Infosys Limited (INFY)
INFY Q3 Earnings Meet Estimates: Will Upbeat FY25 View Lift the Stock?
Infosys' Q3 results reflect growth across segments and regions on the back of its key strategic initiatives, strong position and unique offerings.
India's Infosys shares fall on worries about quality of earnings
Shares of India's No. 2 software services exporter Infosys fell nearly 6% on Friday and were set for their biggest one-day decline since July 2023, as analysts raised concerns about the quality of earnings following its third-quarter report.
Here's What Key Metrics Tell Us About Infosys (INFY) Q3 Earnings
The headline numbers for Infosys (INFY) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Infosys Limited (INFY) Q3 2025 Earnings Call Transcript
Infosys Limited (NYSE:INFY ) Q3 2025 Earnings Conference Call January 16, 2025 8:00 AM ET Company Participants Sandeep Mahindroo - Head of IR Salil Parekh - CEO and Managing Director Jayesh Sanghrajka - CFO Conference Call Participants Ankur Rudra - JPMorgan Yogesh Agarwal - HSBC Securities Bryan Bergin - TD Cowen Rishi Jhunjhunwala - India Infoline Jonathan Lee - Guggenheim Partners Surendra Goyal - Citigroup Vibhor Singhal - Nuvama Institutional Equities Ashwin Mehta - Ambit Capital Jamie Friedman - Susquehanna International Group Sandeep Shah - Equirus Securities Sumeet Jain - CLSA India Keith Bachman - BMO Capital Abhinav Ganeshan - SBI Pension Funds Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q3 FY '25 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.
IT giant Infosys reports slower revenue growth
Shares in Infosys (NASDAQ:INFY) fell 5.8% in New York on Thursday after the IT consultancy multinational turned in fiscal third-quarter results that showed slower sales growth but a slight improvement in margins. The India-headquartered giant, among the top 150 companies on the NYSE, revealed US$4.9 billion of revenue for the the three months to December, up 1.7% on the preceding quarter and 6.1% compared to a year earlier.
Outsourcing giant Infosys raised sales guidance for a third time. AI is helping.
Indian outsourcing giant Infosys on Thursday raised its sales outlook for the third time this year as the company said clients were increasingly adopting its artificial-intelligence services.
India's Infosys accuses rival Cognizant of anti-competitive practices
India's Infosys filed a counterclaim against rival Cognizant in a Texas federal court on Thursday, accusing the U.S.-based firm of engaging in anti-competitive practices and poaching key executives.
Infosys Presents Strong Upside But Maybe Overvalued
Infosys demonstrates strong financial performance with a 3.73% YoY sales increase and a 24.31% YoY rise in free cash flow, driven by cloud and AI platforms. Despite slight underperformance compared to industry benchmarks, Infosys' robust balance sheet and highest profit margin among peers justify its premium valuation. Analysts project a 7.17% price increase, driven by growth in AI and cloud services, though emerging market risks and AI execution remain concerns.
Infosys Partners With Google Cloud: How Should You Play the Stock?
INFY's new Google Cloud center of excellence aims to drive co-creation and empower businesses to leverage generative AI for growth.
Infosys Boosts StarHub's IT Capability: What Should Investors Do?
INFY's Compaz collaborates with StarHub to streamline the latter's cloud capabilities and integrate generative AI technologies.
Infosys: Growth Should Inflect Positively In The Coming Quarters
INFY is at a growth inflection point, with accelerating revenue growth and broad-based strength across geographies and verticals. Despite near-term margin pressure from hiring and wage hikes, the improving demand environment justifies these strategic moves. The Fed's rate cuts and the upcoming US election are key factors expected to further boost INFY's growth.
Infosys: Mixed Results And Murky Outlook
I maintain a Hold rating for Infosys Limited stock due to its mixed quarterly results and murky financial outlook. Infosys reported a revenue beat for Q2 FY 2025, but the company's latest quarterly earnings missed expectations. The company's revised full-year FY 2025 revenue guidance is favorable, but its operating margin guidance is at risk considering a pending wage hike.
