Browsing Tag
Infosys
304 posts
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.
From Crocs to HDFC Bank, Infosys is turning AI into enterprise operations. Can it accelerate growth?
Infosys has followed an HDFC Bank Finacle deployment and expanded Metsä Group engagement with a 10-year Crocs transformation agreement, giving investors fresh evidence that its AI strategy is moving into long-duration enterprise operations. The unanswered question is how quickly such engagements can lift growth beyond the company’s modest fiscal 2027 guidance.
Cognizant (CTSH) bets on agentic AI reset with expanded Google Cloud partnership
Cognizant expands Google Cloud partnership, targets 200,000 Gemini Enterprise users as CTSH trades near 52-week low. Read the full executive analysis.
Julie Sweet maps the AI transformation reset at Accenture as $ACN drops 17% and dividend yield rises above 5%
Accenture ($ACN) Q3 FY26 beats on EPS but stock falls 17 per cent to 52-week low. Full executive analysis on guidance cut, $9B M&A push, and IT services impact.
Fujitsu ($FJTSF) signs dual AI pacts with Anthropic and OpenAI to lead Japan’s enterprise AI shift
Fujitsu signed dual AI pacts with Anthropic and OpenAI, deploying Claude to 100,000 staff just eight days after Hitachi, escalating Japan's enterprise AI race. Read more.
Claude Security exits preview as Anthropic pushes Opus 4.7 into Falcon, Palo Alto Networks and Microsoft Security stacks
Anthropic says AI is shrinking the gap between flaw discovery and exploit. Claude Security is its bet that defenders, not attackers, win the race.
Mphasis posts 14.4% Q4 revenue jump and 68% TCV surge as AI-led deals rebuild the growth narrative
Mphasis posted 68% TCV jump and 14.4% Q4 revenue growth, but MPHASIS stock sits near 52-week low. Will FY27 conversion vindicate the AI-led repositioning?
Why record large deal wins at TCS, Infosys, HCLTech, and Wipro are not showing up in constant-currency revenue growth
Indian IT booked $72B in deals in FY2026. Three of four majors contracted in constant currency. The gap between winning and growing has never been wider.
Persistent Systems (NSE: PERSISTENT) grows at five times Infosys’s guided pace in FY26 as AI deal wins accelerate
Persistent Systems posts $1.65B FY26 revenue with 17.4% growth and 15.6% EBIT margin. Read what the 24th consecutive growth quarter signals for Indian IT. →
Nasscom vs NITES: Who is right about TCS Nashik and India’s POSH crisis?
Nashik court extends POSH committee member Ashwini Chainani's custody as SIT probes 78 emails; Nasscom and NITES clash over systemic IT sector failure claim.