growth was driven predominantly by strength in health tech, which grew by 35.1% and is on track to reach approximately $100 million by year-end [5][6] - Digital and omnichannel services accounted for 82% of total revenue, growing 19% year-over-year [7] - The telecom vertical fell below 10% of revenue for the first time since the company's IPO, attributed to lower volume from legacy carriers [9] Capital Deployment and Cash Flow - Capital expenditures increased to $11.7 million, representing 7.1% of revenue, from $4.3 million (3.1%) a year ago, primarily for offshore expansion [14] - The company reported net cash from operations of $6.6 million for the quarter, up from $1.1 million in the prior-year period [13] - Free cash flow was an outflow of $5.1 million, compared to an outflow of $3.2 million in the prior-year quarter [14] Strategic Initiatives - The company is investing in artificial intelligence and expanding offshore delivery capabilities, with nearly 1,000 agents in India [10][11] - IBEX's AI offerings are designed to enhance client-facing solutions and improve internal processes, supporting operational execution and new client acquisitions [10] Client and Vertical Mix - The largest client accounted for 10% of second-quarter revenue, with the top five, top ten, and top twenty-five clients representing 39%, 57%, and 79% of revenue, respectively [7] - Vertical contributions included health tech at 17.4% of revenue, travel and logistics at 14.1%, and telecommunications at 8.7% [8][19]

Core Insights - IBEX Limited reported strong financial results for the second fiscal quarter ended December 31, 2025, with significant revenue and earnings growth, reflecting the company's operational excellence and market share gains [1][4]. Financial Performance - Revenue reached $164.2 million, a 16.7% increase from $140.7 million in the same quarter last year [2][5]. - Net income rose to $12.2 million, up 31.8% from $9.3 million in the prior year quarter, with a net income margin of 7.4%, an increase of 80 basis points [2][8]. - Adjusted net income was $12.8 million, a 33.0% increase from $9.6 million year-over-year, with an adjusted net income margin of 7.8%, up 100 basis points [2][14]. - Adjusted EBITDA increased by 25.2% to $20.7 million, with an adjusted EBITDA margin of 12.6%, up 80 basis points [2][14]. Earnings Per Share - Diluted earnings per share increased to $0.83, a 44.9% rise from $0.57 in the prior year quarter [2][14]. - Adjusted earnings per share grew by 46.3% to $0.87 compared to $0.59 in the same quarter last year [2][14]. Growth Drivers - The revenue growth was primarily driven by strong performance in key verticals: HealthTech (+35.1%), Travel, Transportation and Logistics (+20.2%), and Retail & E-commerce (+17.2%) [5]. - The company emphasized its leadership in deploying AI solutions, enhancing operational efficiency and customer engagement [4][10]. Future Outlook - IBEX raised its fiscal year revenue guidance to a range of $620 to $630 million, up from the previous range of $605 to $620 million, and adjusted EBITDA guidance to $80 to $82 million, up from $78 to $81 million [15][11].

Core Viewpoint - IBEX Limited will report its second quarter 2026 financial results on February 5, 2026, and will host a conference call to discuss these results and the company's outlook [1][2]. Group 1: Company Overview - IBEX Limited is a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions [1][2]. - The company operates approximately 30 operations facilities worldwide, utilizing next-generation technology to enhance customer experiences across various sectors including retail, e-commerce, healthcare, fintech, utilities, and logistics [2]. Group 2: Workforce and Technology - IBEX employs a diverse global team of over 36,000 employees and manages nearly 170 million critical customer interactions annually [3]. - The company utilizes its AI-powered ibex Wave iX solutions suite to deliver a differentiated customer experience [3].

Core Insights - ibex has been awarded the 2025 Asia's Most Influential Companies Award at The Asia Corporate Excellence & Sustainability (ACES) Awards, recognizing its impact and leadership in the BPO and customer engagement technology sectors [1][2] - The award reflects ibex's commitment to innovation, sustainability, and exceptional customer experience, highlighting its role in the Philippines' growth as a global business hub [2] Company Overview - ibex operates 10 customer experience (CX) service centers across the Philippines, with recent expansion including a new site in Davao [3] - The company employs over 36,000 individuals globally and manages nearly 170 million customer interactions annually, utilizing advanced technology such as the AI-powered ibex Wave iX solutions suite [6][7] Employee Engagement and Culture - ibex promotes a vibrant workplace culture with various employee engagement activities, including talent competitions and wellness programs, emphasizing the link between employee satisfaction and customer experience [4][5] - The company is dedicated to fostering a diverse and inclusive environment, which is seen as essential for delivering superior customer service [5]

Core Insights - Three IT services stocks, Ibex Ltd., 9F Inc., and GDS Holdings Ltd., have entered the top 10th momentum percentile rankings, indicating strong technical signals and increasing investor demand in the IT services sector [1][6]. Momentum Percentile Overview - Momentum percentile ranks a stock's price strength and volatility against peers, with higher percentiles indicating greater momentum, serving as a signaling tool for traders and investors [2]. Company Performance - **Ibex Ltd.**: Momentum percentile increased from 86.34 to 92.45, a rise of 6.11 points. The stock has risen 88.66% year-to-date and 103.78% over the past year, showing strong price trends across all time frames [7]. - **9F Inc.**: Momentum percentile advanced from 89.29 to 92.66, gaining 3.37 points. The stock is up 88.49% year-to-date, maintaining a strong price trend despite a poor growth ranking [7]. - **GDS Holdings Ltd.**: Momentum percentile jumped from 86.57 to 90.38, an increase of 3.81 points. The stock has advanced 68.08% year-to-date and 89.96% over the past year, indicating climbing investor appetite [7]. Sector Trends - The collective rise of these three companies into the momentum top decile reflects a growing trend of sector-specific strength, potentially driven by robust earnings, sectoral growth, or increased institutional interest [6].

