Financial Data and Key Metrics Changes - The company has seen strong double-digit growth in recent quarters, with a stable budget and demand environment contributing to this performance [18][22] - EBITDA margin is influenced by seasonal factors, with higher costs in Q1 due to salary adjustments in Brazil, and price adjustments throughout the year [35] Business Line Data and Key Metrics Changes - The CI&T Flow platform is heavily utilized, with 90% of teams using it daily, impacting 85% to 90% of revenue [9][10] - The company is focusing on legacy modernization and customer experience renovation as key offerings, which are driving demand [18][24] Market Data and Key Metrics Changes - The U.S. and Brazil represent approximately 90% of the company's revenue, with emerging markets in Europe and APAC making up the remaining 10% [2] - Client behavior shows stability in IT budgets, with no significant differences in spending patterns between U.S. and LATAM clients [18][19] Company Strategy and Development Direction - The company is leveraging AI to enhance customer experience and streamline processes, positioning itself well in the value-based segment of the industry [12][15] - There is a focus on reskilling employees to adapt to AI technologies, which is seen as a competitive advantage [26][40] Management's Comments on Operating Environment and Future Outlook - Management expresses confidence in growth opportunities due to the stability of budgets and the demand for AI-driven solutions [18][20] - The company anticipates a gradual transition to new pricing models, including outcome-based and consumption-based pricing [11][32] Other Important Information - The company is actively screening for M&A opportunities, particularly in the U.S., to complement organic growth [50][55] - There is a strong emphasis on maintaining a flexible work model, combining remote and in-person work [44][45] Q&A Session Summary Question: How is client behavior shaping up in Q3? - Management notes a year of budget and demand stability, which is favorable for growth [18] Question: Are there differences in spending patterns between U.S. and LATAM clients? - No significant differences are observed; variations are more based on verticals than geography [19] Question: What are the company's priorities for capital allocation? - The focus is on R&D for CI&T Flow, stock repurchase programs, and readiness for M&A opportunities [50][51] Question: How is the company addressing talent acquisition and retention? - The company is successfully hiring and retaining talent, leveraging AI in the hiring process and fostering relationships with universities [42][43]