ExlService Holdings

ExlService Holdings, Inc. is an operations management and analytics company, which engages in providing business process management. It operates through the following segments: Insurance, Healthcare, Travel, Transportation, and Logistics, Finance and Accounting, Analytic, and All Other. The Insurance segment serves property and casualty insurance, life insurance, disability insurance, annuity, and retirement services companies. The Healthcare segment offers services related to care management or population health, payment integrity, revenue optimization, and customer engagement. The Travel, Transportation, and Logistics segment includes business processes in corporate and leisure travel such as reservations, customer service, fulfillment, and finance and accounting. The Finance and Accounting segment is comprised of procure-to-pay, order-to-cash, hire-to-retire, record-to-report, regulatory reporting, financial planning and analysis, audit and assurance, treasury, and tax processes. The Analytics segment consists of driving improved business outcomes for customers by generating data-driven insights. The All-Other segment is involved in banking, financial, utilities, and consulting services. The company was founded by Vikram Talwar and Rohit Kapoor in April 1999 and is headquartered in New York, NY.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

EXLService Holdings reports robust Q4 earnings and outlines growth strategies for 2023

EXLService Holdings delivered strong Q4 results with revenue and EPS growth, driven by a data-led strategy and successful client transformations.
While facing challenges like wage inflation and client transitions, the company remains confident in its ability to navigate uncertainties.
Opportunities lie in capital allocation plans, margin improvement, sustained revenue growth, and the growth potential of analytics and digital solutions.
Overall, EXL is well-positioned to capitalize on its strengths, address challenges, and leverage opportunities for continued growth and value creation.

EXLService Holdings reports strong Q1 earnings, raises guidance for 2023

EXLService Holdings (EXLS) delivers robust Q1 2023 results, driven by strong revenue growth, operational efficiency, and strategic investments in digital capabilities.
The company's focus on data-led strategies, low attrition rates, and leadership appointments positions it well for sustained growth and client value creation.
While facing challenges in margin improvement and client onboarding impact, EXL's opportunities lie in leveraging AI, enhancing operational efficiency, and prudent capital allocation.
Revised guidance for 2023 underscores EXL's positive outlook and commitment to delivering value for shareholders through growth and profitability.

EXL reports strong Q2 growth, focuses on generative AI

EXL's Q2 2023 performance reflects robust revenue growth and increased EPS, driven by strong demand for analytics and digital solutions. The company's focus on generative AI and upskilling its workforce positions it well for future growth and revenue diversification.
Despite challenges related to data readiness, integration, and nonrecurring revenue, EXL's strategic initiatives, new leadership additions, and market leadership in healthcare and digital operations present a solid foundation for sustained success.
Opportunities lie in leveraging the new generative AI platform, expanding market reach through ongoing conversations, and capitalizing on seasonal upticks in healthcare analytics. EXL's alignment with client priorities and investment in workforce development offer avenues for continued growth and innovation.

EXLService Holdings reports robust Q3 performance and eyes strategic acquisitions

EXLService Holdings delivered a strong Q3 performance, marked by revenue growth, increased EPS, and strategic wins in analytics and digital operations, positioning the company for sustained growth.
The company's financial strength, client confidence, and focus on innovation through AI investments and global expansion underscore its competitive edge and growth potential in the market.
While challenges exist in client satisfaction and capital allocation decisions, EXL's proactive approach to addressing concerns and seizing opportunities bodes well for its future growth trajectory.

EXL reports strong Q4 results, eyes growth amid challenges

EXL's Q4 2023 performance reflects robust growth, underpinned by strategic investments in AI and digital capabilities, setting the stage for continued success.
While facing challenges in maintaining margins and navigating market dynamics, the company's focus on innovation, client-centric pricing, and talent growth bode well for future resilience.
With a strong financial foundation, strategic initiatives, and a focus on operational efficiency, EXL is poised to leverage opportunities for sustained growth and industry leadership.

ExlService Holdings reports strong Q1 performance amidst macroeconomic challenges

ExlService Holdings delivered strong Q1 results, showcasing growth in key segments and successful AI implementations. Despite challenges like macroeconomic uncertainty and longer decision-making processes, the company is focused on capitalizing on opportunities in expanding deal sizes and leveraging Gen AI for growth.

