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    Bradley Clark

    Research Analyst at BMO Capital Markets

    Bradley Clark is an Equity Analyst at BMO Capital Markets, specializing in finance and consumer services sectors. He is affiliated with BMO Capital Markets Corp., where he analyzes and covers publicly traded companies within these industries, leveraging strong institutional expertise. Clark holds a robust network of professional connections and maintains an active FINRA registration as a broker, reflecting his compliance and credentials in the securities industry. His career includes advanced academic ties to Vanderbilt University and consistent progression within BMO Capital Markets, contributing in research and advisory capacities to the firm’s equity platform.

    Bradley Clark's questions to Genpact (G) leadership

    Bradley Clark's questions to Genpact (G) leadership • Q2 2025

    Question

    Bradley Clark of BMO Capital Markets asked how the implied revenue deceleration in the second half of 2025 aligns with the company's midterm growth target of 7% for 2026, seeking what provides confidence in a re-acceleration.

    Answer

    CFO Mike Weiner reiterated the midterm target of at least 7% growth for 2026-2027, stating the pipeline remains healthy and that recent deal delays do not impact their long-term view. CEO Balkrishan Kalra added that their guidance philosophy remains prudent and they are confident in the medium-term targets laid out at Investor Day, highlighting Genpact's continued performance at the top end of its peer group.

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    Bradley Clark's questions to Genpact (G) leadership • Q4 2024

    Question

    Bradley Clark of BMO Capital Markets asked whether client spending on generative AI projects represents net new budget dollars or if it is being reallocated from legacy IT services spending.

    Answer

    CEO BK Kalra stated that based on observations in 2024, spending on AI was primarily a shift of existing client dollars rather than net new incremental funds. He explained that many clients were in an experimental phase, reallocating budgets to explore AI's potential, but noted that this dynamic could evolve as the market matures in 2025.

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    Bradley Clark's questions to Genpact (G) leadership • Q3 2024

    Question

    Bradley Clark asked what signs of a budget influx or improved business environment Genpact is watching for and inquired about the pricing environment, particularly in relation to a slight dip in sole-source deals.

    Answer

    CFO Michael Weiner responded that the company has not seen signs of 'budget flushes' and is not assuming any in its guidance. He described the pricing environment as 'relatively constant' and advised not to read into the quarterly fluctuation of sole-source deals, which he characterized as 'lumpy' by nature and influenced by deal size.

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    Bradley Clark's questions to TELOS (TLS) leadership

    Bradley Clark's questions to TELOS (TLS) leadership • Q3 2024

    Question

    Bradley Clark inquired about the revenue drivers for the $485 million DMDC contract, asking what factors determine the final realized value and about the margin profile of this work compared to the rest of the Security Solutions business.

    Answer

    EVP & CFO Mark Bendza explained that the DMDC contract includes a recurring base service revenue stream of approximately $25 million, with the remainder being variable third-party hardware and software. For modeling purposes, Telos combines the DMDC and DHS programs, forecasting $60 million to $85 million annually. Bendza noted that on a blended basis, these programs are dilutive to cash gross margins, potentially lowering the company's overall cash gross margin by a couple hundred basis points in 2025 on a significantly higher revenue base.

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