TTEC: AI-disruption exposure

Where TTEC sits on our AI-disruption themes, how much the market has already priced, and what other companies are saying in filings that could affect it.

Theme exposure

ThemeRoleExposureMove vs SPYPriced inMechanism
AI vs. call centerssecond_order0.80+33.2%
0%
human-agent CX outsourcing, smaller and more levered

Mentions in filings

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Paper positions

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