From plan to proof.
The AI go-to-market is in motion.
Where agentic engineering and human experience converge to deliver enterprise outcomes — measured against what we committed to in February.
Agenda at a glance
All times ET · NYC · 9:00–13:00Q1 Commitments → Where we are today
Every commitment from the February board deck, mapped to Q1 actuals with the variance story.
| Commitment | Said in Feb | Today | Status | Story |
|---|
AI deal velocity outpaced the Feb plan. ACVs are smaller than legacy programs but stack quickly into 7-figure annuities.
Consumer remains the structural drag (-10% YoY). RFP losses and insourcing continue. Strategy is repositioning, not defense.
(1) Endorse pricing pivot to outcomes/tokens. (2) Approve Asset 1 acquisition path. (3) Sign-off on AI productivity-adjusted headcount model.
Business Outlook
Q1 close, BU heatmap, and a head-on look at the Consumer drag.
Q1 close · BU breakdown
Click any BU for the deep diveThe Consumer drag — and how we exit it
- • -10% YoY structural decline
- • Insourcing + RFP losses (3 named)
- • Annuity revenue erosion in Convenience
- • Engineering + GCC takeover plays
- • AI offering for Top-20 accounts
- • Travel & Hospitality + Convenience focus
- • Best Western · Wawa · Suncor in motion
- • Champion-account AI cross-sell live
- • 5% growth target intact for 2026
Pipeline bridge · Q1 → Q2
Financial Update
Live scenario model. Base case to upside cases with Anthropic + cost savings.
Cost savings initiatives · $12.5M target
Mar-26 deck · CY26 walkAI productivity model · headcount adjustment
Historical relationship: revenue ≈ headcount × billable rate. AI breaks that line.
Q1 / March CY26 Close
Drill-through into the financial deck: P&L, BU performance with quarter selector, forecast walk, balance sheet, cash flow, headcount.
Operational highlights
Financial highlights
Revenue and direct margin trends · Q1'25 → Q1'26
Direct margin declined through CY25 from salary hikes (Americas/Europe Apr 25, India Jul 25) + delivery challenges. Productivity efforts, rate-card increases, automation, and addressing delivery issues lifted DM back above 50% in Q1'26 (50.2%). Further improvement expected with increased AI enablement in delivery.
Q1 CY26 P&L · monthly & cumulative
Amounts in $'000- • Revenue underperforming plan; GAAP revenue $91.2M (Board fcst).
- • Direct margin down ~1pt vs budget on revenue mix; Q3'25 was 48.3% post salary hikes — Fx ~1.4% + margin initiatives lifted by 1.9pt.
- • Indirect costs overall lower than budget — focused cost management.
- • SG&A $1M lower than budget; YoY spend declining with optimization steps.
- • EBITDA margin 18.5%, $0.6M below budget; actual Fx EBITDA $17.4M.
All BUs
Pick a BU to see the commentary from the Mar-26 deck.
Full table — Q1 actuals vs budget
CY26 quarterly revenue forecast · $380M base case
CY26 Q2 revenue bridge · $93.5M mgmt outlook
Q2'26 management outlook is $93.5M, an increased ask of $0.5M in quarter vs forecast.
CY26 Financial Forecast Walk · Budget → Base → Upside
Notes: Base case = current run rate with some upside. EBITDA margin for Anthropic deals assumed conservatively at 40% this year. For additional EBITDA arising over and above Scenario 2 run rates, plan to increase EBITDA and AI investments proportionately.
Balance Sheet · Jan/Feb/Mar 2026
YTD Q1 cash flow
Working capital · DSO & DPO
Global headcount · Oct'25 → Mar'26
AI Wins, Pipeline & Selling Patterns
Making the pivot real. What's working, what's repeatable, where to invest.
