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CI&T Inc. (CINT) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
CI&T reported record Q4 2025 revenue growth of 22% YoY, driven by expanded AI and quantum-ready digital transformation services for Fortune 500 clients, particularly in North America and Europe. CEO Cesar Gon highlighted a 30% increase in quantum computing partnerships, including collaborations with IBM Quantum and AWS Braket, positioning CI&T as a leader in hybrid classical-quantum enterprise solutions. CFO Stanley Rodrigues noted a 15% rise in R&D spending, prioritizing quantum algorithm development for logistics and financial services, with three patents pending for quantum-classical integration frameworks. The company secured a $120M multi-year contract with a global bank to deploy quantum-resistant cybersecurity protocols, marking its largest quantum-adjacent deal to date. Analysts pressed executives on quantum talent acquisition, with Bruno Guicardi confirming plans to double the 50-person quantum team by 2027 amid rising demand for post-NISQ era consulting.
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SA Transcripts158.93K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call CI&T Inc. (CINT) Q4 2025 Earnings Call March 11, 2026 4:30 PM EDT Company Participants Cesar Gon - CEO & DirectorBruno Guicardi - North America & Europe PresidentStanley Rodrigues - Chief Financial OfficerEduardo Galvao - Head of Investor Relations Conference Call Participants Leonardo Cintra - Itaú Corretora de Valores S.A., Research DivisionBryan Bergin - TD Cowen, Research DivisionLucas Morison - Canaccord Genuity Corp., Research DivisionCesar Medina - Morgan Stanley, Research DivisionGustavo Farias - UBS Investment Bank, Research Division Presentation Operator Good afternoon, and thank you for joining us for CI&T Fourth Quarter and Full Year 2025 Earnings Call. I am Eduardo Galvao, Director of Investor Relations. Joining me today to discuss our results and strategic milestones are Cesar Gon, our Founder and CEO; Bruno Guicardi, Founder and President for North America and Europe; and Stanley Rodrigues, our CFO. We're excited to share the details of a landmark year for the company. Before we begin, I would like to remind you that our remarks today will include forward-looking statements. These statements, including our business outlook, are based on the management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially. We caution you not to place undue reliance on these forward-looking statements as they are valid only as of the date when made. Additionally, we'll discuss certain non-GAAP financial measures. We believe this provides a more comprehensive view of our underlying operational performance. For a full reconciliation of these measures to the most directly comparable GAAP metrics, please refer to the tables in our earnings release. Today's session is being recorded [Operator Instructions]. The full presentation deck is available on our Investor Relations website, and a replay of this call will be posted shortly after we concluded. With that, I'm pleased to hand the floor over to our Founder and CEO, Cesar Gon.

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