WASHINGTON, Oct. 23, 2025 (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 first quarter 2026 financial results after the market close on Thursday, November 6, 2025. 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 Fi ...

Genpact Limited (NYSE:G) is among the overlooked AI stocks to buy now. According to the recent filing with the SEC, Truist Financial Corp increased its position in Genpact Limited (NYSE:G) by 8.4% during the second quarter. Following the purchase of 2,882 shares, the investor now owns 37,316 shares of the company’s stock, which translates to an investment worth $1,642,000. Earlier in September, Genpact Limited (NYSE:G) announced its Insurance Policy Suite, a commercial and specialty business insurance sol ...

CX leaders to discuss the CX revolution in the hospitality industry and how Red Roof is delivering an award-winning, AI-driven customer experience ibex and Red Roof to Speak at the ICMI Contact Center Expo in Orlando Experts to discuss the CX revolution in the hospitality industry ORLANDO, Fla., Oct. 22, 2025 (GLOBE NEWSWIRE) -- ibex (NASDAQ: IBEX), a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, today announced it will participate ...

Core Insights - Global equity markets experienced broad positive returns in Q3 2025, driven by resilient corporate earnings, enthusiasm for AI, and the U.S. Federal Reserve's first interest rate cut of the year [3][21] - Emerging markets, particularly China, led the gains, supported by a U.S. trade truce and strength in the tech sector [3][4] - The Polaris Global Equity Composite gained 5.04% (net of fees) for the quarter, underperforming the MSCI World Index, which returned 7.36% [5][6] Market Performance - Developed markets saw weaker currencies benefiting export-oriented indices, with Japan's TOPIX Index up 11.0% and the U.K.'s FTSE All-Share Index up 6.9% [4] - The U.S. market, represented by the S&P 500 Index, gained over 8%, primarily due to tech and communication stocks [4] - France and Germany underperformed due to geopolitical and fiscal concerns, with tepid growth projections under new U.S. trade policy [4] Sector Analysis - The healthcare sector was the best performer, with notable gains from pharmaceutical stocks, while financials, consumer discretionary, and IT also contributed positively [5][6] - Health insurers faced challenges, with UnitedHealth Group and CVS Health posting over 10% returns, while Elevance Health's shares dropped sharply due to profit guidance cuts [7] - In IT, Samsung Electronics excelled with strong performance in HBM technology and a significant deal with Tesla for AI chip manufacturing [11] Company Highlights - United Therapeutics Corp. was a top contributor to portfolio performance, driven by positive clinical trial results for its drug Tyvaso, potentially adding $4-5 billion in peak sales [6] - AbbVie, Inc. expects high single-digit revenue growth through 2029, with flagship drugs projected to exceed $31 billion in sales by 2027 [6] - The Carlyle Group Inc. outperformed in the financial sector, up over 20% due to strong fee-based credit and secondaries business [8] Investment Strategy - The current economic environment is characterized by a "two-speed" economy, with a concentrated AI-driven boom amidst subdued growth in other sectors [21][22] - Financials are seen as attractive due to stable net interest margins and loan growth, while defensives like consumer staples and healthcare are expected to perform well [22] - Opportunities in economically-sensitive sectors are being explored, with a focus on industrials benefiting from AI integration and supply chain modernization [22][23]

BPO Industry Tech Veteran Joins ibex to Further its Leadership Position in AI-Driven CX Solutions ibex Appoints Michael Ringman as Chief Technology Officer BPO tech veteran to further ibex’s leadership position in AI-driven CX solutions WASHINGTON, Oct. 09, 2025 (GLOBE NEWSWIRE) -- ibex (NASDAQ: IBEX), a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, today announced the appointment of Michael Ringman as Chief Technology Officer. Rin ...

