AI stocks have dominated the investment landscape in recent years, so it's not easy to find one that's flown under the radar. After three years of huge returns for just about anything AI-associated, investors took a step back in the latter half of 2025 to reassess the AI landscape. Sky-high valuations and questions about the actual returns being generated by all these investments in AI gave many pause, leading to a significant sell-off in the third and fourth quarters for some AI stocks. Where to invest $ ...

ibex Nicaragua Has Earned Five Great Place to Work Certifications, Underscoring Its World-Class Workplace Culture and Employee Experience ibex Ranked Top 10 Best Workplaces for Service Professionals in the Caribbean and Central America Recognition underscores ibex’s industry-leading culture and world-class employee experience MANAGUA, Nicaragua, Jan. 28, 2026 (GLOBE NEWSWIRE) -- ibex (NASDAQ: IBEX), a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technol ...

WASHINGTON, Jan. 22, 2026 (GLOBE NEWSWIRE) -- IBEX Limited (“ibex”) (Nasdaq: IBEX), a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, today announced it will report second quarter 2026 financial results after the market close on Thursday, February 5, 2026. Management will host a conference call and webcast to discuss the Company's financial results, recent developments, and business outlook at 4:30 p.m. ET. What:IBEX Limited Announces Se ...

For years, nearshoring has been sold to logistics operators as a simple equation: move work closer, add people, lower costs. In practice, that model has begun to crack under its own weight. As freight markets remain volatile and operational margins stay thin, the industry is confronting a harder truth, scaling by headcount alone rarely delivers better outcomes. That tension sits at the center of MySavant.ai’s launch. Rather than positioning itself as another staffing or Business Process Outsourcing (BPO) ...

On portfolio mix, Caldwell said Concentrix reduced non-complex work to 5% of revenue from 7% over the year, largely by deploying technology to automate work. He also noted $95 million of investment in capabilities, capacity, facilities, security and footprint in fiscal 2025, which supported shifting 4% of onshore business to offshore centers. Caldwell said the migration creates “some margin compression” due to duplicate costs during transition, but he framed the moves as strengthening client relationships a ...

Concentrix (NasdaqGS:CNXC) Q4 2025 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsRuplu Bhattacharya - DirectorSara Buda - VP of Investor RelationsChris Caldwell - President and CEOLuke Morrison - VP for Equity ResearchAndre Valentine - EVP and CFOConference Call ParticipantsVincent Colicchio - Managing Director and Senior Equity AnalystDave Koning - Senior Research AnalystOperatorHello, everyone. Thank you for joining us, and welcome to the Concentrix Fourth Quarter and Fiscal Year 2025 Fin ...

Financial Data and Key Metrics Changes - For fiscal year 2025, the company achieved a total revenue growth of 2.1% on a constant currency basis, exceeding guidance and outperforming many peers [23] - In Q4, revenue was approximately $2.55 billion, reflecting a constant currency growth of 3.1%, which was above the high end of previous guidance [19] - Non-GAAP operating income for the quarter was $323 million, with a margin of 12.7%, showing a sequential increase of 40 basis points [20] - Adjusted free cash flow reached a quarterly record of over $287 million [21] - The company returned $258 million to shareholders through dividends and share repurchases during the fiscal year [23] Business Line Data and Key Metrics Changes - The company successfully reduced non-complex work from 7% to 5% of revenue, primarily through automation and technology solutions [6] - Annual contract value of deals in the pipeline increased by 6%, with a 9% increase in new wins year-on-year [9] - Transformational deal values grew by 14%, and cross-sell upsell deals increased by 23% [9] - The launch of the IX Suite AI platform generated over $60 million in annualized revenue, with 40% of new business including some form of the company's technology [10] Market Data and Key Metrics Changes - Revenue from banking, financial services, and insurance clients grew by 11%, while revenue from communications and media clients increased by 7% [20] - Revenue from travel clients also grew by 7%, while technology and consumer electronics, as well as healthcare clients, saw a decrease of approximately 2% [20] Company Strategy and Development Direction - The company aims to evolve into a high-value intelligent transformation partner by focusing on complex work and high-value services [5] - Investments in technology and capabilities totaled $95 million in 2025, aimed at optimizing client cost structures and enhancing service offerings [6] - The strategy includes leveraging proprietary technology to differentiate from competitors and drive efficiencies [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, citing consistent revenue growth and strong cash flow generation [19] - The company anticipates a conservative revenue growth guidance for 2026, expecting reported revenue between $10.035 billion and $10.180 billion [25] - Management highlighted the importance of scale, domain expertise, and a diversified service offering as key competitive advantages [16] Other Important Information - The company reduced net debt by approximately $184 million during the fiscal year [23] - Cash and cash equivalents at the end of Q4 were $327 million, with total debt at $4.639 billion [24] Q&A Session Summary Question: Metrics for AI-related software investment - The company focuses on ensuring that AI investments are accretive, achieving a run rate of $60 million with a total spend of around $50 million [31] Question: Determining support for customers facing slowdowns - Investment decisions are based on the type of services clients need rather than call volumes, focusing on long-term relationships with clients [35] Question: Market growth rate expectations - The traditional CX market is flat, while adjacent services are growing at high single digits, indicating a positive outlook for specific segments [37] Question: Consolidation and its impact - The company expects continued consolidation in the market, leveraging its global footprint and technology to drive growth [36] Question: Margin outlook and improvements - Management anticipates sequential improvement in margins in the second half of 2026 as overcapacity issues are resolved and transformational deals are implemented [40]

