(9min) Summary CI&T is well-positioned to capitalize on the AI-driven digital transformation trend with its new Flow product and revamped sales structure. Flow enhances productivity and client engagement, enabling CI&T to gain wallet share and win new business deals. Despite recent growth slowdowns, CI&T’s growth outlook is improving, supported by strong demand and ramp-up of large client contracts. DKosig Summary I am positive about CI&T (NYSE: CINT ). My summarized thesis is that the business is in a very good position to take advantage of the business digital transformation trend (focus on AI initiatives) with its new Flow product and revamped sales structure. My belief is that CINT can see growth accelerate to mid-teens and 20% over the next two years. Company overview CINT provides digital transformation solutions and services for businesses. Such services and solutions include strategy, design, and software engineering services. The business has operations in two key regions: North American and Europe, which represent 53% of trailing 12 months ("TTM") revenue, and LATAM, which represents 42% of TTM revenue. The remaining is from Asia (4% of TTM revenue). CINT is not a new company to this industry, and throughout its operating history, it has worked with […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
