Financial Data and Key Metrics Changes - Revenue grew 0.6% sequentially and 1.7% year-on-year in constant currency terms [2] - Adjusted operating margin was 21.2% [2] - Free cash flow generated was $915 million [2] - Revenue growth guidance for the financial year revised to 3%-3.5% in constant currency [4] Business Line Data and Key Metrics Changes - Large deals amounted to $4.8 billion, with 57% being net new across 26 deals [2] - Significant large deal with the National Health Service in the U.K. valued at $1.6 billion [2] - Strong momentum in AI adoption, with 90% of the largest 200 clients engaged in AI projects [3] Market Data and Key Metrics Changes - Positive outlook in financial services and energy sectors, with good demand observed [8][18] - Manufacturing and Europe showed significant growth, previously experiencing softness [53] Company Strategy and Development Direction - Focus on AI capabilities, with six emerging AI-led value pools identified [3] - Plans to share a comprehensive view of the company's approach at an upcoming Investor Day [4] - Continued investment in sales and marketing, with a focus on building capacity for future growth [10][11] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in market demand, leading to headcount increases [8] - Positive outlook for the next financial year based on strong execution and large deal pipeline [8][18] - Management noted that while some sectors are showing improvement, others remain under pressure [18] Other Important Information - Adjusted margins expanded by 20 basis points sequentially, despite challenges from labor codes [24] - Ongoing impact of labor codes expected to be approximately 15 basis points annually [80] Q&A Session Summary Question: Headcount increase amidst job cuts in peers - Management indicated that the headcount increase reflects confidence in market demand and is part of their strategy to build future capacity [8][10] Question: Guidance upgrade factors - The guidance upgrade is influenced by large deals and strong execution, particularly in financial services and energy sectors [8][18] Question: Sequential margin dip despite currency tailwinds - Management explained that margins were impacted by various factors, including higher variable pay and lower utilization due to training new hires [10][11] Question: AI adoption and pricing models - Management noted that AI adoption is strong across client bases, with evolving pricing models being tested [19][20] Question: M&A strategy and market trends - Management confirmed ongoing discussions for potential acquisitions, focusing on areas like cyber, consulting, and energy services [31] Question: Labor code impact on margins and appraisals - Management clarified that the impact of labor codes has been accounted for, with no immediate changes to appraisal processes [80]

Financial Data and Key Metrics Changes - Revenue grew 0.6% sequentially and 1.7% year-on-year in constant currency terms [2] - Adjusted operating margin was 21.2% [2] - Free cash flow generated was $915 million [2] - Revenue growth guidance for the financial year revised to 3%-3.5% in constant currency [4] Business Line Data and Key Metrics Changes - Large deals amounted to $4.8 billion, with 57% being net new, across 26 deals [2] - Significant large deal with the National Health Service in the U.K. valued at $1.6 billion [2] - Strong momentum in AI adoption, with 90% of the largest 200 clients engaged in AI projects [3] Market Data and Key Metrics Changes - Positive outlook in financial services and energy sectors, with good demand observed [8][18] - Manufacturing and Europe showed significant growth, previously experiencing softness [52] Company Strategy and Development Direction - Focus on AI capabilities with the introduction of Topaz Fabric, enhancing AI agent management [2][3] - Plans to capture market share across six AI-led value pools identified [3][4] - Continued investment in sales and marketing, with a focus on building capacity for future growth [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in market demand, leading to headcount increases despite industry layoffs [6][8] - Positive outlook for the next financial year based on strong execution and large deal pipeline [8][18] - Management noted that AI adoption is expected to drive future growth and operational efficiencies [3][15] Other Important Information - Adjusted margins expanded by 20 basis points sequentially, despite challenges from labor codes [24] - Ongoing impact of labor codes expected to affect margins by approximately 15 basis points annually [80] Q&A Session Summary Question: Headcount increase amidst industry layoffs - Management indicated that the headcount increase reflects confidence in market demand and future growth [6][8] Question: Impact of large deals on revenue guidance - Management confirmed that large deals, including the NHS contract, contributed to the revised revenue guidance [6][8] Question: Sequential decline in margins - Management explained that adjusted margins expanded despite reported margin declines due to labor code impacts [24] Question: AI adoption and its impact on hiring - Management stated that AI software engineers will be utilized across various industries, leading to continued hiring [65] Question: M&A strategy and market trends - Management confirmed ongoing evaluation of potential acquisitions in AI and related sectors [31] Question: Future of office requirements - Management affirmed that the current flexible work model will continue without mandatory office hours [77]

Infosys (NYSE:INFY) Q3 2026 Earnings call January 14, 2026 06:00 AM ET Speaker2A very good evening, everyone, and wishing you all a very happy New Year. Thank you for joining us today. My name is Rishi, and on behalf of Infosys, I'd like to welcome all of you. As always, since this is the New Year, my rules don't really change. One question from each media house. We'll try our best. But with that, let me invite our Chief Executive Officer, Mr. Salil Parekh, for his opening remarks. Over to you, Salil.Speake ...

