Key Takeaways CTSH expects Q2 2025 revenues of $5.14B-$5.21B, up 5.9%-7.4% year over year.AI platforms and expanding client wins likely supported CTSH's quarterly performance.New deals with Pegasystems, Google Cloud, and OMRON may have driven enterprise growth.Cognizant Technology Solutions (CTSH) is scheduled to report its second-quarter 2025 results on July 30.The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $1.26 per share, which has remained unchanged in the past 30 days. This ...

Financial Data and Key Metrics Changes - In 2024, the company returned $1.2 billion to shareholders and achieved revenue growth of 7.5% year over year in Q1 2025, or 8.2% in constant currency [7][8] - Adjusted earnings per share increased year over year for the sixth consecutive quarter in Q1 2025 [8] - The company expects to increase shareholder returns to $1.7 billion in 2025 [21] Business Line Data and Key Metrics Changes - The company signed 29 large deals in 2024, up from 17 the previous year, indicating a strong demand for its services [7] - Client Net Promoter scores are near all-time highs, and employee engagement scores are well above global and IT industry benchmarks [10] Market Data and Key Metrics Changes - The company reported that over 72% of its global employees are based in India, which may influence operational strategies [46] Company Strategy and Development Direction - The company is focusing on AI-powered software-led engineering and has invested in platforms like NeuroSuite and FlowSource [12] - A dual transformation strategy is being pursued, emphasizing hyper productivity from AI and innovation from intelligent systems [12] - The company aims to broaden its portfolio and deepen its industry focus while fostering a culture that attracts and develops talent [22] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the near-term macro environment is uncertain but remains focused on building a long-term advantage [22] - The company is committed to investing in each geography based on growth needs and market conditions [48] Other Important Information - The company has launched a company-wide cost discipline initiative and modernized operations to better serve clients globally [9] - The Synapse program has trained over 400,000 individuals, with a goal of reaching 1 million [16] Q&A Session Summary Question: Will tariffs have any impact on CTSH? What percent of CTSH employees are in India? - The CFO stated that tariffs do not directly impact the services business, but there may be secondary effects on certain industries [45] - Over 72% of the company's employees are based in India [46] Question: Why did Zane Abdallah and Leo McKay receive more than 50 million against votes each in 2024? - The company does not have visibility into why shareholders vote against certain directors but noted that all directors received over 85% support [47] Question: How much investment will be in the US, and will the employee raise be better than the 1% policy from last year? - The CFO mentioned that investment decisions will be based on growth needs and market conditions, and the 2025 compensation raise approach has not yet been finalized [48][49]