View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTELUS International (Cda) 향후 성장Future 기준 점검 0/6TELUS International (Cda) (는) 각각 연간 93.2% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 103.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.7% 로 예상됩니다.핵심 정보93.2%이익 성장률103.39%EPS 성장률Professional Services 이익 성장15.1%매출 성장률3.0%향후 자기자본이익률10.66%애널리스트 커버리지Good마지막 업데이트29 Oct 2025최근 향후 성장 업데이트Price Target Changed • Sep 03Price target increased by 11% to US$4.52Up from US$4.06, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$4.46. The company is forecast to post a net loss per share of US$1.19 next year compared to a net loss per share of US$0.22 last year.공시 • Aug 01Telus International (Cda) Inc. Reaffirms Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reaffirmed earnings guidance for the full year 2025. For the full year company continues to expect Revenue growth of approximately 2% on an organic basis.Major Estimate Revision • Jul 30Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.189 to -US$0.224 per share. Revenue forecast unchanged at US$2.72b. Professional Services industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$4.18 unchanged from last update. Share price fell 4.7% to US$3.86 over the past week.Price Target Changed • Jul 21Price target increased by 8.1% to US$4.18Up from US$3.87, the current price target is an average from 7 analysts. New target price is 8.1% above last closing price of US$3.87. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.22 last year.공시 • May 09TELUS International (Cda) Inc. Reiterates Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reiterated earnings guidance for the full year 2025. For the full-year 2025, management continues to expect revenue growth of approximately 2% on an organic basis.Price Target Changed • Apr 27Price target decreased by 7.0% to US$4.30Down from US$4.63, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$2.44. Stock is down 70% over the past year. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.22 last year.모든 업데이트 보기Recent updates공시 • Oct 31TELUS Corporation (TSX:T) completed the acquisition of TELUS International (Cda) Inc. (NYSE:TIXT) from Riel B.V. and others.TELUS Corporation (TSX:T) entered into a non-binding indication of interest to acquire TELUS International (Cda) Inc. (NYSE:TIXT) from Riel B.V. and others for approximately $1.4 billion on June 11, 2025. The consideration paid was $3.40 per share in cash, TELUS common shares or a combination of both. The price values TELUS Digital at $2.3 billion enterprise value on a fully diluted basis. The transaction was funded though a combination of cash on our balance sheet and debt financing. TELUS Digital’s board of directors intends to form a special committee comprised of independent directors to carefully review, evaluate and consider the Proposal. As of October 14, 2025 Institutional Shareholder Services Inc recommended TELUS Digital shareholders to vote for the proposed arrangement (the “Arrangement”) with TELUS Corporation. The proposal is subject to several conditions, including satisfactory completion of due diligence, negotiation of a mutually acceptable acquisition agreement, securing support from key shareholders of TELUS Digital and final approval of the TELUS Corporation board of directors. Completion of the transaction contemplated by the Proposal is subject to compliance with applicable Canadian and U.S. securities laws, including receipt of a formal valuation, unless an exemption is available, court and shareholder approval. As of July 9, 2025, no action with respect to the proposal is required by TELUS Digital shareholders at this time. As of September 1, 2025 TELUS Corporation and TELUS International (Cda) Inc. today announced that they have entered into a definitive agreement. TELUS to acquire all of the outstanding multiple voting shares and subordinate voting shares of TELUS Digital not already owned by TELUS for $4.50 per share, reflecting aggregate consideration of $539 million. The transaction has received the unanimous recommendation of a special committee of independent members of the board of directors of TELUS Digital and the unanimous approval of TELUS Digital’s Board of Directors. The purchase price of $4.50 per share will be payable by TELUS, at shareholders’ election, in (i) $4.50 in cash, (ii) 0.273 of a TELUS common share, or (iii) a combination of $2.25 in cash and 0.136 of a TELUS common share. Shareholders electing alternative (ii) or (iii) will be subject to proration such that the aggregate consideration will include no more than 25% in TELUS common shares. The full TELUS Digital Board unanimously approved the transaction and determined (i) that the transaction is in the best interests of TELUS Digital and is fair to minority shareholders, and (ii) to recommend that shareholders vote in favour of the transaction. The transaction is expected to close in the fourth quarter of 2025. As on October 27, 2025, approved by TELUS Digital shareholders at a special meeting. Jefferies LLC and Barclays is acting as exclusive financial advisor to TELUS, Peter Castiel, Amélie Metivier and Olivier Godbout of Stikeman Elliott LLP and A&O Shearman are acting as legal advisors to TELUS Corporation. The Special Committee has engaged McCarthy Tétrault LLP as its independent legal advisor and BofA Securities, Inc. as its financial advisor and fairness opinion provider in connection with the Proposal. BMO Nesbitt Burns Inc. has been engaged as independent valuator and financial advisor to the Special Committee. FGS Longview has also been retained by the Special Committee as communications counsel. Adam Givertz and Ian Hazlett of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to TELUS International (Cda) Inc. Allen & Overy LLP acted as legal advisor to TELUS Corporation. Osler, Hoskin & Harcourt LLP acted as legal advisor to TELUS Corporation. Alex Moore and Cat Youdan of Blake, Cassels & Graydon LLP acted as legal advisor to Riel B.V. TELUS Corporation (TSX:T) completed the acquisition of TELUS International (Cda) Inc. (NYSE:TIXT) from Riel B.V. and others on October 31, 2025. A final order of the Supreme Court of British Columbia in respect of the transaction was granted on October 29, 2025.공시 • Oct 02TELUS Digital Launches Fuel iX Fortify for Automated Red-TeamingTELUS Digital announced the launch of its continuous automated red-teaming application, Fuel iX™? Fortify. The solution helps enterprises testgenerative AI (GenAI) systems at scale and identify vulnerabilities by replicating real-world attack scenarios through advanced adversarial simulation techniques. Fuel iX Fortify dashboards provide visibility into AI red-teaming sessions, detected vulnerabilities and system performance. concerns about safety and security vulnerabilities are a critical consideration for organizations adopting GenAI, yet over two-thirds of enterprises (67%) report a shortage of cybersecurity professionals to address them. This challenge highlights the importance of proactive safeguards that can help security teams keep pace with rapid AI development. Fuel iX Fortify runs thousands of adversarial attacks on AI-powered assistants, copilots and applications in minutes, helping organizations uncover AI risks before they can be exploited. With an ever-evolving database of adversary tactics, techniques and procedures based on the latest research, Fortify stays ahead of emerging attack methods and generates novel tests for each safety assessment, or it can rerun specific attack formulations to track over time. The Gen AI red-teaming app can also automatically create unique attack objectives tailored to a system's code of conduct policy, making it purpose-built for the predictability of GenAI, which can generate different answers each time it is asked a question. Enterprise-ready features of Fuel iX Fortify: Fuel iX Fortify supports enterprises across all industries with AI security features that include: Accessible design: Intuitive interface enables both technical and non-technical teams to conduct AI security testing. Actionable reporting: Dashboards and detailed reports provide users with a clear overview of each AI application's vulnerabilities, making it simple to understand and act on security and safety risks. Seamless integration: Can be used with a wide array of GenAI applications, simultaneously within a single interface. Advanced novel and repeat attack generation: Stays current with emerging threats and attack methods through regular updates based on the latest research. Applying Fuel iX Fortify in healthcare: Fuel iX Fortify is already in use by a publicly-funded health authority in Canada to safeguard its public-facing career advisor chatbot. The bot provides a personalized, user-friendly experience, helping individuals explore job opportunities in the healthcare sector in the same way they would interact with a recruititer, ensuring it would never provide medical advice or harmful responses. With Fuel iX Fortify, the client experienced a 97% reduction in testing time, while it took less than 30 minutes to onboard non-technical experts. The client stated: "Fuel iX Fortify gave confidence that chatbot's responses were safe, appropriate and met standards. The found that manual red-teaming was slow, limited in scope and produced error rates as high as 13%. Fortify let test chatbot thoroughly before launch, so knew it wouldn't give harmful answers or fall short on compliance. With that assurance, were able to launch responsibly, protect reputation, and create a positive, human-like experience for people interested in healthcare careers".내러티브 업데이트 • Sep 05Digital Transformation And AI Will Expand Global OpportunitiesConsensus analyst price targets for TELUS International (Cda) have aligned at $4.50 per share following Telus Corporation’s definitive buyout offer—supported by board, special committee, and major shareholder approval—prompting downgrades to Hold/Tender as limited upside remains at the new fair value. Analyst Commentary Price targets have been raised to $4.50 across the board due to the definitive agreement for Telus Corporation to acquire all remaining shares of Telus International at $4.50 per share.Price Target Changed • Sep 03Price target increased by 11% to US$4.52Up from US$4.06, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$4.46. The company is forecast to post a net loss per share of US$1.19 next year compared to a net loss per share of US$0.22 last year.Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.98 loss per share (further deteriorated from US$0.011 loss in 2Q 2024). Revenue: US$699.0m (up 7.2% from 2Q 2024). Net loss: US$272.0m (loss widened US$269.0m from 2Q 2024). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.공시 • Aug 01Telus International (Cda) Inc. Reaffirms Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reaffirmed earnings guidance for the full year 2025. For the full year company continues to expect Revenue growth of approximately 2% on an organic basis.Major Estimate Revision • Jul 30Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.189 to -US$0.224 per share. Revenue forecast unchanged at US$2.72b. Professional Services industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$4.18 unchanged from last update. Share price fell 4.7% to US$3.86 over the past week.Price Target Changed • Jul 21Price target increased by 8.1% to US$4.18Up from US$3.87, the current price target is an average from 7 analysts. New target price is 8.1% above last closing price of US$3.87. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.22 last year.