For decades, IT services firms made billions of dollars by allowing companies to outsource tech tasks like customizing, integrating, and maintaining enterprise software. Vishal Sikka, former CEO of Infosys, one of the largest such firms in India, is now betting that AI can do much of that work instead.
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Infosys Limited (INFY) Shareholder/Analyst Call Transcript
Infosys Ltd. is downgraded to a hold as revenue growth remains subdued, with FY2027 guidance at only 1.5%–3.5%. Client-specific headwinds and a shift to offshore delivery are weighing on near-term growth, despite positives in Financial Services and EURS. Large-deal activity and AI-driven demand support INFY's long-term outlook, but the backlog is not yet translating into accelerated revenue growth.
INFY beats Q4 FY26 estimates as revenues rose 6.6%, driven by Europe strength and digital demand, while guiding FY27 growth of 1.5-3.5%.
Shares of Infosys fell as much as 3.3% on Friday after the IT firm forecast weaker-than-expected fiscal 2027 revenue growth, as AI-driven spending caution amid macro uncertainty raised concerns over demand recovery in the sector.
Infosys Limited (INFY) Q4 2026 Earnings Call Transcript
Infosys Limited (INFY) Q4 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Infosys (INFY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
OpenAI has partnered with Infosys to integrate its artificial intelligence tools, including coding assistant Codex, into the Indian IT giant's Topaz AI platform.
Evaluate the expected performance of Infosys (INFY) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Indian IT services firm Infosys said on Wednesday it had entered into separate agreements to acquire U.S.-based technology companies Optimum Healthcare IT and Stratus in all-cash deals.