CI&T Inc (CINT): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage dynamique de la transformation numérique, CI&T Inc (CINT) apparaît comme une puissance de l'innovation technologique, naviguant stratégiquement dans l'écosystème complexe des solutions d'entreprise. Leur toile de modèle commercial révèle une approche méticuleusement conçue qui mélange de manière transparente une expertise technologique de pointe avec une philosophie centrée sur le client, permettant aux grandes entreprises et aux entreprises numériques de révolutionner leurs paradigmes opérationnels grâce à des services de services d'ingénierie numérique complets et à des stratégies de conseil transformateur.

CI&T Inc (CINT) - Modèle d'entreprise: partenariats clés

Alliances de technologie stratégique avec des fournisseurs de cloud mondiaux

CI&T entretient des partenariats stratégiques avec les principaux fournisseurs d'infrastructures cloud:

Fournisseur de cloud	Détails du partenariat	Année établie
Amazon Web Services (AWS)	Partenaire de niveau avancé	2018
Microsoft Azure	Compétence de plate-forme Gold Cloud	2019
Google Cloud Platform	Premier partenaire	2020

Partenariats avec les principales sociétés de logiciels d'entreprise

CI&T collabore avec les fournisseurs de logiciels d'entreprise:

• SAP Gold Partner
• Partenaire stratégique Salesforce
• Partenaire de niveau Oracle Platinum
• Partenaire ServiceNow

Collaboration avec les cabinets de conseil en transformation numérique

Cabinet de conseil	Type de partenariat	Zones de solution conjointe
Deloitte Digital	Alliance stratégique	Ingénierie numérique
Accentuation	Collaboration technologique	Transformation du nuage

Réseaux d'établissements universitaires et de recherche

CI&T maintient des collaborations de recherche avec:

• Institut de technologie du Massachusetts (MIT)
• Université de Stanford
• Université de São Paulo
• Université Carnegie Mellon

CI&T Inc (CINT) - Modèle d'entreprise: activités clés

Services de conseil en transformation numérique

CI&T fournit un conseil en transformation numérique complet avec les mesures clés suivantes:

Métrique de service	2023 données
Projets totaux de transformation numérique	87
Valeur moyenne du projet	1,2 million de dollars
Taille de l'équipe de consultation	342 spécialistes

Développement de logiciels personnalisés

Le développement de logiciels personnalisés de CI&T se concentre sur:

• Solutions logicielles d'entreprise
• Développement d'applications mobiles
• Modernisation du système hérité

Métrique de développement	2023 données
Projets de développement logiciel	129
Cycle de développement moyen	16 semaines
Taille de l'équipe de développement	621 ingénieurs

Migration et modernisation du cloud

CI&T est spécialisé dans les services de transformation du cloud avec des capacités spécifiques:

• Migration du cloud AWS
• Infrastructure cloud azure
• Intégration de la plate-forme Google Cloud

Métrique de migration du cloud	2023 données
Projets de migration cloud	64
Infrastructure cloud totale gérée	378 millions de dollars
Spécialistes du cloud	276 professionnels

Solutions d'intelligence artificielle et d'apprentissage automatique

CI&T fournit des solutions AI / ML avancées dans toutes les industries:

Métrique AI / ml	2023 données
Projets d'IA / ML terminés	42
Investissement de la solution d'IA	54 millions de dollars
Spécialistes d'IA / ML	187 experts

Ingénierie et innovation du produit

CI&T se concentre sur l'ingénierie innovante des produits dans les domaines technologiques:

Métrique d'innovation	2023 données
Projets d'ingénierie des produits	53
Investissement en innovation	41,5 millions de dollars
Taille de l'équipe R&D	214 professionnels

CI&T Inc (CINT) - Modèle d'entreprise: Ressources clés

Professionnels de la technologie hautement qualifiés

Au quatrième trimestre 2023, CI&T Inc a employé 3 242 professionnels de la technologie dans le monde. La répartition des effectifs comprend:

Catégorie professionnelle	Nombre d'employés
Ingénieurs logiciels	1,876
Data scientifiques	412
Architectes de cloud	287
Concepteurs UX / UI	230
Spécialistes DevOps	437

