Infosys Limited (INFY)
Infosys: A Solid Company At An Attractive Discount, If One Can Hedge For The Rupee Depreciation
Infosys is navigating AI disruption with resilient business models and stable earnings, despite a 54% share price decline from December highs. INFY's moat lies in data sovereignty, indemnity contracts, and the ability to manage proprietary AI infrastructure for clients, supporting ongoing revenue streams. Revenue is rising modestly through the transition to AI-driven models, pointing to good efficiency, with headcount rationalization expected to boost operating margins in coming years.
Infosys Limited (INFY) Discusses Tech Transitions and the Unique Aspects of the AI Era Transcript
Infosys Limited (INFY) Discusses Tech Transitions and the Unique Aspects of the AI Era Transcript
As AI jitters rattle IT stocks, Infosys partners with Anthropic to build ‘enterprise-grade' AI agents
Indian IT giant Infosys said on Tuesday it has partnered with Anthropic to develop enterprise-grade AI agents, as automation driven by large language models reshapes the global IT services industry.
Infosys joins forces with the AI company that triggered a sharp selloff in its stock
Infosys shares looked set to rally after collaboration with Anthropic, just after the AI company had helped trigger a sharp selloff in the IT-consultant sector.
India's Infosys earned 5.5% of third-quarter revenue from AI services, CEO says
India's second-largest IT services exporter Infosys earned 5.5% of its revenue in the December quarter from AI services, its chief executive Salil Parekh said at a company event on Tuesday.
Infosys, Anthropic Partner on AI for Telecom, Finance, Manufacturing
Infosys has agreed to work with Anthropic to develop and deliver artificial-intelligence services to businesses in complex, regulated industries.
Infosys: Still A Quality Name, Still Fully Valued
Infosys Limited delivered modest revenue growth, with Q3 revenues up 0.6% sequentially and 1.7% year-on-year in constant currency. INFY's operating margins held up despite regulatory labor cost pressures, aided by automation, pricing, and currency tailwinds. Large deal wins, especially in AI, drove growth, but client budget timing and discretionary project volatility remain risks.
Infosys Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
INFY beats Q3 estimates as earnings rise 10.5% year over year, and revenue growth improves across key regions.
Infosys Limited (INFY) Q3 2026 Earnings Call Transcript
Infosys Limited (INFY) Q3 2026 Earnings Call Transcript
Compared to Estimates, Infosys (INFY) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Infosys (INFY) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Infosys Limited (INFY) Q3 2026 Earnings Call Transcript
Infosys Limited (INFY) Q3 2026 Earnings Call Transcript
India's Infosys beats Q3 revenue view; ups annual forecast range
Infosys reported better-than-expected third-quarter revenue on Wednesday, helped by a pickup in tech demand from its financial services clients.
