Browsing Tag
Ravi Kumar S
11 posts
Cognizant (CTSH) beat Q2 and lifted its EPS guide, so why did bookings just fall 6%?
Cognizant raised its 2026 EPS guide and deployed $1.1 billion on buybacks, yet Q2 bookings fell 6% and attrition climbed to 13%, complicating the CTSH thesis.
Cognizant launches EMEA AI Unit as $CTSH faces its biggest test beyond pilot-stage AI
Cognizant’s new EMEA AI Unit brings specialist engineering, governance and delivery teams together as enterprises seek production-ready agentic AI without becoming dependent on one technology provider.
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.
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.
Could Cognizant’s sovereign physical AI platform become a major enterprise automation catalyst?
Find out how Cognizant’s sovereign physical AI platform could reshape CTSH stock sentiment and enterprise automation strategy.
How Cognizant’s Astreya deal could reshape AI-first managed services at enterprise scale
Find out how Cognizant Corporation’s Astreya deal could reshape AI-first managed services and redefine enterprise AI execution at scale.
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.
Cognizant (CTSH) to acquire Astreya as AI infrastructure demand reshapes managed services strategy
Cognizant needs AI growth while IT services demand softens. Astreya could test whether CTSH can turn infrastructure into margin leverage.
Inside Cognizant’s plan to dominate Azure enterprise AI through 3Cloud
Cognizant is acquiring Microsoft Azure partner 3Cloud to scale enterprise AI transformation. Find out what this means for AI services in 2026.
Cognizant Q1 2025 earnings: AI strategy, strategic deals, and capital returns signal strong start to the year
Find out how Cognizant is accelerating growth through AI-powered services and global deals in its strong Q1 2025 earnings report.