TELUS International (Cda) Inc. (TIXT): Business Model Canvas

In der sich schnell entwickelnden Landschaft der digitalen Transformation entwickelt sich TELUS International (Cda) Inc. (TIXT) zu einem Kraftpaket, das komplexe technologische Lösungen entwickelt, die die Arbeitsweise globaler Unternehmen neu definieren. Durch die strategische Kombination modernster künstlicher Intelligenz, mehrsprachiger Kundenbetreuung und innovativem Digital Experience Management hat TELUS International ein Geschäftsmodell geschaffen, das über traditionelle Outsourcing-Paradigmen hinausgeht. Ihr einzigartiger Ansatz geht nicht nur auf die komplexen Bedürfnisse multinationaler Unternehmen ein, sondern setzt auch einen neuen Standard für die Bereitstellung technologiegestützter Dienstleistungen in einer zunehmend vernetzten Welt.

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit globalen Technologieunternehmen

TELUS International hat strategische Partnerschaften mit folgenden Technologieunternehmen aufgebaut:

Partnerunternehmen	Partnerschaftsfokus	Gründungsjahr
Microsoft	Dienstleistungen zur digitalen Transformation	2019
Salesforce	CRM- und Cloud-Lösungen	2020
SAP	Integration von Unternehmenssoftware	2018

Outsourcing-Partnerschaften mit multinationalen Unternehmen

Zu den wichtigsten Outsourcing-Partnerschaften gehören:

• Amazon Web Services (Kundenerlebnislösungen)
• Zoom Video Communications (technischer Support)
• Meta (Inhaltsmoderationsdienste)
• Uber (Kundensupport)

Kollaborative Beziehungen mit Anbietern von KI und digitaler Transformation

Partner für KI/Digitale Transformation	Art der Zusammenarbeit	Jährlicher Vertragswert
OpenAI	KI-Integrationsdienste	12,5 Millionen US-Dollar
Google Cloud KI	Lösungen für maschinelles Lernen	8,3 Millionen US-Dollar

Partnerschaften mit Cloud-Dienstanbietern

TELUS International unterhält strategische Cloud-Partnerschaften mit:

• Microsoft Azure: Jährlicher Cloud-Services-Vertrag über 15,7 Millionen US-Dollar
• Amazon Web Services (AWS): Cloud-Infrastrukturpartnerschaft im Wert von 22,4 Millionen US-Dollar
• Google Cloud: Cloud-Lösungsvereinbarung über 9,6 Millionen US-Dollar

Gesamter Partnerschaftsumsatz für 2023: 67,5 Millionen US-Dollar

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Hauptaktivitäten

Digitales Customer Experience Management

TELUS International erwirtschaftet einen Jahresumsatz von 2,86 Milliarden US-Dollar (2023) mit digitalen Kundenerlebnisdiensten. Das Unternehmen verwaltet täglich über 1,2 Millionen digitale Kundeninteraktionen über mehrere globale Kanäle.

Servicekategorie	Jahresvolumen	Globale Reichweite
Digitaler Kundensupport	450 Millionen Interaktionen	Über 30 Länder
Omnichannel-Management	750.000 tägliche Interaktionen	25 Sprachen unterstützt

Lösungen für künstliche Intelligenz und maschinelles Lernen

TELUS International investierte im Jahr 2023 187 Millionen US-Dollar in die Entwicklung von KI- und maschinellem Lerntechnologien. Das Unternehmen bietet KI-Lösungen für mehrere Branchen an.

• KI-gestützte Kundenservice-Automatisierung
• Annotationsdienste für maschinelles Lernen
• Predictive-Analytics-Lösungen
• Technologien zur Verarbeitung natürlicher Sprache

Mehrsprachige Kundensupportdienste

TELUS International unterstützt Kundeninteraktionen in über 50 Sprachen mit einer weltweiten Belegschaft von 68.000 Teammitgliedern.

Sprachkategorie	Abdeckung	Support-Kanäle
Europäische Sprachen	25 Sprachen	Sprache, Chat, E-Mail
Asiatische Sprachen	15 Sprachen	Mehrsprachige digitale Plattformen

Moderation digitaler Inhalte sowie Vertrauens- und Sicherheitsdienste

TELUS International moderiert täglich etwa 3,5 Millionen Inhalte mit einem globalen Team, das auf Vertrauens- und Sicherheitslösungen spezialisiert ist.

• Inhaltsüberprüfung in Echtzeit
• Algorithmische und menschengestützte Moderation
• Einhaltung globaler Plattformstandards

Technologiegestütztes Outsourcing von Geschäftsprozessen

TELUS International verwaltet technologiegestützte Geschäftsprozess-Outsourcing-Dienste im Wert von 1,2 Milliarden US-Dollar in den Bereichen Gesundheitswesen, Technologie und Finanzen.

