来源：美通社 新泽西州蒂内克2025年12月19日 /美通社/ -- Cognizant (NASDAQ: CTSH) 今日宣布与Microsoft达成多年 战略合作伙伴关系，助力全球企业转型为"AI驱动的前沿企业"——即重塑工作方式、释放新价值，并以 负责任的方式实现创新规模化的组织。 此项合作将把由Work IQ、Foundry IQ与Fabric IQ赋能的代理式AI和Copilot嵌入关键任务型工作流，加 速提升生产效率、客户体验和运营韧性。 此次合作还进一步拓展了Cognizant正在推向市场的Cognizant Neuro® AI产品套件，该套件充分利用Microsoft的云与AI服务。 根据协议，Cognizant与Microsoft将共同构建行业级AI解决方案，在全球范围内联合销售，并在金融服 务、医疗保健与生命科学、零售及制造业等重点行业展开大规模合作。 Kumar补充道："通过融合Microsoft可信的云与AI能力，以及Cognizant的行业平台，我们具备了强有力 的条件，帮助客户解决AI在企业层面实现规模化落地的'最后一公里'挑战。" Cognizant将在交付与咨询团队中规模化推进 ...

Core Viewpoint - Cognizant Technology Solutions is considering a potential Initial Public Offering (IPO) and secondary listing in India, as stated by the Chief Financial Officer Jatin Dalal during an investor call following the company's September quarter earnings [1][2]. Company Plans - The company is currently engaging with stakeholders in both India and the US to assess the implications of the potential offering and listing [2]. - The process for a primary offering and secondary listing by an overseas company in India is complex and viewed as a long-term project, still in its early phases [2]. Financial Performance - Cognizant reported a revenue of $5.42 billion for the quarter ended September 2025, achieving a 6.5% Constant Currency (CC) revenue growth, exceeding its own revenue guidance [7]. - On a sequential basis, the firm's revenue increased by 2.8% (CC) [7]. - However, net profit saw a significant decline of 53% to $274 million, attributed to a one-time non-cash income tax expense of $390 million [7]. Industry Insights - The financial services vertical has been highlighted as one of Cognizant's best-performing sectors, with clients transitioning from cost-cutting to innovation, particularly in the BFSI sector [4]. - There is an increase in discretionary spending across all segments within financial services, driven by lower deployment costs and higher confidence in experimentation [5]. - In healthcare, Cognizant's TriZetto platform is a key offering, contributing to over 10% growth in the BPO business this year [6].

Summary of Cognizant Technology Solutions (CTSH) FY Conference Call Company Overview - **Company**: Cognizant Technology Solutions (CTSH) - **Date of Conference**: May 15, 2025 - **Key Speakers**: Jatin Dalal (CFO), Tyler Scott (Investor Relations) Key Points Company Culture and Strategy - Cognizant has a strong culture of customer centricity deeply embedded in its DNA, which is evident across all teams [4][5] - The organization demonstrates a keen willingness to win, focusing on understanding client ecosystems and delivering high-quality solutions rather than competing solely on price [5][6] - Cognizant's intellectual property, including assets like TriZetto and the Neuro platform, serves as a significant differentiator in deal-making [6] Financial Performance and Deal Wins - Cognizant has returned to the "Winner's Circle," a goal set by previous leadership, with a focus on sustaining this success over multiple quarters [7][8] - The company has rebuilt a cycle of winning large deals, executing well, and leveraging that success to secure additional business. In 2023, Cognizant won 17 large deals, increasing to 24 in 2024, with four large deals in Q1 2025, including a mega deal [9][10] - The backlog for the second half of the year appears stronger, indicating confidence in future revenue growth [19][20] Market Environment and Spending Trends - The current market environment remains uncertain, particularly affecting sectors like manufacturing, supply chain, consumer products, and retail. However, discretionary spending in the BFSI (Banking, Financial Services, and Insurance) segment remains strong [12][13] - There is a debate on whether the current spending cycle is cyclical or secular, with indications that there is a secular demand for technology investments despite recent fluctuations [14][15] Large Deals and Risk Management - Large deals are categorized into two types: transformational projects and cost-cutting initiatives. Cognizant is focusing on both types to enhance efficiency and effectiveness [16][17] - The company is managing risks associated with large deals by ensuring a strong backlog and focusing on renewal components to secure revenue in uncertain environments [19][20] AI and Technology Integration - Cognizant is leveraging AI to enhance productivity and is focused on three vectors: improving productivity, preparing organizations for AI, and applying AI in new areas [29][30] - The company is confident in its ability to integrate AI into its service offerings, which is seen as a significant differentiator in the market [30][31] Workforce and Employee Development - Cognizant is committed to investing in employee training to ensure that its workforce is equipped to handle new AI-driven opportunities. Over 230,000 employees have received training in relevant technologies [42][43] - Employee satisfaction is crucial for retaining talent and reducing costs associated with turnover, which has been a focus for the company [62][63] Future Outlook and Key Performance Indicators (KPIs) - Cognizant aims to balance revenue growth with margin expansion, targeting a 10 to 30 basis points increase while continuing to invest in business growth [57][58] - Key KPIs for the company include customer satisfaction and employee satisfaction, which are seen as foundational for achieving revenue and margin goals [62][63] Conclusion - Cognizant is positioned to capitalize on its strengths in customer-centric culture, large deal execution, and AI integration while navigating a complex market environment. The focus on employee development and satisfaction is also critical for sustaining growth and maintaining competitive advantage.