Core Insights - Cint Group AB and Kantar have announced a significant partnership that extends their existing relationship, solidifying Cint's role as a critical technology partner for Kantar [1][2] - The partnership will integrate Kantar's proprietary panel and survey platforms with Cint Exchange, providing access to a comprehensive network of respondent-ready panellists [1][3] Company Overview - Cint is a global leader in research and measurement technology, connecting brands and researchers to a network of over 800 suppliers and millions of engaged respondents across 130+ countries [3] - Kantar is recognized as the world's leading marketing data and analytics business, combining attitudinal and behavioral data with advanced analytics to help clients shape their marketing strategies [4] Partnership Benefits - The new multi-year commercial agreement enhances Kantar's data collection capabilities by integrating its platform with Cint Exchange, leveraging Cint's global supply network [4] - Kantar will benefit from the speed, scale, and AI-powered quality of the Cint Exchange, allowing for more efficient and confident delivery of insights to clients [4]

Core Viewpoint - CI&T Inc. (NYSE: CINT) is expected to achieve a revenue growth rate of 20% in the foreseeable future, indicating strong long-term growth potential for the company [1]. Company Analysis - The investment thesis for CI&T Inc. is based on its ability to compound revenue growth at a consistent rate of 20% [1]. - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1].

Core Insights - Cint has successfully completed a SEK 596 million (approximately USD 60 million) rights issue, which was oversubscribed by existing shareholders, to support its strategic transformation plan and growth in key markets, particularly the U.S. [1][2] Group 1: Strategic Transformation - The new capital marks a significant milestone in Cint's evolution towards a unified, efficient, and innovative organization, facilitating the migration to a single integrated platform and streamlining operations [2][4] - Cint's CEO emphasized that this financing is a strong vote of confidence from shareholders and a catalyst for the company's next chapter, focusing on unifying technology and strengthening operations [3][4] Group 2: Investment Focus - The proceeds from the rights issue will be directed towards targeted investments in technology, operations, and go-to-market execution, especially in the U.S., where demand for agile, real-time insights is increasing [4][8] - Cint aims to enhance platform scalability, global supply, and high-quality insights to lead innovation in the research and measurement industries [4][8] Group 3: Operational Goals - Key strategic pillars driving Cint's transformation include platform unification, commercial focus on client success, operational efficiency through centralization, and market prioritization in high-opportunity regions like the U.S. [3][8]

Financial Data and Key Metrics Changes - The company has a high visibility for growth, with 90% of revenue coming from existing clients, indicating a stable revenue base [28] - The midpoint guidance for adjusted EBITDA for the year is around 19%, consistent with the last five years [69] Business Line Data and Key Metrics Changes - The digital engineering group is experiencing growth rates of 20% to 25% on a normalized basis, although it has pulled back from previous levels [34] - The company has a 30% higher commercial pipeline compared to last year, indicating stronger potential for new logo revenue [28] Market Data and Key Metrics Changes - Brazil's financial services market is noted to be more modern than that of the U.S., providing a competitive advantage in that sector [21] - The company is seeing faster growth in Brazil compared to the U.S., with no significant impacts from recent political actions in the U.S. [25] Company Strategy and Development Direction - The company aims to leverage generative AI (Gen AI) to modernize client technology stacks, particularly in migrating legacy systems like COBOL to cloud-native solutions [73] - The focus is on organic growth, with potential M&A targets being companies that have a footprint in industries and geographies where the company lacks presence [78] Management's Comments on Operating Environment and Future Outlook - Management anticipates a significant shift in demand driven by consumer adoption of Gen AI, similar to the mobile revolution, which has not yet begun [39] - The company is confident in its ability to capture new opportunities as clients modernize their tech stacks and embrace Gen AI [43] Other Important Information - The company is actively experimenting with different pricing models and productivity metrics to enhance margins and capture value from its services [70][50] - There is a seasonal impact on margins due to salary adjustments in Brazil, which occurs every January [69] Q&A Session Summary Question: What are the drivers of sequential headcount growth? - The growth is driven by replacing underperformers and engaging in new logo conversations around Gen AI usage [72] Question: How do you see the competitive landscape evolving? - The company is not concerned about traditional competition but is focused on leveraging Gen AI as a competitive advantage [58] Question: What are the priorities for capital allocation and M&A? - The company is looking for targets that align with its growth strategy and have a strong track record, but is not compelled to make acquisitions hastily [80]