ExlService Holdings reports strong Q2 earnings and accelerates data-driven growth

ExlService Holdings delivered robust Q2 results, showcasing growth in revenue, adjusted EPS, and strategic initiatives.
While facing challenges such as restructuring costs, the company remains focused on innovation, client partnerships, and operational efficiency.
With an increased revenue guidance and a strong focus on data and AI, ExlService Holdings is well-positioned for continued growth and market leadership.

ExlService Holdings reports robust Q3 earnings, raises full-year guidance

ExlService Holdings delivered impressive financial results in Q3 2024, driven by strong revenue growth and increased profitability. The company's strategic focus on data modernization and AI implementation has positioned it well for future success.
With a raised full-year revenue guidance and a commitment to innovation and talent acquisition, ExlService Holdings is poised to capitalize on market opportunities and maintain its competitive advantage.
While challenges such as managing increased investments and market competition exist, the company's strong performance, growth momentum, and strategic initiatives indicate a positive outlook for its future growth and success.

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ExlService Holdings, Inc. (EXLS) Q2 2024 Earnings Call Transcript

ExlService Holdings (EXLS) came out with quarterly earnings of $0.40 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.36 per share a year ago.

ExlService Holdings (EXLS) Q2 Earnings and Revenues Surpass Estimates

2024 Second Quarter Revenue of $448.4 Million, up 10.7% year-over-year Q2 Diluted EPS (GAAP) of $0.28, down 4.1% from $0.29 in Q2 of 2023 Q2 Adjusted Diluted EPS (Non-GAAP) (1) (2) of $0.40, up 10.8% from $0.36 in Q2 of 2023 NEW YORK, Aug. 01, 2024 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (Nasdaq: EXLS), a leading data analytics and digital operations and solutions company, today announced its financial results for the quarter ended June 30, 2024. Rohit Kapoor, chairman and chief executive officer, said, “We are pleased with our second quarter results.

EXL Reports 2024 Second Quarter Results

Investment accelerates EXL's data and AI-led strategy by adding new Global 1000 clients in the U.S., Europe and Australia Investment accelerates EXL's data and AI-led strategy by adding new Global 1000 clients in the U.S., Europe and Australia

EXL acquires ITI Data to expand data management capabilities in banking and healthcare

NEW YORK, July 31, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, today announced an initiative to develop and deploy production-grade AI applications in insurance, healthcare, banking, financial services, media and retail using the full-stack NVIDIA AI platform, which includes accelerated computing, networking and software.

EXL to create enterprise-wide data and AI applications for insurance, healthcare, banking, retail and other industries using NVIDIA AI

NEW YORK, July 10, 2024 (GLOBE NEWSWIRE) -- ExlService Service Holdings, Inc. (NASDAQ: EXLS), a leading data analytics and digital operations and solutions company, will announce financial results for the second quarter ended June 30, 2024, on Thursday, Aug. 1, 2024, before the market opens.

EXL Schedules Second Quarter 2024 Financial Results Conference Call

Buy rating for ExlService Holdings due to positive outlook on AI tailwind and long growth runway. Company offers offshore BPO and analytics solutions, with a focus on insurance and healthcare verticals. Strong execution and transition to a data and AI-led business, with potential for expansion into new buying centers.

ExlService Holdings: Well Positioned To Ride On The AI Tailwind

NEW YORK, June 03, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, today announced that it has been named a Leader in the 2024 Gartner Magic Quadrant for Finance and Accounting (F&A) Business Process Outsourcing (BPO).

EXL named a Leader in 2024 Gartner® Magic Quadrant™ for Finance and Accounting Business Process Outsourcing

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NEW YORK, May 14, 2024 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a leading data analytics and digital operations and solutions company, today announced Maurizio Nicolelli, executive vice president, chief financial officer, and John Kristoff, vice president, head investor relations, are expected to participate at the following investor conferences:

EXL to participate in upcoming investor conferences

ExlService's (EXL) first-quarter 2024 earnings and revenues increase year over year.

ExlService (EXL) Stock Improves 2% Since Q1 Earnings Beat

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EXLS or ADP: Which Is the Better Value Stock Right Now?