Méthodologies de développement logiciel propriétaires

CI&T a développé des méthodologies propriétaires, notamment:

• Cadre d'expérience client numérique (DCX)
• Méthodologie de transformation agile
• Approche de développement natif du cloud

Infrastructure technologique avancée

Investissements infrastructures technologiques en 2023:

Composant d'infrastructure	Montant d'investissement
Ressources de cloud computing	8,4 millions de dollars
Systèmes de cybersécurité	3,2 millions de dollars
Outils de développement	2,7 millions de dollars

Capacités de livraison mondiales

Centres mondiaux de présence et de livraison:

• Brésil: 2 centres de livraison
• États-Unis: 3 centres de livraison
• Mexique: 1 centre de livraison
• Argentine: 1 centre de livraison

Portefeuille de propriété intellectuelle et d'innovation

Métriques de la propriété intellectuelle pour 2023:

Catégorie IP	Nombre
Brevets enregistrés	17
Demandes de brevet en instance	24
Solutions logicielles propriétaires	36

CI&T Inc (CINT) - Modèle d'entreprise: propositions de valeur

Solutions de transformation numérique de bout en bout

CI&T fournit des services de transformation numérique complets avec les mesures clés suivantes:

Catégorie de service	Contribution annuelle des revenus	Taux d'engagement client
Transformation numérique	287,4 millions de dollars	92%
Solutions numériques d'entreprise	164,2 millions de dollars	85%

Innovation technologique accélérée pour les entreprises

Services d'innovation technologique avec un impact quantifiable:

• Durée moyenne du projet d'innovation: 6-8 mois
• Taux de réussite de la mise en œuvre de la technologie: 78%
• ROI moyen pour les clients d'entreprise: 3,2x investissement

Expertise dans les technologies émergentes

Domaine technologique	Taille de l'équipe spécialisée	Investissement annuel
IA / Machine Learning	247 spécialistes	18,3 millions de dollars
Ingénierie du cloud	312 professionnels	22,7 millions de dollars
Solutions de blockchain	89 experts	6,5 millions de dollars

Services d'ingénierie numérique évolutifs et flexibles

Mesures d'évolutivité du service:

• Centres de livraison mondiaux: 7 emplacements
• Total du travail d'ingénierie: 2 700 professionnels
• Taille moyenne de l'équipe du projet: 12-18 membres

Approche technologique centrée sur le client

Métrique de satisfaction client	Score de performance
Score de promoteur net (NPS)	72/100
Taux de rétention de la clientèle	89%
Réactivité des commentaires du client	94%

CI&T Inc (CINT) - Modèle d'entreprise: relations avec les clients

Partenariats technologiques stratégiques à long terme

CI&T maintient des partenariats technologiques stratégiques avec des clients clés de l'entreprise dans plusieurs secteurs. En 2024, la société rapporte 87 partenariats technologiques stratégiques de niveau d'entreprise avec un taux de rétention de 94%.

Catégorie de partenariat	Nombre de partenariats	Durée moyenne
Transformation numérique	42	5,7 ans
Technologie cloud	23	4,3 ans
IA / Machine Learning	22	3,9 ans

Équipes de gestion des comptes dédiés

CI&T fournit une gestion des comptes spécialisée avec 276 gestionnaires de compte dédiés au service des clients mondiaux d'entreprise en 2024.

• Portefeuille client moyen par gestionnaire de compte: 3-4 clients d'entreprise
• Tenure moyenne des relations avec le client: 4,2 ans
• Évaluation de satisfaction du client: 92%

Innovation et soutien continu

CI&T investit 42,6 millions de dollars par an dans la recherche et le développement pour un soutien à l'innovation continue.

Zone d'innovation	Investissement annuel	Nombre de projets d'innovation
Solutions numériques	18,3 millions de dollars	47
IA / Machine Learning	14,2 millions de dollars	33
Cloud Technologies	10,1 millions de dollars	26

Modèle d'engagement collaboratif

CI&T met en œuvre un modèle d'engagement collaboratif avec 612 sessions de collaboration client active en 2024.

