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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Tata Consultancy Services (TCS) investor relations material
Tata Consultancy Services Analyst Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Analyst Day 2025 summary17 Dec, 2025
Strategic vision and transformation
Aspires to become the world's largest AI-led tech services company, driven by transformation pillars such as internal AI adoption, service reimagination, talent transformation, customer value delivery, and ecosystem partnerships.
Internal transformation includes making every employee an AI practitioner, deploying large-scale AI infrastructure, and fostering an AI-first culture through ongoing hackathons and AI Fridays, supported by the world's largest AI foundry.
Service delivery is being disrupted by a five-level autonomy framework, shifting from automation to autonomy, and embedding AI across all service lines and customer engagements.
Emphasizes a 'Human + AI' service model, new ways of working, and rapid innovation to enhance productivity and client impact.
Ecosystem play involves deepening partnerships, targeted M&A, and building ventures such as AI data centers to provide end-to-end AI stack solutions.
AI services, client impact, and market leadership
Over 5,500 AI projects delivered, with 95% customer satisfaction and $1.5 billion in annualized AI-related revenue; 54 of the top 60 clients engaged in AI work.
94.8% customer satisfaction and #1 ranking in customer satisfaction in Europe for 12 consecutive years.
AI-driven transformation stories include rapid builds and scaling for major clients in utilities, banking, and manufacturing.
Recognized with 14 AI awards and leadership ratings in all major analyst reports.
Strategic acquisitions (e.g., ListEngage, Coastal Cloud) enhance advisory, implementation, and managed services capabilities, especially in Salesforce and next-gen domains.
Talent, culture, and operational excellence
100% of sales and pre-sales staff trained in AI; 180,000 employees with higher-order AI skills.
Talent strategy focuses on AI fluency at scale, role transformation, and future-ready hiring, with significant investments in upskilling and new role creation.
Recognized as a top employer globally, with awards in 32 countries and high rankings for reliability and labor practices.
AI-powered personalized learning platform offers adaptive, on-demand, and context-aware training.
Largest and most inclusive AI hackathon globally, fostering innovation across all employee levels.
Rationale for 1GW+ AI data center investment
Scaling Human+AI service autonomy model
M&A focus for AI leadership aspiration
HyperVault venture: impact on asset-light DNA & margins?
Reimagining customer value chain: new revenue models?
AI-first culture: integrating AI-native & senior talent?
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Next Tata Consultancy Services earnings date
Q3 25/268 Jan, 2026
Next Tata Consultancy Services earnings date
Q3 25/268 Jan, 2026
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Frequently asked questions
Tata Consultancy Services Limited provides information technology and IT enabled services worldwide. It offers consulting and business solutions, such as business process outsourcing, data warehousing, enterprise solution based on SAP, Oracle, Siebel, PeopleSoft, etc., knowledge process outsourcing comprising finance and accounting, procurement and supply chain management to aerospace/aviation, banking and financial services, engineering/construction/infrastructure, insurance and manufacturing verticals. Tata Consultancy Services Limited is a subsidiary of Tata Sons Private Limited.
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