CI&T (CINT) TD Cowen’s 53rd Annual Technology, Media & Telecom Conference 2025 summary

Company overview and differentiation

• Founded in 1995, the company has evolved through major tech waves, focusing on helping clients modernize tech stacks and adapt to new technologies like GenAI.

• Over 7,000 professionals globally, with 80% based in Brazil, serving clients in the US, Brazil, and Europe.

• Differentiates by combining design, customer experience, and technical expertise, leveraging a deep Latin American talent pool.

• Brazil is a key market, representing about 40% of revenue, with a modern financial services sector.

Market dynamics and demand trends

• Demand in Brazil is strong and growing faster than in the US, with less impact from recent US political changes.

• Digital investments are protected due to high ROI, with no significant cancellations or postponements reported.

• High revenue visibility, with 90%-93% of revenue from existing clients and a 30% higher commercial pipeline year-over-year.

• Top clients are blue-chip companies in banking, telecom, and retail, supporting resilience during downturns.

GenAI adoption and productivity

• GenAI is seen as the next major driver of demand, expected to reshape digital interactions and customer expectations.

• The company’s GenAI platform, Flow, is used by 80%-85% of engineers, delivering productivity gains from 30% up to 3X.

• Flow is a multi-LLM platform enabling agent-based automation across the software development lifecycle.

• Experimenting with new pricing models based on agentic computing units (ACUs), though not yet material to margins.