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Agentic 10-K

XBP Global Holdings, Inc.XBP

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-08-14, XBP Global Holdings, Inc. (XBP) disclosed AI-agent language in 12 SEC filings since 2025-07-31, including 15 excerpts describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Scaling
Market cap
$42MYahoo Finance, 2026-10-21
First seen
2025-07-31
Latest filing
2026-08-14

Matching filings by quarter

0123Q1 '25Q22Q33Q43Q1 '262Q22Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Finance & accounting, HR & recruiting, Legal & compliance, Operations & supply chain, Sales & marketing

Vendors and products named

XBP Global

Source

12 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“Our investments in agentic AI, which we believe is the operating system of the modern enterprise, are now infused into many of our offerings described below.”

10-KFiled 2026-03-31Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“XBP Global provides agentic AI-enabled observability, reporting, and analytics capabilities embedded within its platforms to deliver actionable intelligence across collaboration, task management, and operational workflows.”

10-KFiled 2026-03-31Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“Through the integration of our proprietary platforms, agentic AI-enabled automation, and domain expertise, we act as a hyper-automation enabler for mission-critical enterprise systems.”

10-KFiled 2026-03-31Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

10-Q filed 2026-08-14 Filing index (opens in a new tab)

10-QFiled 2026-08-14

XBP Global powers intelligent workflows with proprietary platforms and agentic AI-driven automation for clients.

“XBP Global Holdings, Inc. (the “Company” or “XBP Global”) is a multinational technology and services company powering intelligent workflows for organizations worldwide. The Company’s proprietary platforms, agentic AI-driven automation, and domain expertise across industries and the public and private sectors enable its clients’ digital transformations and workflows. The Company’s automation solutions allow global organizations to address challenges resulting from the massive amounts of data obtained and created from their operations. The Company’s solutions address the life cycle of transaction processing and enterprise information management, from enabling payment gateways and data exchanges across multiple systems, to matching inputs against contracts and handling exceptions, to ultimately depositing payments and distributing communications.”

10-QFiled 2026-08-14

XBP Global uses proprietary platforms and agentic AI-driven automation to enable client digital transformations.

“XBP Global is a multinational technology and services company powering intelligent workflows for organizations worldwide. Our proprietary platforms and agentic AI-driven automation enable our clients to entrust us with their most impactful digital transformations and mission-critical operations. Our operational foundation is further defined by deep domain expertise across industries and the public and private sectors, including decades of experience helping clients navigate shifting global regulatory frameworks and supporting compliance with the rigorous standards required by government entities and highly scrutinized industries, including banking, healthcare and insurance. We pair this expertise with platform-agnostic, end-to-end structured workflows that combine AI-driven automation with dedicated human-in-the-loop exception handling and orchestration software, enabling our clients to transition from labor-intensive, reactive operations to digitally orchestrated, exception-driven workflows. From enabling payment gateways and data exchanges across multiple systems, to matching inputs against contracts and handling exceptions, to ultimately depositing payments and distributing communications, our solutions address the full life cycle of transaction processing and enterprise information management. Our Applied Workflow Automation segment provides services powered by intelligent, AI-enabled workflows that generate outcomes for clients’ systems. Revenue primarily stems from tran”

10-QFiled 2026-08-14

The industry faces pricing pressure and disruption from agentic AI and intelligent automation.

“The workflow automation and business process services industry continues to face pricing pressure from competitive bidding and accelerating disruption from agentic AI and intelligent automation. During the second quarter of 2026, these dynamics persisted as enterprise clients continued to shift toward outcome-based and AI-augmented delivery models, which may compress renewal pricing on long-term contracts, prompt productivity-sharing arrangements with clients, and lengthen sales and implementation cycles for newer AI-enabled offerings. An operating footprint carrying more legal entities and small business units than the current scale of our business supports led us to commit during the quarter to a restructuring program across our European operations. We are exposed to these trends through our reliance on long-term contracts that may be renewed at lower rates or terminated early.”

10-QFiled 2026-08-14

XBP restructured European operations affecting 245 employees while advancing agentic AI-enabled offerings.