공시 • Jul 15TELUS International (Cda) Inc. to Report Q2, 2025 Results on Aug 01, 2025TELUS International (Cda) Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 01, 2025공시 • Jun 12TELUS Corporation (TSX:T) entered into a non-binding indication of interest to acquire TELUS International (Cda) Inc. (NYSE:TIXT) for approximately $1 billion.TELUS Corporation (TSX:T) entered into a non-binding indication of interest to acquire TELUS International (Cda) Inc. (NYSE:TIXT) for approximately $1 billion on June 11, 2025. The consideration paid was $3.40 per share in cash, TELUS common shares or a combination of both. The price values TELUS Digital at $2.3 billion enterprise value on a fully diluted basis.The transaction was funded though a combination of cash on our balance sheet and debt financing. TELUS Digital’s board of directors intends to form a special committee comprised of independent directors to carefully review, evaluate and consider the Proposal. The proposal is subject to several conditions, including satisfactory completion of due diligence, negotiation of a mutually acceptable acquisition agreement, securing support from key shareholders of TELUS Digital and final approval of the TELUS Corporation board of directors. Completion of the transaction contemplated by the Proposal is subject to compliance with applicable Canadian and U.S. securities laws, including receipt of a formal valuation, unless an exemption is available, court and shareholder approval. Barclays is acting as exclusive financial advisor to TELUS, Stikeman Elliott LLP and A&O Shearman are acting as legal advisors to TELUS Corporation.Seeking Alpha • Jun 03TELUS International: AI Offerings Show No Competitive AdvantagesSummary TELUS International's pivot to AI hasn't improved financials; revenue stagnates and losses persist, eroding investor confidence and driving the stock down sharply. Client concentration, declining margins, and fierce competition in commoditized AI services pose significant risks, with major customers reducing spend and developing in-house capabilities. Operating costs, especially for specialized AI talent, have surged, while new AI services cannibalize higher-margin legacy business, further pressuring profitability. Even with very optimistic assumptions, intrinsic value barely exceeds current price; without a clear turnaround, TIXT remains a SELL due to ongoing structural challenges. Read the full article on Seeking Alpha공시 • May 28TELUS International (Cda) Inc. (NYSE:TIXT) acquired Gerent Llc.TELUS International (Cda) Inc. (NYSE:TIXT) acquired Gerent Llc on May 28, 2025. TELUS International (Cda) Inc. (NYSE:TIXT) completed the acquisition of Gerent Llc on May 28, 2025.Reported Earnings • May 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.091 loss per share (down from US$0.10 profit in 1Q 2024). Revenue: US$670.0m (up 2.0% from 1Q 2024). Net loss: US$25.0m (down 189% from profit in 1Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 26 percentage points per year, which is a significant difference in performance.공시 • May 09TELUS International (Cda) Inc. Reiterates Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reiterated earnings guidance for the full year 2025. For the full-year 2025, management continues to expect revenue growth of approximately 2% on an organic basis.Price Target Changed • Apr 27Price target decreased by 7.0% to US$4.30Down from US$4.63, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$2.44. Stock is down 70% over the past year. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.22 last year.공시 • Apr 15TELUS International (Cda) Inc. to Report Q1, 2025 Results on May 09, 2025TELUS International (Cda) Inc. announced that they will report Q1, 2025 results Pre-Market on May 09, 2025분석 기사 • Apr 04Does TELUS International (Cda) (NYSE:TIXT) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Recent Insider Transactions Derivative • Apr 02Executive Vice Chair of the Board exercised options to buy US$289k worth of stock.On the 26th of March, Jeffrey Puritt exercised options to buy 106k shares at a strike price of around US$2.74, costing a total of US$291k. This transaction amounted to 16% of their direct individual holding at the time of the trade. Since June 2024, Jeffrey's direct individual holding has increased from 535.57k shares to 648.60k. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Apr 01Executive Vice Chair of the Board exercised options to buy US$84k worth of stock.On the 26th of March, Jeffrey Puritt exercised options to buy 31k shares at a strike price of around US$2.75, costing a total of US$86k. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. Since June 2024, Jeffrey's direct individual holding has increased from 535.57k shares to 648.60k. Company insiders have collectively bought US$1.9m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Mar 26Executive Vice Chair of the Board exercised options to buy US$112k worth of stock.On the 21st of March, Jeffrey Puritt exercised options to buy 41k shares at a strike price of around US$2.79, costing a total of US$115k. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. Since March 2024, Jeffrey's direct individual holding has increased from 502.81k shares to 607.41k. Company insiders have collectively bought US$1.7m more than they sold, via options and on-market transactions, in the last 12 months.공시 • Mar 03TELUS International (Cda) Inc., Annual General Meeting, May 15, 2025TELUS International (Cda) Inc., Annual General Meeting, May 15, 2025.분석 기사 • Feb 28TELUS International (Cda) Inc. (NYSE:TIXT) Not Doing Enough For Some Investors As Its Shares Slump 25%TELUS International (Cda) Inc. ( NYSE:TIXT ) shareholders that were waiting for something to happen have been dealt a...Recent Insider Transactions Derivative • Feb 20Executive Vice Chair of the Board exercised options to buy US$183k worth of stock.On the 14th of February, Jeffrey Puritt exercised options to buy 51k shares at a strike price of around US$3.70, costing a total of US$190k. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. Since March 2024, Jeffrey's direct individual holding has increased from 502.81k shares to 556.08k. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.공시 • Feb 15TELUS International (Cda) Inc. Provides Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. provided earnings guidance for the full year 2025. For the period, the company expected revenue growth of approximately 2% on an organic basis.Seeking Alpha • Feb 14TELUS International Q4: Mediocre Quarter, But Investors Perhaps Seeing The Cashflow GameSummary TELUS International's Q4 2024 revenues were flat year-over-year, but shares rose 10% on February 13, likely against fears of worse results. Cashflows remain substantially positive, and are slowly making the balance sheet look more appealing. The company continues to invest in generative AI solutions, which may explain higher operating costs on Q4. I maintain a fair value estimate of ~$7.40/share, despite lackluster Q4 results. Read the full article on Seeking AlphaReported Earnings • Feb 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.22 loss per share (down from US$0.20 profit in FY 2023). Revenue: US$2.66b (down 1.8% from FY 2023). Net loss: US$61.0m (down 213% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year whereas the company’s share price has fallen by 46% per year.공시 • Jan 21TELUS International (Cda) Inc. to Report Q4, 2024 Results on Feb 13, 2025TELUS International (Cda) Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 13, 2025공시 • Jan 16Slater Vecchio LLP and Scott & Scott LLP Announce Class Action Lawsuit Against Telus International (Cda) IncSlater Vecchio LLP and Scott & Scott LLP have a class action lawsuit against Telus International (Cda) Inc. (Telus International) on December 12, 2024. The lawsuit alleges that Telus International and several of its officers made misstatements regarding the company's Artificial Intelligence ("AI") offerings in breach of the Securities Act, RSBC 1996 c 418 and other legal duties. As a result of Telus International's alleged failure to comply with its disclosure obligations, shareholders suffered a loss when the deep-seated issues caused by the company's shift to AI were disclosed in May and August 2024. The lawsuit seeks to represent all persons and entities that acquired one or more subordinate voting shares of Telus International between February 16, 2023 and August 1, 2024, inclusive, and held all or a portion of these securities at any moment between May 9, 2024 and August 1, 2024, inclusive. The lawsuit seeks to represent persons and entities that purchased Telus International securities on the New York Stock Exchange, the Toronto Stock Exchange, and any other exchanges on which shares of Telus International were traded.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$3.20, the stock trades at a trailing P/E ratio of 28.4x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 89% over the past three years.분석 기사 • Dec 06Some Confidence Is Lacking In TELUS International (Cda) Inc.'s (NYSE:TIXT) P/EWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...New Risk • Dec 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 60% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (60% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Seeking Alpha • Nov 25Even A No-Growth Scenario Suggests TELUS International Is Highly UndervaluedSummary TELUS International, the tech spinoff from Canada's Telus Corp, has seen its stock plummet more than 90% from its highs amid poor operating results. Amid a swing to net losses, the company's tremendous cash flows appear to be overlooked. There's legitimate potential for a huge rebound in TIXT, but even a conservative scenario-based approach suggests shares can trade 100% higher. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 20Insider recently bought US$253k worth of stockOn the 18th of November, Tobias Dengel bought around 100k shares on-market at roughly US$2.53 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$282k. Insiders have collectively bought US$786k more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$3.62, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 89% over the past three years.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.144 to -US$0.21 per share. Revenue forecast unchanged at US$2.64b. Professional Services industry in the US expected to see average net income growth of 19% next year. Consensus price target down from US$4.56 to US$4.44. Share price fell 3.7% to US$3.62 over the past week.New Risk • Nov 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Nov 10Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: US$0.12 loss per share (down from US$0.033 profit in 3Q 2023). Revenue: US$658.0m (flat on 3Q 2023). Net loss: US$32.0m (down 456% from profit in 3Q 2023). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 53% per year, which means it is performing significantly worse than earnings.분석 기사 • Nov 06Here's Why TELUS International (Cda) (NYSE:TIXT) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Oct 17TELUS International (Cda) Inc. to Report Q3, 2024 Results on Nov 08, 2024TELUS International (Cda) Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 08, 2024새로운 내러티브 • Sep 24Leadership Shakeup And AI Investment Promise Growth Amid Earnings Pressure And Market Challenges Leadership changes aim to boost operational margins through enhanced customer service and efficiency, while strategic investments in AI aim to open new revenue streams. Price Target Changed • Sep 08Price target decreased by 7.7% to US$4.60Down from US$4.98, the current price target is an average from 13 analysts. New target price is 25% above last closing price of US$3.67. Stock is down 55% over the past year. The company is forecast to post a net loss per share of US$0.14 compared to earnings per share of US$0.20 last year.Recent Insider Transactions • Sep 01Independent Lead Director recently bought US$282k worth of stockOn the 28th of August, Josh Blair bought around 100k shares on-market at roughly US$2.82 per share. This transaction increased Josh's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$549k more in shares than they have sold in the last 12 months.Seeking Alpha • Aug 26TELUS International: TIXT To Speech-LessSummary TELUS International's stock has plummeted due to drastically reduced earnings estimates and disappointing Q2-2024 results. The parent has stepped in to support the shares. Valuation is looking quite compelling and this is a high risk-high reward play. Read the full article on Seeking AlphaMajor Estimate Revision • Aug 09Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$2.79b to US$2.63b. Now expected to report a loss of US$0.13 per share instead of US$0.385 per share profit previously forecast. Professional Services industry in the US expected to see average net income growth of 25% next year. Consensus price target down from US$9.40 to US$4.98. Share price fell 54% to US$3.00 over the past week.Recent Insider Transactions • Aug 08President of WillowTree recently bought US$248k worth of stockOn the 6th of August, Tobias Dengel bought around 100k shares on-market at roughly US$2.48 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$291k more in shares than they have sold in the last 12 months.New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results.Price Target Changed • Aug 05Price target decreased by 25% to US$7.04Down from US$9.40, the current price target is an average from 14 analysts. New target price is 70% above last closing price of US$4.15. Stock is down 55% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.20 last year.Reported Earnings • Aug 04Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.011 loss per share (improved from US$0.026 loss in 2Q 2023). Revenue: US$652.0m (down 2.2% from 2Q 2023). Net loss: US$3.00m (loss narrowed 57% from 2Q 2023). