Sign in

    Ernesto Gonzalez • Morgan Stanley

    Ernesto Gonzalez's questions to Ci&T Inc (CINT) leadership

    Ernesto Gonzalez's questions to Ci&T Inc (CINT) leadership • Q4 2024

    Question

    Ernesto Gonzalez pointed to the slight sequential revenue weakness seen in North America and Europe in the fourth quarter and asked for an explanation of the dynamics in each market compared to the third quarter.

    Answer

    President Bruno Guicardi explained that the performance in Europe was shaped by the ongoing geopolitical and economic environment that has been a factor since early 2024. For North America, he attributed the slight dip to regular seasonality and minor volatility, stating it is not considered a critical issue for 2025 and that strong growth is still expected from the region.

    Ask Fintool Equity Research AI

    Ernesto Gonzalez's questions to Ci&T Inc (CINT) leadership • Q3 2024

    Question

    Ernesto Gonzalez from Morgan Stanley asked about the sustainability of current demand trends, the specific drivers behind the raised revenue guidance, and the types of competitors CI&T is displacing within client accounts—whether they are high-end digital specialists or traditional IT service providers.

    Answer

    Founder and CEO Cesar Gon clarified that CI&T's primary competitors are traditional IT services and consulting firms, which they replace about 70% of the time. He explained that the raised guidance reflects current conditions, a record Q3 bookings quarter, and a record pipeline, though it is still too early to provide a specific outlook for 2025.

    Ask Fintool Equity Research AI

    Ernesto Gonzalez's questions to America Movil SAB de CV (AMX) leadership

    Ernesto Gonzalez's questions to America Movil SAB de CV (AMX) leadership • Q4 2024

    Question

    Ernesto Gonzalez requested an update on the competitive dynamics in both Colombia and Chile.

    Answer

    CEO Daniel Hajj Aboumrad described Colombia as a strong market where the company had a very good quarter and is well-positioned for 2025. For Chile, he noted that the post-merger integration is progressing well, with synergies being realized and subscriber gains in number portability for the last several months, indicating a successful strategy and network improvement.

    Ask Fintool Equity Research AI

    Ernesto Gonzalez's questions to America Movil SAB de CV (AMX) leadership • Q3 2024

    Question

    Ernesto Gonzalez of Morgan Stanley requested color on the company's capital expenditure plans for its operations in Chile.

    Answer

    Executive Carlos Jose Garcia Moreno Elizondo responded that it was too early to provide specific figures for Chile's CapEx, as they will begin consolidating the operation on November 1st and the budget for next year is not yet finalized. However, he assured that the inclusion of Chile would not significantly alter the company's overall capital expenditure outlook.

    Ask Fintool Equity Research AI

    Ernesto Gonzalez's questions to Telecom Argentina SA (TEO) leadership

    Ernesto Gonzalez's questions to Telecom Argentina SA (TEO) leadership • Q2 2024

    Question

    Ernesto González from Morgan Stanley asked for the company's outlook for the second half of the year, specifically focusing on potential customer resistance to price increases and any other expectations management could provide.

    Answer

    CEO Roberto Nobile stated that July and August continued the strong trends from the first half and that slowing inflation is helping manage customer needs. He mentioned a new promotion that provides price predictability while still allowing for ARPU growth, and noted a decrease in customer requests for discounts. CFO Gabriel Blasi added that they foresee milder inflation, delinquency rates are at historic lows, and prepaid consumption has increased, all of which are cautiously optimistic indicators for the remainder of the year.

    Ask Fintool Equity Research AI