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    Matthew Roswell • RBC Capital Markets

    Matthew Roswell's questions to DXC Technology Co (DXC) leadership

    Matthew Roswell's questions to DXC Technology Co (DXC) leadership • Q3 2025

    Question

    Matthew Roswell asked about current trends in win rates and pricing, particularly for contract renewals, and whether DXC has worked through most of its unprofitable legacy contracts.

    Answer

    CFO Rob Del Bene described pricing dynamics as stable and confirmed that win rates improved during the third quarter, reflecting the success of new go-to-market strategies. He stated that for renewals, DXC is successfully targeting and achieving better economics and terms on a contract-by-contract basis, aiming for a win-win outcome with clients.

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    Matthew Roswell's questions to NCR Voyix Corp (VYX) leadership

    Matthew Roswell's questions to NCR Voyix Corp (VYX) leadership • Q3 2024

    Question

    Matthew Roswell asked about the relationship between hardware sales and software/services growth and how the ODM contract will alter it. He also inquired about the extent of remaining expense savings and their expected impact on the P&L.

    Answer

    CFO Brian Webb-Walsh clarified that non-recurring installation services (20% of services) are tied to hardware sales. CEO David Wilkinson added the company is strategically decoupling software from hardware. Webb-Walsh confirmed the $105 million cost-cutting program is largely complete, with further non-payroll savings planned for next year across all business areas.

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    Matthew Roswell's questions to Taskus Inc (TASK) leadership

    Matthew Roswell's questions to Taskus Inc (TASK) leadership • Q2 2024

    Question

    Matthew Roswell of BTIG asked if the growth in Latin America is due to clients shifting work from the Philippines and whether the stabilization of headcount at large tech clients is a growth driver.

    Answer

    CEO Bryce Maddock clarified that the strong demand for nearshore delivery in Latin America is driven by clients moving from the U.S. for cost savings and by others seeking geographic diversification away from the Philippines. He noted that the stabilization at tech clients after the 'year of efficiency' has helped, as clients have now optimized costs and are freeing up investment for new areas like GenAI, which TaskUs is capitalizing on.

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    Matthew Roswell's questions to Taskus Inc (TASK) leadership • Q1 2024

    Question

    Matthew Roswell asked management to differentiate how much of the company's improved performance is attributable to broader industry trends versus TaskUs-specific execution, such as vendor consolidation.

    Answer

    CEO Bryce Maddock attributed the performance to a combination of both factors. He noted that TaskUs's high-growth tech clients are recovering faster than the broader industry. He also highlighted company-specific success, stating that TaskUs won 'tens of millions of dollars of business' from competitors in Q1 due to superior performance, directly contributing to growth.

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