NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, will release financial results for the fourth quarter and full-year ended December 31, 2025, on Tuesday, February 24, 2026, after the market closes. An earnings news release, investor fact sheet and presentation will be published on the company’s investor relations website offering an overview of the financial results. The company will host a conference call at 10:00 a.m. EST the following day ...

Group 1: Financial Performance - Accenture plc reported earnings of $3.94 per share for the first quarter of fiscal 2026, exceeding the Zacks Consensus Estimate by 5.6% and reflecting a 9.8% increase year-over-year [1] - Total revenues reached $18.7 billion, surpassing the consensus estimate by 1% and showing a 6% year-over-year growth [1][10] Group 2: Strategic Focus - The company emphasizes delivering 360-degree value to stakeholders through technology, focusing on long-term growth by building a digital core with cloud, data, and AI [2] - Accenture's buyout strategy aims to channel business into high-growth areas, enhancing skills and capabilities, with $1.5 billion spent on 23 acquisitions in fiscal 2025 [3] Group 3: Dividend and Liquidity - Accenture has a consistent record of dividend payments, distributing $3.7 billion in fiscal 2025, indicating a commitment to returning value to shareholders [4] - The company's current ratio was 1.41 at the end of the first quarter of fiscal 2026, suggesting it can easily meet short-term obligations despite being lower than the industry average of 1.97 [5] Group 4: Industry Challenges - Higher talent costs due to a competitive market pose a significant challenge for consulting services providers like Accenture, which is labor-intensive and reliant on foreign talent [6] - The company's market share and revenues are closely tied to client relationships and contract negotiations, facing fierce competition from firms like Genpact Limited and Cognizant Technology Solutions [7]

Core Viewpoint - EXL has promoted Raghav Jaggi to Executive Vice President, Insurance Practice Leader, acknowledging his significant contributions and leadership over two decades [1][3]. Group 1: Leadership and Contributions - Raghav Jaggi joined EXL in 2003 and has held various leadership roles, contributing to the development of EXL's core business capabilities and strengthening relationships with major global insurers [2]. - He has been instrumental in building EXL's insurance practice into a market leader, focusing on innovation and delivering impactful solutions for insurers globally [2][4]. - Raghav has led the life and annuities business and the LifePRO™ technology platform, and co-led the global property and casualty business [3]. Group 2: Company Vision and Culture - The promotion of Raghav reflects EXL's commitment to developing internal talent and the strength of its leadership team [3]. - Raghav has played a key role in embedding innovation into EXL's culture through initiatives like IdeaTank and EXL's Venture Labs [4]. - The company aims to help global insurers accelerate growth through digital transformation and data- and AI-led innovation under Raghav's leadership [3][4]. Group 3: Company Overview - EXL is a global data and AI company that provides services to transform client business models and drive growth across various industries, including insurance, healthcare, and banking [5]. - Founded in 1999, EXL is headquartered in New York and employs approximately 63,000 people across six continents [5].

Core Viewpoint - EXL has repurchased 1,551,970 shares of its common stock from Orogen Echo LLC for a total of $63,373,143, reflecting confidence in the company's performance and future growth potential [1][2]. Group 1: Share Repurchase Details - The repurchase was executed at a price of $40.834 per share, which is the volume weighted average price over the five days prior to the settlement [1]. - This transaction is separate from EXL's existing $500 million share repurchase program [1]. Group 2: Management Commentary - Rohit Kapoor, Chairman and CEO of EXL, emphasized that the repurchase represents a unique opportunity to return capital to stockholders and offers a compelling return on investment [2]. - Vikram S. Pandit, CEO of Orogen, expressed satisfaction with the partnership and the growth trajectory of EXL since their collaboration began in 2018 [3]. Group 3: Company Overview - EXL is a global data and AI company that provides services to transform client business models and drive growth across various industries, including insurance, healthcare, and banking [5]. - The company was founded in 1999 and has approximately 63,000 employees worldwide [5]. Group 4: Orogen Overview - The Orogen Group, founded by Vikram S. Pandit and Atairos, focuses on long-term strategic investments in financial services and related businesses [6]. - Orogen aims to leverage its resources and expertise to help partner companies achieve growth [6].

