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    Johnson • Guggenheim Partners

    James Johnson is a Managing Director and Senior Equity Research Analyst at Guggenheim Partners, specializing in the consumer and retail sectors with a particular focus on companies such as Walmart, Target, Costco, and Dollar General. Recognized for his strong buy-side recommendations and data-driven research, Johnson has achieved an analyst success rate of 63% and an average annual return of over 12% on his calls, as reported by major research analytics platforms. He joined Guggenheim Partners in 2015 after previous research roles at J.P. Morgan and Morgan Stanley, building a reputation for insightful coverage and timely market calls. Johnson holds FINRA Series 7, 63, 86, and 87 licenses and has been noted for his frequent media commentary and inclusion in the Institutional Investor All-America Research Team rankings.

    Johnson's questions to TELUS International (CDA) Inc (TIXT) leadership

    Johnson's questions to TELUS International (CDA) Inc (TIXT) leadership • Q2 2024

    Question

    An analyst from Guggenheim Partners asked what underpins the company's confidence in its projected revenue and margin uptick for the second half of the year.

    Answer

    CFO Gopi Chande cited several factors for the optimistic outlook. These include a noticeable turnaround in demand for Willow Tree services, the full impact of recent sales and marketing investments, and a strong overall sales funnel with growing AI opportunities. She also mentioned the expected stabilization of revenue from their third-largest client and the realization of cost savings from transformation initiatives in Q3 and Q4.

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