“We believe these trends are reasonably likely to affect our future results of operations and liquidity. Management is addressing them through cost optimization, expansion of offshore and automated delivery, targeted client retention initiatives in regulated and mission-critical workflows, and continued integration of the acquired operations. During the second quarter of 2026, we advanced these initiatives through the restructuring of European operations, which affects 245 employees and gave rise to $5.0 million of restructuring charges, the planned sale of our Baronsmede property, and further wins for our agentic AI-enabled offerings in European public-sector and financial-services accounts. The anticipated benefits may not be realized on the expected timeline or scale, and our capacity to fund these actions remains subject to constrained near-term liquidity, the settlement of pre-petition liabilities, and compliance with the financial covenants in our financing agreements, which has required, and may in the future require, waivers from our lenders.”

8-K filed 2026-08-13 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-08-13

XBP Global promotes its proprietary platforms and agentic AI-driven automation for client digital transformations.

“Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. By combining innovation with execution excellence, XBP Global helps businesses reimagine how they work, transact, and unlock value.”

10-Q filed 2026-05-15 Filing index (opens in a new tab)

10-QFiled 2026-05-15

XBP Global powers intelligent workflows using its proprietary platforms and agentic AI-driven automation.

“XBP Global Holdings, Inc. (the “Company” or “XBP Global”) is a multinational technology and services company powering intelligent workflows for organizations worldwide. The Company’s proprietary platforms, agentic AI-driven automation, and domain expertise across industries and the public and private sectors enable its clients’ digital transformations and workflows. The Company’s automation solutions allow global organizations to address challenges resulting from the massive amounts of data obtained and created from their operations. The Company’s solutions address the life cycle of transaction processing and enterprise information management, from enabling payment gateways and data exchanges across multiple systems, to matching inputs against contracts and handling exceptions, to ultimately depositing payments and distributing communications.”

10-QFiled 2026-05-15

XBP Global provides services powered by its proprietary platforms and agentic AI-driven automation for client workflows.

“XBP Global is a multinational technology and services company powering intelligent workflows for organizations worldwide. Our proprietary platforms and agentic AI-driven automation enable our clients to entrust us with their most impactful digital transformations and mission-critical operations. Our operational foundation is further defined by deep domain expertise across industries and the public and private sectors, including decades of experience helping clients navigate shifting global regulatory frameworks and supporting compliance with the rigorous standards required by government entities and highly scrutinized industries, including banking, healthcare and insurance. We pair this expertise with platform-agnostic, end-to-end structured workflows that combine AI-driven automation with dedicated human-in-the-loop exception handling and orchestration software, enabling our clients to transition from labor-intensive, reactive operations to digitally orchestrated, exception-driven workflows. From enabling payment gateways and data exchanges across multiple systems, to matching inputs against contracts and handling exceptions, to ultimately depositing payments and distributing communications, our solutions address the full life cycle of transaction processing and enterprise information management. Our Applied Workflow Automation segment provides services powered by intelligent, AI-enabled workflows that generate outcomes for clients’ systems. Revenue primarily stems from tran”

10-QFiled 2026-05-15

XBP Global faces pricing pressure and disruption from agentic AI and intelligent automation in its industry.

“The workflow automation and business process services industry continues to face pricing pressure from competitive bidding and accelerating disruption from agentic AI and intelligent automation. During the first quarter of 2026, these dynamics intensified as enterprise clients moved more rapidly toward outcome-based and AI-augmented delivery models, which may compress renewal pricing on long-term contracts, prompt productivity-sharing arrangements with clients, and lengthen sales and implementation cycles for newer AI-enabled offerings. We are exposed to these trends through our reliance on long-term contracts that may be renewed at lower rates or terminated early.”

10-QFiled 2026-05-15

XBP Global launched agentic AI-enabled service offerings while addressing industry trends through cost optimization and automation.

“We believe these trends are reasonably likely to affect our future results of operations and liquidity. Management is addressing them through cost optimization, expansion of offshore and automated delivery, targeted client retention initiatives in regulated and mission-critical workflows, and continued integration of the acquired operations. During the first quarter of 2026, we advanced these initiatives through the launch of our agentic AI-enabled service offerings and additional multi-year wins in European public-sector and financial-services accounts, which we expect to partially offset the revenue impact of project completions and client exits experienced during the post-restructuring transition.”

