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.

• Differentiation comes from deep expertise in digital transformation, flexibility, and leveraging a large Latin American talent pool.

Market dynamics and demand trends

• Brazil's financial services sector is more advanced than the US, providing expertise that can be leveraged globally.

• Demand in Brazil is growing faster and is less impacted by US political changes; digital investments remain resilient across regions.

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

GenAI adoption and productivity

• GenAI is seen as the next major driver of digital transformation, expected to trigger a surge in demand as consumer expectations shift.

• The proprietary GenAI platform, Flow, is used by 80%-85% of engineers, delivering productivity gains from 30% up to 3X, far exceeding industry peers.

• GenAI is applied across the software lifecycle, not just coding, and is also being used in legal and HR functions.