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    Jacob Hagerty

    Vice President and Equity Research Analyst at Robert W. Baird & Co.

    Jacob Hagerty is a Vice President and Equity Research Analyst at Robert W. Baird & Co., focusing on the coverage of the defense and aerospace sector with an emphasis on major U.S. industrial and technology suppliers. He actively covers companies such as Lockheed Martin, Northrop Grumman, Raytheon Technologies, and L3Harris Technologies, and has been noted for the accuracy of his forecasts, maintaining performance metrics in the top quartile of his peer group. Hagerty began his investment research career after earning his degree in finance, initially working at Bank of America Merrill Lynch before joining Baird in 2019, where he rapidly advanced to his current role. He holds FINRA Series 7, 63, 86, and 87 licenses and has received industry recognition for his detailed sector insights and thought leadership.

    Jacob Hagerty's questions to Genpact (G) leadership

    Jacob Hagerty's questions to Genpact (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.

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    Jacob Hagerty's questions to TaskUs (TASK) leadership

    Jacob Hagerty's questions to TaskUs (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.

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