TaskUs, Inc. (TASK): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de las soluciones de negocios digitales, Taskus, Inc. (Task) surge como una potencia de servicios innovadores de subcontratación, posicionándose estratégicamente en la intersección de la tecnología, la experiencia del cliente y el talento global. Al aprovechar las tecnologías de IA de vanguardia y una fuerza laboral multilingüe, Taskus ofrece soluciones digitales transformadoras para algunos de los gigantes tecnológicos más prominentes del mundo como Meta, Netflix y Uber, que ofrece un conjunto integral de servicios que redefinen cómo las empresas gestionan las interacciones de los clientes, la modernización de contenido, y soporte técnico en un ecosistema digital cada vez más complejo.

Taskus, Inc. (Tarea) - Modelo de negocio: asociaciones clave

Principales asociaciones de empresas tecnológicas

TaskUS mantiene asociaciones estratégicas con las principales empresas de tecnología:

Empresa asociada	Detalles de la asociación	Valor estimado del contrato
Meta (Facebook)	Moderación de contenido y servicios de atención al cliente	$ 87.4 millones Contribución de ingresos anuales
Netflix	Atención al cliente y confianza & servicios de seguridad	Valor de contrato anual de $ 52.6 millones
Súper	Operaciones globales de experiencia del cliente y soporte	$ 41.3 millones de participación anual
Zoom	Soporte técnico y gestión de la experiencia del cliente	Asociación anual de $ 29.7 millones

Proveedores de outsourcing global

Taskus colabora con redes internacionales de servicios de tecnología:

• Wipro Limited
• Infosys
• Soluciones de tecnología cognizante

Plataformas de computación en la nube

Proveedor de nubes	Alcance del servicio	Inversión anual
Servicios web de Amazon (AWS)	Servicios de infraestructura y computación en la nube	$ 14.2 millones
Plataforma en la nube de Google	Gestión de datos e infraestructura en la nube	$ 11.6 millones

Socios de consultoría de transformación digital

• Deloitte digital
• Acento interactivo
• Asesor digital de KPMG

Socios de capital de riesgo estratégico

Firma de inversión	Monto de la inversión	Estaca de renta variable
Crecimiento de piedra negra	$ 125 millones	8.7%
Socios de la cumbre	$ 95 millones	6.3%
Grupo de pasos	$ 68 millones	4.5%

Taskus, Inc. (Tarea) - Modelo de negocio: actividades clave

Gestión de la experiencia del cliente digital

TaskUS proporciona atención al cliente omnichannal en múltiples plataformas:

Canal	Cobertura de servicio	Volumen anual
Soporte digital	Correo electrónico, chat, redes sociales	175 millones de interacciones
Soporte de voz	Servicio al cliente basado en teléfonos	92 millones de interacciones

Moderación y confianza de contenido & Servicios de seguridad

Taskus gestiona la moderación de contenido para las principales plataformas digitales:

• Procesado más de 500 millones de casos de moderación de contenido anualmente
• Admite más de 20 idiomas para la revisión global de contenido
• Utiliza tecnologías de detección con AI

Soporte técnico y operaciones de back-office

Tipo de servicio	Volumen de transacción anual	Industrias atendidas
Apoyo técnico	68 millones de boletos de soporte	Tecnología, comercio electrónico, juegos
Procesamiento de back-office	45 millones de registros de transacciones	Servicios financieros, atención médica

Outsourcing de procesos comerciales habilitados con AI

Capacidades de integración de IA:

• Modelos de aprendizaje automático procesando 250,000 interacciones diariamente
• Tasa de eficiencia de automatización: 37%
• Procesamiento del lenguaje natural en múltiples canales de comunicación

Soluciones de ingeniería y tecnología digital

Servicio de ingeniería	Horas de desarrollo anuales	Enfoque tecnológico
Desarrollo de software	1.2 millones de horas	Plataformas web en nube, móvil, web
Seguro de calidad	480,000 horas de prueba	Ciberseguridad, pruebas de rendimiento

Taskus, Inc. (tarea) - Modelo de negocio: recursos clave

Grupo de talentos globales

A partir de 2024, Taskus mantiene operaciones en 9 países, incluidas Filipinas, India, México y Estados Unidos.