• Taux d'adoption de la méthodologie agile: 89%
• Collaboration interfonctionnelle de l'équipe: 76% des projets
• Ateliers de co-création du client: 124 sessions annuelles

Conseil de transformation numérique personnalisé

CI&T fournit un conseil en transformation numérique personnalisé en 214 clients d'entreprise dans le monde en 2024.

Segment de conseil	Nombre de clients	Valeur moyenne du projet
Stratégie numérique d'entreprise	87	1,2 million de dollars
Modernisation technologique	63	$890,000
Transformation AI / numérique	64	1,5 million de dollars

CI&T Inc (CINT) - Modèle d'entreprise: canaux

Équipe de vente directe

Au quatrième trimestre 2023, CI&T Inc a maintenu une équipe de vente mondiale de 327 professionnels de la vente directe dans 8 pays. La productivité moyenne de l'équipe de vente a atteint 1,42 million de dollars par représentant des ventes chaque année.

Région	Taille de l'équipe de vente	Contribution annuelle des revenus
Amérique du Nord	124	187,3 millions de dollars
l'Amérique latine	93	132,6 millions de dollars
Europe	64	91,2 millions de dollars
Asie-Pacifique	46	65,5 millions de dollars

Plateformes de marketing numérique

Les dépenses de marketing numérique pour CI&T en 2023 ont totalisé 14,7 millions de dollars, avec un accent clé sur:

• Publicité LinkedIn: 4,2 millions de dollars
• Annonces Google: 3,8 millions de dollars
• Publicité numérique programmatique: 2,9 millions de dollars
• Marketing des médias sociaux: 2,1 millions de dollars
• Reciblage campagnes: 1,7 million de dollars

Conférences et événements technologiques

CI&T a participé à 42 conférences technologiques en 2023, avec des coûts totaux de parrainage et de participation de 3,6 millions de dollars.

Type d'événement	Nombre d'événements	Les pistes estimées générées
Conférences technologiques mondiales	18	1,247
Sommets technologiques régionaux	24	876

Plateformes de conseil en ligne

CI&T a investi 2,3 millions de dollars dans le développement de la plate-forme de conseil en ligne en 2023, avec 187 engagements de conseil actif.

Réseaux de référence stratégiques

Performance du réseau de référence en 2023:

• Partenaires stratégiques totaux: 64
• Revenus des réseaux de référence: 42,6 millions de dollars
• Taille moyenne de l'accord grâce à des références: 685 000 $
• Taux de conversion à partir des pistes de référence: 22,7%

CI&T Inc (CINT) - Modèle d'entreprise: segments de clientèle

Grandes entreprises d'entreprise

CI&T dessert de grandes entreprises d'entreprises dans plusieurs industries avec une segmentation spécifique:

Industrie	Nombre de clients d'entreprise	Contribution annuelle des revenus
Fabrication	37	124,6 millions de dollars
Automobile	22	89,3 millions de dollars
Biens de consommation	18	72,5 millions de dollars

Organisations axées sur la technologie

Répartition des segments de la technologie:

• Clients en cloud computing: 45 entreprises
• Enterprises de développement de logiciels: 62 clients
• Projets de transformation numérique: 53 engagements actifs

Institutions de services financiers

Secteur financier	Compte de clientèle	Investissement de transformation numérique
Bancaire	29	156,7 millions de dollars
Assurance	17	84,2 millions de dollars
Fintech	23	67,9 millions de dollars

Société de soins de santé et pharmaceutique

Détails du segment des soins de santé:

• Clients pharmaceutiques: 15 entreprises
• Clients de technologie médicale: 22 organisations
• Projets de transformation numérique de la santé: 41 engagements actifs

Entreprises numériques d'abord

Catégorie commerciale numérique	Segment client	Investissement numérique annuel
Commerce électronique	36 clients	92,4 millions de dollars
Médias numériques	24 clients	63,7 millions de dollars
Plateformes SaaS	42 clients	108,6 millions de dollars

CI&T Inc (CINT) - Modèle d'entreprise: Structure des coûts

Acquisition du capital humain et des talents

Au quatrième trimestre 2023, CI&T Inc a déclaré des frais totaux des employés de 152,4 millions de dollars. Les coûts d'acquisition de talents de l'entreprise étaient d'environ 8,3 millions de dollars, en mettant l'accent sur les professionnels de la technologie du recrutement dans le monde.

