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Alight (ALIT) investor relations material
Alight UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Leadership transition and strategic direction
CEO Dave Guilmette will step down at the end of December 2024, with Rohit Verma taking over on January 1, 2025, bringing experience in growth and transformation from adjacent industries.
The leadership change is not expected to alter the current strategic direction, with a continued focus on growth, client retention, and innovation.
Top priorities remain execution on growth, high service delivery, and expanding in the large and jumbo market segments.
Innovation, particularly in AI and automation, is central to improving client experience and operational efficiency.
New CEO is expected to engage quickly with investors and stakeholders.
Operational performance and market positioning
Post-divestiture, the company is focused on employee benefit services, enabled by technology, not as a pure tech company.
Retention in the large market improved by 800 basis points from 2023 to 2024, with further stabilization expected.
Commercial bookings were below plan, prompting the return of Steve Rush as Chief Commercial Officer to drive large market deals and ARR growth.
The business benefits from 92% recurring revenue, with long-term contracts providing strong visibility and stability.
Project revenue, a high-margin segment, is at its lowest in years due to fewer benefit plan changes, regulatory shifts, and M&A activity.
Technology, innovation, and client experience
Four years of technology transformation have improved both front- and back-end operations, with a focus on automation and AI.
97% of annual enrollments are now digital, and call volumes have dropped, enhancing efficiency and client experience.
Partnership with IBM and use of WatsonX AI technology are driving a new, personalized, GenAI-backed enrollment experience, with a full rollout planned next year.
AI and automation are expected to compress client implementation timelines, improving working capital and accelerating revenue realization.
The company’s proprietary data and integrated platform provide a competitive advantage in delivering personalized solutions to 35 million participants.
Rohit Verma's immediate strategic focus
Plan for 2026 ARR bookings inflection
AI's revenue and client experience impact
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Frequently asked questions
Alight Inc. is a provider of cloud-based human capital and business solutions, specializing in benefits administration, payroll, and workforce management. The company offers digital platforms and analytics-driven services to help organizations manage employee benefits, health plans, and financial well-being programs. Alight serves businesses across various industries, including healthcare, finance, and retail. Alight Inc. is headquartered in Lincolnshire, Illinois, and its shares are listed on the NYSE.
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