来源：环球市场播报 受益于金融服务客户科技需求回暖，印度第二大信息技术服务提供商Infosys（INFY）于周三公布财 报，其第三季度营收超出市场预期。 在 2025 年 10 月至 12 月的这一季度里，该公司营收同比增长 8.9%，达到 4547.9 亿印度卢比（约合 50.4 亿美元）。 Infosys还斩获了多笔由人工智能技术驱动的订单，合作客户包括软件巨头奥多比以及德国大型企业集团 西门子公司。 上月，行业龙头埃森哲也因人工智能驱动的信息技术服务需求强劲，实现了第一季度营收超华尔街预期 的表现。 不过，Infosys该季度净利润同比下滑 2.2%，降至 665.4 亿印度卢比，低于路孚特统计的分析师平均预 期值 737.9 亿印度卢比。 净利润下滑受到了一次性因素的影响 —— 印度政府于 2025 年 11 月颁布的新劳工法规，给公司带来了 128.9 亿印度卢比的相关支出。 该季度，Infosys的大额订单（单笔金额超 3000 万美元）总规模达到 48 亿美元，远超上一季度的 31 亿 美元以及去年同期的 25 亿美元。 其中，公司还与英国国家医疗服务体系（NHS）达成了一笔价值 16 亿美元的 ...

Core Insights - Infosys reported better-than-expected third-quarter revenue, driven by increased tech demand from financial services clients [1] Company Performance - The company experienced a significant pickup in demand, particularly from its financial services sector, which contributed to the positive revenue results [1]

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BENGALURU, India, Jan. 12, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, and ATP, global governing body of men’s professional tennis, today announced the launch of Ally, an AI-powered chatbot, to further enhance fan engagement and bring the tennis community closer to the sport. Building on their decade-long relationship, Infosys and ATP also announced an extension of their partnership through 2028, furthering efforts to ...

Core Insights - Infosys and ATP have launched Ally, an AI-powered chatbot aimed at enhancing fan engagement in tennis, with a partnership extension through 2028 [1][4] - Ally utilizes Infosys Topaz, employing generative AI technologies to provide real-time insights on match statistics, tournament draws, and player comparisons [2] - The collaboration has also led to the development of Carbon Tracker, a sustainability initiative that has tracked 2.3 million kilometers of travel and offset 585 tonnes of carbon emissions in 2025 [3] Company and Industry Overview - Infosys has been ATP's Digital Innovation Partner since 2015, contributing to the development of various digital platforms such as ATP PlayerZone and the ATP app [1][4] - The introduction of Ally represents a shift towards more interactive fan experiences, making tennis more accessible to a broader audience [4] - ATP serves a global fan base of over a billion, showcasing top players and tournaments, culminating in the prestigious Nitto ATP Finals [5]

Core Insights - Infosys Ltd risks losing over a third of its $400 million annual revenue from Daimler due to the German automaker seeking a new vendor for software and equipment following execution delays [1][2] - The loss primarily concerns the contract for IT services, including the provision of iPhone cases, laptops, and Microsoft 365 subscriptions for Daimler's IT operations [2] - Infosys ended FY25 with $19.28 billion in revenue and now needs to backfill $150 million, or 0.7% of its business, amid macroeconomic uncertainties and client spending pressures [3] Contractual Details - Infosys signed a $3.2 billion, eight-year IT transformation deal with Daimler in December 2020, covering six business divisions [4] - The contract includes services such as network services, cybersecurity, and data centers, but the workplace solutions segment is pending renewal [5][6] - Daimler owes Infosys nearly $47 million in dues since 2021, highlighting ongoing issues with execution and billing [6] Competitive Landscape - Another Indian IT services provider is eyeing a portion of Infosys' contract with Daimler and has already made a bid [7] - The Daimler contract is one of the largest for Infosys, which has secured multiple mega deals since CEO Salil Parekh took over in January 2018 [8] Financial Performance - Revenue from Infosys Automotive and Mobility GmbH, created for the Daimler project, declined by 8.5% to $418 million in FY25, marking the first decline after two years of growth [12][13] - The overall revenue for Infosys grew 42% to $19.28 billion in FY25, with the Daimler project significantly contributing to this growth [10] Industry Trends - The trend of clients terminating contracts with IT service providers mid-way through deals is becoming more common, as seen with other companies like Transamerica and HCL Technologies [14][15]

Core Insights - Infosys and Cognition have announced a strategic collaboration to scale the AI software engineer Devin across global enterprises, aiming to enhance software development and engineering productivity [1][2][4] - The integration of Infosys Topaz Fabric with Devin is designed to automate engineering processes, reduce technical debt, and modernize systems, thereby accelerating time-to-market for enterprises [3][4] Company Collaboration - Infosys will integrate Devin into its internal engineering teams and client delivery models, facilitating deployment within customer environments to enhance engineering quality and efficiency [2][3] - The collaboration includes the development of shared engineering frameworks and enablement programs to promote the integrated capabilities of Infosys Topaz Fabric and Devin across various industries [2][3] Technological Advancements - Infosys Topaz Fabric and Devin will work together to automate brownfield engineering and create virtual engineers to tackle complex production and maintenance challenges [3] - The partnership will focus on developing industry-specific solutions and AI-native modernization blueprints, supported by co-innovation labs [3][4] Leadership Statements - Scott Wu, CEO of Cognition, emphasized the collaboration's potential to redefine software engineering and accelerate time-to-market for clients [4] - Salil Parekh, CEO of Infosys, highlighted the synergy between Cognition's AI capabilities and Infosys' industry expertise as a significant advancement in realizing AI value for global enterprises [4]