Catégorie de coûts	Dépenses annuelles ($)
Salaires et salaires	134,600,000
Frais de recrutement	8,300,000
Formation et développement	5,700,000

Investissements de recherche et développement

CI&T a alloué 45,2 millions de dollars aux investissements en R&D en 2023, ce qui représente 15,3% des revenus totaux.

• Transformation numérique R&D: 22,6 millions de dollars
• Recherche de l'IA et de l'apprentissage automatique: 12,8 millions de dollars
• Innovations sur le cloud computing: 9,8 millions de dollars

Maintenance des infrastructures technologiques

Les coûts de maintenance des infrastructures technologiques ont totalisé 37,6 millions de dollars en 2023, en panne comme suit:

Composant d'infrastructure	Coût annuel ($)
Services cloud	18,200,000
Maintenance matérielle	9,400,000
Licence de logiciel	10,000,000

Dépenses opérationnelles mondiales

Les dépenses opérationnelles mondiales pour CI&T ont atteint 62,5 millions de dollars en 2023, distribuée dans plusieurs régions.

• Opérations brésiliques: 24,3 millions de dollars
• Opérations nord-américaines: 21,7 millions de dollars
• Opérations européennes: 16,5 millions de dollars

Marketing et développement commercial

Les dépenses de marketing et de développement commercial se sont élevées à 28,9 millions de dollars en 2023.

Canal de marketing	Dépenses ($)
Marketing numérique	12,600,000
Conférences et parrainages d'événements	6,300,000
Ventes et développement commercial	10,000,000

CI&T Inc (CINT) - Modèle d'entreprise: Strots de revenus

Frais de conseil en transformation numérique

CI&T Inc a généré 287,4 millions de dollars de revenus de conseil en transformation numérique pour l'exercice 2023.

Catégorie de service	Revenus ($ m)	Pourcentage du total
Stratégie numérique d'entreprise	98.6	34.3%
Conseil de transformation numérique	76.3	26.5%
Conseil technologique	112.5	39.2%

Services de développement de logiciels

Les services de développement de logiciels ont contribué 214,7 millions de dollars aux revenus de CI&T en 2023.

• Développement de logiciels personnalisés: 89,2 millions de dollars
• Modernisation des applications: 62,5 millions de dollars
• Ingénierie des produits: 63,0 millions de dollars

Projets de migration cloud

Les services de migration en cloud ont généré 165,3 millions de dollars de revenus pour 2023.

Plate-forme cloud	Revenus ($ m)	Part de marché
Migration AWS	72.4	43.8%
Migration azure	53.9	32.6%
Migration de cloud Google	39.0	23.6%

Contrats de mise en œuvre de la technologie

Les contrats de mise en œuvre de la technologie ont représenté 193,6 millions de dollars en 2023.

• Implémentation d'architecture d'entreprise: 76,2 millions de dollars
• Intégration de la plate-forme numérique: 67,4 millions de dollars
• Déploiement des technologies avancées: 50,0 millions de dollars

Services récurrents basés sur l'abonnement

Les services basés sur l'abonnement ont atteint 124,5 millions de dollars de revenus récurrents annuels pour 2023.

Type d'abonnement	Revenus ($ m)	Taux de croissance
Prise en charge de la plate-forme numérique	48.7	12.3%
Services gérés	42.3	9.7%
Abonnement à l'innovation continue	33.5	7.6%

CI&T Inc (CINT) - Canvas Business Model: Value Propositions

You're looking at how CI&T Inc delivers tangible results in a market that's demanding speed and AI integration. Their value proposition centers on moving clients past digital ambition to data-driven delivery, which you can see reflected in their recent financial performance, like the 12.1% organic revenue growth at constant currency in the third quarter of 2025.

