Browsing Tag
Salil Parekh
37 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.
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 (INFY) crosses $20bn revenue milestone with $14.9bn large deal TCV as stock tests 52-week lows
Infosys Limited posts $20bn FY26 revenue with $14.9bn large deal TCV. What do the numbers mean for INFY investors and enterprise AI buyers? Read the full analysis.
Infosys (INFY) is chasing the messy middle of enterprise AI and Harness may be the missing piece
Infosys Limited and Harness are targeting enterprise AI software delivery bottlenecks. Read what the deal means for modernization, governance, and INFY stock.
Infosys agrees to acquire Optimum Healthcare IT for $465m in its second-largest deal, targeting AI-led transformation of US provider market
Infosys to acquire Optimum Healthcare IT for $465M to lead AI-driven US health system transformation. Read the full strategic and market analysis.
Why Infosys is betting on Amazon Q and Devin to win the AI engineering race
Infosys is partnering with AWS and Cognition to scale AI adoption across engineering and enterprise ops. Find out how this could reshape IT services delivery.
Infosys Q2 FY26 results: Why the stock dipped 0.24% despite Rs 18,000cr buyback
Infosys shares slipped 0.24% despite a ₹18,000 crore buyback, strong Q2 FY26 performance, and rising cash flow. Find out what this means for investors.
What Infosys’ $884m free cash flow reveals about its dividend and buyback potential
Infosys’ $884M free cash flow and 109% conversion ratio may pave the way for steady dividends and a potential H2 FY26 buyback. Here’s what investors should know.
Will Infosys’ $3.8bn large deal wins translate into sustained revenue acceleration in FY26?
Infosys’ $3.8B large deals in banking, energy, and retail could boost FY26 revenue if conversion accelerates. Can AI-led consolidation deliver?
Infosys Q1 FY26 results: Can AI-led deals sustain growth momentum despite conservative guidance?
Infosys Q1 FY26 results show $4.9B revenue, $3.8B large deals, and strong cash flow. Can AI-led contracts drive higher growth this year? Read the full breakdown.