Big plays in motion
Path to $20M+Step-function ACV expansions in flight
Bigger plays needed
$10M+ potentialConfident in growth, GTM motion needs sharpening
Big leads
Multiple 7-figNew, high-quality opportunities
What's working · selling patterns we can repeat
Pipeline · ACV by archetype
Strategic Positioning
Where Bounteous plays in the AI landscape. New brand, new narrative, where we win.
AI landscape · where we play
Four solution pillars, all underpinned by data & cloud.
Anthropic partnership · status
Claude Enterprise Rollout- →Joint GTM in PE Portfolio + Agentic Engineering
- →AWS Play · Claude on Bedrock for client environments
- →Vibe Analytics (Databricks + Genie) co-launch
New brand identity · launched May 2026
Claude Enterprise Rollout
30 / 60 / 90 Day Plan
Internal rollout and general client playbook — Chat, Cowork, and Code — mapped to a thirteen-workstream program framework plus the capability-to-offering flywheel. This page is accessed via Positioning → Claude Rollout.
Bounteous Confidential
Five strategic choices driving the plan
A balanced Chat / Cowork / Code rollout, mapped into the established program framework, with a thirteenth workstream for the capability-to-offering flywheel; activities sequenced across 30/60/90 against a dependency map.
All three Claude surfaces activated in parallel
Control Plane · Security (WS10) + Responsible AI (WS11)
AI Security Council co-owns the risk registerWS10 Security is the enforcement layer — can we do this safely? · WS11 Responsible AI is the policy, governance and ethics layer — should we, and under what rules? Together they represent the Control Plane for the overall program.
Ground the foundation, start the narrative
Hard gates — must be true to enter Phase 2
Thirteen workstreams
[CP] Critical-path · [G→] Gates downstream · [←G] Gated upstreamCross-workstream rituals
Five connective-tissue rituals — charter, cadence, owners established in Days 1–10 or downstream work loses its coordination mechanism.
Top-level risks to manage throughout
Seven cross-workstream risks that emerge from the dependency map. Each typically surfaces too late if not named explicitly in steering.
Bounteous Arc
The agentic platform powering the pivot. Live agents, not slides.
Engineering Transformation
AI agents at every step of the SDLC. This is where we have the longest production runtime.
M&A · Tuck-ins for 2026
CEO-led priority. Cartesian closed. Two tuck-ins in DD totaling $20M EBITDA.
Trade-off matrix · what we'll accept, what's non-negotiable
Board Q&A · the seven we expect
Pre-empted answers. Each card links to the supporting section.
What's working in AI sales — what have we learned?
Three repeatable archetypes (BP/OKRs, IPE Disrupter, AI Labs). 10+ new logos since December. ACVs smaller, but stack to 7-figure annuities. Mid-market sales motion needs sharpening.
Why are growth rates lagging — and how are we adjusting?
Consumer is the structural drag (-10%). Other 60% of book is growing. Strategy: pivot Consumer to engineering + GCC, not defend annuity. AI accelerates the pivot.
Do we need consultants to accelerate GTM?
Selectively yes — for client demand mapping in Tech and Healthcare. Not for AI playbook design (we're ahead). Recommend: 60-day Bain or LEK engagement, narrow scope.
Closing the NMC vs. Bounteous board knowledge gap on AI
This portal is the first step. Monthly 30-minute Arc walk-throughs for NMC partners. Joint client visits in Q2 (Verizon, McKesson).
AI productivity contribution — adjusting the headcount model
Pre-AI: $185k/FTE. 2026 plan: $215k. 2027 target: $250k. Decoupling revenue from linear headcount expansion is the EBITDA lever.
M&A strategy for the rest of 2026
Data engineering focus. Two tuck-ins, $20M EBITDA add. Asset 1 in DD — board endorsement requested today. Asset 2 H2.
Since we're not growing on the organic side — how do we leverage with limited disruption?
Three moves: (1) Top-20 account AI cross-sell — no new sales motion required. (2) Tier-1 SI take-out plays inside accounts we already serve. (3) Reposition Consumer accounts as engineering + GCC, not project-based.