Accelerated business impact via AI and digital-first solutions

CI&T Inc positions itself as an AI acceleration partner, making AI an integral part of how they work, not just a service offering. This is powered by their proprietary platform, CI&T FLOW. Honestly, the internal adoption rate shows their conviction: 90% of their team now uses FLOW to boost productivity and accelerate modernization efforts. This focus on making AI work is translating into market recognition, as evidenced by their naming as a Major Contender in two Everest Group AI Application PEAK Matrix® Assessments for 2025.

The scale of their AI deployment is significant. As of late 2025, they have 4,700 active AI agents performing tasks companywide, which represents a 15-fold increase in just eighteen months. This commitment helps them maintain a strong financial footing, with a full-year 2025 organic revenue growth guidance maintained between 12.5% and 13.0% at constant currency.

Measurable productivity gains

The core of their promise is measurable outcomes, which is where the rubber meets the road for your investment thesis. They replace slow, multi-year projects with high-impact micro-transformations. You can see this in anonymized case studies that showcase real-world acceleration:

Client Context	Metric Improved	Result Achieved
Global Bank Modernization	Hours Saved / Delivery Speed	Saved 455 hours and doubled delivery speed.
Multinational Beverage Company	Development Planning Time	Reduced time from hours to 24 minutes, achieving 82% productivity gains.
Leading European Coffee Chain	Task Execution Time	Cut time from six hours to under 60 seconds.
Major Telecoms Provider	Solution Delivery Speed	Accelerated delivery by five times the industry standard, completing in 12 months what typically takes five years.

These results help drive growth in key areas; for instance, Financial Services revenue grew 51% year-over-year in Q3 2025, making up 37.8% of total revenues. You'll defintely want to track that segment closely.

End-to-end service: strategy, design, software engineering, and cloud

CI&T Inc doesn't just write code; they cover the entire spectrum of transformation. They bring deep expertise across AI, strategy, customer experience, software development, cloud services, data and more. This holistic approach is recognized by industry analysts. For example, Forrester named CI&T Inc a Leader in The Forrester Wave™: Modern Application Development Services, Q1 2025. They serve over 100+ large enterprises and fast-growth clients, showing a proven ability to scale their end-to-end services.

Their client base is deepening its commitment, too. The number of clients generating $5 to $10 million in annual revenue grew from 11 in 2024 to 15 in the last 12 months ending Q3 2025.

Composable modernization strategy for AI-ready systems

The technical backbone of their value is a composable modernization strategy. This means building systems that are flexible and ready for the next wave of technology, using modular, cloud-native, and API-first architectures. The goal here is not just to update old systems but to future-proof them for AI enablement. This approach is designed to drive process efficiency and cost reduction, with a stated target of reducing modernization costs by 20% to 30%. This focus on efficiency supports their overall financial guidance, projecting an Adjusted EBITDA Margin between 18% and 20% for the full year 2025.

Finance: draft 13-week cash view by Friday.

CI&T Inc (CINT) - Canvas Business Model: Customer Relationships

You're looking at how CI&T Inc. keeps its most valuable clients engaged and growing their spend, which is key since they focus on large, complex digital transformations. Their relationship strategy is built around deep partnership, not just transactional work. They serve 100+ large enterprises and fast growth clients globally.

Dedicated account management for large enterprise clients

For their biggest accounts, you can expect a dedicated team structure. This isn't just about having a contact; it's about embedding expertise. The company has grown its team to support this, ending Q3 2025 with 7,858 professionals across 10 countries. This scale supports the deep, multi-year engagements typical with major brands.

Long-term, high-retention relationships with established clients

The goal here is to become indispensable, which shows up in their consistent top-line performance. CI&T Inc. reported organic revenue growth at constant currency of 12.1% in Q3 2025, marking the fourth consecutive quarter of double-digit organic growth. They are maintaining their full-year 2025 guidance for organic revenue growth between 12.5% and 13% year-over-year. This suggests strong stickiness with the existing base.