8-K filed 2026-05-14 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-05-14

XBP Global promotes its agentic AI-driven automation platforms.

“Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. By combining innovation with execution excellence, XBP Global helps businesses reimagine how they work, transact, and unlock value.”

10-K filed 2026-03-31 Filing index (opens in a new tab)

10-KFiled 2026-03-31

XBP Global uses proprietary agentic AI-driven automation for intelligent workflows.

“XBP Global is a multinational technology and services company powering intelligent workflows for organizations worldwide. Our proprietary platforms and agentic AI-driven automation enable our clients to entrust us with their most impactful digital transformations and mission-critical operations. Our operational foundation is further defined by deep domain expertise across industries and the public and private sectors. We possess decades of experience helping clients navigate shifting global regulatory frameworks and supporting compliance with the rigorous standards required by government entities and highly scrutinized industries, including banking, healthcare and insurance. We pair this expertise with platform-agnostic, end-to-end structured workflows that combine AI-driven automation with dedicated human-in-the-loop exception handling and proprietary orchestration software, enabling our clients to transition from labor-intensive, reactive operations to digitally orchestrated, exception-driven workflows. For the period August 1, 2025 to December 31, 2025 (Successor) and January 1, 2025 to July 31, 2025 (Predecessor), we generated $359.4 million and $431.7 million of revenue, respectively. As of December 31, 2025, we served more than 2,500 clients throughout the world.”

10-KFiled 2026-03-31

XBP Global deploys proprietary deep-learning models and agentic AI to improve workforce productivity and client offerings.

“In addition to operating our own datacenter, we have extended our existing data investments into AI capabilities and initiatives via the sophisticated proprietary deep-learning models we now deploy. Our investments in agentic AI, which we believe is the operating system of the modern enterprise, are now infused into many of our offerings described below. Our focus on agentic AI starts with investments that materially improve the productivity of our workforce and extends to delivering value to clients in both their on-premise and hybrid cloud environments. Additionally, our extensive experience in large-scale document processing informs the design of our custom AI models targeted at complex workflows. We are also developing specialized, vertical-specific AI solutions tailored for the nuanced regulatory and operational requirements of the highly complex sectors we serve.”

10-KFiled 2026-03-31

XBP Global deploys agentic AI tools for RPA to simulate human activities on legacy systems without APIs.

“We have been at the forefront of implementing robotic process automation (“RPA”) in our services. While we started with traditional RPA tools to enable desktop automation, followed by server-level automation, we have since started leveraging agentic AI (“computer use”) tools extensively for simulating human activities at computer terminals. We have built up a large library of automation rules by both industry and client embedded into our solution suite. We view agentic AI-based automation as a step towards the automation of processes in instances where application programming interfaces do not exist. An example of this is old legacy systems, which may only be accessed through UIs that were intended for a human operator to access.”

10-KFiled 2026-03-31

XBP Global deploys agentic AI-enabled observability, reporting, and analytics within its platforms.

“XBP Global provides agentic AI-enabled observability, reporting, and analytics capabilities embedded within its platforms to deliver actionable intelligence across collaboration, task management, and operational workflows. Through configurable dashboards, users can consolidate and organize disparate data sources into intuitive visual and audio interfaces, build custom dashboards with dynamic drilldowns and alerts, and link insights directly to managers and action items to drive optimization and issue resolution. These analytics provide real-time visibility into revenue, cost, profitability, cash flow, process performance, and KPIs, including AI-driven triggers that notify stakeholders when trends deviate from defined thresholds to support timely capacity and operational adjustments. We believe these analytics modules complement our services and solutions by enhancing the user experience, reducing reliance on third-party tools, and centralizing business management within XBP Global’s platforms, while enabling dashboard sharing across organizations to drive broader adoption and deeper penetration of our front-end applications across the enterprise.”

10-KFiled 2026-03-31

XBP Global deploys agentic AI-enabled automation for hyper-automation of mission-critical enterprise workflows.

