IT Sector (Q2FY25E Results Preview): Recovery in progress
The IT sector growth is in the middle of its recovery, having bottomed out two quarters ago, and is expected to achieve a high single-digit over...
242 Views
Sector Update - IT - Accenture - Gradual Pick-Up in Demand
The company continues to witness strong demand for Gen AI – the great accelerator of reinvention – with over $1 Bn in new bookings.
335 Views
IT Sector: Recovery Signs
Key takeaways included (1) continued (prosaic) commentary on cost optimisation focus but signs of improvement in demand (2) stable to upward bias...
398 Views
Top Sector Ideas – IT Services (Q1FY25)
Recovery Trends in Q1FY25: Most IT companies have shown improved performance in Q1FY25, indicating a revision in demand and stabilization of...
210 Views
It Services Q1fy25 Result Preview – Moderated Growth; Recovery Expected
Many large enterprises are likely to prioritize cost optimizations, resulting in an increase in cost take-out deals, vendor consolidation, and...
168 Views