Industriesektor	Jährlicher BPO-Umsatz	Servicetyp
Gesundheitswesen	420 Millionen Dollar	Technischer Support
Technologie	380 Millionen Dollar	Kundenbetrieb
Finanzdienstleistungen	400 Millionen Dollar	Compliance-Management

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Schlüsselressourcen

Hochqualifizierte mehrsprachige Arbeitskräfte

Im vierten Quartal 2023 beschäftigte TELUS International 69.000 Teammitglieder in 25 Ländern. Die Belegschaft ist in mehr als 40 Sprachen tätig, wobei der Schwerpunkt auf Folgendem liegt:

Land	Anzahl der Mitarbeiter
Philippinen	33,000
Kanada	12,500
Vereinigte Staaten	8,200
Mittelamerika	7,300

Fortschrittliche technologische Infrastruktur

Die technologische Infrastruktur von TELUS International umfasst:

• Cloud-Computing-Plattformen
• KI-gestützte digitale Lösungen
• Fortschrittliche Cybersicherheitssysteme
• Technologien für maschinelles Lernen

Globales Liefernetzwerk

Die globalen Liefermöglichkeiten umfassen:

Region	Anzahl der Lieferzentren
Asien-Pazifik	15
Nordamerika	8
Mittelamerika	6
Europa	3

Proprietäre KI- und digitale Transformationstechnologien

Investitionen in Forschung und Entwicklung für 2023: 127,4 Millionen US-Dollar, was 4,2 % des Gesamtumsatzes entspricht.

Starkes Portfolio an geistigem Eigentum

Ab 2023 hält TELUS International:

• 47 angemeldete Patente
• 22 anhängige Patentanmeldungen
• Mehrere Geschäftsgeheimnisse in digitalen Transformationstechnologien

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Wertversprechen

End-to-End-Lösungen für das digitale Kundenerlebnis

TELUS International erwirtschaftete im Geschäftsjahr 2022 einen Umsatz von 2,69 Milliarden US-Dollar, wobei digitale Kundenerlebnislösungen einen erheblichen Teil ihres Serviceangebots ausmachen.

Servicekategorie	Umsatzbeitrag	Schlüsselmärkte
Digitales Kundenerlebnis	1,2 Milliarden US-Dollar	Nordamerika, Europa, Asien
Kundensupport-Plattformen	780 Millionen Dollar	Globale Unternehmenskunden

Skalierbare und flexible technologiegestützte Dienste

TELUS International ist im vierten Quartal 2023 an 27 Standorten weltweit mit 59.000 Teammitgliedern tätig.

• Cloudbasierte Service-Infrastruktur
• Mehrsprachige Supportfunktionen
• Globales Liefermodell rund um die Uhr

Verbesserte betriebliche Effizienz für globale Unternehmen

TELUS International unterstützt über 700 Unternehmenskunden aus verschiedenen Branchen mit einer durchschnittlichen Kostensenkung von 35 % durch seine technologiegestützten Dienste.

Branchensegment	Anzahl der Kunden	Durchschnittliche Effizienzverbesserung
Technologie	210 Kunden	38%
Gesundheitswesen	125 Kunden	32%
E-Commerce	180 Kunden	37%

Innovative KI-gesteuerte Kundensupportplattformen

TELUS International investierte im Jahr 2022 127 Millionen US-Dollar in KI- und maschinelle Lerntechnologien.

• Funktionen zur Verarbeitung natürlicher Sprache
• Prädiktive Kundeninteraktionsmodelle
• Stimmungsanalyse in Echtzeit

Umfassende Lösungen für Vertrauens- und Sicherheitstechnologie

TELUS International verarbeitete im Jahr 2022 2,3 Milliarden Interaktionen zur Inhaltsmoderation mit einer Genauigkeitsrate von 99,7 %.

Vertrauens- und Sicherheitsdienst	Gesamtinteraktionen	Genauigkeitsrate
Inhaltsmoderation	2,3 Milliarden	99.7%
Betrugserkennung	1,6 Milliarden	99.5%

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Kundenbeziehungen

Langfristige Enterprise-Serviceverträge

Im vierten Quartal 2023 meldete TELUS International eine Vertragsverlängerungsrate von 95 % bei bestehenden Unternehmenskunden. Die durchschnittliche Vertragslaufzeit beträgt 3–5 Jahre, wobei der Gesamtvertragswert zwischen 5 und 25 Millionen US-Dollar liegt.

