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    Thiago Kapulskis • Itaú BBA

    Thiago Kapulskis's questions to Ci&T Inc (CINT) leadership

    Thiago Kapulskis's questions to Ci&T Inc (CINT) leadership • Q4 2024

    Question

    Thiago Kapulskis asked for more detail on the puts and takes in the full-year guidance, specifically questioning the foreign exchange assumptions given recent volatility. He also sought to understand the outlook for activity in the United States and the level of organic growth embedded in the guidance.

    Answer

    CFO Stanley Rodrigues explained that the company believes the Brazilian real's devaluation is at its peak and is assuming stabilization for 2025, which is why they guide in constant currency. He confirmed the full-year guidance of 12% constant currency growth is entirely organic. CEO Cesar Gon added that strong growth is expected from the two main regions, North America (U.S.) and Latin America (Brazil), with a more stable outlook for Europe and good expansion in Asia Pacific.

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    Thiago Kapulskis's questions to Ci&T Inc (CINT) leadership • Q3 2024

    Question

    Thiago Kapulskis of Itaú BBA inquired about how CI&T's early adoption of AI, particularly its CI&T/FLOW platform, is tangibly driving business results and accelerating growth. He also asked for an update on the stability of IT budgets in Brazil and the potential for Q4's growth momentum to extend into 2025.

    Answer

    Founder and CEO Cesar Gon stated that CI&T's growth is directly linked to its enhanced competitiveness from CI&T/FLOW, which delivers significant productivity gains (50-300%) that resonate with top clients. He noted that while efficiency is the current focus, exploratory GenAI use cases are increasing. Regarding Brazil, he confirmed seeing good signs of stability and visibility in client budgets for 2025.

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    Thiago Kapulskis's questions to VTEX (VTEX) leadership

    Thiago Kapulskis's questions to VTEX (VTEX) leadership • Q4 2024

    Question

    Thiago Kapulskis asked for more detail on the Q4 2024 consumption softness in Brazil, including specific sectors, and questioned how the business environment and deal pipeline in the U.S. are being affected by the new administration.

    Answer

    CFO Ricardo Sodre identified a significant Q4 same-store sales deceleration in Brazil, primarily in home appliances and electronics, which is factored into the 2025 guidance. Co-CEO Mariano Gomide de Faria commented on the U.S., stating that sales momentum remains strong and that any macro volatility from a new administration could actually create opportunities for VTEX as companies seek to simplify their expensive legacy platforms.

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    Thiago Kapulskis's questions to Globant SA (GLOB) leadership

    Thiago Kapulskis's questions to Globant SA (GLOB) leadership • Q3 2024

    Question

    Thiago Kapulskis inquired about the geographical mix of Globant's headcount, noting India's rapid growth, and its future role compared to hubs in Latin America.

    Answer

    CFO Juan Urthiague confirmed India's growth is a strategic priority to support global expansion, especially in Europe and the Middle East. COO Patricia Pomies emphasized the 'Globers everywhere' model, highlighting a recent milestone of 6,000 employees in Colombia and explaining that teams are built with the best talent from around the world, regardless of location.

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