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.분석 기사 • Aug 03TELUS International (Cda) Inc. (NYSE:TIXT) Might Not Be As Mispriced As It Looks After Plunging 29%Unfortunately for some shareholders, the TELUS International (Cda) Inc. ( NYSE:TIXT ) share price has dived 29% in the...New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 35%After last week's 35% share price decline to US$4.15, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 87% over the past three years.공시 • Aug 02TELUS International (Cda) Inc. Provides Revenue Guidance for the Full Year 2024TELUS International (Cda) Inc. provided revenue guidance for the full year 2024. For the period, the company expects Revenue in the range of $2,610 to $2,665 million.공시 • Jul 31TELUS International Launches Fuel EX, an Enterprise-Safe Generative AI (GenAI) Employee Assistant to Support Productivity, Creativity and ResearchTELUS International has launched Fuel EX, an enterprise-safe generative AI (GenAI) employee assistant to support productivity, creativity and research. Fuel EX is the first public launch of an application built on TELUS Digital’s enterprise-grade GenAI engine, Fuel iX, and is currently in operation at scale within TELUS, where 35,000 employees are actively using the software and seeing improved productivity. Fuel EX gives companies a single point of entry for their employees to access an intuitive and enterprise-safe GenAI interface where they can select from more than 20 large language models (LLM) from multiple vendors to help them with everyday tasks including knowledge searches, summarization, copywriting, image generation and code writing. Fuel EX offers enterprises, administrators and employees unique benefits across three distinct pillars: Trust: Administrators can choose different data privacy options offered by select large language models and cloud providers. All employees can review their chat histories, which are securely stored in an encrypted format. While the solution is designed for global use, Fuel EX provides an option that offers AI inference and data storage that does not leave Canadian borders. Flexibility: Enterprises have access to a diverse range of large language models (LLM) and multimodal AI foundation models to ensure their employees can find the models that best suit their needs and are never limited by outdated technology. Administrators have the option to use model keys provided by Fuel EX or their own keys for additional inference control. A wide range of employees, including developers and IT support staff, have the flexibility to choose their preferred models and adjust model settings to tailor their tools for maximum productivity. Control: Enterprises will be able to monitor model usage, set usage restrictions and manage user permissions from a single control plane. Administrators have the ability to modify AI model access at any time, which includes the capability to add or remove access to custom, open-source, or proprietary models. The Fuel EX user interface currently supports English and French (Canadian); however, many of the LLMs offered by Fuel EX offer multi-language support.공시 • Jul 17TELUS International (Cda) Inc. to Report Q2, 2024 Results on Aug 02, 2024TELUS International (Cda) Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 02, 2024Seeking Alpha • Jun 06TELUS International: Don't Forget The Cash Flow And TELUS Corp InvolvementSummary TELUS International (Cda) Inc. stock has plummeted since its 2021 spinoff, but investors may be overlooking potential catalysts. TELUS International's large anchor customer, Telus Corp., provides stability, and is also the company's majority shareholder. Investors may be overlooking the compelling TELUS International cash flow picture, as EPS is burdened by D&A expenses. Read the full article on Seeking AlphaNew Risk • May 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin).Recent Insider Transactions Derivative • May 24President exercised options to buy US$191k worth of stock.On the 20th of May, Jeffrey Puritt exercised options to buy 33k shares at a strike price of around US$6.41, costing a total of US$210k. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. Since December 2023, Jeffrey's direct individual holding has increased from 425.72k shares to 502.81k. Company insiders have collectively bought US$776k more than they sold, via options and on-market transactions, in the last 12 months.Seeking Alpha • May 12TELUS International: Growth Fantasy Becomes A Value PlaySummary TELUS International has experienced a 35% drop in its stock price since our last article. Valuation since the IPO has gone from extremely poor to modestly attractive today. We review the Q1-2024 earnings and tell you how we plan to set up a long position. Read the full article on Seeking AlphaPrice Target Changed • May 12Price target decreased by 9.7% to US$10.60Down from US$11.73, the current price target is an average from 14 analysts. New target price is 66% above last closing price of US$6.38. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$0.42 for next year compared to US$0.20 last year.분석 기사 • May 10The Price Is Right For TELUS International (Cda) Inc. (NYSE:TIXT) Even After Diving 28%The TELUS International (Cda) Inc. ( NYSE:TIXT ) share price has fared very poorly over the last month, falling by a...공시 • May 10TELUS International (Cda) Inc. Provides Revenue Guidance for the Full Year 2024TELUS International (Cda) Inc. provides revenue guidance for the full year 2024. For the period, the company expects Revenue in the range of $2,790to $2,850 million, representing growth of 3% to 5%.Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.051 in 1Q 2023)First quarter 2024 results: EPS: US$0.10 (up from US$0.051 in 1Q 2023). Revenue: US$657.0m (down 4.2% from 1Q 2023). Net income: US$28.0m (up 100% from 1Q 2023). Profit margin: 4.3% (up from 2.0% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$6.36, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 78% over the past three years.공시 • Apr 21TELUS International (Cda) Inc. to Report Q1, 2024 Results on May 09, 2024TELUS International (Cda) Inc. announced that they will report Q1, 2024 results Pre-Market on May 09, 2024분석 기사 • Apr 16Here's Why TELUS International (Cda) (NYSE:TIXT) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Apr 02TELUS International Announces Fuel iX Beta Program, an Enterprise-Grade AI Engine for Bringing Generative AI to ProductionTELUS International announced a beta release of Fuel iX, an enterprise-grade AI engine designed to help companies upgrade their generative AI (GenAI) pilots to production scale, deploy customized solutions faster, and effectively manage the technology responsibly. With access to more than 100 large language models (LLMs) and the flexibility to change models after launch, enterprises are able to avoid vendor lock-in and future-proof GenAI applications. The solution’s management capabilities enable organizations to consolidate visibility across their GenAI applications, which often run in multiple environments, applications, and clouds. Fuel iX also provides application templates for the quick deployment of customized GenAI copilots that leverage an organization’s data, and can be tailored to address specific company workflows. Fuel iX is available now. Fuel iX Core and Apps: Fuel iX enables existing enterprise applications, third-party and custom GenAI apps to access critical services like access control, moderation, observability, and privacy through an integration server and GenAI gateway, simplifying management of the GenAI value chain from data and models, to management, applications and interfaces. Fuel iX has two solution layers – Core and Apps – each with several modules and connectors to third-party solutions. Fuel iX Core offers the integration and administration as a backbone for enterprise AI, and includes features and connectors for observation, arbitration, orchestration, moderation and enhanced security. Fuel iX Apps includes templates for GenAI applications across customer and employee experiences, third-party application support, application channel integration and more. This functionality is further supported by TELUS International’s design services, which provides custom applications and other digital solutions, and the GenAI Jumpstart accelerator program for rapid generative AI development and deployment. TELUS Accelerated Productivity with Fuel iX: TELUS used Fuel iX to create a set of generative AI management tools that enable the service provider to tap into, and switch between, multiple cloud providers and more than 100 large language models. TELUS then layered on centralized observability by use case, user, and AI model, and developed tools and processes to support privacy, data sovereignty, AI safety, and security requirements. Partial year 2023 impacts included CAD 6.4 million in cost avoidance and CAD 1.8 million in revenue lift from more accurate billing for technician visits. TELUS International is a leading provider of comprehensive, end-to-end AI data and digital customer experience solutions.분석 기사 • Mar 17Why We're Not Concerned Yet About TELUS International (Cda) Inc.'s (NYSE:TIXT) 27% Share Price PlungeThe TELUS International (Cda) Inc. ( NYSE:TIXT ) share price has softened a substantial 27% over the previous 30 days...분석 기사 • Mar 15Why TELUS International (Cda) Inc. (NYSE:TIXT) Could Be Worth WatchingWhile TELUS International (Cda) Inc. ( NYSE:TIXT ) might not have the largest market cap around , it saw a decent share...Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$9.43, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 67% over the past three years.공시 • Feb 28TELUS International (Cda) Inc., Annual General Meeting, May 17, 2024TELUS International (Cda) Inc., Annual General Meeting, May 17, 2024.분석 기사 • Feb 17We Think You Can Look Beyond TELUS International (Cda)'s (NYSE:TIXT) Lackluster EarningsThe market was pleased with the recent earnings report from TELUS International (Cda) Inc. ( NYSE:TIXT ), despite the...Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$11.29, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 64% over the past three years.Price Target Changed • Feb 12Price target increased by 7.7% to US$12.50Up from US$11.61, the current price target is an average from 14 analysts. New target price is 24% above last closing price of US$10.05. Stock is down 55% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.20 last year.Reported Earnings • Feb 11Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$0.20 (down from US$0.69 in FY 2022). Revenue: US$2.71b (up 9.7% from FY 2022). Net income: US$54.0m (down 71% from FY 2022). Profit margin: 2.0% (down from 7.4% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.