Vertragstyp	Durchschnittliche Dauer	Durchschnittlicher Vertragswert
Digitale Unternehmensdienste	4 Jahre	15,7 Millionen US-Dollar
Kundenerlebnismanagement	3,5 Jahre	12,3 Millionen US-Dollar

Dedizierte Account-Management-Teams

TELUS International beschäftigt 247 engagierte Account-Management-Experten, die erstklassige Kunden aus verschiedenen Branchen betreuen.

• Durchschnittliche Kundenbindungsrate: 92 %
• Typische Account-Teamgröße: 5–8 spezialisierte Fachleute
• Durchschnittliche Dauer der Kundenbeziehung: 6,4 Jahre

Kontinuierliche Technologie- und Serviceinnovation

Im Jahr 2023 investierte TELUS International 87,4 Millionen US-Dollar in Forschung und Entwicklung, was 4,2 % des gesamten Jahresumsatzes entspricht.

Innovationsbereich	Investition	Schwerpunkt
KI/Maschinelles Lernen	36,2 Millionen US-Dollar	Intelligente Kundeninteraktionsplattformen
Digitale Transformation	28,6 Millionen US-Dollar	Cloudbasierte Servicelösungen

Personalisierte Beratung zur digitalen Transformation

TELUS International bietet maßgeschneiderte digitale Transformationsstrategien für 127 Fortune-500-Unternehmen mit einem durchschnittlichen Beratungswert von 2,3 Millionen US-Dollar.

Proaktive Strategien zur Kundenbindung

Das Unternehmen unterhält eine Net Promoter Score (NPS) von 71, deutlich über dem Branchendurchschnitt von 42.

• Kundenzufriedenheitsrate: 94 %
• Durchschnittliche Antwortzeit auf Kundenanfragen: 2,1 Stunden
• Multichannel-Supportplattformen: 7 verschiedene Kommunikationskanäle

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Kanäle

Direktvertriebsteams

TELUS International betreibt im vierten Quartal 2023 ein globales Direktvertriebsteam mit 68.300 Teammitgliedern in 25 Ländern. Das Vertriebsteam erwirtschaftete im Jahr 2023 einen Jahresumsatz von 2,87 Milliarden US-Dollar.

Vertriebsregion	Anzahl der Vertriebsmitarbeiter	Umsatzbeitrag
Nordamerika	24,500	1,24 Milliarden US-Dollar
Asien-Pazifik	22,800	980 Millionen Dollar
Europa	21,000	646 Millionen US-Dollar

Digitale Marketingplattformen

TELUS International nutzt mehrere digitale Marketingkanäle mit einem jährlichen Budget für digitales Marketing von 42,3 Millionen US-Dollar im Jahr 2023.

• LinkedIn-Marketing: 225.000 Follower
• Twitter/X-Plattform: 89.000 Follower
• Unternehmenswebsite: 3,2 Millionen einzelne Besucher pro Jahr

Branchenkonferenzen und Technologieveranstaltungen

TELUS International nahm im Jahr 2023 an 47 Technologie- und Branchenkonferenzen mit einem Event-Marketingbudget von 6,7 Millionen US-Dollar teil.

Ereignistyp	Anzahl der Ereignisse	Gesamtzahl der Teilnehmer
Technologiekonferenzen	28	12,500
Branchenmessen	19	8,200

Präsentation des Online-Serviceportfolios

Das digitale Serviceportfolio erreicht 92 Unternehmenskunden in 10 Branchen mit einer Online-Engagement-Rate von 68 % im Jahr 2023.

Strategische Geschäftsentwicklungsnetzwerke

TELUS International unterhält weltweit 156 strategische Geschäftspartnerschaften und generiert im Jahr 2023 einen durch Partnerschaften erzielten Umsatz von 412 Millionen US-Dollar.

Kategorie „Partnerschaft“.	Anzahl der Partner	Umsatzbeitrag
Technologiepartner	87	226 Millionen Dollar
Beratungspartner	69	186 Millionen Dollar

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Kundensegmente

Große multinationale Technologieunternehmen

TELUS International bedient große Technologieunternehmen mit der folgenden Segmentaufteilung:

Kundentyp	Jährlicher Umsatzbeitrag	Servicefokus
Cloud-Technologieunternehmen	37,2 % des Segmentumsatzes	Digitales Kundenerlebnis
Softwareentwicklungsunternehmen	28,5 % des Segmentumsatzes	Technische Supportdienste
Anbieter von Unternehmenstechnologie	34,3 % des Segmentumsatzes	KI-gestützte Kundeninteraktionen

E-Commerce und digitale Plattformunternehmen

Wichtige Kundensegmente im digitalen Handel:

• Globale E-Commerce-Plattformen: 215,6 Millionen US-Dollar jährlicher Vertragswert
• Anbieter digitaler Marktplätze: 42 aktive Unternehmenskunden
• Online-Einzelhandelsunternehmen: 65 % Wachstum bei Serviceeinsätzen

