CI&T's Q2 2025: Unpacking Key Contradictions in AI Adoption, Revenue Growth, and Market Strategy

AI adoption and revenue impact, revenue growth drivers, geographical revenue growth, AI adoption and revenue influence, and growth drivers and market momentum are the key contradictions discussed in CI&T's latest 2025Q2 earnings call.



Strong Financial Performance and Revenue Growth:
- CI&T Inc. reported a quarterly revenue of $117.2 million, representing an organic growth of 12.3% at constant currency compared to the same period last year.
- The growth was driven by a strategy of embedding deeply with large clients and delivering clear value, which allowed the company to maintain momentum and deliver strong performance.

Profitability and Operational Excellence:
- The company's adjusted EBITDA margin improved sequentially to 18.4%, underscoring their commitment to operational excellence and disciplined cost management.
- This improvement was supported by investments in key growth pillars, particularly AI-first offerings, which are reshaping what's possible for clients and delivering tangible business results.

AI Adoption and Integration:
- CI&T's AI-powered platform, CI&T FLOW, was integrated into 90% of the company's teams, with approximately 9% of revenue influenced by AI and FLOW.
- The adoption of AI was driven by the company's structured approach to scaling AI across the entire organization, allowing CI&T to guide clients with proven experience rather than just theory.

Expansion in Latin America:
- Revenue from Latin America increased by 26% year-over-year, surpassing expectations and contributing significantly to the overall growth.
- The rapid adoption of AI in Brazil, particularly in financial services, was identified as a key driver for this growth, with a focus on creating new layers of customer experience through AI-driven platforms like WhatsApp.

Large-Client Expansion and Strategic Partnerships:
- Revenue from the top 10 clients grew by 12% compared to the same period last year, demonstrating CI&T's ability to expand within major accounts by consistently delivering efficiency and tangible business results.
- The expansion was attributed to CI&T's ability to demonstrate the benefits of AI adoption across the board, driving efficiency and leveraging AI to prepare foundational legacy systems for future value creation.