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- **Revenue Growth**: Q4 revenue up 9.7% YoY to $1.0B, driven by acquisitions and APAC expansion. AI-driven managed services bookings surged $11B YoY.
- **AI Strategy Impact**: 30% productivity gains in managed services via AI tools; internal AI investments to improve SG&A efficiency.
- **Federal Risk**: Q1 revenue impact of $60-75M from U.S. federal shutdown, but strong Q4 bookings (185% YoY) suggest recovery potential.
- **M&A Momentum**: 2026 pipeline includes 1-1.5x revenue deals in APAC/Europe; recent $135M Poland acquisition doubles local presence.

**【CFO Financial Commentary】**
- Q4 revenue grew 9.7% YoY to $1.0B, driven by acquisitions and APAC growth. EBIT margin improved 20bps to 16.6%, with adjusted net earnings up 7% YoY to $472M. Diluted EPS rose 11% to $2.13. Cash flow from operations was $663M, with DSO at 45 days. Capital allocation included $81M in strategic investments, $491M in buybacks, and $33M in dividends.

**【CEO Summary Section】**
- Full-year revenue increased 4.6% on a constant-currency basis, with managed services up 12%. AI-driven managed services bookings rose $11B YoY. CGI's AI strategy focuses on embedding AI into services, leading with IP and alliances, uniting talent with AI, and internal AI adoption. Federal shutdown may impact Q1 revenue by $60-75M but expects rebound post-reopening.

**【Q&A Highlights】**
- **Federal Business Outlook**: Q4 bookings in U.S. Federal were 185% of prior year, with optimism for post-shutdown growth. 
- **AI Margin Uplift**: Managed services using AI tools achieved 30% productivity gains, with internal AI investments expected to improve SG&A efficiency.
- **M&A Pipeline**: CGI plans aggressive 2026 M&A in APAC and Europe, targeting 1-1.5x revenue deals. Recent Comarch acquisition will double Poland presence.
- **Canadian Federal Opportunities**: Sovereign cloud and defense modernization projects could drive new business, leveraging CGI's global IT expertise.

CGI Inc (GIB) Q4 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

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

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Operating Income

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Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

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Gain (Loss) on Change in Fair Value

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Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

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Current Income Tax

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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

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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GIB

GIB fundamentals

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