Disciplined land and expand strategy for compounding growth

This is where the numbers really tell the story of compounding value. CI&T Inc. explicitly calls this a strategic cornerstone. They track growth by segmenting their largest clients, showing they successfully move clients up the value chain over time. Honestly, this internal expansion is what drives their stability.

Here's the quick math on how their largest clients are performing as of late 2025:

Client Revenue Tier (Annual)	Number of Clients (Latest Data Point)	Year-over-Year Revenue Growth (Latest Data Point)
Over $10 million	10 (Q3 2025)	19.5% (Q3 2025)
$5 million to $10 million	15 (Last 12 months ending Q3 2025)	N/A

You can see the movement: the number of clients in the $5 million to $10 million bracket grew from 11 in 2024 to 15 in the last 12 months. Even looking at the broader top-tier in Q1 2025, revenue from their top 10 clients grew 7.2% compared to Q1 2024.

Co-creation model for AI-driven solutions and innovation

The relationship is increasingly centered on next-generation technology, specifically Artificial Intelligence. CI&T Inc. uses its proprietary AI platform, CI&T FLOW, to embed intelligence across the software development lifecycle. This platform is heavily adopted internally, with 90% of their team using FLOW to boost productivity. This internal efficiency is then translated into client value and innovation.

The focus on AI-led modernization is driving growth in specific verticals:

• Growth in Financial Services increased by 25% (Q1 2025).
• Growth in Retail and Industrial Goods increased by 32% (Q1 2025).

This co-creation approach, blending deep business expertise with technical excellence, is what they believe delivers differentiated, high-value outcomes. They are definitely leaning into this model to strengthen client advantage.

Finance: draft 13-week cash view by Friday.

CI&T Inc (CINT) - Canvas Business Model: Channels

You're looking at how CI&T Inc. gets its services-strategy, design, and software engineering-into the hands of large enterprises and fast-growth clients globally. The channel strategy here is clearly about scale and proximity, using a distributed delivery model supported by direct, relationship-driven sales.

Direct sales and consulting teams globally

CI&T Inc. relies on direct engagement to secure its transformation projects. This means the sales and consulting teams are the primary interface for landing and expanding business with their 100+ large enterprise clients. The growth in client size is a key indicator of this channel's effectiveness; as of the third quarter of 2025, the number of clients generating between $5 million and $10 million in annual revenue grew to 15, up from 11 in 2024. This shows a successful land-and-expand motion driven by direct client interaction.

The scale of the human capital supporting these channels is substantial, with CI&T Inc. ending 3Q25 with 7,858 employees globally. Furthermore, the company's ability to convert sales into revenue is reflected in its financial performance; for the trailing twelve months ending September 30, 2025, total revenue reached $496.56 million.

The direct sales and consulting effort is structured to support a global delivery footprint:

• Global professionals count as of 3Q25: 7,858.
• Number of countries with delivery centers: 10.
• 3Q25 reported revenue: US$127.3 million.
• Clients generating over $10 million in annual revenue (as of 1Q25): 10.

North American sales leadership focused on high-growth verticals

The North America region is a critical sales channel, evidenced by its consistent growth figures. For the first quarter of 2025, revenue from North America increased by 12% year-over-year. This focus is directed toward industries prioritizing digital transformation, such as financial services and retail/industrial goods, which saw revenue increases of 25% and 32%, respectively, in 1Q25.

The leadership structure reflects this geographical priority. Bruno Guicardi serves as the Founder and President for North America & Europe operations. This leadership alignment is meant to drive sales conversion and secure expansion within these high-value accounts. The channel strategy here is about embedding deep expertise, like AI services, directly into the client's most critical technology needs.

Global delivery centers across 10 countries

The delivery channel is geographically diverse, supporting the global sales efforts and enabling scalable delivery. CI&T Inc. maintains its global delivery centers across 10 countries. This network is essential for delivering services efficiently and at scale, powered in part by the proprietary CI&T FLOW platform, which enhances team productivity.