공시 • Feb 10TELUS International Reports Real Estate Rationalization-Related Impairments for the Three Month Ended December 31, 2023TELUS International reported Real estate rationalization-related impairments of $5 million for the three month ended December 31, 2023.공시 • Feb 09TELUS International Provides Earnings Guidance for the Full Year 2024TELUS International provided earnings guidance for the full year 2024. For period, the company expects revenue in the range of $2,790 million to $2,850 million, representing growth of 3% to 5%.분석 기사 • Jan 21TELUS International (Cda) Inc. (NYSE:TIXT) Not Lagging Market On Growth Or PricingTELUS International (Cda) Inc.'s ( NYSE:TIXT ) price-to-earnings (or "P/E") ratio of 54.1x might make it look like a...공시 • Jan 19TELUS International (Cda) Inc. to Report Q4, 2023 Results on Feb 09, 2024TELUS International (Cda) Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 09, 2024Seeking Alpha • Dec 18TELUS International: Navigating Challenges And Seizing Digital OpportunitiesSummary TELUS International has experienced a downturn in the customer experience and digital services sector due to the tech sector's decline. The company has a foothold in the AI market and is well-positioned to benefit from the growth of generative AI. TELUS International has implemented cost rationalization strategies and is focused on margin recovery to sustain profitability. We see 90% upside from today's price. Read the full article on Seeking Alpha공시 • Dec 13TELUS International Launches Experts Engine to Provide Highly Accurate, Predictably Faster and Cost-optimized Training Data for Generative AI ModelsTELUS International announced the launch of Experts Engine, a fully-managed, tech-enabled experts-on-demand sourcing solution for generative AI (GenAI) model builders. Experts Engine programmatically matches human expertise to GenAI tasks such as data creation, collection, annotation and validation to more quickly, accurately and cost-effectively generate high-quality training datasets at scale for the most demanding foundation models, including large language models (LLMs). Experts Engine is part of TELUS International’s end-to-end AI Data Platform that also includes task execution platforms and project and people management tools. The foundation of Experts Engine is a proprietary machine learning (ML) model that thoroughly profiles the domain expertise and proficiency, education level and availability of the more than one million contributors in the company’s diverse global AI Community, as well as the subject matter, complexity and sensitivity of GenAI tasks and task types. Depending on customized project requirements, the model algorithmically matches the tasks to be performed to the best qualified individuals and assigns the correct quality control workflows. For large-scale data projects, this eliminates the over-allocation of expertise to more common tasks by ensuring the right contributors are working on the right tasks at all given times. TELUS International’s diverse global AI Community of contributors is at the heart of its Experts Engine solution architecture, and ability to handle all data types across 500+ languages and dialects. With wide-ranging fields of expertise across all topics and task types, these individuals represent a broad range of demographics, geographies, education levels and cultural backgrounds in order to meet the most stringent requirements for GenAI model alignment and safety, such as prompt engineering, supervised fine-tuning (SFT), reinforcement learning from human feedback (RLHF) implementation, and other human-in-the-loop processes. The company’s pool of experts has been purpose built to handle large volumes and numerous task types efficiently, and to be agile, offering a variety of workforce models, including community, in-facility and hybrid on-demand. TELUS International actively engages, manages and monitors members of its AI Community to ensure they are always-ready to take on new tasks, investing in up-skilling and learning and development programs for many contributors.공시 • Nov 29TELUS International Announces the Launch of Eco-Friendly Site in Morocco as Part of Its Expansion into EMEATELUS International announced the official opening of its latest site in Casablanca, Morocco. The newly constructed, facility is part of the company's recent expansion into Africa and combines cutting-edge technology with an environmentally-friendly ethos. The new seven storey, 7,500 square meter site in Morocco will open in three phases with an expected completion date in Third Quarter 2024. Once completed, the site will accommodate more than 800 employees. More than a technological hub and innovative workplace, the new TELUS International building is constructed to triple green certification standards: Batiment Bas Carbone/Low Carbon Building (BBCA), Leadership in Energy and Environmental Design (LEED), High Environmental Quality (HQE) and OsmoZ - a work environment certification. Designed with numerous sustainable features, the building integrates the use of renewable energy through 2,000 square meters of solar panels on the roof, includes more than 11,000 square meters of green space and produces more energy than it consumes. Morocco is a fast-growing business service hub known for its exceptional talent pool of young, educated and highly-skilled digital natives representing a broad spectrum of cultures and ethnicities, and who are fluent in multiple languages. From Africa and sites around the world, TELUS International designs, builds and delivers next-generation digital solutions, including digital CX, trust and safety services and AI data solutions, for global and disruptive brands.공시 • Nov 04TELUS International Provides Revenue Guidance for the Full Year 2023TELUS International provided revenue guidance for the full year 2023. for the year, the company expects Revenue in the range of $2,700 to $2,730 million, including $190 to $200 million from WillowTree, representing revenue growth of 9% to 11% on a reported basis, and growth of 1% to 2% excluding WillowTree. This assumes an average exchange rate of one euro to 1.08 U.S. dollars for 2023.New Risk • Nov 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).Price Target Changed • Oct 31Price target decreased by 7.3% to US$13.62Down from US$14.69, the current price target is an average from 13 analysts. New target price is 113% above last closing price of US$6.39. Stock is down 74% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.69 last year.공시 • Oct 31Telus International Launches Fuel Ix to Drive AI-Fueled Intelligent Experiences for Brands and Their CustomersTELUS International announced the launch of Fuel iX, the company's enhanced solution backed by the power of generative AI (GenAI) to deliver end-to-end CX innovation and AI-fueled intelligent experiences (iX). With Fuel iX, TELUS International helps global clients meet critical CX business needs faster, and more strategically, than ever before. TELUS International's comprehensive suite of innovative services combine digital consulting, data services and analytics, web and mobile application development, and an AI-fueled platform. The solution helps companies overcome disjointed data and organization silos, and ensures that AI is embedded in the functionality of day-to-day CX operations and workflows so that companies adopt it, employees use it, and customers benefit from it. According to Deloitte, nearly two-thirds (62%) of contact centers are delivering disjointed CX across communications channels. Additionally, 34% of customers, according to the Call Centre Management Association, are most frustrated when passed to another representative during a contact or call. For companies at an early stage of their AI and data journey, TELUS International's GenAI Jumpstart accelerator program provides an eight-week engagement to help unlock the GenAI potential in an organization. With a path-to-production focus, the accelerator program can rapidly identify GenAI use cases, build powerful risk mitigation tools, and deliver a bespoke prototype to help demonstrate the value of AI to the business.공시 • Oct 20TELUS International (Cda) Inc. to Report Q3, 2023 Results on Nov 03, 2023TELUS International (Cda) Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023Seeking Alpha • Sep 28TELUS International Suffers Headcount Reduction Delays And Lowered GrowthSummary TELUS International (Cda) Inc. provides customer experience consulting and technology solutions globally. Management has reduced growth guidance from lowered client spending, and profitability has dropped due to delays in European headcount reductions. My near-term outlook on TELUS International is Bearish [Sell]. Read the full article on Seeking AlphaPrice Target Changed • Aug 07Price target decreased by 12% to US$14.69Down from US$16.69, the current price target is an average from 13 analysts. New target price is 58% above last closing price of US$9.29. Stock is down 69% over the past year. The company is forecast to post earnings per share of US$0.14 for next year compared to US$0.69 last year.공시 • Aug 05TELUS International Reaffirms Earnings Guidance for the Full Year 2023TELUS International reaffirmed earnings guidance for the full year 2023. For the year, the company expected Revenue in the range of $2,700 to $2,730 million, including $205 to $215 million from WillowTree, representing revenue growth of 9% to 11% on a reported basis, and growth of 1% to 2% excluding WillowTree. This assumes an average exchange rate of one euro to 1.09 U.S. dollars for 2023.New Risk • Aug 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).Reported Earnings • Aug 04Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: US$0.026 loss per share (down from US$0.21 profit in 2Q 2022). Revenue: US$667.0m (up 6.9% from 2Q 2022). Net loss: US$7.00m (down 113% from profit in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in the US.Price Target Changed • Jul 14Price target decreased by 19% to US$20.43Down from US$25.29, the current price target is an average from 14 analysts. New target price is 102% above last closing price of US$10.10. Stock is down 63% over the past year. The company is forecast to post earnings per share of US$0.12 for next year compared to US$0.69 last year.공시 • Jul 14TELUS International (Cda) Inc. to Report Q2, 2023 Results on Aug 04, 2023TELUS International (Cda) Inc. announced that they will report Q2, 2023 results on Aug 04, 2023이익 및 매출 성장 예측NYSE:TIXT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272,97213317451512/31/20262,825-473184151112/31/20252,741-326269353116/30/20252,718-383288399N/A3/31/20252,671-114350460N/A12/31/20242,658-61412517N/A9/30/20242,65931406513N/A6/30/20242,66472475577N/A3/31/20242,67968447544N/A12/31/20232,70854409498N/A9/30/20232,64650353440N/A6/30/20232,598100291384N/A3/31/20232,555163295393N/A12/31/20222,468183332437N/A9/30/20222,438185338446N/A6/30/20222,379149292403N/A3/31/20222,288109264370N/A12/31/20212,19478212311N/A9/30/20212,03663225313N/A6/30/20211,90768231311N/A3/31/20211,76595192265N/A12/31/20201,582103237297N/A9/30/20201,413109160216N/A12/31/20191,0206989142N/A12/31/201883547N/A94N/A12/31/201757343N/A91N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TIXT 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: TIXT 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: TIXT 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: TIXT 의 수익(연간 3%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TIXT 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TIXT의 자본 수익률은 3년 후 10.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/10/30 23:40종가2025/10/30 00:00수익2025/06/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TELUS International (Cda) Inc.는 6명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jinli ChanBofA Global ResearchStephanie PriceCIBC Capital MarketsAshwin ShirvaikarCitigroup Inc3명의 분석가 더 보기
Price Target Changed • Sep 03Price target increased by 11% to US$4.52Up from US$4.06, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$4.46. The company is forecast to post a net loss per share of US$1.19 next year compared to a net loss per share of US$0.22 last year.
