CI&T (CINT) TD Cowen 3rd Annual IT Services & Digital Engineering Summit summary

Company overview and market positioning

• Founded in 1995 in Brazil, the company has grown to nearly 7,000 employees and $520M in annual revenue, serving major global clients across industries.

• The U.S. is the largest and fastest-growing market, followed by Brazil, the U.K., and Asia-Pacific.

• Services span digital strategy, customer-centric design, and full-stack software engineering.

• Latin America is highlighted as a top destination for tech talent due to skilled workforce, time zone alignment, cost efficiency, and cultural affinity.

• Brazil's large, competitive talent pool and complex regulations create a high barrier to entry, giving established players a strong moat.

Demand trends and client dynamics

• Demand environment is slightly improving, with stable tech budgets and less volatility among large enterprises.

• Commercial pipeline and bookings have improved since Q1, with Q4 expected to be the strongest quarter.

• U.S. market sentiment has improved, while Brazil and the U.K. remain more cautious due to macro factors.

• Financial services, consumer goods, and retail are outperforming, while telecom lags.

• Top 10 clients saw 10% sequential and 25% year-over-year growth, driven by productivity gains from the Flow platform.

Digital engineering and industry outlook

• The industry is entering a new phase of digital transformation, with AI as a key driver for the next chapter.

• Anticipates a return to high digital investment after a post-pandemic adjustment, with AI revolutionizing customer interaction and productivity.