Finanzdienstleistungsorganisationen

Der Finanzdienstleistungskunde von TELUS International profile:

Kundenkategorie	Anzahl der Kunden	Durchschnittlicher Vertragswert
Digitales Banking	27 Kunden	8,3 Millionen US-Dollar pro Vertrag
Fintech-Startups	43 Kunden	3,7 Millionen US-Dollar pro Vertrag
Versicherungstechnologie	19 Kunden	6,2 Millionen US-Dollar pro Vertrag

Gesundheits- und Telekommunikationssektoren

Aufschlüsselung nach Kundensegmenten:

• Kunden im Bereich Gesundheitstechnologie: 36 aktive Unternehmenskunden
• Telekommunikationsdienstleister: 178,4 Millionen US-Dollar Jahresumsatz
• Medizinische Informationssysteme: 22 langfristige Verträge

Globale Unternehmen auf der Suche nach digitaler Transformation

Kundenkennzahlen zur digitalen Transformation:

Unternehmensgröße	Anzahl der Kunden	Durchschnittliche Investition in die digitale Transformation
Fortune-500-Unternehmen	48 Kunden	12,6 Millionen US-Dollar pro Engagement
Globale mittelständische Unternehmen	87 Kunden	5,3 Millionen US-Dollar pro Engagement
Unternehmen aus Schwellenländern	63 Kunden	3,9 Millionen US-Dollar pro Engagement

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Kostenstruktur

Arbeits- und Personalkosten

Für das Geschäftsjahr 2023 meldete TELUS International Gesamtarbeitskosten von 1,59 Milliarden US-Dollar. Die Aufschlüsselung der Personalkosten umfasst:

Kategorie	Betrag (USD)
Gehälter	1,2 Milliarden US-Dollar
Vorteile	270 Millionen Dollar
Aktienbasierte Vergütung	120 Millionen Dollar

Investitionen in die Technologieinfrastruktur

TELUS International hat für das Jahr 2023 187 Millionen US-Dollar an Investitionen in die Technologieinfrastruktur bereitgestellt, wobei die Hauptschwerpunkte darin liegen:

• Cloud-Computing-Infrastruktur
• Cybersicherheitssysteme
• Digitale Transformationsplattformen
• KI- und maschinelle Lerntechnologien

Forschungs- und Entwicklungskosten

Die F&E-Ausgaben beliefen sich im Jahr 2023 auf insgesamt 93,5 Millionen US-Dollar, was 3,2 % des Gesamtumsatzes entspricht.

F&E-Schwerpunktbereiche	Investition (USD)
Digitale CX-Innovation	42 Millionen Dollar
KI/ML-Technologien	31,5 Millionen US-Dollar
Digitales Engineering	20 Millionen Dollar

Globaler Betriebsaufwand

Der weltweite Betriebsaufwand für 2023 betrug 276 Millionen US-Dollar, verteilt auf:

• Facility Management
• Globale Bürokosten
• Administrative Unterstützung
• Compliance- und Regulierungskosten

Ausgaben für Marketing und Geschäftsentwicklung

Die Ausgaben für Marketing und Geschäftsentwicklung erreichten im Jahr 2023 64,3 Millionen US-Dollar.

Marketingkanäle	Ausgaben (USD)
Digitales Marketing	28,5 Millionen US-Dollar
Firmenveranstaltungen	12,8 Millionen US-Dollar
Vertriebsaktivierung	23 Millionen Dollar

TELUS International (Cda) Inc. (TIXT) – Geschäftsmodell: Einnahmequellen

Wiederkehrende Einnahmen aus Serviceverträgen

TELUS International meldete für das Geschäftsjahr 2023 einen Gesamtumsatz von 2,635 Milliarden US-Dollar. Die Einnahmen aus wiederkehrenden Serviceverträgen machten einen erheblichen Teil dieses Gesamtumsatzes aus, wobei langfristige Kundenverträge für stabile Einnahmequellen sorgten.

Vertragstyp	Jährlicher Umsatzbeitrag
Mehrjährige Serviceverträge	1,42 Milliarden US-Dollar
Erneuerbare Serviceverträge	687 Millionen US-Dollar

Technologiegestütztes Outsourcing von Geschäftsprozessen

Mit Business Process Outsourcing (BPO)-Dienstleistungen erzielte TELUS International im Jahr 2023 einen Umsatz von 1,1 Milliarden US-Dollar.

