Ci&T Inc
NYSE:CINT
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Ci&T Inc
NYSE:CINT
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Ci&T Inc
Ci&T is a software and digital engineering company that helps large businesses design, build, and run custom technology products. It works on things like mobile apps, cloud systems, data platforms, and modernizing older software so companies can move faster and serve customers better. Its main customers are large enterprises, especially in industries such as retail, financial services, consumer goods, and manufacturing. Ci&T makes money by charging for project work, dedicated engineering teams, and ongoing support and development services. What makes its business model different is that it sits between a traditional IT services firm and a product engineering partner. Instead of selling packaged software, it helps clients create and maintain bespoke digital systems that are tied closely to the customer’s own business processes and long-term technology needs.
Ci&T is a software and digital engineering company that helps large businesses design, build, and run custom technology products. It works on things like mobile apps, cloud systems, data platforms, and modernizing older software so companies can move faster and serve customers better.
Its main customers are large enterprises, especially in industries such as retail, financial services, consumer goods, and manufacturing. Ci&T makes money by charging for project work, dedicated engineering teams, and ongoing support and development services.
What makes its business model different is that it sits between a traditional IT services firm and a product engineering partner. Instead of selling packaged software, it helps clients create and maintain bespoke digital systems that are tied closely to the customer’s own business processes and long-term technology needs.
Revenue beat: CI&T reported record Q1 2026 revenue of $136.6 million, up 23.2% year over year organically and above both guidance and analyst estimates.
Guidance raised: Full-year 2026 revenue guidance was increased to $556 million to $575 million, while adjusted EBITDA margin guidance stayed at 17% to 19%.
AI monetization: Management said 20% of new sales in the quarter used new value-based pricing models, and expects these models to gradually lift gross margins over the coming quarters.
Broad demand: Growth was broad-based across regions, verticals, and client cohorts, with Latin America up 33%, North America up 16%, and new markets up 11%.
Margin headwinds: Q1 margins were pressured by FX and higher Brazilian payroll taxes, though management said the FX impact should ease later in the year.
Hiring and retention: Headcount rose to over 8,000 professionals, but revenue growth outpaced headcount growth, and voluntary attrition stayed at a low 10.3%.
Pipeline strength: Management described a larger and better-converting pipeline, with the value of deals up 30% year over year and 100% tied to AI deployment.