Market Overview - U.S. stock futures showed mixed performance following a mixed close on Friday, with major indices fluctuating ahead of the Federal Reserve's interest rate decision [1][2] - The Dow Jones index fell by 274 points or 0.59% to 45,834.22, while the S&P 500 decreased by 0.048% to 6,584.29, and the Nasdaq Composite rose by 0.44% to 22,141.10 [5][6] Economic Indicators - The 10-year Treasury bond yielded 4.07%, and the two-year bond was at 3.56%, with markets pricing a 100% likelihood of an interest rate cut by the Federal Reserve [2] - Consumer sentiment, as measured by the University of Michigan, declined to 55.4 in September from 58 in August, falling short of market expectations [4] Company Performance - Adobe Inc. reported better-than-expected third-quarter results and raised its fiscal 2025 outlook [4] - IBEX Ltd. shares surged over 36% following a positive financial report and guidance [4] - Hain Celestial Group Inc. saw a premarket jump of 20% ahead of its earnings report, with analysts estimating earnings of 3 cents per share on revenue of $371.46 million [19] - Dave & Buster's Entertainment Inc. rose by 2.07% as analysts expect earnings of 92 cents per share on revenue of $562.78 million [19] - Multi Ways Holdings Ltd. declined by 4.33% after announcing a registered direct offering of $1.49 million [19] - Check Cap Ltd. surged 160.21% after entering a definitive merger agreement with MBody AI [19] - Nvidia Corp. dropped 2.46% following a ruling by the Chinese regulatory body for antitrust violations [19] - Warner Bros Discovery Inc. fell 4.35% after a significant rise on Friday due to acquisition news [19] Analyst Insights - Individual investor sentiment has turned increasingly pessimistic, with bearish views rising to 49.5%, the highest level since early May [7][8] - Despite recent market gains, bullish sentiment has declined to 28%, significantly below historical averages [8][9] - Analysts note a divergence between market performance and investor sentiment, suggesting that caution among investors could provide a support level for the market [11]

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]

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 announcing better-than-expected fourth-quarter financial results and issuing FY26 sales guidance above estimates [2] Market Sentiment - The CNN Money Fear and Greed index showed a slight decline to 54.2, remaining in the "Neutral" zone [5] - The University of Michigan consumer sentiment index fell to 55.4 in September from 58 in August, below market estimates [2] Stock Market Overview - U.S. stocks closed mixed, with the Dow Jones dropping around 274 points to 45,834.22, while the Nasdaq Composite gained 0.44% to 22,141.10 [3] - Most sectors on the S&P 500 ended negatively, with industrials, health care, and materials experiencing the largest losses, while consumer discretionary and utilities stocks closed higher [3]

Market Overview - The U.S. stock market had a mixed performance on September 12, 2025, with technology stocks driving gains while broader indexes showed varied results, as investors anticipate a Federal Reserve interest rate decision next week [1][8] - All three major U.S. indexes are expected to conclude the week with gains, marking one of Wall Street's best weekly performances in the last five [1] Market Indexes Performance Recap - The Nasdaq Composite rose 0.4% today, finishing the week with a 2% gain and reaching new record highs [2] - The S&P 500 dipped slightly by less than 0.1% on Friday but still managed a weekly gain of 1.6% [2] - The Dow Jones Industrial Average declined by 0.6% today but closed the week up 1% [2] Upcoming Market Events - The Federal Reserve's interest rate decision is scheduled for September 17, with markets anticipating a 25-basis-point reduction from the current range of 4.25-4.50% [4] - Jobless claims have climbed to 263,000, the highest since October 2021, indicating a cooling U.S. labor market [4] Major Stock News and Developments - Microsoft shares rose nearly 2% after an agreement with OpenAI for a potential conversion to a for-profit company [6] - Tesla shares gained 7%, driven by optimism over Fed rate-cut expectations [6] - Warner Bros. Discovery shares jumped 17% following reports of a majority-cash takeover bid from Paramount Skydance [6] - Oracle shares initially surged 36% due to record cloud demand but later eased 6% due to profit-taking [6] - Adobe shares slipped 0.4% despite better-than-expected quarterly results, with Barclays raising its price target to $465 and BMO Capital lowering it to $405 [6] - RH shares slid 4.6% after trimming its sales forecast and delaying a product launch due to tariffs [6] Earnings Announcements After Market Close - Cantaloupe reported EPS of $0.09 against a forecast of $0.105 and revenue of $82.56 million against a forecast of $83.73 million [7] Overall Market Sentiment - The market remains cautiously optimistic, with anticipation of a Federal Reserve rate cut providing a strong tailwind, particularly for the technology sector [8]

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]