País	Número de empleados	Centros de servicio clave
Filipinas	12,500	Manila, Cebú
India	3,800	Bangalore, Hyderabad
México	2,700	Monterrey
Estados Unidos	1,200	Austin, Phoenix

AI avanzadas y tecnologías de aprendizaje automático

Taskus invirtió $ 42.3 millones en infraestructura tecnológica en 2023.

• Plataformas de moderación de contenido con IA
• Optimización del flujo de trabajo algorítmico de aprendizaje automático
• Tecnologías de procesamiento del lenguaje natural

Plataforma digital patentada

Taskus Digital Platform es compatible Más de 200 clientes empresariales en múltiples industrias.

Fuerza laboral multilingüe

Capacidad del idioma	Número de hablantes de idiomas
Inglés	17,500
Español	4,200
Tagalo	12,000
hindi	3,800

Infraestructura basada en la nube

Inversión total de infraestructura en la nube: $ 28.7 millones en 2023.

• Servicios en la nube de AWS
• Integración de Microsoft Azure
• Soporte de la plataforma en la nube de Google

Taskus, Inc. (Tarea) - Modelo de negocio: propuestas de valor

Soluciones comerciales digitales rentables y de alta calidad

Taskus reportó $ 1.02 mil millones en ingresos totales para el año fiscal 2023. Las soluciones comerciales digitales de la compañía tienen un precio de un promedio de 40-50% más bajo que los proveedores de outsourcing tradicionales.

Categoría de servicio	Contribución anual de ingresos	Eficiencia de rentabilidad
Atención al cliente digital	$ 412 millones	45% de reducción de costos
Moderación de contenido	$ 287 millones	48% de eficiencia de rentabilidad
Apoyo técnico	$ 224 millones	42% de ahorro de costos

Gestión mejorada de la experiencia del cliente

Taskus administra más de 250 millones de interacciones de clientes anualmente en múltiples plataformas digitales.

• Calificación promedio de satisfacción del cliente: 92%
• Soporte disponible en más de 50 idiomas
• Capacidades de soporte omnicanal 24/7

Experiencia especializada en tecnologías digitales emergentes

Taskus invirtió $ 52 millones en infraestructura tecnológica y capacidades de IA en 2023.

Dominio tecnológico	Inversión	Equipos especializados
AI y aprendizaje automático	$ 22 millones	387 profesionales especializados
Ciberseguridad	$ 15 millones	264 expertos en seguridad
Computación en la nube	$ 15 millones	312 especialistas en tecnología en la nube

Servicios de outsourcing flexibles y escalables

Taskus opera en 16 ubicaciones globales con 48,500 empleados totales a partir del cuarto trimestre de 2023.

• Rango de escalabilidad: 50-5,000 miembros del equipo por cliente
• Capacidad de implementación rápida: 2-4 semanas
• Modelos de compromiso flexibles

Mitigación de riesgos y apoyo de cumplimiento

Taskus mantiene Cumplimiento de ISO 27001, SOC 2 y GDPR en todas las ofertas de servicios.

Estándar de cumplimiento	Año de certificación	Frecuencia de auditoría
ISO 27001	2022	Anual
SoC 2	2023	Semestral
GDPR	2022	Anual

Taskus, Inc. (Tarea) - Modelo de negocio: relaciones con los clientes

Modelo de asociación estratégica a largo plazo

TaskUS mantiene asociaciones estratégicas con clientes clave en sectores de tecnología, juegos y comercio electrónico. A partir del cuarto trimestre de 2023, la compañía reportó 48 clientes empresariales con una duración promedio de contrato de 3.2 años.

Segmento de clientes	Número de clientes	Duración promedio del contrato
Tecnología	18	3.5 años
Juego de azar	12	3.1 años
Comercio electrónico	18	3.0 años

Equipos de gestión de cuentas dedicados

Taskus emplea equipos especializados de gestión de cuentas con un tamaño de equipo promedio de 7-9 profesionales por cliente principal.

• Experiencia promedio del administrador de cuentas: 6.4 años
• Tasa de retención del cliente: 92.3% en 2023
• Ingresos anuales promedio del cliente: $ 4.2 millones

Optimización continua del rendimiento

Las métricas de rendimiento rastreadas trimestralmente con indicadores de rendimiento clave (KPI) monitoreados a través de múltiples dimensiones.