공시 • Aug 01Telus International (Cda) Inc. Reaffirms Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reaffirmed earnings guidance for the full year 2025. For the full year company continues to expect Revenue growth of approximately 2% on an organic basis.
Major Estimate Revision • Jul 30Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.189 to -US$0.224 per share. Revenue forecast unchanged at US$2.72b. Professional Services industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$4.18 unchanged from last update. Share price fell 4.7% to US$3.86 over the past week.
Price Target Changed • Jul 21Price target increased by 8.1% to US$4.18Up from US$3.87, the current price target is an average from 7 analysts. New target price is 8.1% above last closing price of US$3.87. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.22 last year.
공시 • May 09TELUS International (Cda) Inc. Reiterates Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reiterated earnings guidance for the full year 2025. For the full-year 2025, management continues to expect revenue growth of approximately 2% on an organic basis.
Price Target Changed • Apr 27Price target decreased by 7.0% to US$4.30Down from US$4.63, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$2.44. Stock is down 70% over the past year. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.22 last year.
공시 • Oct 31TELUS Corporation (TSX:T) completed the acquisition of TELUS International (Cda) Inc. (NYSE:TIXT) from Riel B.V. and others.TELUS Corporation (TSX:T) entered into a non-binding indication of interest to acquire TELUS International (Cda) Inc. (NYSE:TIXT) from Riel B.V. and others for approximately $1.4 billion on June 11, 2025. The consideration paid was $3.40 per share in cash, TELUS common shares or a combination of both. The price values TELUS Digital at $2.3 billion enterprise value on a fully diluted basis. The transaction was funded though a combination of cash on our balance sheet and debt financing. TELUS Digital’s board of directors intends to form a special committee comprised of independent directors to carefully review, evaluate and consider the Proposal. As of October 14, 2025 Institutional Shareholder Services Inc recommended TELUS Digital shareholders to vote for the proposed arrangement (the “Arrangement”) with TELUS Corporation. The proposal is subject to several conditions, including satisfactory completion of due diligence, negotiation of a mutually acceptable acquisition agreement, securing support from key shareholders of TELUS Digital and final approval of the TELUS Corporation board of directors. Completion of the transaction contemplated by the Proposal is subject to compliance with applicable Canadian and U.S. securities laws, including receipt of a formal valuation, unless an exemption is available, court and shareholder approval. As of July 9, 2025, no action with respect to the proposal is required by TELUS Digital shareholders at this time. As of September 1, 2025 TELUS Corporation and TELUS International (Cda) Inc. today announced that they have entered into a definitive agreement. TELUS to acquire all of the outstanding multiple voting shares and subordinate voting shares of TELUS Digital not already owned by TELUS for $4.50 per share, reflecting aggregate consideration of $539 million. The transaction has received the unanimous recommendation of a special committee of independent members of the board of directors of TELUS Digital and the unanimous approval of TELUS Digital’s Board of Directors. The purchase price of $4.50 per share will be payable by TELUS, at shareholders’ election, in (i) $4.50 in cash, (ii) 0.273 of a TELUS common share, or (iii) a combination of $2.25 in cash and 0.136 of a TELUS common share. Shareholders electing alternative (ii) or (iii) will be subject to proration such that the aggregate consideration will include no more than 25% in TELUS common shares. The full TELUS Digital Board unanimously approved the transaction and determined (i) that the transaction is in the best interests of TELUS Digital and is fair to minority shareholders, and (ii) to recommend that shareholders vote in favour of the transaction. The transaction is expected to close in the fourth quarter of 2025. As on October 27, 2025, approved by TELUS Digital shareholders at a special meeting. Jefferies LLC and Barclays is acting as exclusive financial advisor to TELUS, Peter Castiel, Amélie Metivier and Olivier Godbout of Stikeman Elliott LLP and A&O Shearman are acting as legal advisors to TELUS Corporation. The Special Committee has engaged McCarthy Tétrault LLP as its independent legal advisor and BofA Securities, Inc. as its financial advisor and fairness opinion provider in connection with the Proposal. BMO Nesbitt Burns Inc. has been engaged as independent valuator and financial advisor to the Special Committee. FGS Longview has also been retained by the Special Committee as communications counsel. Adam Givertz and Ian Hazlett of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to TELUS International (Cda) Inc. Allen & Overy LLP acted as legal advisor to TELUS Corporation. Osler, Hoskin & Harcourt LLP acted as legal advisor to TELUS Corporation. Alex Moore and Cat Youdan of Blake, Cassels & Graydon LLP acted as legal advisor to Riel B.V. TELUS Corporation (TSX:T) completed the acquisition of TELUS International (Cda) Inc. (NYSE:TIXT) from Riel B.V. and others on October 31, 2025. A final order of the Supreme Court of British Columbia in respect of the transaction was granted on October 29, 2025.
공시 • Oct 02TELUS Digital Launches Fuel iX Fortify for Automated Red-TeamingTELUS Digital announced the launch of its continuous automated red-teaming application, Fuel iX™? Fortify. The solution helps enterprises testgenerative AI (GenAI) systems at scale and identify vulnerabilities by replicating real-world attack scenarios through advanced adversarial simulation techniques. Fuel iX Fortify dashboards provide visibility into AI red-teaming sessions, detected vulnerabilities and system performance. concerns about safety and security vulnerabilities are a critical consideration for organizations adopting GenAI, yet over two-thirds of enterprises (67%) report a shortage of cybersecurity professionals to address them. This challenge highlights the importance of proactive safeguards that can help security teams keep pace with rapid AI development. Fuel iX Fortify runs thousands of adversarial attacks on AI-powered assistants, copilots and applications in minutes, helping organizations uncover AI risks before they can be exploited. With an ever-evolving database of adversary tactics, techniques and procedures based on the latest research, Fortify stays ahead of emerging attack methods and generates novel tests for each safety assessment, or it can rerun specific attack formulations to track over time. The Gen AI red-teaming app can also automatically create unique attack objectives tailored to a system's code of conduct policy, making it purpose-built for the predictability of GenAI, which can generate different answers each time it is asked a question. Enterprise-ready features of Fuel iX Fortify: Fuel iX Fortify supports enterprises across all industries with AI security features that include: Accessible design: Intuitive interface enables both technical and non-technical teams to conduct AI security testing. Actionable reporting: Dashboards and detailed reports provide users with a clear overview of each AI application's vulnerabilities, making it simple to understand and act on security and safety risks. Seamless integration: Can be used with a wide array of GenAI applications, simultaneously within a single interface. Advanced novel and repeat attack generation: Stays current with emerging threats and attack methods through regular updates based on the latest research. Applying Fuel iX Fortify in healthcare: Fuel iX Fortify is already in use by a publicly-funded health authority in Canada to safeguard its public-facing career advisor chatbot. The bot provides a personalized, user-friendly experience, helping individuals explore job opportunities in the healthcare sector in the same way they would interact with a recruititer, ensuring it would never provide medical advice or harmful responses. With Fuel iX Fortify, the client experienced a 97% reduction in testing time, while it took less than 30 minutes to onboard non-technical experts. The client stated: "Fuel iX Fortify gave confidence that chatbot's responses were safe, appropriate and met standards. The found that manual red-teaming was slow, limited in scope and produced error rates as high as 13%. Fortify let test chatbot thoroughly before launch, so knew it wouldn't give harmful answers or fall short on compliance. With that assurance, were able to launch responsibly, protect reputation, and create a positive, human-like experience for people interested in healthcare careers".
내러티브 업데이트 • Sep 05Digital Transformation And AI Will Expand Global OpportunitiesConsensus analyst price targets for TELUS International (Cda) have aligned at $4.50 per share following Telus Corporation’s definitive buyout offer—supported by board, special committee, and major shareholder approval—prompting downgrades to Hold/Tender as limited upside remains at the new fair value. Analyst Commentary Price targets have been raised to $4.50 across the board due to the definitive agreement for Telus Corporation to acquire all remaining shares of Telus International at $4.50 per share.
Price Target Changed • Sep 03Price target increased by 11% to US$4.52Up from US$4.06, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$4.46. The company is forecast to post a net loss per share of US$1.19 next year compared to a net loss per share of US$0.22 last year.
Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.98 loss per share (further deteriorated from US$0.011 loss in 2Q 2024). Revenue: US$699.0m (up 7.2% from 2Q 2024). Net loss: US$272.0m (loss widened US$269.0m from 2Q 2024). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
공시 • Aug 01Telus International (Cda) Inc. Reaffirms Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reaffirmed earnings guidance for the full year 2025. For the full year company continues to expect Revenue growth of approximately 2% on an organic basis.
Major Estimate Revision • Jul 30Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.189 to -US$0.224 per share. Revenue forecast unchanged at US$2.72b. Professional Services industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$4.18 unchanged from last update. Share price fell 4.7% to US$3.86 over the past week.