Core Insights - EXL has been recognized as a Leader in the Everest Group's Clinical and Care Management (CCM) Operations PEAK Matrix® Assessment 2025 report, highlighting its strong position in the healthcare sector [1][2] Group 1: Company Recognition - The Everest Group evaluated 20 leading CCM operations providers, and EXL was noted for its embedded data and AI capabilities, flexible engagement model, and ability to deliver workflow improvements through technology-driven insights [2][3] - This recognition affirms EXL's vision and execution in assisting clients to achieve their goals in a complex healthcare landscape [3] Group 2: Industry Challenges - The healthcare industry is facing rising care complexity, workforce constraints, and financial risk exposure, which are increasing pressure on payers and providers [3] - As value-based care adoption accelerates, there is a growing demand for solutions that incorporate predictive risk modeling, generative AI, and intelligent automation to enhance patient outcomes and optimize clinician productivity [3] Group 3: EXL's Solutions - EXL addresses industry challenges by embedding data and AI across care management, unifying data, and orchestrating utilization and case management workflows to expedite decision-making and close care gaps [2][3] - The company's flexible engagement model, global delivery network, and clinically trained teams enhance its capabilities in population health and quality improvement [2][3] Group 4: Evaluation Framework - The Everest Group's PEAK Matrix® framework measures market impact and successful solution delivery, classifying service providers into Leaders, Major Contenders, and Aspirants based on their market adoption, service scope, innovation, and delivery footprint [2]

Core Insights - ExlService Holdings, Inc. reported a revenue of $529.6 million for Q3 2025, reflecting a year-over-year increase of 12.2% [1][3] - The diluted EPS (GAAP) for Q3 2025 was $0.36, up 10.7% from $0.33 in Q3 2024, while the adjusted diluted EPS (Non-GAAP) was $0.48, an increase of 10.8% from $0.44 in Q3 2024 [1][6] Financial Performance - Revenue for Q3 2025 increased to $529.6 million from $472.1 million in Q3 2024, marking a 12.2% growth on a reported basis and 12.3% on a constant currency basis [3] - Sequentially, revenue rose by 2.9% on a reported basis and 3.1% on a constant currency basis from Q2 2025 [3] - The operating income margin for Q3 2025 was 14.4%, compared to 14.7% in Q3 2024 and 15.8% in Q2 2025 [4][6] Guidance and Future Outlook - The company raised its full-year guidance for revenue to between $2.07 billion and $2.08 billion, indicating a year-over-year growth of 13% [2][12] - Adjusted diluted EPS guidance was increased to a range of $1.88 to $1.92, representing a 14% to 16% increase over 2024 [2][12] Business Highlights - ExlService won 21 new clients in Q3 2025 and launched EXLdata.ai in partnership with Databricks, aimed at addressing enterprise data readiness for AI [12] - The company was recognized as a Market Leader in the HFS Research Horizon Insurance Services 2025 report and as a Leader in Everest Group's Healthcare Data, Analytics and AI Services PEAK Matrix® 2025 [12] Segment Performance - Revenue from the Insurance segment was $180.5 million in Q3 2025, up from $166.4 million in Q3 2024 [4] - The Healthcare and Life Sciences segment generated $135.3 million, compared to $111.2 million in the same quarter last year [4] - Banking, Capital Markets, and Diversified Industries segment revenue was $121.0 million, up from $108.3 million in Q3 2024 [4]

Summary of NowVertical Group Conference Call Company Overview - **Company**: NowVertical Group Inc. (OTCPK:NOWV.F) - **Industry**: Data and AI solutions for large enterprises - **Core Business**: Transforming complex data environments into measurable business outcomes, focusing on increasing revenue, reducing costs, and generating operational efficiencies [4][5] Key Points and Arguments Shift in Business Strategy - Transition from a focus on mergers and acquisitions (M&A) to organic growth, with structural improvements positioning the company for significant opportunities in the data and AI sector [2][5] Operational Momentum - Recent quarters have shown consistent operational momentum, although there was a setback in Q2 due to: 1. Transition to multi-year reseller contracts affecting revenue recognition under IFRS [9] 2. Delays in public sector contracts in Brazil impacting revenue timing [10] 3. Restructuring operations in Chile to build a unified brand strategy [10] - Strategic accounts have shown growth of 40% year-over-year, indicating strong wallet expansion among blue-chip clients [12][13] Client Engagement and Success Stories - Notable client engagements include: - The Economist: Unified data platform leading to a 9% increase in subscriber retention [6] - Palo Alto Networks: Improved partner attribution by 50% [6] - Naranja X: AI deployment to identify high-value clients for better engagement [6] - The company has 250 clients globally, with around 100 being enterprise clients [7] Strategic Accounts Program - The strategic accounts program targets large clients with over $500 million in annual revenue, focusing on data and AI transformation [14][15] - Growth in clients generating over $1 million in annual spend has increased from three to eight [15] Partnerships and Market Expansion - Strong partnerships, particularly with Google Cloud, have driven success in Latin America and are being expanded to the UK market [17][19] - Google Cloud Premier Partner status has facilitated significant project engagements, with a notable increase in partner marketing funds [20] Financial Health and Balance Sheet - Significant progress in cleaning up the balance sheet, including paying down debt and restructuring convertible debt [21][22] - New lender relationship with HSBC has reduced the cost of capital, allowing for organic and inorganic growth opportunities [24] M&A Strategy - M&A remains a core part of the business strategy, focusing on integration-led growth with targets in North America, the UK, and Central Europe [26][27] - The company aims to integrate acquired assets quickly to enhance operational efficiency [26] Future Growth and Investment - The company is balancing investments in sales capabilities with maintaining EBITDA levels, with a focus on partner-led growth strategies [30] - Opportunities for productization of projects are being explored, particularly around data classification and AI enablement [31] Additional Important Information - The company has a strong focus on customer and finance data, which is its competitive advantage [16] - The management team emphasizes the importance of maintaining a clean cap table to avoid unnecessary dilution [24] - The company is actively looking to leverage its partnerships to drive growth and efficiency in sales processes [30]

