Hedgie's notes

Hedgie's notes

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HedgiePM
Jun 27, 2025
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CNXC 0.00%↑

Concentrix reported Q2 FY25 revenue slightly above its guidance, yet operational margins for the quarter were notably lighter than anticipated. While management projects an acceleration in revenue, margin, and cash flow growth for the second half of the year, we believe the underlying dynamics present significant challenges and warrant caution. The com…

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