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Financial Data and Key Metrics Changes - The company reported revenue of approximately $2.48 billion, an increase of 2.6% year on year on a constant currency basis and 4% year on year as reported [11][12] - Non-GAAP operating income was $305 million, which was below the guidance range due to excess capacity and investments in cybersecurity [12][15] - Adjusted EBITDA for the quarter was $359 million, with a margin of 14.5% [15] - Non-GAAP diluted earnings per share was $2.78, $0.02 below guidance, while GAAP net income was $88 million [15] - Adjusted free cash flow increased to $179 million, up about $44 million year on year [15][19] Business Line Data and Key Metrics Changes - Revenue from banking, financial services, and insurance clients grew 8% year on year, while media and communications clients grew 7% year on year [12] - Retail, travel, and e-commerce clients saw a 3% increase, primarily driven by travel [12] - Technology and consumer electronics, as well as healthcare verticals, were essentially flat [12] Market Data and Key Metrics Changes - The company is experiencing strong demand for integrated offerings and adjacent solutions, particularly in banking and financial services [12] - The demand for AI technology platforms is increasing, with nearly 40% of new wins incorporating AI solutions [7][9] Company Strategy and Development Direction - The company aims to combine AI, customer experience (CX), and IT services to create integrated solutions that differentiate it in the market [4][9] - The strategy focuses on capturing growth opportunities in the evolving market landscape, particularly through the IX AI technology suite [6][9] - The company is committed to returning over $240 million to shareholders through share repurchases and dividends [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in modest sequential margin improvement over the next few quarters despite current margin pressures [5][20] - The overall demand environment remains positive, with expectations for revenue growth in Q4 and fiscal year 2025 [17][19] - The company anticipates continued growth in free cash flow and plans to prioritize debt repayment while supporting dividends and share repurchase programs [19][64] Other Important Information - The Board has authorized an increase in the quarterly dividend to $0.36 per share [16] - The company reduced off-balance sheet factored accounts receivable to approximately $127 million [16] Q&A Session Summary Question: Can you unpack the margin guide down and the impact of excess capacity? - Management indicated that excess capacity was primarily due to tariff-impacted clients and that normalization is expected over multiple quarters [22][25] Question: How is the IX suite ramping and what is the demand? - Management reported that 40% of new wins include the IX technology, with a mix of discrete billing and bundled offerings [28][29] Question: What is the outlook for margins and the impact of one-off items? - Management confirmed that the current margin pressures are one-off items and expects to return to historical margins as new deals ramp up [36][38] Question: Is the sales pipeline healthy and broad-based? - Management expressed satisfaction with the sales pipeline, noting broad-based momentum across strategic verticals and regions [48][49] Question: Can you discuss the decision criteria for transformational investments? - Management emphasized long-term relationships with clients and the expectation of reciprocation in terms of volume and opportunities from transformational investments [52][54]

Financial Data and Key Metrics Changes - The company reported revenue of approximately $2.48 billion, an increase of 2.6% year on year on a constant currency basis and 4% year on year as reported [11] - Non-GAAP operating income was $305 million, which was below the guidance range due to excess capacity and investments in cybersecurity [12][15] - Adjusted EBITDA for the quarter was $359 million, with a margin of 14.5% [15] - Non-GAAP diluted earnings per share was $2.78, $0.02 below the guidance range [15] - Adjusted free cash flow was $179 million, an increase of about $44 million year on year [15] Business Line Data and Key Metrics Changes - Revenue from banking, financial services, and insurance clients grew 8% year on year [12] - Media and communications clients grew 7% year on year, driven largely by clients outside of the U.S. [12] - Revenue from retail, travel, and e-commerce clients grew 3%, with travel being a strong vertical [12] - Technology and consumer electronics, as well as healthcare verticals, were essentially flat [12] Market Data and Key Metrics Changes - The company is gaining market share and securing new wins by integrating AI, CX, and IT services [4] - Almost 40% of new wins this year included AI technology platforms as part of the solution [7] - A study from MIT indicated that externally sourced AI projects with strategic partners succeeded about 67% of the time, which is higher than internally built projects [8] Company Strategy and Development Direction - The company aims to establish itself at the forefront of industry changes by combining practical AI with human intelligence [6] - The IX AI technology suite is positioned to address clients' needs for both full and partial automation [7] - The strategy is focused on capturing growth opportunities in the AI space while maintaining strong cash flow [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in modest sequential quarterly margin improvement over the next few quarters [5] - The overall demand environment remains positive, with expectations for revenue growth as the company enters the final months of 2025 [19] - The company is optimistic about 2026 and plans to provide detailed guidance in the next call [20] Other Important Information - The Board has authorized an increase in the quarterly dividend to $0.36 per share [16] - The company returned approximately $64 million to shareholders in the quarter, including share repurchases and dividends [16] - The company plans to prioritize debt repayment while supporting dividends and share repurchase programs [19] Q&A Session Summary Question: Can you unpack the margin guide down and the impact of excess capacity? - Management indicated that excess capacity was primarily due to tariff-impacted clients and that normalization is expected to take multiple quarters [22][25] Question: How is the IX suite ramping and what does the pipeline look like? - Management reported that 40% of new wins have integrated technology, with a mix of discrete billing and bundled offerings [28][29] Question: What are the expectations for margins moving forward? - Management stated that current margin pressures are one-off items and that they expect to return to historical margins as new deals ramp up [36][38] Question: Is the sales pipeline healthy and broad-based? - Management confirmed a healthy pipeline across strategic verticals and regions, with good momentum in major deals [48][49] Question: Can you discuss the decision criteria for transformational investments? - Management emphasized long-term relationships with clients and the expectation of reciprocation in terms of volume and opportunities [52][54] Question: What is the outlook for free cash flow and capital returns? - Management remains optimistic about increasing free cash flow in 2026 and plans to balance capital allocation between debt repayment, dividends, and share repurchases [60][63]