Price Target Changed • Jul 21Price target increased by 8.1% to US$4.18Up from US$3.87, the current price target is an average from 7 analysts. New target price is 8.1% above last closing price of US$3.87. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.22 last year.
공시 • Jul 15TELUS International (Cda) Inc. to Report Q2, 2025 Results on Aug 01, 2025TELUS International (Cda) Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 01, 2025
공시 • Jun 12TELUS Corporation (TSX:T) entered into a non-binding indication of interest to acquire TELUS International (Cda) Inc. (NYSE:TIXT) for approximately $1 billion.TELUS Corporation (TSX:T) entered into a non-binding indication of interest to acquire TELUS International (Cda) Inc. (NYSE:TIXT) for approximately $1 billion on June 11, 2025. The consideration paid was $3.40 per share in cash, TELUS common shares or a combination of both. The price values TELUS Digital at $2.3 billion enterprise value on a fully diluted basis.The transaction was funded though a combination of cash on our balance sheet and debt financing. TELUS Digital’s board of directors intends to form a special committee comprised of independent directors to carefully review, evaluate and consider the Proposal. The proposal is subject to several conditions, including satisfactory completion of due diligence, negotiation of a mutually acceptable acquisition agreement, securing support from key shareholders of TELUS Digital and final approval of the TELUS Corporation board of directors. Completion of the transaction contemplated by the Proposal is subject to compliance with applicable Canadian and U.S. securities laws, including receipt of a formal valuation, unless an exemption is available, court and shareholder approval. Barclays is acting as exclusive financial advisor to TELUS, Stikeman Elliott LLP and A&O Shearman are acting as legal advisors to TELUS Corporation.
Seeking Alpha • Jun 03TELUS International: AI Offerings Show No Competitive AdvantagesSummary TELUS International's pivot to AI hasn't improved financials; revenue stagnates and losses persist, eroding investor confidence and driving the stock down sharply. Client concentration, declining margins, and fierce competition in commoditized AI services pose significant risks, with major customers reducing spend and developing in-house capabilities. Operating costs, especially for specialized AI talent, have surged, while new AI services cannibalize higher-margin legacy business, further pressuring profitability. Even with very optimistic assumptions, intrinsic value barely exceeds current price; without a clear turnaround, TIXT remains a SELL due to ongoing structural challenges. Read the full article on Seeking Alpha
공시 • May 28TELUS International (Cda) Inc. (NYSE:TIXT) acquired Gerent Llc.TELUS International (Cda) Inc. (NYSE:TIXT) acquired Gerent Llc on May 28, 2025. TELUS International (Cda) Inc. (NYSE:TIXT) completed the acquisition of Gerent Llc on May 28, 2025.
Reported Earnings • May 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.091 loss per share (down from US$0.10 profit in 1Q 2024). Revenue: US$670.0m (up 2.0% from 1Q 2024). Net loss: US$25.0m (down 189% from profit in 1Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 26 percentage points per year, which is a significant difference in performance.
공시 • May 09TELUS International (Cda) Inc. Reiterates Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. reiterated earnings guidance for the full year 2025. For the full-year 2025, management continues to expect revenue growth of approximately 2% on an organic basis.
Price Target Changed • Apr 27Price target decreased by 7.0% to US$4.30Down from US$4.63, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$2.44. Stock is down 70% over the past year. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.22 last year.
공시 • Apr 15TELUS International (Cda) Inc. to Report Q1, 2025 Results on May 09, 2025TELUS International (Cda) Inc. announced that they will report Q1, 2025 results Pre-Market on May 09, 2025
분석 기사 • Apr 04Does TELUS International (Cda) (NYSE:TIXT) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Recent Insider Transactions Derivative • Apr 02Executive Vice Chair of the Board exercised options to buy US$289k worth of stock.On the 26th of March, Jeffrey Puritt exercised options to buy 106k shares at a strike price of around US$2.74, costing a total of US$291k. This transaction amounted to 16% of their direct individual holding at the time of the trade. Since June 2024, Jeffrey's direct individual holding has increased from 535.57k shares to 648.60k. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Apr 01Executive Vice Chair of the Board exercised options to buy US$84k worth of stock.On the 26th of March, Jeffrey Puritt exercised options to buy 31k shares at a strike price of around US$2.75, costing a total of US$86k. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. Since June 2024, Jeffrey's direct individual holding has increased from 535.57k shares to 648.60k. Company insiders have collectively bought US$1.9m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Mar 26Executive Vice Chair of the Board exercised options to buy US$112k worth of stock.On the 21st of March, Jeffrey Puritt exercised options to buy 41k shares at a strike price of around US$2.79, costing a total of US$115k. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. Since March 2024, Jeffrey's direct individual holding has increased from 502.81k shares to 607.41k. Company insiders have collectively bought US$1.7m more than they sold, via options and on-market transactions, in the last 12 months.
공시 • Mar 03TELUS International (Cda) Inc., Annual General Meeting, May 15, 2025TELUS International (Cda) Inc., Annual General Meeting, May 15, 2025.
분석 기사 • Feb 28TELUS International (Cda) Inc. (NYSE:TIXT) Not Doing Enough For Some Investors As Its Shares Slump 25%TELUS International (Cda) Inc. ( NYSE:TIXT ) shareholders that were waiting for something to happen have been dealt a...
Recent Insider Transactions Derivative • Feb 20Executive Vice Chair of the Board exercised options to buy US$183k worth of stock.On the 14th of February, Jeffrey Puritt exercised options to buy 51k shares at a strike price of around US$3.70, costing a total of US$190k. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. Since March 2024, Jeffrey's direct individual holding has increased from 502.81k shares to 556.08k. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.
공시 • Feb 15TELUS International (Cda) Inc. Provides Earnings Guidance for the Full Year 2025TELUS International (Cda) Inc. provided earnings guidance for the full year 2025. For the period, the company expected revenue growth of approximately 2% on an organic basis.
Seeking Alpha • Feb 14TELUS International Q4: Mediocre Quarter, But Investors Perhaps Seeing The Cashflow GameSummary TELUS International's Q4 2024 revenues were flat year-over-year, but shares rose 10% on February 13, likely against fears of worse results. Cashflows remain substantially positive, and are slowly making the balance sheet look more appealing. The company continues to invest in generative AI solutions, which may explain higher operating costs on Q4. I maintain a fair value estimate of ~$7.40/share, despite lackluster Q4 results. Read the full article on Seeking Alpha
Reported Earnings • Feb 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.22 loss per share (down from US$0.20 profit in FY 2023). Revenue: US$2.66b (down 1.8% from FY 2023). Net loss: US$61.0m (down 213% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year whereas the company’s share price has fallen by 46% per year.
공시 • Jan 21TELUS International (Cda) Inc. to Report Q4, 2024 Results on Feb 13, 2025TELUS International (Cda) Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 13, 2025
공시 • Jan 16Slater Vecchio LLP and Scott & Scott LLP Announce Class Action Lawsuit Against Telus International (Cda) IncSlater Vecchio LLP and Scott & Scott LLP have a class action lawsuit against Telus International (Cda) Inc. (Telus International) on December 12, 2024. The lawsuit alleges that Telus International and several of its officers made misstatements regarding the company's Artificial Intelligence ("AI") offerings in breach of the Securities Act, RSBC 1996 c 418 and other legal duties. As a result of Telus International's alleged failure to comply with its disclosure obligations, shareholders suffered a loss when the deep-seated issues caused by the company's shift to AI were disclosed in May and August 2024. The lawsuit seeks to represent all persons and entities that acquired one or more subordinate voting shares of Telus International between February 16, 2023 and August 1, 2024, inclusive, and held all or a portion of these securities at any moment between May 9, 2024 and August 1, 2024, inclusive. The lawsuit seeks to represent persons and entities that purchased Telus International securities on the New York Stock Exchange, the Toronto Stock Exchange, and any other exchanges on which shares of Telus International were traded.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$3.20, the stock trades at a trailing P/E ratio of 28.4x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 89% over the past three years.
분석 기사 • Dec 06Some Confidence Is Lacking In TELUS International (Cda) Inc.'s (NYSE:TIXT) P/EWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
New Risk • Dec 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 60% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (60% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Seeking Alpha • Nov 25Even A No-Growth Scenario Suggests TELUS International Is Highly UndervaluedSummary TELUS International, the tech spinoff from Canada's Telus Corp, has seen its stock plummet more than 90% from its highs amid poor operating results. Amid a swing to net losses, the company's tremendous cash flows appear to be overlooked. There's legitimate potential for a huge rebound in TIXT, but even a conservative scenario-based approach suggests shares can trade 100% higher. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 20Insider recently bought US$253k worth of stockOn the 18th of November, Tobias Dengel bought around 100k shares on-market at roughly US$2.53 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$282k. Insiders have collectively bought US$786k more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$3.62, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 89% over the past three years.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.144 to -US$0.21 per share. Revenue forecast unchanged at US$2.64b. Professional Services industry in the US expected to see average net income growth of 19% next year. Consensus price target down from US$4.56 to US$4.44. Share price fell 3.7% to US$3.62 over the past week.
New Risk • Nov 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: US$0.12 loss per share (down from US$0.033 profit in 3Q 2023). Revenue: US$658.0m (flat on 3Q 2023). Net loss: US$32.0m (down 456% from profit in 3Q 2023). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 53% per year, which means it is performing significantly worse than earnings.
분석 기사 • Nov 06Here's Why TELUS International (Cda) (NYSE:TIXT) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Oct 17TELUS International (Cda) Inc. to Report Q3, 2024 Results on Nov 08, 2024TELUS International (Cda) Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 08, 2024
새로운 내러티브 • Sep 24Leadership Shakeup And AI Investment Promise Growth Amid Earnings Pressure And Market Challenges Leadership changes aim to boost operational margins through enhanced customer service and efficiency, while strategic investments in AI aim to open new revenue streams.
