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    GaucherSingular Research

    Gaucher serves as an Equity Research Analyst at Singular Research, focusing on coverage of small- and micro-cap companies across sectors such as technology, industrials, and healthcare. He is noted for in-depth research on firms including Aspen Group, LendingClub, and Alphatec Holdings, with a performance track record highlighted by his inclusion in platforms like TipRanks, where he holds a consistently positive rating and above-average returns on published recommendations. Gaucher began his professional analyst career in the early 2010s and joined Singular Research thereafter, previously holding research roles at boutique investment firms. He maintains relevant securities licenses and has earned industry credentials necessary for equity research, establishing himself as a specialist in fundamental-driven, value-oriented research on emerging growth companies.

    Gaucher's questions to Conduent Inc (CNDT) leadership

    Gaucher's questions to Conduent Inc (CNDT) leadership • Q4 2024

    Question

    Gaucher from Singular Research questioned if projected EBITDA margin improvement is driven by cost cuts, asked about future debt reduction plans, inquired about new business signing expectations for FY25, and asked about potential project delays in the Government segment.

    Answer

    CFO Stephen Wood confirmed margin improvement is driven by removing stranded costs from divestitures and other efficiencies, adding the company is comfortable with its current debt level and will remain balanced in capital allocation. Wood also noted strong pipelines for 2025 sales and that improved retention is boosting the net ARR metric. President and CEO Clifford Skelton clarified the Government segment's 2025 outlook is impacted by lapping prior contract events, not new delays.

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