Jul 09, 2025, by Rachael Stormonth
Now that the anticipated acquisition of WNS has been announced, what does this mean for Capgemini and for the broader BPS market?
We feel this is a sound and timely move by Capgemini that will position it very strongly as the BPS market evolves to what it and other providers are calling &lsqu[...]
May 21, 2025, by Rachael Stormonth
In its Capital Markets Day last week, Atos CEO Philippe Salle unveiled a four-year plan for the company. The ‘Genesis’ plan has the following financial targets for FY 2028:
€9-10bn in revenue
A 10% operating margin
‘Towards an investment grade cred[...]
Sep 27, 2024, by Rachael Stormonth
At the Cognizant UK & Ireland analyst and adviser meet in London this week we were keen to get a closer understanding of three things:
How some of the changes introduced since the arrival of Ravi Kumar S as CEO are making a difference to the company
The factors underpi[...]
Nov 27, 2023, by Dominique Raviart
NelsonHall recently wrote a PoV on the current disconnect between GDP growth and IT services spending[1]. In October 2023, the IMF refreshed its GDP growth predictions; these include better 2023 GDP growth in the U.S. (+2.1%) and Japan (+20%) than the U.K. (+0.5%) and the Eurozone (+0.[...]
Oct 24, 2023, by Rachael Stormonth
NelsonHall recently visited the TCS Pace Port innovation center in Amsterdam, the first Pace Port opened by TCS in Europe in May 2021 following a delay caused by the pandemic.
TCS is not unique in having opened facilities designed to foster collaboration and innovation to addr[...]