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IBEX Reports Strongest Quarterly Growth Rate in Nearly 3 Years, Record Fiscal Year 2025 Financial Results, Introduces Fiscal Year 2026 Guidance
Globenewswire· 2025-09-11 20:05
Record fourth quarter and full-year Revenue, EPS, Adjusted EPS, and Free Cash FlowFourth quarter revenue grew 18.2% versus prior year quarter, and full-year revenue grew 9.8%Fourth quarter EPS of $0.66 and adjusted EPS of $0.87 grew 19% and 50%, respectivelyFull-year EPS of $2.36 and adjusted EPS of $2.75 grew 28% and 31%, respectively Exceeded high end of Revenue and Adjusted EBITDA Guidance WASHINGTON, Sept. 11, 2025 (GLOBE NEWSWIRE) -- IBEX Limited (“ibex”), a leading provider in global business process ...
Genpact’s Global Rebrand and Strategic Shift to “Agentic AI”
Yahoo Finance· 2025-09-11 17:15
Genpact Limited (NYSE:G) is one of the best IT stocks to invest in according to hedge funds. On September 8, Genpact announced a global rebrand. The rebrand reflects the company’s strategic pivot toward becoming an advanced technology company. To mark the occasion, members of Genpact’s leadership team celebrated by ringing the opening bell at the New York Stock Exchange. The rebranding follows the company’s 2025 Investor Day in late June, where it unveiled “GenpactNext,” which is a new growth model and st ...
ExlService Holdings: Leading Digital Transformation With Analytics-Driven Growth (EXLS)
Seeking Alpha· 2025-09-11 12:58
ExlService Holdings, Inc. (NASDAQ: EXLS ) has successfully moved beyond the outsourcing peer group against which it was once benchmarked. The company repositioned as a digital-first operator with analytics and artificial intelligence contributing over halfA seasoned market professional with over 12 years of diverse experience across sectors, and having a chartered degree in Accounting & Finance. I have worked with Tier-1 IT companies and leading business consulting firms, gaining broad exposure to industry ...
ibex Targets Government Sector to Deliver AI-Powered CX Solutions
Globenewswire· 2025-09-03 13:00
Core Insights - ibex is shifting its focus to the government sector, aiming to provide next-generation contact center and citizen engagement solutions using AI technology [1][2][3] - The company emphasizes the need for government agencies to enhance citizen experiences by adopting innovative, digital-first solutions that meet rising expectations [2][4] Company Strategy - ibex plans to leverage its extensive experience in customer engagement to help government entities improve service delivery and efficiency [2][3] - The company aims to address budget constraints faced by government agencies by offering cost-effective, human-centered solutions that accelerate ROI [3][4] Technology and Solutions - Central to ibex's government offering is the ibex Wave iX platform, which provides AI-driven customer support capabilities across multiple channels [4] - The Wave iX platform is designed to facilitate seamless interactions between customer service agents and citizens, ensuring consistent service quality [4] Operational Scale - ibex operates approximately 30 global delivery centers and employs over 33,000 staff, managing nearly 170 million customer interactions annually [5][6] - The company generates over $2.2 billion in lifetime customer revenue each year, showcasing its significant impact on customer experience [6]
IBEX Limited to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on September 11, 2025
Globenewswire· 2025-08-28 20:30
WASHINGTON, Aug. 28, 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 fourth quarter and fiscal year 2025 financial results after the market close on Thursday, September 11, 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 Li ...