Core Insights - EXL has been recognized as the category Winner in the 2025 IDC FinTech Real Results program for Lending Transformation excellence, highlighting its successful collaboration with FNBO to create a point-of-sale financing solution [1][3] - The partnership enabled FNBO to launch a cloud-native lending solution in just four months, showcasing the effectiveness of EXL's pre-built accelerators and configurable APIs [2][5] - The initiative attracted over 95% new-to-bank customers, demonstrating the platform's capability to enhance customer acquisition [3] Company Overview - EXL is a global data and AI company that focuses on transforming business models and driving growth through data and advanced technology [6] - Founded in 1999, EXL operates with core values of innovation, collaboration, excellence, integrity, and respect, employing approximately 61,000 people worldwide [6] - FNBO, a subsidiary of First National of Nebraska, Inc., has nearly $35 billion in assets and specializes in providing comprehensive payment solutions across various industries [7][8] Technological Impact - The collaboration between EXL and FNBO integrates digital technology, compliance expertise, and customer-centric design into a single lending solution, enhancing speed to market and borrower experience [4][5] - The modular approach of the platform allows for flexibility in adding features and expanding into new segments while ensuring compliance throughout the program's lifecycle [2][4] Market Position - The recognition by IDC emphasizes EXL's ability to deliver measurable results and prepare banks for competition in the consumer finance market [5] - The partnership illustrates how advanced data, AI, and digital solutions can lead to tangible business outcomes and increased customer value [3][5]

Core Insights - FTI Consulting has appointed Steven Casey as a Senior Managing Director in its Economic Consulting segment, enhancing its public sector and economic advisory capabilities in Australia [1][3] Company Overview - FTI Consulting is a leading global expert firm specializing in crisis and transformation, with over 7,900 employees across 32 countries as of June 30, 2025 [5] - The company generated $3.70 billion in revenues during fiscal year 2024 [5] Leadership and Expertise - Steven Casey brings nearly two decades of experience in advising governments and regulators, with expertise in public policy, economics, regulatory reform, and advanced analytics [2][4] - Prior to joining FTI Consulting, Casey held significant roles at Quantium Telstra and KPMG Australia, focusing on public sector and economic strategy [4] Strategic Goals - Casey will support clients facing complex fiscal, infrastructure, and policy challenges, while also driving the growth of FTI Consulting's economics platform in Australia [3] - The firm aims to provide integrated, multidisciplinary solutions for clients at the intersection of government, public policy, and the private sector [3][4]

Group 1 - ExlService Holdings, Inc. will present at the Citi Global TMT Conference on September 3, 2025, at 4:10 p.m. Eastern Time [1] - The presentation will feature Vivek Jetley, president and head of Insurance, Healthcare and Life Sciences, and Maurizio Nicolelli, chief financial officer [1] - A live audio webcast of the presentation will be available on EXL's investor website [1] Group 2 - ExlService Holdings, Inc. is a global data and AI company that provides services to transform client business models and drive growth [2] - The company operates in various industries, including insurance, healthcare, banking, retail, communications, and energy [2] - Founded in 1999, EXL emphasizes core values such as innovation, collaboration, excellence, integrity, and respect [2] - The company is headquartered in New York and employs approximately 61,000 people across six continents [2]