Métrico de rendimiento	Objetivo	Rendimiento real (2023)
Puntuación de satisfacción del cliente	90%	92.4%
Tasa de resolución de primer contacto	85%	87.6%
Tiempo de respuesta promedio	2 horas	1.7 horas

Enfoque de entrega de servicios personalizados

TaskUS proporciona soluciones de servicio a medida en diferentes verticales de clientes con estrategias de soporte especializadas.

• Niveles de personalización: 4 marcos de servicio distintos
• Tasa de adaptación del servicio: el 78% de los clientes reciben soluciones personalizadas
• Inversión promedio de personalización por cliente: $ 350,000 anualmente

Comunicación del cliente habilitado para la tecnología

Infraestructura de comunicación avanzada que admite múltiples canales de interacción.

Canal de comunicación	Porcentaje de uso	Tiempo de respuesta promedio
Plataforma digital	42%	45 minutos
Soporte directo	33%	30 minutos
Sistemas automatizados	25%	15 minutos

Taskus, Inc. (tarea) - Modelo de negocio: canales

Equipo de ventas directas

Taskus emplea a un equipo de ventas directas con 1,047 profesionales de ventas a partir del tercer trimestre de 2023. El personal de ventas total aumentó en un 22.3% año tras año. La productividad promedio del representante de ventas alcanzó los $ 1.2 millones en ingresos recurrentes anuales por representante.

Métrico de ventas	Valor 2023
Representantes de ventas totales	1,047
Crecimiento año tras año	22.3%
Ingresos promedio por representante	$1,200,000

Plataformas de marketing digital

Taskus utiliza múltiples canales de marketing digital con un gasto publicitario digital total de $ 4.7 millones en 2023. Las plataformas clave incluyen:

• Publicidad de LinkedIn: $ 1.8 millones
• ADS de Google: $ 1.3 millones
• Publicidad en las redes sociales: $ 850,000
• Publicidad digital programática: $ 750,000

Conferencias y eventos de la industria

Taskus participó en 37 conferencias de la industria en 2023, con un gasto total de marketing de eventos de $ 2.1 millones. La participación del evento generó 412 clientes potenciales de la empresa calificadas.

Métrica de marketing de eventos	Valor 2023
Conferencias totales a las que asistió	37
Gasto de marketing de eventos totales	$2,100,000
Leades empresariales calificados generados	412

Redes de referencia estratégicas

TaskUS mantiene 64 asociaciones estratégicas de referencia, generando $ 18.3 millones en ingresos indirectos durante 2023. La tasa de conversión de la red de socios es del 14,6%.

Sitio web corporativo en línea y presencia digital

El sitio web de Taskus Corporate recibe 287,000 visitantes únicos mensuales. La tasa de conversión del sitio web es del 3.2%, generando 1.947 solicitudes mensuales de contacto empresarial. El presupuesto de marketing de contenido digital alcanzó los $ 1.5 millones en 2023.

Métrica de presencia digital	Valor 2023
Visitantes mensuales del sitio web	287,000
Tasa de conversión del sitio web	3.2%
Solicitudes mensuales de contacto empresarial	1,947
Presupuesto de marketing de contenido digital	$1,500,000

Taskus, Inc. (tarea) - Modelo de negocio: segmentos de clientes

Empresas tecnológicas

Taskus sirve a las empresas de tecnología con relaciones clave de los clientes que incluyen:

Cliente	Detalles de segmento	Valor de contrato anual estimado
Súper	Soporte de plataforma digital	$ 45.2 millones
Brex	Servicios de tecnología financiera	$ 22.7 millones
Blockchain.com	Soporte de plataforma de criptomonedas	$ 18.5 millones

Plataformas de comercio electrónico

Taskus admite clientes de comercio electrónico con servicios especializados:

• Shop
• Desear
• Instacart

Medias sociales y empresas de medios digitales

Cliente	Tipo de servicio	Contribución de ingresos
Tiktok	Moderación de contenido	$ 67.3 millones
Meta (Facebook)	Soporte al cliente	$ 53.6 millones

Enterprisas de tecnología financiera

Los clientes clave de tecnología financiera incluyen:

• Robinidad
• Repicar
• Afirmar

Industrias de juegos y entretenimiento digital

Cliente	Alcance del servicio	Valor anual del contrato
RaBlox	Soporte de jugadores	$ 31.4 millones
Juegos épicos	Apoyo técnico	$ 26.9 millones