ibex Sponsors the 2025 Creighton Farms Invitational to Benefit Nicklaus Children’s Health Care Foundation and PKU Hope Foundation
Globenewswire· 2025-08-21 13:00
Group 1 - ibex announced its sponsorship of the 2025 Creighton Farms Invitational, an event benefiting the Nicklaus Children's Health Care Foundation and the PKU Hope Foundation [1][8] - The event aims to raise awareness for PKU and support childhood illness treatment, with ibex's CEO highlighting the importance of the foundations' work in providing pediatric healthcare [2][3] - The Nicklaus Children's Health Care Foundation, established in 2004, collaborates with pediatric hospitals to support innovative programs for childhood illness diagnosis and treatment [2] Group 2 - The PKU Hope Foundation focuses on improving the quality of life for individuals with PKU by supporting research, community building, and advocacy [3] - ibex engages in philanthropic efforts through its ibex Cares program, donating hundreds of thousands of dollars to local charities and disaster relief globally [4] - ibex operates a global customer experience delivery model with approximately 31 facilities and a workforce of over 31,000 employees, utilizing advanced technology to enhance customer interactions [5][6]
Concentrix (CNXC) FY Conference Transcript
2025-08-12 18:02
Summary of Conference Call Company Overview - The conference call featured Concentrix, with CEO Chris Caldwell and CFO Andre Valentine discussing the company's performance and outlook in the digital transformation sector [1][3]. Key Points Financial Performance - Concentrix reported revenue exceeding guidance, indicating strong momentum in bookings, which is expected to continue into the second half of the year [3][4]. - The company raised its revenue guidance for the latter half of the year due to robust growth in its IX Hello and IX Hero product suites [3][4]. Demand Trends - There is a modest organic acceleration in growth anticipated for the second half of the year, driven by strong bookings related to generative AI capabilities and vendor consolidation trends [5][6]. - Budget caution remains prevalent among clients, particularly for traditional services, but this caution is viewed positively as it allows Concentrix to help clients operate more efficiently [8][10]. Vertical Performance - Strong performance is noted in the BFSI (Banking, Financial Services, and Insurance) sector, with healthcare showing signs of recovery and travel and transportation experiencing unexpected growth [9][10]. - Some sectors, like automotive, are facing challenges due to tariffs, but overall, there is steady growth across various verticals [9][10]. Tariff Impact - Clients are adapting to tariff changes, leading to more resilient supply chains, although ongoing tariff fluctuations continue to create uncertainty [12][13]. Margin and Delivery Mix - The company anticipates a positive margin trajectory as investments in generative AI tools reach breakeven and begin to contribute positively to margins [15][17]. - The shift towards offshore services is creating a short-term revenue headwind but is expected to be accretive to margins in the long term [18][19]. Platform Strategy and AI - Concentrix's strategy has increasingly focused on technology-led solutions, with a significant portion of new deals being multi-pillar transformational rather than standard services [21][22]. - The acquisition of Catalyst (formerly Prokarma) is seen as a go-to-market enabler, enhancing the company's technical capabilities [24][25]. AI Product Adoption - The IX Hello and IX Hero products are seeing increased adoption, with Concentrix claiming to have one of the largest deployments of AI across desktops in the industry [28][29]. - The IX Hello platform focuses on complete automation, while the company is cautious about deployment to protect brand integrity and ensure data readiness [31][32]. Competitive Landscape - Concentrix differentiates itself from pure-play AI vendors by emphasizing compliance, regulatory considerations, and the integration of complex customer journeys [34][36]. - The company is positioned to compete effectively against larger players by offering a full suite of services and solutions [43][44]. Future Outlook - The company sees significant growth potential in adjacent services, particularly in data annotation, which is expected to drive future revenue streams [50][51]. - Concentrix remains open to M&A opportunities, focusing on client needs and potential synergies to enhance its service offerings [52][53]. Strategic Vision - The leadership expressed excitement about the company's investments over the past years coming to fruition, positioning Concentrix favorably in an expanding marketplace [57]. Additional Insights - The integration of the WebHelp acquisition has been successful, achieving synergy targets and enhancing the company's footprint in Europe and Latin America [55][56].
Firstsource named a 'Star Performer' and a 'Major Contender' in Everest Group's Financial Crime and Compliance (FCC) Operations Services PEAK Matrix® Assessment 2025
Prnewswire· 2025-08-12 13:27
LOUISVILLE, Ky., Aug. 12, 2025 /PRNewswire/ -- Firstsource Solutions Limited (NSE: FSL) (BSE:532809), a leading global provider of specialist domain-led Business Process Services (BPS) and an RP- Sanjiv Goenka Group company, has been recognized as a Star Performer and a Major Contender in Everest Group's Financial Crime and Compliance (FCC) Operations Services PEAK Matrix® Assessment 2025. This dual recognition indicates Firstsource's year-on-year improvement in both market impact and vision & capability di ...