• Digitale Kundensupportdienste: 456 Millionen US-Dollar
• Back-Office-Verarbeitung: 312 Millionen US-Dollar
• Branchenspezifische BPO-Lösungen: 332 Millionen US-Dollar

Gebühren für digitales Customer Experience Management

Digitale Customer Experience Management-Dienste trugen im Jahr 2023 523 Millionen US-Dollar zum Umsatz des Unternehmens bei.

Servicekategorie	Einnahmen
Omnichannel-Unterstützung	218 Millionen Dollar
Digitale Transformationsdienste	305 Millionen Dollar

Lizenzierung von Lösungen für KI und maschinelles Lernen

Die Lizenzierung von Lösungen für KI und maschinelles Lernen generierte im Jahr 2023 einen Umsatz von 247 Millionen US-Dollar.

• KI-Lösungen für Unternehmen: 142 Millionen US-Dollar
• Lizenzierung der Plattform für maschinelles Lernen: 105 Millionen US-Dollar

Gebühren für Beratungs- und Transformationsdienste

Beratungs- und digitale Transformationsdienste machten im Geschäftsjahr 2023 einen Umsatz von 365 Millionen US-Dollar aus.

Art der Beratungsdienstleistung	Umsatzbeitrag
Digitale Strategieberatung	187 Millionen Dollar
Technologietransformationsdienste	178 Millionen Dollar

TELUS International (Cda) Inc. (TIXT) - Canvas Business Model: Value Propositions

You're looking at the core value TELUS International (Cda) Inc. (TIXT) delivered to its clients before its October 31, 2025, delisting. The value proposition centered on blending human interaction with technology to manage complex digital customer journeys.

Blending human empathy with AI to transform digital customer experience

TELUS International (Cda) Inc. positioned its offering as a combination of human expertise and artificial intelligence to overhaul how clients interact with their customers. The company's revenue for the trailing twelve months (TTM) ending in 2025 was reported at $2.71 Billion USD. For the full year 2025, management continued to expect organic revenue growth of approximately 2% for its digital experience segment. The current Free Cash Flow for TELUS International (Cda) Inc. as of October 2025 stood at $294.8 million.

Metric	Value (as of late 2025)	Unit
Revenue (TTM 2025)	2.71	Billion USD
Revenue (FY 2024)	2.65	Billion USD
Free Cash Flow (Current)	294.8	Million USD
Market Capitalization (Oct 2025)	1,201	Million USD
Price-to-Sales (P/S) Ratio (Oct 2025)	0.46	x

End-to-end Trust, Safety, and Security solutions for digital platforms

This value stream focused on protecting customers and brands through intelligent detection and compliance capabilities. Research commissioned by the related TELUS Digital Experience segment in Q1 2025 showed strong upward trends in planned investment increases by enterprise customer experience decision-makers over the next 12 months in these areas:

• ID verification: 68% planned increase.
• Fraud detection: 66% planned increase.
• Know Your Customer (KYC) processes: 60% planned increase.
• Content moderation: 48% planned increase.

Key challenges cited by these leaders in maintaining a secure digital environment included compliance with government/industry regulations at 44%.

Scalable, global, and multilingual delivery model

While specific employee or language counts for TELUS International (Cda) Inc. alone weren't isolated in the Q3 2025 TELUS Corporation reports, the broader TELUS Health segment, which utilizes global platforms, reported covering over 160 million lives worldwide as of Q3 2025. The company's ability to scale is evidenced by the fact that the LifeWorks integration alone delivered $417 million in combined annualized synergies as of Q3 2025, with cost efficiencies contributing $329 million of that total.

Specialized digital solutions for complex enterprise IT needs

The offering included AI & Data Solutions, such as computer vision, and digital solutions like award-winning design and full-stack engineering for market-leading apps and websites. The company's proprietary platform, Fuel iX™, was highlighted as providing tools to scale generative AI reliably and securely.

Partnering with clients to drive cost reduction and efficiency

Cost optimization was a clear deliverable. For the TELUS Health segment, cost reduction efforts, driven by digital transformation programs, contributed to an Adjusted EBITDA increase of 24% in Q3 2025. Furthermore, the privatization of TELUS Digital (a related entity) was expected to generate approximately $150 million in annualized cash synergies by the end of 2026 through operational efficiencies.

The stock for TELUS International (Cda) Inc. was last traded on October 30, 2025, before its delisting on October 31, 2025, at a price of $4.31.

TELUS International (Cda) Inc. (TIXT) - Canvas Business Model: Customer Relationships

You're looking at how TELUS International (Cda) Inc. manages its client base as it moves fully private under its parent company in late 2025. The relationship structure is built around deep integration and strategic partnership, moving beyond transactional service delivery.

