Luke Morrison's questions to Ci&T Inc (CINT) leadership • Q2 2025
Question
Luke Morrison asked about the drivers behind the strong growth of CINT's largest client and requested its constant currency growth rate. He also inquired if similar momentum exists across the other top 10 clients and asked about spending patterns, AI adoption maturity, and any macro instability in the US versus Brazil.
Answer
CEO Cesar Gon credited the strong client growth, particularly in the top financial services account, to the demonstrated productivity of CINT Flow and its ability to drive AI adoption. CFO Stanley Rodriguez specified that the top client grew 92% YoY at constant currency, while the current top 10 cohort grew 23% YoY reported. President Bruno Guicaggi noted that while AI efficiency gains are universal, consumer-driven AI demand is emerging faster in LATAM and that the company has little exposure to tariff instability.