Cognizant Technology Solutions Corp (BSP:CTSH34)
R$ 320.43 (0%) Market Cap: 138.45 Bil Enterprise Value: 143.80 Bil PE Ratio: 12.89 PB Ratio: 1.87 GF Score: 81/100

Cognizant Technology Solutions Corporation at Citi Global TMT Conference Transcript

Sep 08, 2026 / 02:10PM GMT
Release Date Price: R$320.43
Bryan Keane
Citi Infrastructure Investments LLC - Analyst

Welcome. I'm Bryan Keane. I cover IT services here at Citi. And we're excited to have Cognizant here for a fireside chat. We've got Jatin Dalal, who's the CFO.

We're going to run through a list of questions, and if you have any in the audience, feel free to raise your hand and we'll run a mic or I'll repeat the question for you. But first, Jatin, thanks for coming and thanks for being here.

Jatin Dalal
Cognizant Technology Solutions Corporation - Chief Financial Officer

No, thank you. Thank you for hosting us. I appreciate the opportunity.

Questions & Answers

Bryan Keane;Jatin Dalal
Citi Infrastructure Investments LLC - Analyst;Cognizant Technology

Yes. So I wanted to start kind of high-level thinking about the IT services industry. It's growing revenue well below its historical norms. How much do you think can be explained by the geopolitical turmoil versus the secular industry pressures from AI?

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