Financial Data and Key Metrics Changes - The company reported revenue of approximately $2.48 billion, an increase of 2.6% year-on-year on a constant currency basis and 4% year-on-year as reported [11][12] - Non-GAAP operating income was $305 million, which was below the guidance range due to excess capacity and investments in cybersecurity [12][15] - Adjusted EBITDA for the quarter was $359 million, with a margin of 14.5% [15] - Non-GAAP diluted earnings per share was $2.78, $0.02 below guidance, while GAAP net income was $88 million [15] - Adjusted free cash flow increased by about $44 million year-on-year to $179 million [15][19] Business Line Data and Key Metrics Changes - Revenue from banking, financial services, and insurance clients grew 8% year-on-year, while media and communications clients grew 7% year-on-year [12] - Retail, travel, and e-commerce clients saw a 3% growth, primarily driven by travel [12] - Technology and consumer electronics, as well as healthcare verticals, were essentially flat [12] Market Data and Key Metrics Changes - The company is gaining market share and securing new wins by integrating AI, CX, and IT services [4][9] - Almost 40% of new wins this year included AI technology platforms as part of the solution [7] - A study indicated that externally sourced AI projects have a success rate of about 67%, which is higher than internally built projects [8] Company Strategy and Development Direction - The company aims to establish itself as a leader in solutions that combine practical AI and human intelligence at a global scale [6] - The IX AI technology suite is expected to be accretive as it ramps up, providing a competitive differentiation [7][9] - The strategy focuses on capturing growth opportunities in the current environment while improving margins [11][19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment and expects modest sequential margin improvement in the coming quarters [20] - The company is focused on long-term relationships with clients and believes that investments in transformation will yield long-term benefits [53][54] - The outlook for Q4 revenue is projected to be between $2.525 billion and $2.550 billion, with full-year revenue guidance increased to 1.75% - 2% constant currency growth [17][18] Other Important Information - The Board has authorized an increase in the quarterly dividend to $0.36 per share [16] - The company plans to prioritize debt repayment while supporting dividends and share repurchase programs [19][63] Q&A Session Summary Question: Margin guidance down due to excess capacity and transformation programs - Management acknowledged that excess capacity and transformation investments impacted margins, but they expect normalization over the next few quarters [22][24][26] Question: IX suite ramping and pipeline - Management reported that 40% of new wins include the IX technology, with a mix of discrete billing and bundled offerings [28][30] Question: Future margin expectations - Management indicated that current margin pressures are one-off items and expect to return to historical margins as new deals ramp up [36][39] Question: Consolidation situation in the industry - Management believes consolidation will continue, driven by clients seeking fewer partners and deeper relationships [46][47] Question: Risk management and investment criteria - Management explained that investments are made with long-term relationships in mind, expecting reciprocation in volume and opportunities [52][54] Question: Free cash flow guidance and capital returns - Management remains optimistic about free cash flow growth in 2026 and plans to balance capital allocation between debt repayment and shareholder returns [60][63]