Financial Performance - The company's 2025 revenue reached $9.8 billion[5], demonstrating a 2.2% year-over-year increase[44] - The three-year Compound Annual Growth Rate (CAGR) for revenue is 15.8%[5] - Adjusted Free Cash Flow for FY 2025 was $626 million[5] - The company anticipates revenue between $10.04 billion and $10.18 billion for FY 2026[44] - The company returned over $258 million to shareholders through share repurchases and dividends in FY 2025[43] Client Base and Services - The company serves over 2,000 clients, including over 160 Fortune Global 500 clients[5] - The company's client base includes 8 of the top 10 Fintech companies and 10 of the top 10 global automotive companies[18] - The company offers a broad portfolio of services including Strategy & Design, Data & Analytics, and Enterprise Technology[13, 14, 16] AI and Operational Improvements - The company's AI solutions are deployed across 1,000+ clients and 400,000+ desktops[35] - An energy client case study showed a 16.5% improvement in first contact resolution after implementing the company's solutions[26] - A consumer goods case study showed a 1.8% increase in Customer Satisfaction (CSAT) and a 7% improvement in Average Handle Time (AHT)[27]

Core Insights - Automatic Data Processing, Inc. (ADP) has a market capitalization of $102.3 billion and provides cloud-based human capital management (HCM) and business outsourcing solutions to help organizations manage their workforce efficiently [1] Financial Performance - ADP is expected to announce its second-quarter results on January 28, with analysts predicting an adjusted profit of $2.58 per share, reflecting a 9.8% increase from $2.35 per share in the same quarter last year [2] - For FY2026, ADP's adjusted EPS is projected to be $10.93, a 9.2% increase from $10.01 in 2025, and is expected to rise further to $11.95 per share in fiscal 2027, marking a 9.3% year-over-year growth [3] Stock Performance - Over the past 52 weeks, ADP's stock price has decreased by 9.4%, significantly underperforming the Technology Select Sector SPDR Fund's (XLK) 25.3% increase and the S&P 500 Index's 17.1% returns [4] - The underperformance is attributed to ADP's defensive, slower-growth profile during a period when investors have favored higher-beta, faster-growing technology and AI-linked stocks [5] Analyst Ratings - Analysts maintain a consensus "Hold" rating for ADP, with 17 analysts covering the stock, including two "Strong Buys," 13 "Holds," one "Moderate Sell," and one "Strong Sell" [6] - The mean price target for ADP is $290.93, indicating an 11.4% upside potential from current price levels [6]

Key Points Zurich-based PSquared Asset Management acquired 635,084 shares of TaskUs in the third quarter. The shares were worth an estimated $11.34 million as of September 30. The position represents 9.0% of reportable U.S. equity assets for the fund. These 10 stocks could mint the next wave of millionaires › On November 13, Zurich-based PSquared Asset Management disclosed a new position in TaskUs (NASDAQ:TASK), acquiring 635,084 shares valued at approximately $11.34 million. What Happened Acc ...