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 Konin - Baird - Analyst
: Yeah. Hey guys, great job again.
Question: David Konin - Baird - Analyst
: Yeah, everything looks really good, and I guess maybe to kick it off, the quarter itself when we've looked at Q4s in the past, I think every quarter
since we've covered the stock, it's been a flat to down sequential quarter. This quarter you were up 5% sequentially, and I guess, A, is there anything
in there that was a little bit one time in nature, and B, the there's a vertical called kind of other that doesn't fit the other verticals that you often
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SEPTEMBER 11, 2025 / 8:30PM, IBEX.OQ - Q4 2025 Ibex Ltd Earnings Call
talked about and that one was up a lot. I think over 100% year over year, about $8 million sequentially. Was there something in there that maybe
a new client that's coming on and is that sustainable?
Question: David Konin - Baird - Analyst
: Yeah, but it's all good. And then maybe just a follow up, we talk with you and then a lot of your competitors and there's just been obviously this
this fear about Gen AI and the impact, but when we do our survey, the majority of you and your peers tend to say, yeah, there are some volumes
we might lose over time, but net, it's probably going to be a positive, and it's just following the normal cadence of automation over time that you've
seen for decades really, it's a little different type but right and maybe some commentary just Gen AI, how you feel about it positive, negative, etc.
Question: David Konin - Baird - Analyst
: Yeah. Great. Well thanks guys, great job.
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