• Revenue growth outlook: After delivering 5.2% sequential constant-currency growth in Q1 (excluding the culled India business) and over 33% reported year-on-year growth including Encore, the company expects strong, accelerating growth through Q2, Q3, and Q4.
• EBIT margin performance: Consolidated EBIT margin reached 16% in Q1, tracking ahead of the full-year 15.5% guidance, which management expects could inch higher as the year progresses.
• Encore cost synergies: Integration of Encore is complete, with a 40% G&A cost reduction already executed to bring the merged entity's G&A down to roughly 6.5% to 6.6%.
• Outcome-based revenue: Outcome-based pricing models now represent 6% to 7% of total revenue—up from near zero over the past year—without compromising operating margins.
• Large deal signings: Management anticipates Q2 large deal count to surpass its previous record of six, supported by an already consummated $250 million contract and an aspiration to approach $1 billion in TCV.