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    Antonio Jaramillo

    Senior Associate in Equity Research at Morgan Stanley

    Antonio Jaramillo is a Senior Associate in Equity Research at Morgan Stanley, based in New York, specializing in coverage of public equities. At Morgan Stanley, he provides analytical research for a range of companies, leveraging quantitative and qualitative methods to support informed investment decisions. Since joining the firm around late 2022, Jaramillo has rapidly established expertise as a key contributor in the research team, with prior finance experience not publicly detailed. He holds relevant professional credentials for his analytical capacity, including securities registrations typical of equity research associates.

    Antonio Jaramillo's questions to TELUS International (Cda) (TIXT) leadership

    Antonio Jaramillo's questions to TELUS International (Cda) (TIXT) leadership • Q2 2025

    Question

    Antonio Jaramillo, on behalf of James Faucette at Morgan Stanley, asked about the company's Generative AI investment strategy, the specific types of investments being made, and any early signs of return on those investments.

    Answer

    Acting CEO Jason Macdonnell explained that the fast pace of Gen AI allows for quick ROI. He outlined three key investment areas: 1) platforms to manage the crowdsourced talent for LLM training, 2) tools to manage project execution and generate quality insights, and 3) developing top-tier talent and proprietary datasets to support client model development.

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    Antonio Jaramillo's questions to DXC Technology (DXC) leadership

    Antonio Jaramillo's questions to DXC Technology (DXC) leadership • Q1 2026

    Question

    Antonio Jaramillo of Morgan Stanley inquired about the strategy for managing low-margin contracts and the investment approach for Generative AI, including how it is priced into new client engagements.

    Answer

    CFO Rob Del Bene explained that DXC aims to improve unfavorable contracts at renewal by working with customers on price and terms, rather than exiting them. President & CEO Raul Fernandez stated the company's AI strategy is focused on 'learning by doing' internally and with clients, with the current year focused on experimentation before scaling.

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    Antonio Jaramillo's questions to Endava (DAVA) leadership

    Antonio Jaramillo's questions to Endava (DAVA) leadership • Q2 2025

    Question

    Antonio Jaramillo from Morgan Stanley asked for an update on the GalaxE acquisition, including the integration progress and its contribution to the expected increase in profitability in the second half of the year. He also inquired about the dynamics of the employee bench and utilization trends.

    Answer

    CEO John Cotterell reported that the GalaxE integration is well-progressed, with a systems cutover planned for the end of the month. He stated that profitability is improving through G&A optimization, with more opportunities expected as the organizations align further into fiscal 2026. Regarding the bench, he described it as stable and historically low at 6-7%, with utilization expected to increase modestly through efficiency gains.

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    Antonio Jaramillo's questions to Endava (DAVA) leadership • Q2 2025

    Question

    Antonio Jaramillo asked for an update on the GalaxE acquisition integration progress and how it contributes to the expected increase in profitability. He also inquired about bench dynamics and utilization trends.

    Answer

    CEO John Cotterell reported that the GalaxE integration is well-progressed, with systems cutover planned for the end of the month. He stated that profitability improvements are initially coming from G&A cost optimization, with more opportunities expected as the organizations align. On utilization, Cotterell mentioned the bench is stable and historically low, with utilization expected to rise modestly due to efficiency gains from internal tools.

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