Taskus, Inc. (Tarea) - Modelo de negocio: Estructura de costos

Compensación global de la fuerza laboral

Para el año fiscal 2023, Taskus reportó gastos totales de personal de $ 541.4 millones. El desglose de compensación de la fuerza laboral de la compañía incluye:

Categoría de compensación	Cantidad (en millones)
Salarios y salarios	$412.6
Compensación basada en acciones	$68.3
Beneficios para empleados	$60.5

Inversiones de infraestructura tecnológica

Taskus invertido $ 47.2 millones en infraestructura tecnológica para el año 2023, con áreas de enfoque clave que incluyen:

• Plataformas de computación en la nube
• Sistemas de ciberseguridad
• AI y tecnologías de aprendizaje automático
• Herramientas de colaboración digital

Gastos de investigación y desarrollo

Los gastos de I + D para 2023 totalizaron $ 22.7 millones, que representa aproximadamente el 4.2% de los ingresos totales.

Áreas de enfoque de I + D	Inversión (en millones)
Soluciones con IA	$12.5
Automatización de procesos	$6.2
Tecnologías de transformación digital	$4.0

Costos de marketing y desarrollo empresarial

Los gastos de marketing y desarrollo comercial para 2023 ascendieron a $ 36.5 millones.

• Costos del personal de ventas y marketing: $ 18.2 millones
• Campañas de marketing digital: $ 8.7 millones
• Conferencia y participación de eventos: $ 5.6 millones
• Iniciativas de desarrollo empresarial: $ 4.0 millones

Gastos generales operativos y administrativos

La sobrecarga operativa y administrativa para 2023 fue $ 89.6 millones, que incluye:

Categoría de gastos generales	Cantidad (en millones)
Instalaciones e infraestructura	$32.4
Personal administrativo	$28.9
Servicios profesionales	$15.3
Cumplimiento y legal	$13.0

Taskus, Inc. (tarea) - Modelo de negocio: flujos de ingresos

Ingresos recurrentes basados ​​en servicios

En 2023, Taskus reportó ingresos totales de $ 967.1 millones, con una porción significativa derivada de los servicios de experiencia digital recurrente del cliente.

Categoría de ingresos	Cantidad (2023)	Porcentaje de ingresos totales
Servicios digitales recurrentes	$ 654.8 millones	67.7%
Soluciones habilitadas para tecnología	$ 312.3 millones	32.3%

Tarifas de servicio digital por proyecto

Taskus genera ingresos a través de servicios digitales especializados basados ​​en proyectos en múltiples industrias.

• Valor promedio del proyecto: $ 250,000 a $ 1.5 millones
• Duración del proyecto: 3-12 meses
• Industrias primarias atendidas: tecnología, juegos, redes sociales, fintech

Compromisos por contrato a largo plazo

Taskus asegura contratos a largo plazo con clientes clave, proporcionando flujos de ingresos estables.

Tipo de contrato	Duración promedio	Valor anual típico
Contratos empresariales	2-5 años	$ 5-20 millones
Asociaciones estratégicas	3-7 años	$ 10-50 millones

Precios de soluciones habilitadas para tecnología

Taskus aprovecha las tecnologías avanzadas para crear modelos de precios diferenciados.

• Precios de servicios con IA: 15-25% prima sobre ofertas estándar
• Soluciones de transformación digital: $ 500,000 a $ 5 millones por compromiso
• Tarifas de integración de tecnología: $ 100,000 a $ 1.2 millones

Modelos de precios basados ​​en el rendimiento

Taskus implementa estrategias de precios vinculadas al rendimiento para clientes seleccionados.

Métrico de rendimiento	Estructura de precios	Rango de bonificación potencial
Puntajes de satisfacción del cliente	Tarifa base + bonificación de rendimiento	5-15% del valor del contrato
Mejoras de eficiencia	Estructura de bonificación escalonada	10-25% de ingresos adicionales

TaskUs, Inc. (TASK) - Canvas Business Model: Value Propositions

You're looking at the core reasons why the world's most innovative companies choose TaskUs, Inc. It's not just about outsourcing; it's about specialized partnership, defintely. The value proposition centers on handling the complex, digital-native challenges that traditional providers often can't touch.