The physical presence spans key economic regions. For instance, in South America, locations include Campinas, Belo Horizonte, São Paulo, Curitiba (Brazil), and Medellín (Colombia). In EMEA, offices are in London, Bristol (UK), and Lisbon (Portugal). The Asia-Pacific footprint includes Shanghai and Ningbo (China), Tokyo (Japan), and Singapore. This physical network is the engine that fulfills the promises made by the direct sales teams.

Here's a quick look at the scale of the operation supporting these channels:

Metric	Value (as of late 2025)	Reporting Period/Context
Total Employees	7,858	End of 3Q25
Countries with Delivery Centers	10	Global footprint
TTM Revenue	$496.56 million	Ending Sep 30, 2025
North America Revenue YoY Growth	12%	1Q25
Adjusted EBITDA Margin	18.5%	3Q25

Investor Relations website for financial communication

The Investor Relations website, investors.ciandt.com, serves as a crucial, non-sales channel for communicating the company's performance and strategy to the financial community. This channel provides direct access to official disclosures, which grounds the market's perception of the sales and delivery effectiveness.

Key communications available via this channel for late 2025 include:

• 3Q25 Financial Results Press Release, dated November 12, 2025.
• 3Q25 Financial Spreadsheet available for download.
• CEO commentary noting four consecutive quarters of double-digit organic revenue growth.
• Reaffirmed full-year 2025 organic revenue growth guidance of 12.5% to 13% at constant currency.

Finance: draft 13-week cash view by Friday.

CI&T Inc (CINT) - Canvas Business Model: Customer Segments

You're looking at the core of CI&T Inc's revenue engine, which is heavily concentrated in large, established relationships. This isn't a model built on a high volume of small projects; it's about deep, long-term transformation partnerships.

The Customer Segments for CI&T Inc are anchored by a select group of major players. The company is a global technology transformation specialist for 100+ large enterprises and fast growth clients.

The most critical segment is the top tier of their client base. Here's the quick math on that concentration:

Client Cohort Metric	Data Point (as of Q3 2025)
Number of Clients Generating Over $10 Million Annually	10
Reported Revenue Growth for this $10M+ Cohort (YoY Q3 2025)	19.5%
Clients Generating $5 Million to $10 Million Annually (Q3 2025)	15
Clients Generating $5 Million to $10 Million Annually (2024)	11

That growth in the top cohort, at 19.5% year-over-year in the third quarter of 2025, shows they are successfully compounding revenue from their largest partners. Also, the move from 11 to 15 clients in the $5 million to $10 million bracket over the last twelve months illustrates a healthy expansion pipeline moving up the value chain.

When you break down the revenue by vertical, the Financial Services sector is clearly leading the charge in growth momentum as of the third quarter of 2025. You can see the sector-specific performance below:

• Financial Services sector revenue growth (YoY Q3 2025): 51%
• Retail and Industrial Goods verticals revenue growth (YoY Q3 2025): 11%

To be defintely clear, the total Q3 2025 revenue was $127.3 million, which is a 13.4% increase compared to Q3 2024. This revenue base is supported by a workforce that grew 16.3% year-over-year to 7,858 professionals by the end of Q3 2025.

The focus on these large, complex transformations means CI&T Inc is targeting clients who are serious about making AI work at scale-the 5% who are actually delivering measurable financial results from their experimentation.

Finance: draft next quarter's revenue projection sensitivity analysis based on the $5M-$10M client cohort growth rate by Friday.

CI&T Inc (CINT) - Canvas Business Model: Cost Structure

You're looking at the cost side of the CI&T Inc (CINT) equation as of late 2025. For a services business like CI&T Inc, the largest cost component is definitely people, and the data shows significant investment in that area.

Personnel Costs for the 7,858-person Global Workforce

The global workforce reached 7,858 employees as of the third quarter of 2025 (3Q25). This represented a 16.3% increase compared to 3Q24. To support this scale, CI&T Inc. onboarded 420 trainees through its NextGen program in Q1 2025 alone. Personnel costs, which are the primary driver of Cost of Goods Sold (COGS) for a services firm, are managed to maintain healthy profitability levels.

