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    Matthew Roswell

    Research Analyst at RBC Capital Markets

    Matthew Roswell is an AVP and equity research analyst at RBC Capital Markets specializing in financial technology and payments, processors, and IT services. He covers companies such as Jack Henry & Associates and has produced multiple research assessments, including target recommendations and performance ratings, demonstrating a track record of thorough sector analysis and successful calls throughout 2023-2024. Roswell's career at RBC Capital Markets is grounded in quantitative analysis and client-focused financial insights, showcasing consistent professional growth and expertise with a CFA credential. He holds relevant securities industry registrations and operates within the rigorous standards of RBC Capital Markets as a member of the SIPC.

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

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

    Matthew Roswell's questions to NCR Voyix (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 (TASK) leadership

    Matthew Roswell's questions to TaskUs (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 (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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    Matthew Roswell's questions to TWKS leadership

    Matthew Roswell's questions to TWKS leadership • Q1 2024

    Question

    Asked about the risk of over-cutting in the restructuring, the source of additional savings, and the degree of control over improving onshore utilization.

    Answer

    The restructuring is not seen as over-cutting but as a realignment to support growth in high-demand areas like offshore and data. Extra savings are from non-client-facing areas, office rationalization, and vendor expenses. About 80% of the utilization improvement is considered to be under the company's control.

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    Matthew Roswell's questions to TWKS leadership • Q4 2023

    Question

    Asked about the 2024 free cash flow outlook and the state of client readiness for GenAI adoption.

    Answer

    Executives expect increased free cash flow in 2024. Regarding GenAI, only a small fraction of clients (<15%) are ready for large-scale implementation; most are in the proof-of-concept or preparatory stages. While some GenAI projects require long-term investment, others can provide near-term ROI.

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    Matthew Roswell's questions to TWKS leadership • Q3 2023

    Question

    Asked for more detail on pricing pressures (whether client- or competitor-driven), the impact on win rates, and the outlook for Q4 and FY24 free cash flow, considering restructuring charges and working capital.

    Answer

    Pricing pressure comes from both existing clients seeking discounts and aggressive bidding from competitors on new deals. Win rates have remained stable as Thoughtworks is also being commercially aggressive. Q4 free cash flow is expected to be similar to Q3, impacted by remaining restructuring payments. FY24 cash flow should improve due to the absence of these one-time charges and an improving margin profile.

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