Technology Services
Asia Leaders
Srini Pallia Has More Large Deals at Wipro. He Still Needs a Growth Model That Pays
Wipro’s order book is strengthening while near-term revenue and margins remain constrained. Srini Pallia must prove that AI investment can improve both relevance and economics.
Asia Leaders
Ravi Kumar S Has Restarted Cognizant’s Growth. The AI Builder Strategy Must Now Deepen It
Cognizant has regained momentum under Ravi Kumar S. Its next test is to close the gap between enterprise AI spending and measurable operating outcomes without sacrificing margin.
Asia Leaders
Salil Parekh Must Let AI Disrupt Infosys Before It Disrupts the Services Model
Infosys is financially resilient but entering a structural transition. Salil Parekh must use AI to improve client economics without allowing productivity to shrink his own revenue base.
Asia Leaders
K. Krithivasan Has Given TCS an AI Revenue Number. Now It Needs Better AI Economics
TCS’s AI business is scaling and deal wins remain strong. K. Krithivasan faces the harder task of converting automation into revenue, margin and a stronger operating model.