Conduent(CNDT) - 2025 Q2 - Earnings Call Transcript
2025-08-06 14:00
Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $754 million, slightly up sequentially, with adjusted EBITDA at $37 million and an adjusted EBITDA margin of 4.9%, exceeding expectations and up year on year [6][13][21] - Adjusted revenue decreased by 2.6% year over year from $774 million in Q2 2024 [13] - New business Annual Contract Value (ACV) was $150 million, up 6% year over year and 38% sequentially [11][12] Business Line Data and Key Metrics Changes - Commercial segment adjusted revenue was $365 million, down 5.9% year over year, with adjusted EBITDA of $27 million and a margin of 7.4%, down 190 basis points [14][15] - Government segment adjusted revenue decreased by 2.9% to $238 million, but adjusted EBITDA increased by 22% to $60 million, with a margin of 25.2%, up 520 basis points [16] - Transportation segment adjusted revenue increased by 7.1% to $151 million, with adjusted EBITDA of $8 million and a margin of 5.3%, up 320 basis points [17] Market Data and Key Metrics Changes - The qualified ACV pipeline remains strong at $3.3 billion, up 5% year over year and 6% since the beginning of 2025 [12] - The company expects improved performance in the Commercial segment in Q3 as some deals are pushed from Q2 [7][10] Company Strategy and Development Direction - The company is focused on portfolio rationalization, improving culture, operations, and technology, and leveraging AI to enhance capabilities [9][26] - The new Chairman of the Board, Harsh Agrawdy, is expected to contribute significantly to the company's strategic direction [9][24] - The company aims to achieve high adjusted EBITDA margins and revenue growth in the second half of the year, despite some revenue lumpiness [10][21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the market despite uncertainties related to tariffs, AI, and economic conditions [27][28] - The company is confident in achieving year-over-year revenue growth in the second half of 2025, although it may fall slightly short for the full year [20][21] Other Important Information - The company launched a new three-year share buyback program for $50 million and repurchased approximately 2.7 million shares at an average price of $2.7 [19][20] - The net leverage ratio remained at 2.7 turns, with expectations for reduction in Q3 and Q4 [19] Q&A Session Summary Question: Comments on the potential impacts of the big beautiful bill, particularly around the SNAP program - Management indicated that the bill presents more opportunities than impediments, with potential fraud reduction opportunities in SNAP and open loop systems [31][32][34] Question: Drivers of new business signing momentum in the Commercial segment - Management noted consistent performance in new logos and capabilities, with a need for improved performance from account managers [35][36] Question: Timing of rationalization efforts and potential news by year-end - Management confirmed that work is underway and expressed hope for developments by the end of the year [37][39] Question: AI-driven solutions and client expansion into other services - Management confirmed that clients are seeking efficiency and quality improvements through AI, which is being implemented across various initiatives [43][44] Question: Market underestimation of revenue catalysts from regulatory developments - Management acknowledged real opportunities but emphasized that implementation speed by states is crucial [46][47] Question: Talent acquisition and attrition rates - Management reported improved retention and lower attrition rates, with muted wage pressure compared to the previous year [48][51] Question: Strategic shifts under the new Chairman's leadership - Management advised not to overreact to board changes, emphasizing continuity in strategic objectives [52][55]
TELUS International(TIXT) - 2025 Q2 - Earnings Call Transcript
2025-08-01 15:32
TELUS International (Cda) (TIXT) Q2 2025 Earnings Call August 01, 2025 10:30 AM ET Company ParticipantsElena Lebac - Investor Relations OfficerJason Macdonnell - President, Acting CEO & COO - TELUS Digital & Customer ExperienceTobias Dengel - President - TELUS Digital Solutions & WillowTreeGopi Chande - CFOPuneet Jain - Associate - Equity ResearchJonathan Lee - Managing Director - Equity ResearchDivya Goyal - Director - Equity Research - Technology, Software & ServicesAravinda Galappatthige - MD - Instituti ...