(BFM Stock Exchange) – The specialist in outsourced customer relations clearly fell back on the Paris Stock Exchange while his American rival has delivered forecasts and disappointing accounts.

When Teleperformance – renamed TP last February – is not sealed by its own results, the competition takes care of it.

The specialist in outsourced customer relations cede 4% this Friday, September 26 in the middle of the afternoon, after his flagship rival, the American concentrix, delivered disappointing accounts for his third quarter, closed last August.

The American company published Thursday evening after the closure of Wall Street of income up 4% to 2.49 billion dollars, a drop of 8% of its operating profit and a decline of 3% of its profit per share, to 2.78 dollars, or 3% less than the consensus (the average forecast of analysts), according to Royal Bank of Canada.

Above all, the American group indicated to anticipate a profit per share between 2.85 dollars and $ 2.96 for the current quarter, or 12.5% ​​under consensus.

>> Access our exclusive graphic analyzes, and enter into the confidence of the trading portfolio

CAC 40 outing

In Wall Street, concentrix loses more than 20% at the start of the session. As this fall in action shows, “the market has no patience for slippages in the outsourced relationship sector, considered the best subject to accidents and the worst as dying,” said Royal Bank of Canada.

“We continue to think that Teleperformance and its main competitors should see their potential market and their market share extend in the short and medium term and that they have the potential to generate structurally higher margins thanks to the deployment of technologies. However, the sector is largely considered to be the most vulnerable to disturbances linked to AI”, continues the bank.

“In this regard, concentrix results and perspectives hardly helps the sector,” she adds.

Since the beginning of the year, Teleperformance has dropped by 25.7%, weighed down by a series of disappointing results and by a day, heavily penalized investors. The market had then walled in the face of the “transformation” presented by the company which provides 600 million euros in investments or acquisitions in the AI. The medium -term objectives had also been able to disappoint.

More broadly, the action unscrews 76% over three years, due in particular to the fears of upheaval of its economic model by the rise of artificial intelligence. Symbol of its stock market downgrading of the company, the group left CAC 40 on Monday to the detriment of the Euronext stock market operator.