CI&T Reports Record Q2 Revenue and Strategic AI Focus
CI&T (CINT) reported record revenue for the second quarter of 2026, reaching $1.428 billion, a 21.9% increase on an organic basis above guidance. The growth was driven by new client acquisitions and expanding partnerships across geographies and industries. CEO Cesar Nivaldo Gon emphasized CI&T's focus on AI deployment and monetization through value-based commercial models rather than traditional headcount-driven approaches. The company highlighted two research papers published in the quarter, addressing challenges with current AI initiatives—namely that most organizations are optimizing for incremental efficiency gains instead of transformative 10x returns. The second paper discussed 'organizational hallucination,' where companies believe they're transforming digitally but remain stuck at an experimental stage. CI&T's adjusted gross margin improved from 30.6% in Q1 to 32.4%, reflecting the scaling effect of its new commercial models, which allow it to capture a greater share of value created through AI deployments.
Topics: CI&T financial results Q2 earnings call