Dedicated strategic client teams for co-development

The operational model emphasizes embedding teams to work directly on client roadmaps. This is validated by the revenue growth seen in early 2025, where growth in services provided to existing clients was a primary driver. For instance, in the first quarter of 2025, revenue of $670 million was reported, with growth attributed in part to existing relationships, including the parent company and a leading social media client.

High-touch, consultative model for digital transformation projects

The approach centers on translating client business visions into actionable technology strategies. This consultative layer is key to securing and expanding work, especially in areas like automation and cost efficiency needs that clients are actively addressing. The market context suggests this high-touch approach is necessary, with general industry data showing that 76% of CX leaders plan to partner with external providers for Generative AI implementation.

Focus on being an 'AI-fueled CX partner of choice'

The stated core purpose of TELUS International (Cda) Inc. is to blend technology and human empathy to achieve this positioning. This focus is intended to drive future growth, especially as clients navigate complex business challenges. The company is projecting an Adjusted EBITDA of approximately $400 million for the 2025 fiscal year, reflecting the expected profitability from these high-value engagements.

Long-term contracts with anchor clients for stability

Stability is derived from deep, long-standing relationships. The relationship with TELUS Corporation, now the sole owner following the privatization completion in the fourth quarter of 2025, represents the ultimate anchor. This structure is designed to provide insulation and stability in the current environment. The Trailing Twelve Months (TTM) revenue ending June 30, 2025, stood at $2.72 Billion USD, illustrating the scale supported by these anchor relationships.

Proactive account management to expand service lines

The strategy involves expanding services offered to existing clients. This is a direct contributor to revenue performance. The move to take the company private is itself expected to generate approximately $150 million in annualized cash synergies by the end of 2026, partly through operational efficiencies that will support service expansion.

Key Financial Metrics Related to Client Engagement (as of mid-2025):

Metric	Value	Period/Date
Q1 2025 Revenue	$670 million USD	Three months ended March 31, 2025
TTM Revenue	$2.72 Billion USD	Twelve months ending June 30, 2025
Projected 2025 Adjusted EBITDA	Approximately $400 million USD	Fiscal Year 2025
Expected Annualized Synergies from Privatization	$150 million USD	By end of 2026

The growth in services for existing clients in Q1 2025 was a key factor, alongside new client additions. The company saw year-over-year revenue growth in Digital Solutions, which is the segment housing these CX and transformation services.

• Growth in services provided to existing clients was a primary Q1 2025 revenue driver.
• The relationship with the parent company is a key source of stability.
• The Q1 2025 revenue increase included a favorable foreign currency impact of approximately 1%.
• Growth was seen among the majority of the top five largest clients sequentially and year-over-year in Q1 2025.
• The company is focused on expanding services offered to existing clients as a growth strategy.

Finance: draft 13-week cash view by Friday.

TELUS International (Cda) Inc. (TIXT) - Canvas Business Model: Channels

You're looking at how TELUS International (Cda) Inc. gets its services-the digital transformation, AI work, and customer experience solutions-to its global client base as of late 2025. The channel strategy is a mix of physical presence and digital enablement, which makes sense given their dual focus on people and technology.

Physical and Geographic Reach

The physical delivery network remains a core channel for service execution. As of the May 2025 investor update, TELUS International operates a global network of 64 delivery locations across five continents. This network employs over 78,000 team members globally as of June 30, 2025. The distribution of these centers shows a concentration in key regions:

Geographic Region	Delivery Center Presence (Approximate Share)
Europe	30%
Asia Pacific	28%
Central America	23%

The company also operates in 32 countries. This physical footprint supports service delivery in over 50 CX languages and 500+ data annotation languages and dialects.

Client Concentration and Sales Structure

The sales and business development channel is heavily weighted toward North America. The North American client base accounts for 88% of revenue. To be fair, the parent company, TELUS Corporation, remains a significant anchor client, representing 26% of year-to-date revenues in Q2 2025. The sales motion is driven by direct sales force and business development teams, which are currently challenged by demand, frankly. For instance, in Q2 2025, the biggest challenge on the Digital Solutions side was hiring fast enough to keep up with the pipeline increase.

The structure now flows directly from the parent company following the privatization on October 31, 2025. The leadership driving this includes Jason Macdonnell, Acting CEO, COO and President of Customer Experience, and Tobias Dengel, President of Digital Solutions.

Here's a quick look at the revenue concentration from the largest clients as of Q2 2025:

• Top 10 clients revenue grew 10% year-over-year.
• TELUS (parent company) revenue grew 12% year-over-year.
• Clients 2 to 10 revenue grew 8% in the second quarter.

Digital Platforms and Partner Ecosystem

Digital platforms act as a crucial channel for service delivery and client interaction. The technology capabilities are anchored by the Fuel iX platform, which fuses enterprise technology with specialized applications for intelligent customer experiences. Post-privatization, the focus is on accelerating the integration of AI-driven platforms and SaaS innovation.

