Core Insights - Cognizant's international revenue performance is crucial for assessing its financial resilience and growth prospects [1][2][3] Group 1: Financial Performance - Cognizant's total revenue for the quarter ending June 2025 was $5.25 billion, reflecting an 8.1% increase year-over-year [4] - The United Kingdom contributed $482 million, or 9.2% of total revenue, exceeding analyst expectations by 5.4% [5] - Continental Europe generated $520 million, accounting for 9.9% of total revenue, surpassing projections by 7.42% [6] - The Rest of World segment accounted for $331 million, or 6.3% of total revenue, falling short of expectations by 36.2% [7] Group 2: Future Projections - Analysts project total revenue for the upcoming quarter to reach $5.33 billion, a 5.6% increase from the same quarter last year [8] - Expected contributions from the United Kingdom, Continental Europe, and Rest of World are $496.46 million (9.3%), $499.55 million (9.4%), and $381.18 million (7.2%), respectively [8] - For the full year, total revenue is anticipated to be $20.9 billion, marking a 5.9% increase compared to the previous year [9] Group 3: Market Dependency - Cognizant's reliance on global markets for revenue presents both opportunities and challenges, making international revenue trends a key indicator for future performance [10][11] - The current geopolitical landscape and global interconnections are critical factors influencing earnings predictions for companies with overseas operations [11]

Core Viewpoint - Sanmina (SANM) reported quarterly earnings of $1.41 per share, exceeding the Zacks Consensus Estimate of $1.38 per share, and showing an increase from $1.30 per share a year ago, indicating a positive earnings surprise of 2.17% [1][2] Financial Performance - The company achieved revenues of $1.98 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.75% and up from $1.83 billion year-over-year [2] - Over the last four quarters, Sanmina has exceeded consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance - Sanmina shares have increased approximately 8.7% since the beginning of the year, contrasting with the S&P 500's decline of -6.1% [3] - The current consensus EPS estimate for the upcoming quarter is $1.60 on revenues of $2.09 billion, and for the current fiscal year, it is $6.01 on revenues of $8.19 billion [7] Industry Outlook - The Electronics - Manufacturing Services industry, to which Sanmina belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook [8]