“Orchestrate Mission-Critical Systems to Enable Hyper-Automation. We seek to expand our client relationships by delivering end-to-end intelligent workflows. Through the integration of our proprietary platforms, agentic AI-enabled automation, and domain expertise, we act as a hyper-automation enabler for mission-critical enterprise systems. This approach allows organizations to transition from labor-intensive, reactive workflows to a digitally orchestrated, exception-driven operating model .”

10-KFiled 2026-03-31

XBP Global deploys proprietary knowledge platforms and agentic AI-driven automation with domain-specific rules.

“We deploy a combination of internally developed proprietary knowledge platforms and agentic AI-driven automation. Our decisioning engines incorporate hundreds of thousands of client- and industry-specific rules that enable high-accuracy preparation and decisioning of complex, regulated transactions where generalized software often fails to meet the precision, auditability and compliance requirements of our clients. We believe this accumulated body of domain expertise is a meaningful differentiator in serving our target markets.”

8-K filed 2026-03-30 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-03-30

XBP rolled out AI across functions and launched agentic AI-driven solutions.

““We have strategically invested in our sales leadership and ramped up our client outreach initiatives to win back business and new client relationships. Additionally, through our focused rollout of AI across functions, we are unlocking significant operating leverage and driving gross margin expansion throughout the business. We enter 2026 with an enhanced suite of agentic AI-driven solutions which will enable more clients to transition from labor-intensive, reactive workflows to orchestrated, exception-driven workflows.””

8-K, EX-99.1Filed 2026-03-30

XBP offers proprietary agentic AI-driven automation platforms.

“Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. By combining innovation with execution excellence, XBP Global helps businesses reimagine how they work, transact, and unlock value.”

8-K filed 2026-01-06 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-01-06

XBP Global uses agentic AI for workflow automation and digital transformation.

“Irving, Texas, January 6, 2026 – XBP Global Holdings, Inc. (“XBP Global” or “the Company”) (NASDAQ: XBP), a workflow automation leader that leverages decades of industry experience, a global footprint, and agentic AI to rethink business process automation and digital transformation, today announced it has received written notice from The Nasdaq Stock Market LLC (“Nasdaq”) confirming that the Company has regained compliance with the $1.00 minimum bid price requirement under the Nasdaq Listing Rule 5550(a)(2) and that the matter is now closed.”

8-K, EX-99.1Filed 2026-01-06

XBP Global promotes its proprietary platforms and agentic AI-driven automation for client digital transformations.

“Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. By combining innovation with execution excellence, XBP Global helps businesses reimagine how they work, transact, and unlock value.”

8-K filed 2025-12-05 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-12-05

XBP Global promotes its proprietary platforms and agentic AI-driven automation for client digital transformations.

“Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. By combining innovation with execution excellence, XBP Global helps businesses reimagine how they work, transact, and unlock value.”

8-K filed 2025-11-14 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-11-14

XBP Global leverages agentic AI for workflow automation and digital transformation.

“IRVING, TX, November 14, 2025 (GLOBE NEWSWIRE) – XBP Global Holdings, Inc. (“XBP Global” or “the Company”) (NASDAQ: XBP), a workflow automation leader leveraging decades of industry experience, a global footprint, and agentic AI to rethink business process automation and digital transformation, today announced its financial results for the quarter ended September 30, 2025. Due to the partial quarter of combined operations as a result of the mid-period acquisition, the Company has provided combined pro forma results and metrics, in addition to as reported results, along with reconciliations to the most comparable GAAP metrics in this release. Reported results exclude XBP Europe until July 29, 2025 and treat Exela BPA as the accounting acquirer. Thus, reported results are not comparable to previous earnings results of XBP Europe.”

8-K, EX-99.1Filed 2025-11-14

CEO highlights expanded agentic AI capabilities in mission-critical workflow automation solutions.

““Following the transformative business combination with Exela BPA, we are thrilled to advance XBP Global to the next level. With our global scale, sustainable capital structure, enhanced corporate governance, and mission-critical workflow automation solutions powered by expanded agentic AI capabilities, we are thoroughly excited for the future of the company. We are actively positioning our organization for growth, with multiple initiatives involving client outreach, investment in new talent, and preparations for more active interactions with the investor community,” said Andrej Jonovic, Chief Executive Officer of XBP Global.”

