What were the key takeaways from CI&T’s earnings call?

What guidance did CI&T's management provide for the next earnings period?

What does CI&T do and what are its main business segments?

What is the market's earnings forecast for CI&T next quarter?

What is CI&T's latest dividend and current dividend yield?

What factors drove the changes in CI&T's revenue and profit?

Did CI&T beat or miss consensus estimates last quarter?

What is CI&T's gross profit margin?

- **Revenue Growth**: Q3 2025 up 12.1% organic, Q4 guidance 16.8% YoY, full-year 12.5-13% YoY.
- **AI Adoption**: 85% internal AI use, 4,700 agents enabling 15x client solution growth.
- **Profitability**: 18.5% EBITDA margin, $46.5M cash flow, 72% EBITDA conversion.
- **Pricing Shift**: 12-18 months to transition to value-based models, reducing client risk.
- **Competitive Edge**: 95% of enterprises fail AI monetization; CI&T captures 5% success cases.

**【CEO Summary Section】**
- Q3 2025 revenue reached $127.3 million, up 12.1% year-over-year (organic) and 13.4% reported, marking the 4th consecutive quarter of double-digit growth.
- Adjusted EBITDA margin of 18.5% and adjusted net profit margin of 8.9%, driven by AI-powered solutions and client expansion.
- AI adoption across the organization at 85%, with 4,700 active agents enabling 15x growth in client AI solutions over 18 months.
- Q4 2025 revenue guidance: $130.4-132.6 million (16.8% YoY growth midpoint), with full-year 2025 organic growth expected 12.5-13% YoY.

**【Bruno Guicardi - Talent & Delivery】**
- Workforce expanded to 7,800+ employees (16.3% YoY), with 1,100+ new hires supporting pipeline growth.
- 85% AI adoption internally, enabling 15x increase in client AI agents (e.g., data modernization tools generating code and visual lineage diagrams).
- Shifting to value-based pricing models: fixed-price contracts and outcome-based fees aligning revenue with client success.

**【Stanley Rodrigues - Financial Highlights】**
- Q3 2025: $127.3M revenue (13.4% YoY), $23.5M adjusted EBITDA (7.5% YoY), $11.3M net profit (10.6% YoY).
- Strong cash flow: $46.5M from operations (72% EBITDA conversion), supporting reinvestment in AI initiatives.
- Vertical growth: Financial services +51% YoY, Retail/Industrial +11% YoY, Tech/Telco +19% sequentially.
- Top 10 clients grew 19.5% YoY, with 8 of 10 clients showing sequential growth.

**【Q&A Highlights】**
- **Pricing Model Transition**: 12-18 months to shift to consumption-based, outcome-aligned contracts (e.g., fixed-price per unit of code).
- **Gross Margin**: 18-20% EBITDA margin guidance maintained, with SG&A efficiency driving margin stability.
- **Competitive Position**: 95% of enterprises fail to monetize AI; CI&T's AI management system captures 5% of successful clients.
- **Client Concentration**: Top 10 clients 43% of revenue (vs. 67% 4 years ago), with 8/10 showing sequential growth.
- **FX Impact**: Q3 EBITDA margin down 1ppt due to FX, but 2025 guidance maintained with conservative FX assumptions.

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