Specialization in complex, high-touch digital services for innovative companies

TaskUs, Inc. has successfully carved out a niche by focusing on services that require deep expertise in rapidly evolving digital landscapes. This is most evident in their fastest-growing segments. For instance, the AI Services line saw a year-over-year growth rate of more than 50% in the third quarter of 2025, marking the third consecutive quarter of such high growth. This segment is focused on complex tasks like generative AI data curation and model red teaming, which commands premium engagement. Furthermore, the Trust + Safety service line shows sustained strength, with year-over-year revenue growth remaining strong at nearly 30% in Q2 2025. This focus on high-stakes, specialized work is what separates them from the pack.

Scalability and speed for hyper-growth technology clients

The ability to scale rapidly to meet the demands of hyper-growth clients is a core promise. TaskUs, Inc. ended the second quarter of 2025 with a worldwide headcount of approximately 60,400 teammates. This scale is distributed across 30 locations in 13 countries as of June 30, 2025, providing geographic flexibility for clients. The financial results back this up; the company is projecting full-year 2025 revenue to land between $1.173 billion and $1.175 billion. The Q3 2025 revenue hit a record of $298.7 million, showing they can deliver high volume while maintaining quality.

Here's a quick look at how the specialized service lines are driving the overall financial performance as of late 2025:

Metric	Value (Latest Reported Period)	Context
Full Year 2025 Revenue Guidance (Midpoint)	$1.174 billion	Represents about 18% year-over-year growth
Q3 2025 Revenue	$298.7 million	Record quarterly revenue, 17.0% year-over-year growth
AI Services YoY Growth (Q3 2025)	More than 50%	Third consecutive quarter of this growth rate
Trust + Safety YoY Growth (9M 2025)	26.2%	Nine months ended September 30, 2025
Projected Full Year 2025 Adjusted EBITDA Margin	21.1%	Indicates strong operational leverage on high-value services

Protecting brand integrity through advanced Trust + Safety solutions

Brand protection is a non-negotiable value proposition for their client base, which includes major social media and financial services firms. The Trust + Safety service line has shown consistent, high-velocity growth, exceeding 30% year-over-year growth for five consecutive quarters as of Q1 2025. This expertise isn't just internal; it's externally validated. TaskUs, Inc. has been recognized as a Leader in the Everest Group's Trust and Safety Services PEAK Matrix® Assessment for the third consecutive year. That's a clear signal of specialized, reliable execution in a critical area.

Delivering next-generation customer experience (CX) with a focus on quality

While the focus shifts to AI and Trust, the core Customer Experience (CX) offering remains high-quality. The Digital Customer Experience (DCX) service line saw year-over-year growth of approximately 6% in Q3 2025. Quality is implied by client stickiness; revenue from multi-service clients grew by 29% year-over-year in Q4 2024, showing clients expand their relationship scope once initial quality is proven. The company's mission is to empower people to deliver ridiculously good innovation, which translates directly into better CX outcomes for their partners.

Cost-effective global delivery model, defintely a key selling point

The financial discipline underpinning the service delivery is a major draw. The projected full-year 2025 Adjusted EBITDA margin is approximately 21.1%. For Q3 2025 specifically, the margin hit 21.2%. This level of profitability, achieved while investing heavily in AI services, suggests strong cost control relative to the value delivered. The global footprint, with teammates in 13 countries, allows TaskUs, Inc. to optimize delivery locations for cost and specialized skill sets, which is crucial for maintaining that premium margin profile.

• Full Year 2025 Adjusted EBITDA Margin target: 21.1%
• Q3 2025 Adjusted EBITDA Margin: 21.2%
• Total Global Teammates (as of Q2 2025): Approximately 60,400
• Total Countries with Operations (as of Q2 2025): 13

Finance: draft 13-week cash view by Friday.

TaskUs, Inc. (TASK) - Canvas Business Model: Customer Relationships

You're looking at how TaskUs, Inc. (TASK) locks in its high-growth technology clients. The relationship structure is built around deep integration, especially for the most complex digital operations.

Dedicated, consultative account management for strategic clients

The business model relies on securing and growing relationships with major digital players. For the three months ended September 30, 2025, the company generated 27% of its service revenue from its largest client. For the nine months ended September 30, 2025, that dependence was 26% of service revenue.

