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- **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.

CI&T Inc. (CINT) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

CINT

CINT fundamentals

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