Financial Data and Key Metrics Changes - For Q1 of fiscal 2026, the company reported revenue of CAD 4.1 billion, an increase of 7.7% year-over-year, or 3.4% when excluding foreign exchange impacts [29] - Adjusted EBIT for the quarter was CAD 655 million, up 7.1% year-over-year, with a margin of 16.1% of revenue [30] - Net earnings were CAD 442 million, with diluted EPS of CAD 2.03, representing a 5.7% increase year-over-year [30] - Cash provided by operating activities was CAD 872 million, representing 21.4% of revenue [30] Business Line Data and Key Metrics Changes - The company’s backlog remains strong at CAD 31.3 billion, or 1.9 times its revenue [29] - Bookings for the quarter were CAD 4.5 billion, resulting in a book-to-bill ratio of 110% [29] - The company invested CAD 87 million into its business, including AI investments, and CAD 106 million for business acquisitions [31] Market Data and Key Metrics Changes - The company noted that approximately 60% of its revenue comes from Europe, with varying GDP growth rates across countries impacting investment decisions [75] - The company has identified 1,000 potential targets for partnerships across 40 countries, indicating a robust pipeline for future growth [77] Company Strategy and Development Direction - The company’s strategy focuses on four key streams: systems integration and consulting, managed services, accretive acquisitions, and share buybacks/dividend programs [51] - The company aims to leverage its deep industry insights to support clients in their AI-enabled digital transformations [52] - The company emphasizes a proximity model to build trusted relationships with clients, ensuring a balanced revenue distribution across economic sectors [61][62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company’s fundamentals despite stock price fluctuations, attributing challenges to broader economic conditions rather than company-specific issues [72][73] - The company anticipates continued improvement in some industries and geographies for the rest of the year, despite ongoing uncertainties [56] Other Important Information - The board of directors approved a quarterly cash dividend of CAD 0.17 per share, payable on March 20, 2026 [31] - The company has a strong commitment to its culture, with 88% of its consultants and professionals being shareholders, collectively holding over 8% of CGI shares [43] Q&A Session Summary Question: Why hasn't the stock price shown improvement? - Management indicated that stock price fluctuations are influenced by broader economic uncertainties rather than company fundamentals, which remain strong [72][73] - The company noted that in tougher economic conditions, clients tend to invest in managed services to optimize costs, which benefits CGI [75][76]

Financial Data and Key Metrics Changes - For Q1 of fiscal year 2026, the company reported revenue of CAD 4.1 billion, an increase of 7.7% year-over-year, or 3.4% when excluding foreign exchange impacts [27] - Adjusted EBIT for the quarter was CAD 655 million, up 7.1% year-over-year, with a margin of 16.1% of revenue [28] - Net earnings were CAD 442 million, with diluted EPS of CAD 2.03, representing a 5.7% increase year-over-year [28] - Cash provided by operating activities was CAD 872 million, representing 21.4% of revenue [28] Business Line Data and Key Metrics Changes - The company’s backlog remains strong at CAD 31.3 billion, which is 1.9 times the revenue [27] - Bookings for the quarter were CAD 4.5 billion, resulting in a book-to-bill ratio of 110% [27] Market Data and Key Metrics Changes - The company noted that approximately 60% of its revenue comes from Europe, with varying GDP growth rates across countries impacting investment decisions [72] - The company has identified 1,000 potential targets for partnerships across 40 countries, indicating a robust pipeline for future growth [75] Company Strategy and Development Direction - The company’s strategy focuses on four key streams: systems integration and consulting, managed services, accretive acquisitions, and share buybacks and dividends [48] - The company aims to leverage its deep industry insights to support clients in their AI-enabled digital journeys, bridging strategy and execution [49] - The company emphasizes a proximity model to build trusted relationships with clients, ensuring a balanced revenue distribution across economic sectors [58][59] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company’s fundamentals despite stock price fluctuations, attributing these to broader economic conditions rather than company-specific issues [69][71] - The company anticipates continued improvement in various industries and geographies, supported by its diversified revenue streams and strong cash generation capabilities [53] Other Important Information - The Board of Directors approved a quarterly cash dividend of CAD 0.17 per share, payable on March 20, 2026 [29] - The company completed five acquisitions in fiscal year 2025, all expected to be accretive within their first year [52] Q&A Session Summary Question: Why hasn't the stock price shown improvement? - Management indicated that stock price fluctuations are influenced by broader economic uncertainties rather than company fundamentals, which remain strong [69][71] - The company has historically performed well during economic downturns, with a significant portion of revenue coming from recurring sources [74][75]

Core Viewpoint - CGI will host its Annual General Meeting of Shareholders and release its Fiscal 2026 first quarter results on January 28, 2026, providing shareholders with the opportunity to participate and vote online [1][2]. Group 1: Annual General Meeting Details - The Annual General Meeting will take place at 11:00 a.m. (EST) via live webcast, allowing shareholders to participate in real time [1]. - Only CGI shareholders of record as of December 1, 2025, and duly appointed proxyholders will be entitled to vote at the Meeting [2]. - A Notice of Meeting was mailed to shareholders on December 17, 2025, with instructions for accessing materials online [2]. Group 2: Fiscal 2026 First Quarter Results - CGI will release its Fiscal 2026 first quarter results on January 28, 2026, before markets open [3]. - A conference call will be held at 9:00 a.m. (EST) on the same day, featuring discussions by the President and CEO, François Boulanger, and the CFO, Steve Perron [3]. - Interested parties can listen to the call via webcast or by dialing the provided conference call number [3]. Group 3: Company Overview - Founded in 1976, CGI is one of the largest independent IT and business consulting services firms globally, with 94,000 consultants and professionals [4]. - The company offers a comprehensive portfolio of services, including strategic IT consulting, systems integration, and managed IT services [4]. - CGI reported revenue of CA$15.91 billion for Fiscal 2025 and is listed on both the TSX and NYSE [4].

Company Overview - CGI is one of the largest independent IT and business consulting services firms globally, founded in 1976 [3] - The company employs 94,000 consultants and professionals worldwide, offering a comprehensive portfolio of services including strategic IT and business consulting, systems integration, managed IT and business process services, and intellectual property solutions [3] - CGI reported revenue of CA$14.68 billion for fiscal year 2024 [3] Upcoming Financial Results - CGI will release its third quarter fiscal year 2025 results on July 30, 2025, before the markets open [1] - The conference call to discuss the results will be held at 9:00 a.m. (EDT) on the same day, featuring management including François Boulanger, President and CEO, and Steve Perron, Executive Vice-President and CFO [2] - Interested parties can access a replay of the call until August 30, 2025, and a live webcast will be available on the company's investor relations website [2]