Price Target Changed • Sep 08Price target decreased by 7.7% to US$4.60Down from US$4.98, the current price target is an average from 13 analysts. New target price is 25% above last closing price of US$3.67. Stock is down 55% over the past year. The company is forecast to post a net loss per share of US$0.14 compared to earnings per share of US$0.20 last year.
Recent Insider Transactions • Sep 01Independent Lead Director recently bought US$282k worth of stockOn the 28th of August, Josh Blair bought around 100k shares on-market at roughly US$2.82 per share. This transaction increased Josh's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$549k more in shares than they have sold in the last 12 months.
Seeking Alpha • Aug 26TELUS International: TIXT To Speech-LessSummary TELUS International's stock has plummeted due to drastically reduced earnings estimates and disappointing Q2-2024 results. The parent has stepped in to support the shares. Valuation is looking quite compelling and this is a high risk-high reward play. Read the full article on Seeking Alpha
Major Estimate Revision • Aug 09Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$2.79b to US$2.63b. Now expected to report a loss of US$0.13 per share instead of US$0.385 per share profit previously forecast. Professional Services industry in the US expected to see average net income growth of 25% next year. Consensus price target down from US$9.40 to US$4.98. Share price fell 54% to US$3.00 over the past week.
Recent Insider Transactions • Aug 08President of WillowTree recently bought US$248k worth of stockOn the 6th of August, Tobias Dengel bought around 100k shares on-market at roughly US$2.48 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$291k more in shares than they have sold in the last 12 months.
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results.
Price Target Changed • Aug 05Price target decreased by 25% to US$7.04Down from US$9.40, the current price target is an average from 14 analysts. New target price is 70% above last closing price of US$4.15. Stock is down 55% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.20 last year.
Reported Earnings • Aug 04Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.011 loss per share (improved from US$0.026 loss in 2Q 2023). Revenue: US$652.0m (down 2.2% from 2Q 2023). Net loss: US$3.00m (loss narrowed 57% from 2Q 2023). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.
분석 기사 • Aug 03TELUS International (Cda) Inc. (NYSE:TIXT) Might Not Be As Mispriced As It Looks After Plunging 29%Unfortunately for some shareholders, the TELUS International (Cda) Inc. ( NYSE:TIXT ) share price has dived 29% in the...
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 35%After last week's 35% share price decline to US$4.15, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 87% over the past three years.
공시 • Aug 02TELUS International (Cda) Inc. Provides Revenue Guidance for the Full Year 2024TELUS International (Cda) Inc. provided revenue guidance for the full year 2024. For the period, the company expects Revenue in the range of $2,610 to $2,665 million.
공시 • Jul 31TELUS International Launches Fuel EX, an Enterprise-Safe Generative AI (GenAI) Employee Assistant to Support Productivity, Creativity and ResearchTELUS International has launched Fuel EX, an enterprise-safe generative AI (GenAI) employee assistant to support productivity, creativity and research. Fuel EX is the first public launch of an application built on TELUS Digital’s enterprise-grade GenAI engine, Fuel iX, and is currently in operation at scale within TELUS, where 35,000 employees are actively using the software and seeing improved productivity. Fuel EX gives companies a single point of entry for their employees to access an intuitive and enterprise-safe GenAI interface where they can select from more than 20 large language models (LLM) from multiple vendors to help them with everyday tasks including knowledge searches, summarization, copywriting, image generation and code writing. Fuel EX offers enterprises, administrators and employees unique benefits across three distinct pillars: Trust: Administrators can choose different data privacy options offered by select large language models and cloud providers. All employees can review their chat histories, which are securely stored in an encrypted format. While the solution is designed for global use, Fuel EX provides an option that offers AI inference and data storage that does not leave Canadian borders. Flexibility: Enterprises have access to a diverse range of large language models (LLM) and multimodal AI foundation models to ensure their employees can find the models that best suit their needs and are never limited by outdated technology. Administrators have the option to use model keys provided by Fuel EX or their own keys for additional inference control. A wide range of employees, including developers and IT support staff, have the flexibility to choose their preferred models and adjust model settings to tailor their tools for maximum productivity. Control: Enterprises will be able to monitor model usage, set usage restrictions and manage user permissions from a single control plane. Administrators have the ability to modify AI model access at any time, which includes the capability to add or remove access to custom, open-source, or proprietary models. The Fuel EX user interface currently supports English and French (Canadian); however, many of the LLMs offered by Fuel EX offer multi-language support.
공시 • Jul 17TELUS International (Cda) Inc. to Report Q2, 2024 Results on Aug 02, 2024TELUS International (Cda) Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 02, 2024
Seeking Alpha • Jun 06TELUS International: Don't Forget The Cash Flow And TELUS Corp InvolvementSummary TELUS International (Cda) Inc. stock has plummeted since its 2021 spinoff, but investors may be overlooking potential catalysts. TELUS International's large anchor customer, Telus Corp., provides stability, and is also the company's majority shareholder. Investors may be overlooking the compelling TELUS International cash flow picture, as EPS is burdened by D&A expenses. Read the full article on Seeking Alpha
New Risk • May 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin).
Recent Insider Transactions Derivative • May 24President exercised options to buy US$191k worth of stock.On the 20th of May, Jeffrey Puritt exercised options to buy 33k shares at a strike price of around US$6.41, costing a total of US$210k. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. Since December 2023, Jeffrey's direct individual holding has increased from 425.72k shares to 502.81k. Company insiders have collectively bought US$776k more than they sold, via options and on-market transactions, in the last 12 months.
Seeking Alpha • May 12TELUS International: Growth Fantasy Becomes A Value PlaySummary TELUS International has experienced a 35% drop in its stock price since our last article. Valuation since the IPO has gone from extremely poor to modestly attractive today. We review the Q1-2024 earnings and tell you how we plan to set up a long position. Read the full article on Seeking Alpha
Price Target Changed • May 12Price target decreased by 9.7% to US$10.60Down from US$11.73, the current price target is an average from 14 analysts. New target price is 66% above last closing price of US$6.38. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$0.42 for next year compared to US$0.20 last year.
분석 기사 • May 10The Price Is Right For TELUS International (Cda) Inc. (NYSE:TIXT) Even After Diving 28%The TELUS International (Cda) Inc. ( NYSE:TIXT ) share price has fared very poorly over the last month, falling by a...
공시 • May 10TELUS International (Cda) Inc. Provides Revenue Guidance for the Full Year 2024TELUS International (Cda) Inc. provides revenue guidance for the full year 2024. For the period, the company expects Revenue in the range of $2,790to $2,850 million, representing growth of 3% to 5%.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.051 in 1Q 2023)First quarter 2024 results: EPS: US$0.10 (up from US$0.051 in 1Q 2023). Revenue: US$657.0m (down 4.2% from 1Q 2023). Net income: US$28.0m (up 100% from 1Q 2023). Profit margin: 4.3% (up from 2.0% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$6.36, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 78% over the past three years.
공시 • Apr 21TELUS International (Cda) Inc. to Report Q1, 2024 Results on May 09, 2024TELUS International (Cda) Inc. announced that they will report Q1, 2024 results Pre-Market on May 09, 2024
분석 기사 • Apr 16Here's Why TELUS International (Cda) (NYSE:TIXT) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Apr 02TELUS International Announces Fuel iX Beta Program, an Enterprise-Grade AI Engine for Bringing Generative AI to ProductionTELUS International announced a beta release of Fuel iX, an enterprise-grade AI engine designed to help companies upgrade their generative AI (GenAI) pilots to production scale, deploy customized solutions faster, and effectively manage the technology responsibly. With access to more than 100 large language models (LLMs) and the flexibility to change models after launch, enterprises are able to avoid vendor lock-in and future-proof GenAI applications. The solution’s management capabilities enable organizations to consolidate visibility across their GenAI applications, which often run in multiple environments, applications, and clouds. Fuel iX also provides application templates for the quick deployment of customized GenAI copilots that leverage an organization’s data, and can be tailored to address specific company workflows. Fuel iX is available now. Fuel iX Core and Apps: Fuel iX enables existing enterprise applications, third-party and custom GenAI apps to access critical services like access control, moderation, observability, and privacy through an integration server and GenAI gateway, simplifying management of the GenAI value chain from data and models, to management, applications and interfaces. Fuel iX has two solution layers – Core and Apps – each with several modules and connectors to third-party solutions. Fuel iX Core offers the integration and administration as a backbone for enterprise AI, and includes features and connectors for observation, arbitration, orchestration, moderation and enhanced security. Fuel iX Apps includes templates for GenAI applications across customer and employee experiences, third-party application support, application channel integration and more. This functionality is further supported by TELUS International’s design services, which provides custom applications and other digital solutions, and the GenAI Jumpstart accelerator program for rapid generative AI development and deployment. TELUS Accelerated Productivity with Fuel iX: TELUS used Fuel iX to create a set of generative AI management tools that enable the service provider to tap into, and switch between, multiple cloud providers and more than 100 large language models. TELUS then layered on centralized observability by use case, user, and AI model, and developed tools and processes to support privacy, data sovereignty, AI safety, and security requirements. Partial year 2023 impacts included CAD 6.4 million in cost avoidance and CAD 1.8 million in revenue lift from more accurate billing for technician visits. TELUS International is a leading provider of comprehensive, end-to-end AI data and digital customer experience solutions.
분석 기사 • Mar 17Why We're Not Concerned Yet About TELUS International (Cda) Inc.'s (NYSE:TIXT) 27% Share Price PlungeThe TELUS International (Cda) Inc. ( NYSE:TIXT ) share price has softened a substantial 27% over the previous 30 days...