ExlService Holdings, Inc. (NASDAQ:EXLS ) Q1 2024 Earnings Conference Call May 2, 2024 10:00 AM ET Company Participants John Kristoff - VP of IR Rohit Kapoor - Chairman and CEO Maurizio Nicolelli - CFO Conference Call Participants Bryan Bergin - TD Cowen Ryan Potter - Citi Margaret Nolan - William and Blair Surinder Thind - Jefferies LLC Puneet Jain - JPMorgan Moshe Katri - Wedbush David Koning - Baird David Grossman - Stifel Mayank Tandon - Needham Operator Good day, and thank you for standing by. And welcome to the First Quarter 2024 ExlService Holdings, Inc. Earning Conference Call.

ExlService Holdings, Inc. (EXLS) Q1 2024 Earnings Call Transcript

ExlService Holdings (EXLS) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.35 per share a year ago.

ExlService Holdings (EXLS) Beats Q1 Earnings and Revenue Estimates

2024 First Quarter Revenue of $436.5 Million, up 9.0% year-over-year Q1 Diluted EPS (GAAP) (1) of $0.29, down 3.3% from $0.30 in Q1 of 2023 Q1 Adjusted Diluted EPS (Non-GAAP) (1) (2) of $0.38, up 8.9% from $0.35 in Q1 of 2023

EXL Reports 2024 First Quarter Results

Industry experts in insurance and healthcare provide real-world examples of how they use data and AI to drive business outcomes Industry experts in insurance and healthcare provide real-world examples of how they use data and AI to drive business outcomes

EXL announces speakers for AI in Action event

NEW YORK, April 10, 2024 (GLOBE NEWSWIRE) -- ExlService Service Holdings, Inc. (NASDAQ: EXLS), a leading data analytics and digital operations and solutions company, will host a conference call to announce financial results for the first quarter ended March 31, 2024, on Thursday, May 2, 2024, before the market opens.

EXL Schedules First Quarter 2024 Financial Results Conference Call; Announces Investor Strategy Update Event

NEW YORK, April 09, 2024 (GLOBE NEWSWIRE) -- EXL (NASDAQ: EXLS), a leading data analytics and digital operations and solutions company, announced a partnership with Quilt.AI, a company at the forefront of employing artificial intelligence (AI) to understand and interpret internet data at scale. This collaboration aims to merge EXL's deep data, AI and industry expertise with Quilt.AI's advanced AI-powered platform, which transforms big data into human insights and cultural understanding.

EXL partners with Quilt.AI to revolutionize customer insights with AI-powered cultural understanding

NEW YORK, April 04, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, announced it has been named a Leader in Everest Group's Analytics and Artificial Intelligence (AI) Services Specialists PEAK Matrix® Assessment 2024.

EXL named a Leader in Everest Group 2024 Advanced Analytics and Artificial Intelligence (AI) Services Specialists PEAK Matrix® Assessment

Kapoor becomes chair in addition to his current role as chief executive officer; Vikram Pandit to transition to lead independent director Vikas Bhalla and Vivek Jetley each promoted to president of EXL NEW YORK, April 03, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, today announced changes to its board of directors and management structure to better position the company for continued growth as it enhances its focus on data and AI. The changes became effective April 1, 2024.

EXL Board of Directors Appoints Rohit Kapoor Board Chair; Announces other Board and Management Changes

EXL's AI in Action will showcase how enterprises are making a real impact using data and AI to drive business impact EXL's AI in Action will showcase how enterprises are making a real impact using data and AI to drive business impact

EXL hosts virtual data and AI event

NEW YORK, March 18, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, today announced that, as part of its capital allocation program, it has entered into an accelerated share repurchase agreement (the “ASR”) with Citibank, N.A. to repurchase $125 million of the company's common stock.

EXL announces $125 million accelerated share repurchase program

NEW YORK, March 13, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, announced that it has been named a Leader for both Payer Digital Transformation Services and Healthcare Platform Implementation Services in the ISG Provider Lens™ Healthcare Digital Services 2023 report.

EXL named a Leader for two categories in ISG Provider Lens™ Healthcare Digital Services Study

Bartlett Brings Decades of Executive Leadership Experience; Mittal Completes 10+ Year Service to EXL Bartlett Brings Decades of Executive Leadership Experience; Mittal Completes 10+ Year Service to EXL

EXL Announces Appointment of Thomas Bartlett to Board of Directors and Retirement of Board Member Som Mittal

ExlService Holdings, Inc. (EXLS) Q4 2023 Earnings Call Transcript

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