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Exlservice (EXLS) investor relations material
Exlservice Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary3 Sep, 2025
Business model differentiation and AI adoption
Strong demand for AI adoption is a key growth driver across all business lines, leveraging a foundation in data and analytics, which previously accounted for 43% of revenue.
The ability to combine proprietary data, domain expertise, and AI capabilities differentiates the company, enabling end-to-end solutions for clients.
Low exposure to commoditized services like call centers and IT maintenance reduces risk of AI cannibalization.
AI is embedded in nearly all client engagements, with a focus on outcome-based solutions and enterprise-wide impact.
Commercial models are shifting toward outcome and transaction-based pricing, increasing gross margins and aligning incentives with client success.
Market trends, demand, and competitive landscape
Demand for traditional IT development and dashboarding has declined, while AI engineering and data management are driving new growth.
The business maintains a balanced portfolio, serving both cost-focused and growth-oriented industries, supporting resilience in varying market conditions.
75% of revenue is contracted for one year or more, providing high visibility and stability, with 95% revenue visibility for the current year.
The competitive landscape includes IT firms, consulting companies, hyperscalers, and startups, but few possess the full combination of domain, data, and AI expertise.
Data and AI revenue now represents 54% of total revenue and is expected to outpace overall growth for the next two to three years.
AI solutions, talent, and operational efficiency
Seven domain-specific LLMs have been developed, with the insurance LLM outperforming industry benchmarks by leveraging proprietary workflow data.
Headcount growth is shifting toward higher-paid technology and data engineering roles, with revenue per headcount expected to grow 3–5% annually.
AI integration is reducing the need for traditional roles, increasing operational leverage and efficiency.
How does EXL avoid AI cannibalization?
What is EXL's edge in custom LLMs?
How does AI impact EXL's headcount efficiency?
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Next Exlservice earnings date
Q3 202529 Oct, 2025
Next Exlservice earnings date
Q3 202529 Oct, 2025
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Exlservice Holdings Inc provides data analytics, operations management, and digital transformation services to clients in healthcare, insurance, banking, and other sectors. The company offers artificial intelligence, automation, and cloud-based solutions to support business performance. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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