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    Jacob Haggarty

    Research Analyst at Analyst

    Jacob Haggarty is an Equity Research Analyst at Baird, specializing in the Financial Technology, Payments, and Services sectors. Since joining Baird in July 2023, he has leveraged analytical expertise developed through internships at State Farm and roles in political fieldwork, focusing on targeted company research within fintech and payment processing. Haggarty holds a Bachelor of Science in Accounting and Finance from Indiana University - Kelley School of Business, bringing a solid academic and practical foundation to his equity analysis. While early in his career, he is known for his disciplined research methodology and is expected to pursue professional finance credentials as he advances.

    Jacob Haggarty's questions to Genpact (G) leadership

    Jacob Haggarty's questions to Genpact (G) leadership • Q2 2025

    Question

    Jacob Haggarty of Baird questioned the sequential revenue trend implied by the Q3 guide, which suggests a significant Q4 acceleration is needed to reach the high end of the full-year outlook. He also asked about the dynamic between accelerating ATS growth and decelerating Core Business Services growth.

    Answer

    CFO Mike Weiner affirmed the company's guidance approach is prudent and unchanged, noting that 70% of the required annual growth (at the midpoint) was achieved in H1. Regarding the growth dynamic, Weiner referenced the medium-term targets of 15%+ for ATS and 4-5% for Core, acknowledging a strategic pivot from Core to ATS. CEO Balkrishan Kalra emphasized the focus remains on strong total revenue growth.

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    Jacob Haggarty's questions to IBEX (IBEX) leadership

    Jacob Haggarty's questions to IBEX (IBEX) leadership • Q3 2025

    Question

    Jacob Haggarty inquired about the sustainability of IBEX's strong sequential revenue growth, the drivers behind the year-over-year decline in adjusted EBITDA margin, and the timeline for realizing revenue and margin uplift from its new AI solution deployments.

    Answer

    CEO Robert Dechant explained that the strong Q3 sequential performance, which bucked historical trends, was driven by business diversification into healthcare, significant market share gains, and $5 million in new logo revenue. He noted the adjusted EBITDA margin decline was due to strategic investments, primarily the company's entry into India, while gross margin actually expanded 50 basis points. Dechant also detailed that AI solutions are now moving from pilot phases to full production deployments in Q4, which is expected to drive meaningful, high-margin revenue in fiscal 2026. CFO Taylor Greenwald added that Q4 guidance implies a slight sequential decline due to tougher year-over-year comparisons.

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    Jacob Haggarty's questions to IBEX (IBEX) leadership • Q3 2025

    Question

    Jacob Haggarty inquired about the drivers behind the strong sequential revenue growth in Q3, the reasons for the year-over-year adjusted EBITDA margin decline, and the expected timeline for AI solutions to contribute meaningfully to revenue and margins.

    Answer

    CEO Robert Dechant attributed the strong Q3 revenue to client diversification, market share gains, and new logos, expecting future Q2-to-Q3 declines to be more muted. Dechant clarified that while gross margin expanded, the adjusted EBITDA margin decline was a direct result of strategic investments in the new India operation. He also explained that AI solutions are moving from pilot to production in Q4, with revenue and margin impact expected to build into FY26, driven by accretive AI Automate and AI Translate offerings. CFO Taylor Greenwald confirmed the Q4 guidance implies a slight sequential decline due to tougher comps.

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    Jacob Haggarty's questions to IBEX (IBEX) leadership • Q3 2025

    Question

    Jacob Haggarty inquired about the sustainability of the strong sequential revenue growth seen in Q3, the drivers behind the year-over-year adjusted EBITDA margin decline, and the timing and nature of revenue uplift from new AI solution deployments.

    Answer

    CEO Robert Dechant explained that the strong Q3 revenue, which broke typical seasonal declines, was driven by business diversification, significant market share gains, and new logo revenue. He clarified that while gross margin expanded, the adjusted EBITDA margin decline was a direct result of strategic investments, primarily the company's entry into India. Regarding AI, Dechant stated that Q4 marks an inflection point where pilot programs are transitioning to full production, which will generate meaningful, high-margin revenue. CFO Taylor Greenwald added that Q4 comps are tougher but the business has strong momentum.

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    Jacob Haggarty's questions to TaskUs (TASK) leadership

    Jacob Haggarty's questions to TaskUs (TASK) leadership • Q3 2024

    Question

    Jacob Haggarty asked about the levers available to manage margins in 2025, considering pricing pressures and the near-complete offshore shift. He also questioned the expected sequential revenue ramp in 2025 given the Q1 headwinds mentioned.

    Answer

    CEO Bryce Maddock identified moving up the value chain with more sophisticated services as the primary margin lever. CFO Balaji Sekar detailed specific Q1 2025 headwinds: the non-recurrence of $6 million in Q4 seasonal revenue and two fewer working days, which will negatively impact Q1 revenue and margins. Bryce Maddock clarified that despite these factors, the team is working to overcome the drag and could still achieve sequential growth, expressing confidence in sustaining growth throughout 2025.

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