8-K, EX-99.1Filed 2025-11-14

Proprietary platforms use agentic AI-driven automation for client digital transformations.

“Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. By combining innovation with execution excellence, XBP Global helps organizations reimagine how they work, transact, and unlock value.”

10-Q filed 2025-11-14 Filing index (opens in a new tab)

10-QFiled 2025-11-14

XBP Global describes its agentic AI-driven automation platforms for client workflows.

“XBP Global Holdings, Inc. (the “Company” or “XBP Global”) is a multinational technology and services company powering intelligent workflows for organizations worldwide. The Company’s proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable its clients to entrust the Company with their most impactful digital transformations and workflows. The Company’s automation solutions containing proprietary software suites and deep domain expertise allow global organizations to address critical challenges resulting from the massive amounts of data obtained and created from their mission critical operations. The Company’s solutions address the life cycle of transaction processing and enterprise information management, from enabling payment gateways and data exchanges across multiple systems, to matching inputs against contracts and handling exceptions, to ultimately depositing payments and distributing communications. The Applied Workflow Automation segment provides services powered by intelligent, AI-enabled workflows that generate outcomes for clients’ mission critical systems. Revenue primarily stems from transactions processed and includes payment processing, data capture, analysis, decisioning, distribution and transformation across industries and the public and private sectors, primarily in Americas and Europe, and increasingly in Asia. The Technology segment of the Company primarily focuses on sales of”

10-QFiled 2025-11-14

XBP Global describes its agentic AI-driven automation platforms for client workflows.

“XBP Global is a multinational technology and services company powering intelligent workflows for organizations worldwide. Our proprietary platforms, agentic AI-driven automation, and deep domain expertise across industries and the public and private sectors enable our clients to entrust us with their most impactful digital transformations and workflows. Our automation solutions containing proprietary software suites and deep domain expertise allow global organizations to address critical challenges resulting from the massive amounts of data obtained and created from their mission critical operations. Our solutions address the life cycle of transaction processing and enterprise information management, from enabling payment gateways and data exchanges across multiple systems, to matching inputs against contracts and handling exceptions, to ultimately depositing payments and distributing communications. Our Applied Workflow Automation segment provides services powered by intelligent, AI-enabled workflows that generate outcomes for clients’ mission critical systems. Revenue primarily stems from transactions processed and includes payment processing, data capture, analysis, decisioning, distribution and transformation across industries and the public and private sectors, primarily in Americas and Europe, and increasingly in Asia. Our Technology segment primarily focuses on sales of recurring software licenses and related maintenance, hardware solutions and related maintenance and ”

8-K filed 2025-08-14 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2025-08-14

XBP Global is deploying agentic AI-powered workflow solutions and has about 11,000 employees.

“©XBP GLOBAL 2025 PROPRIETARY & CONFIDENTIAL Global Scale, Local Focus 12 ~11,000 employees across 20 countries, significantly expanding capacity and resources to serve customers Multinational leader in business process automation, proudly serving over 2,500 clients of all sizes and across multiple verticals Deploying agentic AI-powered workflow solutions across key sectors such as healthcare, banking, and public sector Expanded geographic footprint across North America, Asia, and Europe Providing solutions to over 60 Fortune 100 companies This map highlights countries with an active XBP Global presence, including operational hubs, partnerships, or commercial activities. Geographic boundaries are approximate and for visual reference only.”

8-K filed 2025-07-31 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-07-31

XBP Global deployed agentic AI-powered workflow solutions across key sectors.

“With this acquisition, XBP Global reinforces its position as a multinational leader in business process automation — accelerating global expansion and deepening market presence across key markets. Simultaneously, the combined company has made substantial investments in artificial intelligence, deploying agentic AI-powered workflow solutions across key sectors such as healthcare, banking, and the public sector. These initiatives are already enhancing operational efficiency, reducing manual workloads, and delivering measurable value to clients worldwide. Together, global scale and AI innovation form the foundation of XBP Global’s strategy to drive digital transformation and redefine enterprise automation on a global stage.”