With seasonal headwinds clouding reported numbers, investors are likely to look past the quarter and focus on management commentary around CY26 budgets and AI monetisation timelines
The revenue mix from AI, cloud, and advanced digital services has risen sharply, from about 25% five years ago to nearly 60% today.
This shift is beginning to stabilise demand, but it is also forcing IT services firms to confront structural changes that will define growth beyond 2026.
Venture capital investors, founders and policymakers found themselves asking harder questions around revenue visibility, patient capital and global relevance, as deep tech moved from promise to proof.
A government white paper argues that democratising access to AI will require governing core AI building blocks as digital public goods, drawing on India’s digital public infrastructure playbook.
Industry estimates point to a further 75-80% outlook in GCC additions as companies deepen their offshore capabilities in India.
The announcement confirmed Moneycontrol’s exclusive, citing sources, that Coforge is in advanced discussions to acquire Encora.
Earlier, Moneycontrol exclusively reported that Coforge is in advanced discussions to acquire Encora, potentially marking one of the largest transactions in the digital engineering space, citing sources.
FAAMNG companies reported an 18% YoY uptick in hiring in specialised roles in India, with another 3,000-5,000 active job openings.
The proposed acquisition is expected to strengthen Coforge’s cloud, data, and product engineering capabilities while expanding its footprint in key overseas markets.
This makes it the highest entry-level pay among Indian IT firms, even when compared with specialised roles at peers.
Nasscom also warned that an abrupt switch would add uncertainty and compliance burden, especially for employers that plan hiring around academic calendars, delivery schedules, and product cycles.
Order visibility and margin stability support sustained earnings growth
India must leverage geopolitics — through trusted partnerships and technology agreements — to secure functional inclusion in resilient supply chains
The final rule, issued by the DHS and implemented by the USCIS, will apply from the FY2027 H-1B cap season and is aimed at prioritising higher-skilled and higher-paid foreign workers, while still allowing participation across all wage levels.
On decision-making, 75% of employees and 72% of employers say Gen AI improves the quality of decisions, a key differentiator compared with global markets where adoption remains uneven.
While the intent is to streamline the system and curb H-1B abuse, the execution has disproportionately affected legally employed workers with established careers in the US, said experts.
By acquiring the Antwerp, Belgium-based startup, HCLSoftware will expand capabilities around metadata management, data catalog and data governance solutions.
In the coming quarter, Tally will be releasing a slew of AI solutions that will help its MSME customers access complex business data using voice and text over phone.
For Indian IT companies such as TCS, Infosys, HCLTech, and Cognizant, analysts say a stronger recovery is likely to depend on an improvement in macro conditions rather than company-specific execution alone.
While AI has shortened RFP timelines, its biggest impact has been on the quality of responses rather than speed alone, the Cognizant’s chief AI officer tells Moneycontrol.
The crackdown on foreign students and tougher immigration policies have made the US less welcoming, prompting many to consider alternatives such as Canada and Europe, Hodjat tells Moneycontrol
As part of this agreement, nearly 1,500 engineering and telecom specialists from 39 countries will join HCLTech’s global delivery team to help scale the business.
The IT consulting firm reported revenue of $18.74 billion, compared with analysts' average estimate of $18.52 billion.
TCS is doubling down on AI native fresher hiring; nearly 50% of experienced hires have next gen skills, says COO