Sign in

    Jacob Hagerty • Robert W. Baird & Co.

    Jacob Hagerty's questions to Genpact Ltd (G) leadership

    Jacob Hagerty's questions to Genpact Ltd (G) leadership • Q1 2025

    Question

    Jacob Hagerty asked about the nature of the delayed deals, specifically whether they were primarily cost-takeout focused or more discretionary and transformational in nature.

    Answer

    CEO BK Kalra explained that the delayed deals are large, long-term (5-7 years) supply chain programs that are holistic solutions, not just cost-takeout. They incorporate efficiency and outcome improvements using tools like GenAI and Agentic AI. CFO Mike Weiner added that these large deals are complex solutions that contain components of both Digital Operations and Data-Tech-AI, rather than being one or the other.

    Ask Fintool Equity Research AI

    Jacob Hagerty's questions to Taskus Inc (TASK) leadership

    Jacob Hagerty's questions to Taskus Inc (TASK) leadership • Q2 2024

    Question

    Jacob Hagerty from Baird inquired about the stabilization of the U.S. business, whether nearshore is a stepping stone to offshore, and if AI services growth will increase revenue per employee.

    Answer

    CEO Bryce Maddock stated that the U.S. business is stabilizing and expected to see sequential growth, remaining around 11-12% of total revenue. He clarified that nearshore (Latin America) is not a stepping stone, as clients tend to stay once established there. Regarding AI services, he explained that revenue per employee impact varies; sophisticated, onshore expert work will increase it, while other tasks performed offshore may not have the same effect.

    Ask Fintool Equity Research AI