The go-to-market strategy is heavily supported by strategic collaborations with technology partners, which helps drive client acquisition and service expansion. You can see this in the recent activity:

• April 2025: Announced a new strategic collaboration with Zendesk.
• May 2025: Announced the acquisition of Gerent, a Salesforce-focused consultancy.
• May 2025: Announced a partnership with Tastewise to integrate into Sales Enablement software.

These partnerships help position TELUS International as a strategic partner for clients needing to innovate customer journeys. The Digital Solutions revenues saw year-over-year growth in Q1 2025, partly due to this positioning.

TELUS International (Cda) Inc. (TIXT) - Canvas Business Model: Customer Segments

You're looking at the core client base for TELUS International (Cda) Inc. (TIXT) as of late 2025, based on the first quarter performance. The total external revenue for TELUS International (Cda) Inc. in Q1 2025 was $670 million. This segment focus shows where the company drives its service delivery, which includes high-touch customer experience management and digital solutions.

The customer segments are clearly delineated by industry vertical, with a few key areas driving the majority of the business:

• Technology & Games vertical: This segment accounted for 42% of Q1 2025 revenue for TELUS International (Cda) Inc.
• Communications & Media vertical: This segment represented 26% of Q1 2025 revenue.
• Financial Services, including banks and FinTech
• Healthcare providers and life sciences companies
• Global, disruptive brands undergoing digital transformation

To give you a clearer picture of the momentum within these areas, here's a look at the reported year-over-year revenue growth rates for some of these verticals in Q1 2025:

Vertical Segment	Q1 2025 Revenue Growth (Year-over-Year)	Key Driver/Note
Banking, Financial Services, and Insurance (BFSI)	11%	Driven by Canadian-based banks and regional financial services firms in North America.
Communication and Media	8% increase	Reported revenue increase.
Healthcare	2% increase	Reported revenue increase.

The Financial Services segment, which includes banks and FinTech companies, saw notable growth, specifically an 11% revenue increase year-over-year in Q1 2025. This growth was supported by activity from Canadian-based banks and smaller regional financial services firms operating in North America.

For the Healthcare providers and life sciences companies segment, TELUS International (Cda) Inc. reported a 2% revenue increase in Q1 2025. Furthermore, the broader TELUS Health business (which informs this segment) saw global lives covered increase by 7% year-over-year, reaching 76.5 million lives as of the end of Q1 2025.

The final category, Global, disruptive brands undergoing digital transformation, is often captured within the Technology & Games vertical, which is the largest revenue contributor at 42%. Growth in the overall business was also seen with existing clients, including a leading social media network, particularly in AI and data solutions. The company is actively securing new clients across various geographies and industry verticals to enhance its diversification strategy.

Finance: draft 13-week cash view by Friday.

TELUS International (Cda) Inc. (TIXT) - Canvas Business Model: Cost Structure

You're looking at the cost side of the equation for TELUS International (Cda) Inc. (TIXT) as of late 2025. The structure is heavily weighted toward human capital, which is typical for a global digital customer experience provider, but the push into AI is clearly shifting some of that spend.

Predominantly variable costs from salaries and benefits for global team

The largest component of the cost base remains the global team, which translates directly into variable costs tied to service delivery volume. You saw this pressure acutely in the third quarter of 2025, where the Adjusted EBITDA for the TELUS Digital segment saw a decrease of 37 per cent year-over-year, with management explicitly citing an increase in salaries and benefits outpacing revenue growth. This suggests that while headcount is necessary for scale, the cost per employee is rising faster than the rates charged to clients in that specific segment for Q3 2025. For the first quarter of 2025, the Adjusted EBITDA of $90 million was also primarily impacted by increases in salaries and benefits.

The cost structure is characterized by these key variable expense drivers:

• Salaries and benefits for the global delivery workforce.
• Goods and services purchased, which also increased in Q1 and Q3 2025.
• Share-based compensation, which was higher in Q1 2025.

Significant investment in high-priced digital and AI talent

The strategic pivot toward AI capabilities requires attracting and retaining specialized, high-cost talent, which sits on top of the general workforce costs. TELUS is actively scaling a sovereign AI platform, partnered with NVIDIA, which is a clear indicator of where premium compensation dollars are flowing. The AI-enabling capabilities across TELUS are projected to generate approximately CAD 800 million in external client revenue in 2025. This revenue is expected to grow to approximately CAD 2 billion by 2028, implying sustained, high-cost investment in the underlying AI talent and development through that period.