This level of reliance on key accounts necessitates dedicated, consultative management. Here's a look at the scale of some of those relationships based on prior reporting:

Client Example	Service Focus	Estimated Annual Contract Value/Revenue Contribution
Meta	Content moderation and customer support services	$87.4 million annual revenue contribution
Netflix	Customer support and trust & safety services	$52.6 million annual contract value
Uber	Global customer experience and support operations	$41.3 million annual engagement

Co-creation model for bespoke digital and AI-powered solutions

The shift toward specialized, high-value services demonstrates a co-creation approach where TaskUs, Inc. (TASK) develops solutions alongside the client's evolving digital needs. This is most evident in the growth of their specialized units.

• AI Services saw year-over-year growth of more than 60% in Q3 2025.
• AI Services was the fastest-growing service line for the third consecutive quarter in Q3 2025.
• Trust + Safety year-over-year revenue growth was nearly 30% in Q2 2025.
• Trust + Safety saw 26.2% growth during the nine months ended September 30, 2025.

Long-term, sticky contracts typical of outsourced BPO services

The contracts are structured to create stickiness, moving beyond transactional work. As of the 10-K filed on March 6, 2025, the company evaluates contract terms, which generally run for one to three years, based on termination clauses.

This is supported by historical data showing a long-term focus. As of Q4 2023, the company reported an average contract duration of 3.2 years with its enterprise clients. The projected full-year 2025 revenue is expected to range between $1.173 billion and $1.175 billion, indicating stable, ongoing service commitments.

High-touch relationship focus to manage sensitive content and data

Managing sensitive content and data requires a large, dedicated, and globally distributed workforce, ensuring high-touch service delivery across many time zones. The scale of the workforce is a direct indicator of this relationship depth.

The global headcount demonstrates the capacity for high-touch support:

• Ended Q2 2025 with approximately 60,400 teammates worldwide.
• As of June 30, 2025, the company operated across 30 locations in 13 countries.
• The Q3 2025 report noted ending the quarter with 63,800 teammates.

The company reported total revenues of $298.7 million for Q3 2025, up 17.0% year-over-year, showing that this large, specialized workforce is being deployed effectively to maintain these critical client relationships.

TaskUs, Inc. (TASK) - Canvas Business Model: Channels

You're looking at how TaskUs, Inc. gets its specialized services to its high-growth clients. The channels are a mix of physical presence and digital enablement, which is how they support their premium positioning in the outsourced digital services space.

Direct sales team focused on digital-native, high-growth companies

The sales channel is built around landing and expanding relationships with disruptive technology firms. TaskUs, Inc. reported serving over 100 clients in 2024, a base that validates their ability to meet the rigorous standards of industry leaders. Their focus remains on fast-growing sectors, which drives the need for specialized service delivery.

• Key served sectors include social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, technology, financial services, and healthcare.

• The fastest-growing service line, AI Services, saw revenue growth of 63.7% for the nine months ended September 30, 2025.

• Trust + Safety revenue growth remained strong at nearly 30% year-over-year in Q2 2025.

Global network of delivery centers in 13 countries

The physical channel is a global footprint designed to scale rapidly and support complex operations. As of September 30, 2025, TaskUs, Inc. had a worldwide headcount of approximately 63,800 people across 30 locations in 13 countries. This network supports their omni-channel delivery model.

Here's a look at the geographic distribution as of the mid-year and third-quarter reports for 2025:

Metric	Data Point (As of June 30, 2025)	Data Point (As of September 30, 2025)
Total Locations	30	30
Total Countries	13	13
Worldwide Headcount	Approx. 60,400	Approx. 63,800
India Teammates	More than 15,000 across 6 cities	Not specified in latest report

The expansion continues, with a new site in Noida, India, housing over 500 teammates as of the announcement, with plans to grow to 1300 in 2026.

Cloud-based platforms for remote and hybrid service delivery

TaskUs, Inc. leverages a cloud-based infrastructure to deliver its services. This digital backbone supports remote and hybrid delivery models, which is critical for scaling AI Operations and Digital Customer Experience (DCX). The company announced strategic partnerships with Decagon and Regal to accelerate its Agentic AI-Powered Customer Experience offering.

Investor Relations outreach for public market communication (despite the take-private attempt)

Investor communication channels remain active even after the announced transaction events. TaskUs, Inc. announced a definitive acquisition agreement in May 2025, which led to the withdrawal of the previously announced full-year 2025 outlook at that time. However, by October 2025, the company announced expectations to terminate the proposed take-private transaction. Financial results, including the Q3 2025 report of $298.7 million in total revenues, are made available on the Investor Relations section of the company's website at https://ir.taskus.com under "News & Events".