분석 기사 • Mar 15Why TELUS International (Cda) Inc. (NYSE:TIXT) Could Be Worth WatchingWhile TELUS International (Cda) Inc. ( NYSE:TIXT ) might not have the largest market cap around , it saw a decent share...
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$9.43, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 67% over the past three years.
공시 • Feb 28TELUS International (Cda) Inc., Annual General Meeting, May 17, 2024TELUS International (Cda) Inc., Annual General Meeting, May 17, 2024.
분석 기사 • Feb 17We Think You Can Look Beyond TELUS International (Cda)'s (NYSE:TIXT) Lackluster EarningsThe market was pleased with the recent earnings report from TELUS International (Cda) Inc. ( NYSE:TIXT ), despite the...
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$11.29, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 64% over the past three years.
Price Target Changed • Feb 12Price target increased by 7.7% to US$12.50Up from US$11.61, the current price target is an average from 14 analysts. New target price is 24% above last closing price of US$10.05. Stock is down 55% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.20 last year.
Reported Earnings • Feb 11Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$0.20 (down from US$0.69 in FY 2022). Revenue: US$2.71b (up 9.7% from FY 2022). Net income: US$54.0m (down 71% from FY 2022). Profit margin: 2.0% (down from 7.4% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 20%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
공시 • Feb 10TELUS International Reports Real Estate Rationalization-Related Impairments for the Three Month Ended December 31, 2023TELUS International reported Real estate rationalization-related impairments of $5 million for the three month ended December 31, 2023.
공시 • Feb 09TELUS International Provides Earnings Guidance for the Full Year 2024TELUS International provided earnings guidance for the full year 2024. For period, the company expects revenue in the range of $2,790 million to $2,850 million, representing growth of 3% to 5%.
분석 기사 • Jan 21TELUS International (Cda) Inc. (NYSE:TIXT) Not Lagging Market On Growth Or PricingTELUS International (Cda) Inc.'s ( NYSE:TIXT ) price-to-earnings (or "P/E") ratio of 54.1x might make it look like a...
공시 • Jan 19TELUS International (Cda) Inc. to Report Q4, 2023 Results on Feb 09, 2024TELUS International (Cda) Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 09, 2024
Seeking Alpha • Dec 18TELUS International: Navigating Challenges And Seizing Digital OpportunitiesSummary TELUS International has experienced a downturn in the customer experience and digital services sector due to the tech sector's decline. The company has a foothold in the AI market and is well-positioned to benefit from the growth of generative AI. TELUS International has implemented cost rationalization strategies and is focused on margin recovery to sustain profitability. We see 90% upside from today's price. Read the full article on Seeking Alpha
공시 • Dec 13TELUS International Launches Experts Engine to Provide Highly Accurate, Predictably Faster and Cost-optimized Training Data for Generative AI ModelsTELUS International announced the launch of Experts Engine, a fully-managed, tech-enabled experts-on-demand sourcing solution for generative AI (GenAI) model builders. Experts Engine programmatically matches human expertise to GenAI tasks such as data creation, collection, annotation and validation to more quickly, accurately and cost-effectively generate high-quality training datasets at scale for the most demanding foundation models, including large language models (LLMs). Experts Engine is part of TELUS International’s end-to-end AI Data Platform that also includes task execution platforms and project and people management tools. The foundation of Experts Engine is a proprietary machine learning (ML) model that thoroughly profiles the domain expertise and proficiency, education level and availability of the more than one million contributors in the company’s diverse global AI Community, as well as the subject matter, complexity and sensitivity of GenAI tasks and task types. Depending on customized project requirements, the model algorithmically matches the tasks to be performed to the best qualified individuals and assigns the correct quality control workflows. For large-scale data projects, this eliminates the over-allocation of expertise to more common tasks by ensuring the right contributors are working on the right tasks at all given times. TELUS International’s diverse global AI Community of contributors is at the heart of its Experts Engine solution architecture, and ability to handle all data types across 500+ languages and dialects. With wide-ranging fields of expertise across all topics and task types, these individuals represent a broad range of demographics, geographies, education levels and cultural backgrounds in order to meet the most stringent requirements for GenAI model alignment and safety, such as prompt engineering, supervised fine-tuning (SFT), reinforcement learning from human feedback (RLHF) implementation, and other human-in-the-loop processes. The company’s pool of experts has been purpose built to handle large volumes and numerous task types efficiently, and to be agile, offering a variety of workforce models, including community, in-facility and hybrid on-demand. TELUS International actively engages, manages and monitors members of its AI Community to ensure they are always-ready to take on new tasks, investing in up-skilling and learning and development programs for many contributors.
공시 • Nov 29TELUS International Announces the Launch of Eco-Friendly Site in Morocco as Part of Its Expansion into EMEATELUS International announced the official opening of its latest site in Casablanca, Morocco. The newly constructed, facility is part of the company's recent expansion into Africa and combines cutting-edge technology with an environmentally-friendly ethos. The new seven storey, 7,500 square meter site in Morocco will open in three phases with an expected completion date in Third Quarter 2024. Once completed, the site will accommodate more than 800 employees. More than a technological hub and innovative workplace, the new TELUS International building is constructed to triple green certification standards: Batiment Bas Carbone/Low Carbon Building (BBCA), Leadership in Energy and Environmental Design (LEED), High Environmental Quality (HQE) and OsmoZ - a work environment certification. Designed with numerous sustainable features, the building integrates the use of renewable energy through 2,000 square meters of solar panels on the roof, includes more than 11,000 square meters of green space and produces more energy than it consumes. Morocco is a fast-growing business service hub known for its exceptional talent pool of young, educated and highly-skilled digital natives representing a broad spectrum of cultures and ethnicities, and who are fluent in multiple languages. From Africa and sites around the world, TELUS International designs, builds and delivers next-generation digital solutions, including digital CX, trust and safety services and AI data solutions, for global and disruptive brands.
공시 • Nov 04TELUS International Provides Revenue Guidance for the Full Year 2023TELUS International provided revenue guidance for the full year 2023. for the year, the company expects Revenue in the range of $2,700 to $2,730 million, including $190 to $200 million from WillowTree, representing revenue growth of 9% to 11% on a reported basis, and growth of 1% to 2% excluding WillowTree. This assumes an average exchange rate of one euro to 1.08 U.S. dollars for 2023.
New Risk • Nov 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
Price Target Changed • Oct 31Price target decreased by 7.3% to US$13.62Down from US$14.69, the current price target is an average from 13 analysts. New target price is 113% above last closing price of US$6.39. Stock is down 74% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.69 last year.
공시 • Oct 31Telus International Launches Fuel Ix to Drive AI-Fueled Intelligent Experiences for Brands and Their CustomersTELUS International announced the launch of Fuel iX, the company's enhanced solution backed by the power of generative AI (GenAI) to deliver end-to-end CX innovation and AI-fueled intelligent experiences (iX). With Fuel iX, TELUS International helps global clients meet critical CX business needs faster, and more strategically, than ever before. TELUS International's comprehensive suite of innovative services combine digital consulting, data services and analytics, web and mobile application development, and an AI-fueled platform. The solution helps companies overcome disjointed data and organization silos, and ensures that AI is embedded in the functionality of day-to-day CX operations and workflows so that companies adopt it, employees use it, and customers benefit from it. According to Deloitte, nearly two-thirds (62%) of contact centers are delivering disjointed CX across communications channels. Additionally, 34% of customers, according to the Call Centre Management Association, are most frustrated when passed to another representative during a contact or call. For companies at an early stage of their AI and data journey, TELUS International's GenAI Jumpstart accelerator program provides an eight-week engagement to help unlock the GenAI potential in an organization. With a path-to-production focus, the accelerator program can rapidly identify GenAI use cases, build powerful risk mitigation tools, and deliver a bespoke prototype to help demonstrate the value of AI to the business.
공시 • Oct 20TELUS International (Cda) Inc. to Report Q3, 2023 Results on Nov 03, 2023TELUS International (Cda) Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023
Seeking Alpha • Sep 28TELUS International Suffers Headcount Reduction Delays And Lowered GrowthSummary TELUS International (Cda) Inc. provides customer experience consulting and technology solutions globally. Management has reduced growth guidance from lowered client spending, and profitability has dropped due to delays in European headcount reductions. My near-term outlook on TELUS International is Bearish [Sell]. Read the full article on Seeking Alpha
Price Target Changed • Aug 07Price target decreased by 12% to US$14.69Down from US$16.69, the current price target is an average from 13 analysts. New target price is 58% above last closing price of US$9.29. Stock is down 69% over the past year. The company is forecast to post earnings per share of US$0.14 for next year compared to US$0.69 last year.
공시 • Aug 05TELUS International Reaffirms Earnings Guidance for the Full Year 2023TELUS International reaffirmed earnings guidance for the full year 2023. For the year, the company expected Revenue in the range of $2,700 to $2,730 million, including $205 to $215 million from WillowTree, representing revenue growth of 9% to 11% on a reported basis, and growth of 1% to 2% excluding WillowTree. This assumes an average exchange rate of one euro to 1.09 U.S. dollars for 2023.
New Risk • Aug 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
Reported Earnings • Aug 04Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: US$0.026 loss per share (down from US$0.21 profit in 2Q 2022). Revenue: US$667.0m (up 6.9% from 2Q 2022). Net loss: US$7.00m (down 113% from profit in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 72%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in the US.
Price Target Changed • Jul 14Price target decreased by 19% to US$20.43Down from US$25.29, the current price target is an average from 14 analysts. New target price is 102% above last closing price of US$10.10. Stock is down 63% over the past year. The company is forecast to post earnings per share of US$0.12 for next year compared to US$0.69 last year.
공시 • Jul 14TELUS International (Cda) Inc. to Report Q2, 2023 Results on Aug 04, 2023TELUS International (Cda) Inc. announced that they will report Q2, 2023 results on Aug 04, 2023
