featured posts:

• Cognizant Q2 2014 Results: Delivers on Revenues, Margins, But Share Price Falls on Reduced Guidance. Over-Reaction, We Feel

  Aug 06, 2014, by Rachael Stormonth

  So why has Cognizant’s share price taken such a battering today, after such strong topline growth (16.5%, at the mid-point of prior guidance) and a non-GAAP operating margin of 21%, above the company’s target range of 19% to 20%? (see here). Quite simply because of the revised revenue guidance for 2014 from growth of at least 16.5% to at least 14%. This is a huge[...]

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• Aligning Cost to Performance: How Digital Transformation is Nurturing the Insurance Industry

  May 14, 2014, by NelsonHall Analyst

  Blonde hair, blue eyes, fair skin – we know about our physical make up... what about our digital make up? What does our Code Halo say about us? And more importantly – who does it say it to? How is this “changing the rules”? Yesterday, Cognizant launched its book: Code Halos, which looks at the way in which our digital composition is changing the way industries operate. T[...]

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• Infosys Q3 FY 2014 Results: Traditional ADM Services Recover; PPS Businesses Yet to Make a Meaningful Contribution to Infosys 3.0

  Jan 10, 2014, by Rachael Stormonth

  There are clear positives to this quarter’s results from Infosys, and its share price certainly picked up (is now the highest since March 2012), though it continues to look to address a number of challenges, some of which are company-specific issues. This is the third quarter of improved topline growth. Management has raised revenue guidance for full FY 2014 to growth of 11.5-12% (up from[...]

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• BPO Becomes More Strategic in 2014

  Jan 01, 2014, by John Willmott

  BPO becoming more strategic is a major theme among the major BPO trends for 2014. The latter includes: 1. BPO will increasingly contribute to the “C-level” vision and not just fine tune operations 2. BPO will increasingly morph into “business services” 3. BPO governance will become more partnership-oriented as BPO is incorporated within client Global Bus[...]

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• Operational Vision Supplants IT Vision with BPO 5.0

  Jan 01, 2014, by John Willmott

  The increasing expectation of buy-side organizations that the prime role of BPO is to help them deliver a transformed approach to business and become “more relevant to their clients” is having a significant impact on the profile of skills required within BPO delivery. Organizations are no longer content with a short-term tidy up and standardization of their processes but are looking fo[...]

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• Accenture Awarded Five-Year ADM Contract by Zurich

  Nov 04, 2013, by Rachael Stormonth

  Accenture has announced that in 2012 it was awarded a five-year application services contract by Zurich Insurance Group (Zurich) to streamline Zurich’s global finance IT. Services being provided by Accenture Finance and Risk Services include development, implementation and management of SAP-based finance and BI applications that support Zurich operations in North America, Germany, Switzerlan[...]

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• Wipro Q2 FY 2014 Results: Signs of Progress

  Oct 22, 2013, by Rachael Stormonth

  Wipro published its Q2 FY 2014 results today: full details are available to NelsonHall database or Key Vendor Assessment program subscribers here http://research.nelson-hall.com/search/?avpage-views=article&searchid=3481&id=201189&fv=2. There are some clear positives in Wipro’s performance this quarter: Revenue just topped prior guidance ($1,620-$1,630m), [...]

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