• Q3 2025 Net Income was $31.4 million.

• Full-year 2025 revenue guidance was projected between $1.173 billion and $1.175 billion before the transaction update.

• Adjusted EBITDA margin for Q3 2025 was 21.2%.

Finance: draft 13-week cash view by Friday.

TaskUs, Inc. (TASK) - Canvas Business Model: Customer Segments

You're looking at who TaskUs, Inc. is selling its outsourced digital services and next-generation customer experience to as of late 2025. Honestly, they focus on the digital natives-the companies growing fast enough to need massive, scalable support right now.

The core customer base is concentrated in sectors that require 24/7, high-volume digital interaction management. As of the third quarter of 2025, TaskUs, Inc. reported total revenues of $298.7 million for the quarter, representing a year-over-year growth rate of 17.0%. The nine months ending September 30, 2025, saw revenue grow by 20.8%.

The company explicitly serves clients in these fast-growing sectors:

• Social media platforms
• E-commerce operations
• Gaming companies
• Streaming media providers
• Food delivery and ride-sharing platforms
• Technology firms
• Financial services operations
• Healthcare technology firms

This focus means TaskUs, Inc. is deeply embedded in the infrastructure supporting the modern digital economy. Their worldwide headcount stood at approximately 60,400 teammates across 30 locations in 13 countries as of June 30, 2025, to service this demand.

The segments requiring specialized handling are showing the most explosive growth. Trust + Safety services, which is critical for many of these platforms, saw year-over-year revenue growth of nearly 30% in the second quarter of 2025. Even more telling is the AI Services line; it grew by 60.8% year-over-year in Q3 2025, hitting $58.7 million in revenue for that quarter, marking its fourth straight quarter of over 50% growth. This AI-driven work is becoming a primary growth engine.

Here's a quick look at how the performance metrics reflect the success of serving these high-growth customer types through the first three quarters of 2025:

Metric	Q3 2025 Value	FY 2025 Outlook (Midpoint)
Total Revenue	$298.7 million	$1.174 billion
Revenue Growth (Y/Y Q3)	17.0%	~18%
AI Services Revenue (Q3)	$58.7 million	N/A
Adjusted EBITDA Margin (Q3)	21.2%	~21.1%

The top 20 clients, which are certainly drawn from these high-growth categories, generated 68% of total revenue during the third quarter of 2024, showing a high degree of concentration in the most demanding customer relationships. You can see the commitment to these specialized areas in the full-year guidance; management raised the FY2025 outlook to range between $1.173 billion and $1.175 billion.

For clients needing high-risk content moderation and safety, TaskUs, Inc. positions its Trust + Safety offering as a specialized service. This is where the complexity of digital platforms-from preventing fraud to moderating harmful content-drives demand for their specialized workforce, which is a key differentiator from simple Tier 1 support, which faces pricing pressure.

The financial services and healthcare technology firms represent a growing area of focus, often requiring compliance and security that mirrors the high standards of their other digital clients. The overall company performance, with an Adjusted EBITDA margin of 21.2% in Q3 2025, suggests they are managing the cost of delivering these complex services effectively, though margin expansion expectations are being reset due to increased investment in Generative AI transformation services.

Finance: draft 13-week cash view by Friday.

TaskUs, Inc. (TASK) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive TaskUs, Inc.'s operations, which is critical for understanding margin stability, especially as they scale. Honestly, the biggest lever here is always people.

Employee compensation and benefits represent the largest cost driver, which you see directly reflected in the Cost of Service (COS). For the third quarter of 2025, the Cost of Service was reported at 62.1% of revenue. Given Q3 2025 revenue hit $298.7 million, that means direct labor and associated costs were approximately $185.49 million for that quarter alone. This percentage increase from the prior year's Q3 COS of 60.2% was attributed to merit increases and the ramp costs associated with growth.

The operational footprint itself is a significant fixed and variable cost. As of June 30, 2025, TaskUs, Inc. maintained a presence across 30 locations in 13 countries, supporting a worldwide headcount of approximately 60,400 people. This scale necessitates substantial real estate and facility operating expenses to maintain their global sites.

