CI&T Inc Q4 FY2025 earnings call

• CI&T Inc treats AI as structural change, integrating into decisions, teams, and value flows. • Defined high-impact value streams, measurable business outcomes, and aligned operating model for AI transformation. • CI&T Inc Flow orchestrates humans, AI agents, data, and governance. • Reskilled workforce around AI transformation model. • Partnered with clients like Bula and Valleys to Coast to deliver tangible business outcomes. • Recognized with industry accolades like AWS Generative AI Services Competency seal, Databricks LATAM Enterprise Data Warehouse Partner of the Year, etc. • Global team of 8,000, 6,400 AI tech professionals, 14% increase from 2024. • Moving from time and materials to fixed price, outcome-based, and consumption-based contracts.

In Q4 2025, CI&T Inc delivered record revenue of $134.3 million, 19.3% organic growth compared to Q4 2024, constant currency growth 13.9%. Full year 2025 organic revenue growth at constant currency was 13.2%. Latin America had 26.8% revenue growth, North America 9.2% growth. Revenue from top 10 clients grew 16.5% in 2025. Adjusted EBITDA margin in Q4 was 18.4%, full year 18.3%. Adjusted net profit margin in Q4 was 14%, full year 10.6%.

For Q1 2026, expects revenue at least $134.7 million, 21.5% growth year over year, 14.3% at constant currency. Full year 2026 revenue range $548.4 million to $568 million, organic growth 12% to 16%, midpoint 14%, adjusted EBITDA margin range 17% to 19%.

Q: Abby asked about guidance assumptions and geopolitical impacts.

A: Cesar Gon said after five consecutive double-digit growth quarters, forecast strong Q1 and continuity, guidance assumes average FX rate, low end reflects macro uncertainty, high end reflects strong commercial pipeline. No geopolitical impacts seen so far.

Q: Leonardo Sintra asked about top client performance and Flow adoption.

A: Cesar Gon said Q4 was good for main verticals, top 10 clients grew 16.5%, Bruno Guicardi said Flow adoption close to 100% across verticals.

Q: Brian Bergen asked about mix of demand and margin drivers.

A: Cesar Gon said demand in foundational spending and direct AI investment, Stanley Rodrigues said gross margin impacted by investments and FX, but guiding for 2026.

Q: Luke Morrison asked about headcount and revenue growth relationship.

A: Cesar Gon said industry evolving to value-based pricing, gradual change.

Q: Luke Morrison asked about new pricing model conversations.

A: Bruno Guicardi said Flow is differentiator, clients see performance and ask about it.

Q: Cesar Medina asked about trend changes in projects and regions.

A: Cesar Gon said sees both foundational and direct AI investments, main markets North America and Latin America growing, new markets exploratory.

Q: Gustavo Farias asked about alternative billing models.

A: Cesar Gon said experimenting with seven models, incremental midterm change, not fully embedded in 2026 guidance.