文章核心观点 - 投资者关注科技服务股Telus International（TIXT）和Braze, Inc.（BRZE），虽两者盈利前景良好，但基于估值指标TIXT是更优价值选择 [1][7] 选股策略 - 结合强力Zacks排名和风格评分系统价值类别高评级选股回报最佳，Zacks排名强调盈利预期修正趋势积极的公司，风格评分突出有特定特征的股票 [2] 公司Zacks排名情况 - Telus International和Braze, Inc.的Zacks排名均为2（买入），表明两家公司盈利预期修正积极，盈利前景改善 [3] 价值投资者分析方法 - 价值投资者分析传统数据和指标判断公司当前股价是否被低估，风格评分价值等级考虑多种关键基本面指标，如市盈率、市销率、盈利收益率、每股现金流等 [4] 公司估值指标对比 - TIXT的预期市盈率为8.78，BRZE为484；TIXT的PEG比率为1.23，BRZE为16.13 [5] - TIXT的市净率为0.20，BRZE为7.12；TIXT价值等级为A，BRZE为F [6]

Investors interested in stocks from the Technology Services sector have probably already heard of Telus International (TIXT) and Futu Holdings Limited Sponsored ADR (FUTU) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The p ...

TELUS International (Cda) Inc. (NYSE:TIXT) Q2 2024 Earnings Conference Call August 2, 2024 10:30 AM ET Company Participants Olena Lobach - IR Darren Entwistle - Chair of the TELUS Digital Board of Directors Jeff Puritt - President and CEO Gopi Chande - CFO Jason Macdonnell - Senior Vice President of Customer Service Excellence at TELUS Tobias Dengel - President of WillowTree Conference Call Participants Ramsey El-Assal - Barclays Dan Perlin - RBC Capital Markets Tien-tsin Huang - JP Morgan Stephanie Price ...

Telus International (TIXT) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -15.79%. A quarter ago, it was expected that this digital services provider would post earnings of $0.21 per share when it actually produced earnings of $0.22, delivering a surprise of 4.76%. Over the last fou ...

Exhibit 99.1 | --- | --- | --- | |-------|-----------------------------------------------------------|-------| | | | | | | TELUS INTERNATIONAL (CDA) INC. | | | | CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS | | | | (UNAUDITED) | | | | June 30, 2024 | | TELUS International (Cda) Inc. Condensed Interim Consolidated Statements of Income (Loss) and Other Comprehensive Income (Loss) (unaudited) | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------------- ...

The earnings report, which is expected to be released on August 2, 2024, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. This digital services provider is expected to post quarterly earnings of $0.19 per share in its upcoming report, which represents a year-over-year change of +11.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how th ...

Investors interested in stocks from the Technology Services sector have probably already heard of Telus International (TIXT) and Palantir Technologies Inc. (PLTR) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends ...

TELUS Digital Experience is an initiative to showcase the company's expertise in AI and GenAI solutions. These solutions encompass the creation of intellectual property and the development of proprietary software, tools and platforms for the digital continuum, stated the TIXT. TIXT's unique AI offerings include the GenAI Jumpstart accelerator, which can build a virtual assistant prototype in eight weeks, per the company Fuel iX is an enterprise-grade AI engine that speeds up the process of putting generativ ...

Telus International (TIXT) has joined forces with eGain Corporation to offer the eGain Knowledge Hub as an integrated solution within TIXT's Contact Center as a Service offering as well as an independent customer self- serve option. This cutting-edge platform aims to provide reliable responses and personalized guidance. eGain Knowledge Hub for TELUS International enables smooth coordination between the latest knowledge management components, including profiled content access, search methods and knowledge an ...

财务数据和关键指标变化 - 公司在第一季度实现收入6.57亿美元,同比下降4%,主要受到第三大客户社交媒体公司业务下滑的影响 [63] - 公司与谷歌的收入增长30%,成为第二大客户 [64] - 公司与母公司TELUS的收入增长22% [65] 各条业务线数据和关键指标变化 - 科技和游戏行业收入同比增长约7%,剔除社交媒体客户影响 [68] - 银行、金融服务和保险行业收入环比下降3% [69] - 通信和媒体行业收入同比增长5% [70] - 医疗行业收入同比增长23%,主要来自TELUS Health业务 [71] 各个市场数据和关键指标变化 - 欧洲市场收入同比下降,但环比持平 [72] - 北美市场收入下降,但受益于向离岸交付中心转移 [72] - 南美和非洲市场收入同比增长13% [72] - 亚太地区收入相对平稳,某些行业客户需求下降被通信、媒体和医疗行业增长所抵消 [72] 公司战略和发展方向及行业竞争 - 公司正在加大销售和营销投入,以拓展新客户并快速扩大规模,降低客户集中度风险 [123][124][125] - 公司在人工智能数据解决方案业务方面取得进展,与谷歌等大型科技公司的合作不断深化 [12][64] - 公司正在加强与TELUS在医疗健康领域的合作,并积极开拓其他医疗行业客户 [142][143][144][145] 管理层对经营环境和未来前景的评论 - 公司预计下半年需求将开始恢复,但短期内宏观经济环境仍然充满挑战 [9][10] - 公司第三大客户社交媒体公司的业务正在逐步稳定,未来有望实现恢复性增长 [97][98][99] - 公司对2024年全年业绩目标保持信心,并将继续推进成本优化措施 [10][94] 问答环节重要的提问和回答 问题1 **Ramsey El-Assal 提问** 询问第三大客户社交媒体公司业务的恢复情况 [97] **Jeff Puritt 回答** 社交媒体公司业务在2023年下半年出现大幅下滑,但2024年已经见到企稳迹象,未来有望逐步恢复,但需要一定时间 [98][99] 问题2 **Tien-Tsin Huang 提问** 询问对下半年业绩恢复的信心程度是否有变化 [102] **Jeff Puritt和Gopi Chande回答** 公司对下半年业绩恢复的信心没有减弱,新客户拓展情况良好,加之成本优化措施,对全年目标维持信心 [103][104][105][106] 问题3 **Divya Goyal 提问** 询问TELUS和谷歌作为主要客户的集中度问题 [120] **Gopi Chande和Jeff Puritt回答** 公司正在努力拓展新客户以降低对主要客户的依赖,但TELUS和谷歌的业务仍有进一步增长空间 [121][122][123][124][125]