Concentrix

My Call on Concentrix's Year-End Numbers

Concentrix is shrinking, its CFO is leaving, and the people it is hiring look different from the people it is losing. Here is what I expect when it reports its fiscal year in January.

November 2026 · Goodall Research · Members only

Concentrix closes its fiscal year on November 30 and reports in January. Last year's fourth-quarter results came out on January 13. Its annual report put its workforce at about 455,000 as of November 30, 2025.

A lot has changed since. Revenue has started to shrink, it took a $1.05 billion goodwill impairment in the third quarter, and it is paying severance under its cost reduction programs. Its chief financial officer, Andre Valentine, steps down on December 1.

The people it is hiring look different from the people it is losing. In my last piece I showed that Concentrix was the heaviest destination for people leaving PayPal this year, with a heavy share of support, fraud and disputes staff arriving in May. On October 29 it advertised fraud and financial crime work for banks and payments companies.

My call

I am making two calls for the January report.