Wednesday, August 26, 2026
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
News articleYahoo Finance· February 24, 2026

EXL Reports 2025 Fourth Quarter and Year-End Results; Issues 2026 Guidance

View original at finance.yahoo.com
EXL Reports 2025 Fourth Quarter and Year-End Results; Issues 2026 Guidance EXL 2025Fourth Quarter Revenue of $542.6 Million, up12.7% year-over-year Q4 Diluted EPS (GAAP) of $0.38, up21.8% from $0.31 in Q4 of 2024 Q4 Adjusted Diluted EPS (Non-GAAP) (1) of $0.50, up15.0% from $0.44 in Q4 of 2024 2025 Revenue of $2.09 Bil…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • 2026 adjusted diluted EPS expected to be $2.14 to $2.19, representing 10% to 12% increase over 2025

    80% confidence
  • Delivered revenue growth of 12.7% and increased adjusted diluted EPS by 15.0% year-over-year in Q4 2025

    80% confidence
  • The $500 million stock repurchase authorization represents confidence in ability to continue growth trajectory and generate significant free cash flow

    80% confidence
  • 2026 revenue expected to be $2.275 billion to $2.315 billion, reflecting 9% to 11% year-over-year growth

    80% confidence
  • EXL's sustained double-digit growth demonstrates the strength of competitive position as a global data and AI company

    80% confidence
  • Investments in building innovative data and AI services and solutions, growing partner ecosystem, and cultivating AI-native talent are driving growth momentum

    80% confidence
  • Closed 2025 with robust growth across business segments, a formidable balance sheet and strong free cash flow

    80% confidence
  • EXL's recognized industry expertise and leadership in embedding AI in clients' businesses are resonating strongly with the market and fueling growth

    80% confidence

Cited in these Via News reports

What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
Checked against the original source
4,978
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,978 facts checked against source5,251 source documents archived
Query this data → isubstrate.com