Here's a look at the resulting profitability metrics, which reflect how effectively these personnel costs are being managed against revenue:

Period	Revenue (US$ millions)	Adjusted EBITDA (US$ millions)	Adjusted EBITDA Margin
1Q25	110.9	19.6	17.6%
2Q25	117.2	21.5	18.4%
3Q25	127.3	23.5	18.5%

The full-year 2025 guidance for the Adjusted EBITDA margin is reaffirmed in the range of 18% to 20%.

Significant R&D Investment in the CI&T FLOW AI Toolset

Management is prioritizing R&D spending specifically on extending its proprietary CI&T FLOW AI toolset to deliver repeatable, AI-enabled workflows for clients at scale. Over 85% of employees were reported to be using the CI&T FLOW platform daily in Q1 2025. While a specific 2025 R&D expense figure isn't immediately available, the strategic focus indicates a significant, ongoing investment in proprietary technology.

For context on capital deployment, capital expenditures over the trailing twelve months (prior to June 20, 2025) were $11.4 million.

Sales, General, and Administrative (SG&A) Expenses, with a Focus on Reduction

The company is actively focused on operational efficiency, which is reflected in the management of SG&A expenses. For the first 9 months of 2025, the company noted a disciplined approach resulting in reduced SG&A as a percentage of sales. This cost control was a primary driver for margin improvement in early 2025.

The focus on reducing SG&A as a percentage of sales helped the Adjusted EBITDA margin improve to 17.6% in 1Q25 from a prior period comparison.

• SG&A reduction contributed to improved profitability in 1Q25.
• The company is maintaining a disciplined approach to operating expenses.

Costs Associated with Global Delivery Center Operations

The costs related to global delivery centers are embedded within the overall operating structure, primarily impacting Cost of Goods Sold (COGS) alongside personnel costs. The company operates globally across 10 countries. The overall Total Operating Expenses for the full year 2024 were $94.66 million.

The cash generation efficiency suggests strong control over these operational costs:

• Cash generated from operating activities for the first 9 months of 2025 was $46.5 million.
• This translated to a robust 72% cash conversion rate from adjusted EBITDA to operating cash for the first 9 months of 2025.

The company paid $5.8 million in stock-based compensation in the four quarters leading up to June 20, 2025.

CI&T Inc (CINT) - Canvas Business Model: Revenue Streams

You're looking at the core engine driving CI&T Inc (CINT)'s financial results, which is almost entirely built on service revenue. This revenue comes from their work as an end-to-end business solutions partner, focusing on digital transformation and software engineering projects. That focus is clearly paying off in the top line.

The most recent snapshot shows a strong third quarter. CI&T Inc (CINT) reported revenue of $127.3 million for the third quarter of 2025. This represented a reported revenue increase of 13.4% compared to the third quarter of 2024. On a constant currency basis, the organic revenue growth for that quarter was 12.1% year-over-year.

A key driver for this consistent performance is the deep relationship with their largest customers. The revenue stream is heavily supported by these anchor accounts. Here's the quick math on that concentration:

Metric	Value
Number of Clients > $10M Annual Revenue	10
Top 10 Clients Revenue Growth (Q3 2025)	19.5%
Q3 2025 Reported Revenue	$127.3 million
Q3 2025 Organic Revenue Growth (Constant Currency)	12.1%

This focus on large client expansion is a deliberate strategy to secure long-term, high-value engagements, which helps smooth out revenue predictability. Still, you need to watch the overall outlook for the full year.

Looking forward, CI&T Inc (CINT) is maintaining its full-year expectations, which gives us a clear target for the total service delivery for 2025. The guidance for the full-year 2025 organic revenue growth at constant currency is set between 12.5% and 13%. This suggests they expect the momentum seen in Q3 to carry through the final quarter, though Q4 guidance suggests a slightly lower constant currency growth rate of 12.5% for that specific period.

The revenue streams are fundamentally tied to these core activities:

• Service revenue from digital transformation projects.
• Software engineering project fees.
• Expansion revenue from existing large clients.

Finance: draft 13-week cash view by Friday.