Beyond direct service delivery, general overhead and strategic investments form the next layer of costs. Selling, General, and Administrative (SG&A) expenses for Q3 2025 were $59.7 million, which translated to 20% of that quarter's revenue.

The company is actively increasing spending in forward-looking areas. Management specifically noted plans to increase investments in Generative AI-led transformation services. These investments, coupled with the ramp costs for new facilities mentioned earlier, are near-term pressures on margins, even as they aim for long-term efficiency gains. Here's a quick look at the key Q3 2025 financial context:

Cost Metric Category	Financial Metric	Q3 2025 Value
Direct Service Cost	Cost of Service as % of Revenue	62.1%
Overhead & Operations	SG&A Expenses (USD)	$59.7 million
Overhead & Operations	SG&A Expenses as % of Revenue	20%
Infrastructure/Scale	Global Sites (as of 6/30/2025)	30
Headcount	Worldwide Teammates (as of 6/30/2025)	60,400

Technology and infrastructure costs are inherent to supporting their cloud-based operations, which is how they serve clients across fast-growing sectors like social media, e-commerce, and gaming. While specific dollar amounts for technology spend aren't broken out separately in the high-level results, it's baked into both COS and SG&A, supporting the specialized service offerings.

You should track these key cost components closely:

• Employee compensation, given wage inflation in key markets like the Philippines.
• Investment in Generative AI transformation services.
• New facility ramp costs associated with growth.
• Seasonal expenses, such as holiday pay and benefits impacting Q4 margins.

Finance: draft 13-week cash view by Friday.

TaskUs, Inc. (TASK) - Canvas Business Model: Revenue Streams

Service revenue from outsourced digital services and CX forms the core of TaskUs, Inc.'s financial intake. This revenue is generated by providing services across its specialized offerings to the world's most innovative companies.

For the full year 2025, TaskUs, Inc. expects total revenue to range between $1.173 billion and $1.175 billion. This guidance reflects strong top-line momentum, building on a record third quarter of 2025 where revenue hit $298.7 million, a 17.0% year-over-year increase.

The growth is heavily concentrated in high-growth areas, specifically AI Services and Trust + Safety solutions. AI Services was the standout performer in Q3 2025, marking the third consecutive quarter with revenue growth exceeding 60% year-over-year, specifically rising 60.8% year-over-year to reach $58.7 million in that quarter. The Trust + Safety division also showed strong momentum, with revenue growing 19.1% year-over-year to $75.8 million in Q3 2025. For the nine months ended September 30, 2025, overall revenue growth was 20.8%, driven by 63.7% growth in AI Services and 26.2% growth in Trust + Safety.

The underlying structure of revenue generation is tied to the scale of service delivery, which you can see reflected in the global headcount. TaskUs, Inc. ended the second quarter of 2025 with approximately 60,400 teammates across 30 locations in 13 countries, and by the end of Q3 2025, this number had scaled to 63,800 teammates worldwide. This scaling supports a fee-for-service model where revenue scales based on the delivery capacity required by clients.

Profitability metrics are also key to understanding the financial realization of these revenue streams. For the full year 2025, the Adjusted EBITDA margin is expected to be approximately 21.1%. This compares to the 21.2% Adjusted EBITDA margin achieved in the third quarter of 2025 on $298.7 million in revenue.

Here is a snapshot of the key financial metrics related to revenue and profitability guidance for the full year 2025:

Metric	Guidance/Amount
Full-Year 2025 Revenue Range	$1.173 billion to $1.175 billion
Expected Full-Year 2025 Adjusted EBITDA Margin	Approximately 21.1%
Q3 2025 Revenue	$298.7 million
Q3 2025 Adjusted EBITDA Margin	21.2%
Expected Full-Year 2025 Adjusted Free Cash Flow	Approximately $100 million

The revenue mix is clearly shifting toward higher-value services, as evidenced by segment performance:

• AI Services revenue in Q3 2025 was $58.7 million.
• Trust + Safety revenue in Q3 2025 was $75.8 million.
• AI Services revenue grew 60.8% year-over-year in Q3 2025.
• Trust + Safety revenue grew 19.1% year-over-year in Q3 2025.

The company is actively investing in its service delivery capacity, with a worldwide teammate count reaching 63,800 by the end of Q3 2025. This scale supports the delivery of services priced based on the required headcount, volume of work, and the complexity of the tasks involved.