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Luke Morison

Research Analyst at Canaccord Genuity

Luke Morison is Vice President, Equity Research at Canaccord Genuity LLC, specializing in business and consumer services with coverage of companies such as Concentrix and CI&T. Since joining Canaccord in 2018 after previous analyst roles at D.A. Davidson & Co. (2016–2018), Morison has issued targeted investment calls, including recent price targets for public companies, but maintains a developing performance record with limited published ratings and quantitative metrics such as ROI and success rate. He holds an undergraduate degree from Bentley University, is FINRA-registered (CRD#: 6430361), and possesses securities licenses required for equity analysts. Morison is known for detailed margin analysis and active participation in industry earnings calls.

Luke Morison's questions to Concentrix (CNXC) leadership

Question · Q3 2025

Luke Morison followed up by asking for more color on the ramping of Concentrix's IX suite, including pipeline, win rates, relative demand for Hello versus Hero products, and whether deployments are priced discretely or bundled.

Answer

Chris Caldwell, President, CEO & Director, stated that 40% of new wins include their technology, with the majority currently bundled but an inflection point towards more discrete billing expected. He noted stronger traction with the Hero product (agentics, SaaS model) due to immediate benefits and scalability, compared to Hello (fully autonomous, gain share model). He expects the IX suite to be modestly accretive by the end of Q4.

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