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Cognizant Technology Solutions (CTSH) investor relations material
Cognizant Technology Solutions Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025
Market and client trends
Shift in banking and financial services from cost optimization to innovation, with tech spend rebounding and 6%-7% year-on-year growth in recent quarters.
Software development cycles are experiencing a productivity boost, with 30% of code now written by machines, enabling cost savings and reinvestment in innovation.
CIOs are maintaining or increasing IT budgets, channeling savings from productivity into AI and agentic development cycles.
Large deals are increasing, with 55-60 tracked deals over $100 million and multiple $2 billion deals closed recently.
Agentic development cycles are emerging as a major growth vector, offering a larger runway and multiplier effect compared to traditional software cycles.
Technology and operational strategy
Agentic cycles integrate human and machine capital, requiring iterative development and supervision, and are harder to implement than traditional software.
AI is addressing legacy technology debt, unlocking new labor pools, and triggering new outsourcing cycles, especially in operations.
BPO services are now the fastest-growing service line, driven by agentic solutions and operational efficiency.
Savings from productivity are being used to fund AI initiatives rather than reduce budgets, with agentic cycles expected to drive future CapEx and innovation.
New products and services, such as digital nurses, are being developed using agentic capital, expanding addressable markets.
Competitive positioning and growth outlook
Heavy investment in AI-led productivity tools since 2023 has moved the company from the bottom to the top of its peer group in growth and margin expansion.
Margin expansion and EPS growth (projected at 7%-10%) are being maintained alongside revenue growth.
The company is preparing for breakaway growth by investing in agentic journeys and unlocking new labor pools.
Vendor consolidation is being driven by advanced AI adoption and integrated human-machine coding platforms.
The company is positioned to benefit from both large and mid-sized deals, with a strong pipeline into 2025 and 2026.
Funding for Agentic AI initiatives?
How does AI expand Cognizant's TAM?
Cognizant's M&A focus beyond US/BFSI?
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Next Cognizant Technology Solutions earnings date
Q3 202529 Oct, 2025
Next Cognizant Technology Solutions earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
IT Services and Consulting
Cognizant is an American IT services and consulting company with global operations. Its offerings of services and products are diverse, providing digital engineering, cloud solutions, IoT, and more. It also provides various consultancy services within the previously mentioned areas. The company was started as an in-house technology division of Dun & Bradstreet in 1994, but today operates as a completely separate entity. The company headquarters are in Teaneck, New Jersey, and its shares are traded on the Nasdaq.
Founding and Spin-Off
Cognizant was established in 1994 as a technology arm of Dun & Bradstreet. During the first years, its primary role was to develop software practices to provide services to Dun & Bradstreet's businesses. Recognizing the burgeoning potential of the IT services sector, Cognizant soon started serving external clients. In 1996, the company was spun off into an independent organization and had its IPO in 1998. Today, Cognizant competes with other companies such as Infosys and Accenture.
Offerings
Cognizant offers a variety of technology-driven services to its customers. At its core, the company provides digital solutions that aim to improve business operations. Through its data and analytics capabilities, the company assists in converting data into usable insights, enabling businesses to make more informed decisions. Cognizant also provides cloud and infrastructure services, helping businesses manage their IT resources efficiently. The company has industry-specific solutions for sectors like healthcare, banking, and retail. Additionally, they have a hand in areas like interactive services, the Internet of Things (IoT), and various engineering services.
Consultancy Services
The company also provides consultancy services within its field. Cognizant consultants evaluate various facets of an organization, including its processes, technologies, and overarching strategies with the objective of finding potential improvements. Once these areas are identified, the consultancy team provides tailored recommendations, ensuring they align with the specific needs and nuances of the client's industry. Overall, Cognizant's consultancy services offer businesses a blend of insight and practical advice, grounded in thorough examination and understanding of the unique challenges faced by the individual client.
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