• Growth and deal momentum: Confidence in full-year growth is supported by strong deal signings, including eight highlighted wins, alongside stabilization in a key client account that had previously declined by 45%.
• DSO and deal closures: Days Sales Outstanding rose from 67 to 74 days and is expected to stay near this industry-leading level, while minor deal delays in West Asia impact only 2% of total business.
• EBIT margin outlook: Full-year adjusted EBIT is guided at 13% to 14%, with an exit rate expected to be materially higher in the second half as front-loaded investments yield operating leverage and rebadged talent is rebalanced across global geographies.
• Capital allocation and AI: Holding $220 million in cash after paying 51% of profits as dividends, the company is prioritizing higher organic investments in AI platforms and architecture while targeting future M&A strictly toward AI capabilities.