Operating expenses for global delivery infrastructure

Beyond direct salaries, the operating expenses supporting the global footprint are substantial. These cover the necessary overhead for a worldwide service delivery model. For instance, in Q2 2025, TELUS Digital reported that increases in operating expenses outpaced revenue growth, contributing to a net loss. This category includes costs like cloud usage, software licenses, and general administrative costs necessary to support the global operations.

Capital expenditures for technology and site builds

Capital expenditures (CapEx) are necessary to build out the physical and digital infrastructure that underpins the service delivery. While the consolidated TELUS 2025 CapEx target (excluding real estate) was set at approximately $2.5 billion, the specific technology and site build costs for TELUS International are reflected in the TELUS Digital segment's CapEx. In the third quarter of 2025, TELUS Digital capital expenditures increased by $12 million, driven by higher investments in site builds across Asia-Pacific and Europe, as well as investments in the Digital Solutions service line. In the first quarter of 2025, CapEx for TELUS Digital was driven by the build out of facilities in Asia, Africa and Europe for strategic capacity expansion and AI platform development.

Here's a look at the recent CapEx activity for the relevant segment:

Period End Date	Segment	CapEx Change (QoQ/YoY)	Primary Driver
Q3 2025	TELUS Digital	Increased by $12 million	Site builds in Asia-Pacific and Europe
Q1 2025	TELUS Digital	Increased	Build out of facilities in Asia, Africa and Europe for capacity and AI platforms

Costs associated with integrating acquired specialized capabilities

Growth through acquisition introduces integration costs and the ongoing amortization/impairment of those acquisitions. TELUS International benefits from the integration of specialized capabilities, notably within the broader TELUS Health ecosystem, which has seen significant M&A activity, such as the acquisition of Workplace Options in May 2025. The integration of LifeWorks, a major component of the health segment, has delivered substantial cost efficiencies. As of the third quarter of 2025, annualized synergies from LifeWorks reached $417 million, with $329 million coming from cost efficiencies, keeping the company on pace to meet its year-end 2025 goal of $427 million. The privatization of TELUS Digital was completed on October 31, 2025, for about US$539 million, which will result in future annualized synergies expected to be between CAD 150-200 million.

These integration efforts involve direct costs and the realization of expected synergies, which offset operating costs:

• LifeWorks cost synergies realized as of Q3 2025: $329 million (annualized).
• Projected annualized synergies from TELUS Digital privatization: CAD 150-200 million.
• Acquisition of Workplace Options completed in May 2025.

Finance: draft 13-week cash view by Friday.

TELUS International (Cda) Inc. (TIXT) - Canvas Business Model: Revenue Streams

You're looking at how TELUS International (Cda) Inc. (TIXT) brings in its money as of late 2025. The revenue picture is a mix of established services and high-growth areas, with management reiterating a full-year 2025 organic revenue growth expectation of approximately 2%.

The core of the business still relies heavily on its foundational service lines, though the AI segment is clearly the near-term growth engine management is focused on.

Here's a look at the key components driving the top line, based on the latest reported figures from mid-2025:

• Customer Experience (CX) and Trust & Safety services remain a significant revenue driver, with the parent company, TELUS, contributing 26% of year-to-date revenues as of Q2 2025.
• Digital Solutions and IT lifecycle services continue to see robust demand, especially for cost optimization and automation efficiencies.
• High-growth AI and Data Solutions, including large language model (LLM) data annotation work, are expanding across key clients.
• Project-based consulting fees for digital transformation are part of the mix, supporting the Digital Solutions segment.

To give you a concrete sense of scale, here are some of the latest financial figures we have:

Metric	Amount/Figure	Period/Context
Quarterly Revenue	$699 million	Q2 2025
Year-over-Year Revenue Growth	7%	Q2 2025 (Reported Basis)
Revenue from TELUS (Parent Co.)	26%	Year-to-Date 2025
Full-Year 2025 Adjusted EBITDA Projection	Approximately $400 million	Full Year 2025 Outlook
Projected AI-enabling Capabilities Revenue	Approximately $800 million	Full Year 2025

The focus on AI is clear when you look at the longer-term projections; management is projecting that AI-enabling capabilities revenue will grow from approximately $800 million in 2025 to $2 billion by 2028. That's a compound annual growth rate exceeding 30%. Anyway, the near-term stability comes from the established CX work, especially with the relationship with TELUS Corporation.

The revenue breakdown by service line is evolving, with growth seen across the board in Q2 2025:

• Revenue from AI & Data Solutions showed growth, particularly from the LLM work stream.
• Digital Solutions revenue increased year-over-year in Q2 2025, driven by existing clients.
• The Tech & Games vertical, the largest in absolute dollar contribution, saw revenue increase 11% in Q1 2025.

Finance: draft 13-week cash view by Friday.