Browsing Tag
Infosys Limited
28 posts
Infosys expands Truist’s Hyderabad AI capability centre as bank consolidates Indian technology operations
Infosys and Truist are expanding a Hyderabad AI capability centre expected to mark more than 1,000 colleague onboardings later this month. The arrangement combines supplier consolidation with a build-operate-transfer model, creating opportunities for Infosys while raising a longer-term question about how outsourcing revenue evolves as banking clients build internal expertise.
TCS shares near Rs 2,160 after 30% slide: Can AI growth justify a 15x valuation?
Tata Consultancy Services shares have rebounded after September-quarter earnings, but a roughly 15-times trailing earnings valuation now hinges on whether rapidly growing artificial intelligence revenue can overcome sluggish core IT services demand and sustain profitability.
Infosys estimated AI revenue rose 48.6%, yet total revenue slipped. Is Harness the missing growth engine?
Infosys Limited (NSE: INFY; NYSE: INFY) reached an estimated US$416.7 million of AI-first revenue in Q1 FY27, but group revenue still slipped across the two-quarter comparison, leaving Harness to prove whether post-code governance can add net growth.
Infosys AI revenue reaches 8.2% but weaker FY27 growth outlook unsettles investors
Infosys reported resilient margins, stronger free cash flow and accelerating artificial intelligence revenue, but its reduced annual growth forecast highlighted continuing caution among global technology clients.
Infosys expands GlobalFoundries AI mandate as #INFY trades near its 52-week low
Infosys expands its GlobalFoundries AI mandate as #INFY nears a 52-week low. Discover the deal’s strategic value, risks and investor implications.
LTM launches AI 1000 to build forward deployed AI engineers for enterprise clients
Read how LTM’s AI 1000 programme could reshape enterprise AI delivery and #LTM sentiment near its 52-week low. Find out now!
Cognizant targets physical AI infrastructure as enterprises move beyond pilot projects
Read how Cognizant’s physical AI platform could reshape enterprise automation, IT services demand and CTSH sentiment.
Why Tata Consultancy Services’ Anthropic deal matters more with #TCS near a 52-week low
Find out how Tata Consultancy Services’ Anthropic partnership could reshape #TCS, Claude adoption and India’s IT services model.
What FY27 guidance means for Infosys (NSE: INFY) investors now
INFY has profit and AI ambition, but guidance is cautious. FY27 will test whether Infosys can turn stability into a recovery trade.
Cognizant Q1 2026 results show AI margin push as CTSH faces demand pressure
Cognizant has AI momentum, but demand is softening. Project Leap may decide whether bookings convert into durable margin expansion.