The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: David Koning - Robert W. Baird & Co., Inc. - Analyst
: Yeah, hey, guys. Nice job on getting back to what seems like more normalized sequential patterns to revenue and really good margins.
Question: David Koning - Robert W. Baird & Co., Inc. - Analyst
: Yeah. Well, I guess when we put in perspective like guidance, is still a little below kind of normal trends. I assume that's mostly macro-driven. I'm
kind of wondering like if we kind of think of three buckets, you kind of have the macro environment, like how are you kind of looking at that, relative
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SEPTEMBER 12, 2024 / 8:30PM, IBEX.OQ - Q4 2024 Ibex Ltd Earnings Call
to kind of normal market share, how are you seeing yourself in terms of market share? And then how do you see GenAI and you put those three
together to drive kind of your forecast I assume, but can you kind of just go through each of those buckets and how that's affecting your forecast?
Question: David Koning - Robert W. Baird & Co., Inc. - Analyst
: That's great to hear. And then I guess my follow-up question was the key highlights, I mean, I guess a couple of the key highlights. One is margins
keep going up and maybe how sustainable is that? Is there anything maybe one-off this year and both in 2024 and 2025? Or is that just scale, et
cetera?
And then I guess buybacks are the other kind of thing that's a big highlight, is that going to continue? I think you're at 3 times EBITDA, that's almost
never seen that in my career, especially for a company growing margin so maybe those two things to?
Question: David Koning - Robert W. Baird & Co., Inc. - Analyst
: Yeah. Thank you, guys. That's great.
Question: David Koning - Robert W. Baird & Co., Inc. - Analyst
: Yeah. Great, Thanks guys.
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