Core Insights - Cint has been certified as a Most Loved Workplace® and ranked in the top 50 of Newsweek's 2025 Global Top 100 Most Loved Workplaces® list, reflecting its strong workplace culture and employee satisfaction [1][2][4] Company Culture - Cint emphasizes a workplace culture built on respect, flexibility, and continuous learning, allowing employees to innovate and contribute authentically [2][3] - The company has implemented appreciation-driven programs like the Kudos Culture and Values Excellence Program, which are key factors in employee satisfaction [2][4] Employee Engagement - The Feedback 50 survey conducted in late 2024 highlighted Cint's commitment to fostering employee belonging through DEI initiatives and inclusive recognition programs [2][6] - Research indicates that productivity increases with employee sentiment, with 94% of respondents stating they perform three to four times more work for a company they love [6] Global Presence - Cint operates globally with a team across 15 countries and connects brands and researchers to a vast network of over 800 suppliers, facilitating access to high-quality insights [3][8] - The Cint Exchange allows users to gather insights at scale, supporting business strategies and credible research [8][10]

Shares of CI&T Inc. (CINT) have gained 21.5% over the past four weeks to close the last trading session at $6.10, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $8.23 indicates a potential upside of 34.9%.The mean estimate comprises eight short-term price targets with a standard deviation of $1.33. While the lowest estimate of $6.50 indicates a 6.6% increase from the current pr ...

Summary of CI&T (CINT) FY Conference Call - May 14, 2025 Company Overview - **Company**: CI&T (CINT) - **Industry**: IT Services and Digital Transformation Key Financial Highlights - **First Quarter Results**: CINT reported a solid performance, beating guidance with a year-over-year constant currency growth of **13.7%** [3] - **Revenue Guidance**: Reaffirmed revenue growth guidance of **9% to 15%**, with a midpoint of **12%** [3] - **EBITDA Margin**: Adjusted EBITDA margin guidance for the year is between **18% to 20%**, with a midpoint of **19%** [4] Market Trends and Client Insights - **Client Cohort**: CINT's main clients are large, solid companies engaged in critical digital initiatives, which mitigates the impact of macroeconomic volatility [7] - **Digital Projects**: Significant demand for projects focused on customer experience and legacy system modernization, particularly in Brazil's financial sector [9][10] - **AI Strategy**: CINT's AI strategy is central to its offerings, enhancing customer experience and operational efficiency [4] CINT Flow and AI Integration - **CINT Flow Launch**: The platform was launched in July 2023, integrating AI capabilities and co-created with major clients [12][13] - **AI Agents**: Over **3,000 AI agents** are now operational on the platform, enhancing productivity and efficiency [14] - **Employee Engagement**: **85%** of employees use AI tools daily, indicating a strong integration of AI into the company culture [34][35] Competitive Landscape - **Shift in IT Services**: The return on investment equation is shifting towards custom development due to hyper productivity driven by AI [18][20] - **Market Opportunities**: CINT sees potential in verticalizing capabilities to create custom AI-driven solutions, contrasting with traditional horizontal IT consulting models [20] Investment and Growth Strategy - **M&A Strategy**: CINT views M&A as a long-term strategy but is cautious due to the current AI disruption, focusing on companies with strong client portfolios [57][58] - **Talent Acquisition**: The company is investing in fresh graduates to create an "AI native" workforce, emphasizing the need for adaptability in new hires [40][41] Challenges and Future Outlook - **Legacy Modernization**: Many large companies still face challenges with outdated systems, which CINT aims to address through cloud migration and modernization [25][26] - **Productivity Concerns**: While AI may reduce project sizes, the increase in demand for new solutions is expected to offset this effect [29][32] - **Investor Relations**: Transitioning to reporting in USD has improved comparability with peers, enhancing investor interest [62][63] Conclusion - CI&T is positioned for growth through its robust AI strategy, strong client relationships, and a focus on digital transformation. The company is navigating the challenges of legacy systems while capitalizing on the opportunities presented by AI and evolving market demands.

CI&T (CINT) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Cesar Gon - CEOBruno Guicardi - Co-Founder of CI&T and President of North America & Europe OperationsStanley Rodrigues - Chief Financial OfficerVitor Tomita - VP - Equity ResearchGustavo Farias - Associate DirectorBryan Bergin - MD - Equity ResearchPuneet Jain - Associate - Equity ResearchBruno Guicardi - Co-Founder of CI&T and President of North America & Europe OperationsMaria Clara Infantozzi - Equity Research Associate Cesar ...

CI&T (CINT) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 strategy. Speaker1 Thank you, Cesar, and good afternoon, everyone. I'm excited to share our progress regarding our people in this first quarter of the year. We ended Q1 with 7,400 employees, a 21.6% increase compared to Q1 twenty twenty four. This growth demonstrates our commitment to strengthen our teams and cultivating the next generation of leaders in technology. As part of our NextGen program, we successfully onboarded 420 trainees. Thi ...

1Q25 investors .ciandt.com Hello, We are your CI&T presenters today: Eduardo Galvão IR Director Cesar Gon Founder & CEO Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Submit your question via email to investors@ciandt.com Q&A SESSION investors.ciandt.com SAFE HARBOR AND NON-IFRS MEASURES FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. ...