Core Insights - Unisys has been recognized as a Leader in ISG's 2025 Advanced Analytics and AI Services Provider Lens® for the second consecutive year, excelling in two key quadrants: Data Science and AI Services – Midsize, and Data and Analytics Modernization – Midsize, indicating its growing influence in the industry [1] Group 1: Company Strengths - Unisys is positioned to meet the dual demands of large enterprises and mid-market needs by leveraging its expertise in data engineering, hybrid infrastructure, and governance, along with agile technology like the Service Experience Accelerator [2] - The company employs a disciplined, architecture-first approach to Advanced Analytics and AI, focusing on tenant-controlled deployment and operationalized knowledge systems to address complex enterprise requirements [3] - Unisys has achieved a client experience (CX) score of 87.0, surpassing the industry average, with clients highlighting quality delivery, compliance, and a collaborative engagement model [6] Group 2: Technological Innovations - The company enhances decision-making and agent productivity through intelligent knowledge management, utilizing automated topic modeling and adaptive content generation [6] - Unisys modernizes data operations with proprietary frameworks, including the Service Experience Accelerator technology, which automates quality profiling, pipeline execution, and compliance, supported by real-time governance for secure data flows [6]

CDW Corporation Webcast Conference Call February 4, 2026 Today's Agenda Fourth Quarter and Full Year 2025 Results Performance Drivers Outlook Q&A 2 Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding the future financial performance, 2026 outlook, capital allocation priori ...

Exhibit 99.3 Fourth Quarter and Full Year 2025 Financial Results and Highlights February 4, 2026 © 2026 Cognizant Forward-looking statements This earnings supplement includes statements that may constitute forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, the accuracy of which is necessarily subject to risks, uncertainties and assumptions as to future events that may not prove to be accurate. These statements include, but are not ...

Indian IT Stocks Nosedive As Fear Of Anthropic's New AI Tool Goes Globalhttps://t.co/MQdxShMI4j https://t.co/0YX4Mn9RPd ...

Core Viewpoint - Cognizant Technology forecasts annual revenue exceeding Wall Street estimates, driven by strong demand for IT services as businesses integrate artificial intelligence into their operations [1] Group 1 - The company anticipates robust growth in revenue due to the increasing adoption of artificial intelligence in various business workflows [1]

Market Overview - Indian benchmark indices turned negative, with the Sensex down 50.28 points or 0.06% and the Nifty up 27 points or 0.10% [2][7] - The decline in Indian IT stocks was significant, reflecting a broader selloff in global technology shares [1][4] IT Sector Performance - Major IT stocks experienced substantial losses, with Infosys falling 8.05% to ₹1,522.70, TCS down 6.77% to ₹3,006.90, and Tech Mahindra declining 6.16% to ₹1,610.70 [3] - The overall market value of software stocks decreased by approximately $300 billion due to rising concerns ahead of earnings reports from major US tech firms [4] Supporting Sectors - Energy and infrastructure stocks showed positive performance, with Eicher Motors up 4.54% to ₹292.50 and ONGC climbing 4.18% to ₹267.75 [5] - The Nifty Midcap 100 and Nifty Smallcap 100 indices also reported gains, indicating some resilience in the broader market [6] Market Sentiment - Despite the selloff in IT stocks, market breadth remained positive with 2,445 advancing stocks against 1,534 declining stocks on the BSE [6] - Analysts expressed concerns that the recent market rally, driven by optimism around the India-US trade deal, may face challenges due to high valuations and ongoing weakness in global tech [7]

Core Insights - Anthropic has launched 11 new plugins for its enterprise AI platform, Claude Cowork, aimed at automating various professional tasks, indicating a significant shift in the capabilities of AI in white-collar work [1][8] - The market reaction reflects growing concerns that AI could fundamentally alter the competitive landscape for software and IT services, potentially eroding profitability and market positions [1][8] Market Reaction - The term "SaaSpocalypse" has been coined to describe the rapid selloff in the software sector, with a notable shift in sentiment from viewing AI as a helper to seeing it as a potential replacement for companies [3][8] - A Goldman Sachs basket of US software stocks experienced a 6% drop, marking its largest single-day decline since April, while financial services stocks fell nearly 7% [4][8] - In India, IT stocks faced their worst single-day selloff, losing Rs 1.75 lakh crore in market value, with major companies like Persistent Systems and TCS seeing significant declines [5][8] Broader Implications - Concerns about AI disruption have been escalating, with previous releases of AI tools already increasing investor anxiety regarding the software sector [6][8] - The selloff was not limited to India, as Wall Street's Nasdaq fell 1.4%, with software stocks losing approximately $300 billion in market value, affecting global giants like London Stock Exchange and Thomson Reuters [5][8] - Analysts suggest that the upcoming months will be critical for software and IT companies as they navigate the complexities introduced by AI advancements [6][8]

Core Insights - CANCOM SE is a leading digital service provider in Germany and the DACH region, founded in the early 1990s and went public in 1999, showing consistent growth in the IT service sector [3]. Company Overview - The company has a history of over 40 acquisitions, reflecting its active engagement in M&A transactions to enhance growth in a highly fragmented market [3][4]. - CANCOM was the first Apple reseller in the DACH region, indicating its pioneering role in the IT services market [3].

Gartner says customers are "slowing and deferring everything possible†as they make sense of a shifting AI landscape. ...

Core Insights - Gartner, Inc. reported fourth-quarter 2025 results with earnings and revenues exceeding the Zacks Consensus Estimate, adjusted earnings per share were $3.94, beating estimates by 12.6% but down 27.7% year-over-year, while revenues reached $1.8 billion, slightly surpassing consensus and improving 2.2% year-over-year [1][9] Revenue Breakdown - Insights segment revenues were $1.3 billion, a 3% increase year-over-year, meeting the Zacks Consensus Estimate, with a gross contribution margin of 77%, resulting in a gross contribution of $989 million [3] - Conferences segment revenues amounted to $286 million, a 14% increase year-over-year, surpassing the consensus mark of $271.4 million, with a gross contribution margin of 51%, leading to a gross contribution of $147 million [4] - Consulting revenues were $134 million, a decline of 13% year-over-year, missing the consensus estimate of $156.7 million, with a gross contribution margin of 27%, resulting in a gross contribution of $36 million [5] Operating Performance - Adjusted EBITDA for the quarter was $436 million, reflecting a 5% increase year-over-year [6] Balance Sheet & Cash Flow - At the end of Q4, Gartner had $1.7 billion in cash and cash equivalents, up from $1.4 billion in the previous quarter, with long-term debt increasing to $3 billion from $2.5 billion [7] - Operating cash flow totaled $294.5 million, while free cash flow utilized was $311 million, with capital expenditure at $23.8 million [7] 2026 Outlook - For 2026, Gartner expects revenues of $6.46 billion, lower than the Zacks Consensus Estimate of $6.7 billion, with adjusted earnings per share guidance at $12.3, below the consensus estimate of $13.63, and adjusted EBITDA guidance at $1.52 billion [8][9]