Quarterly Update
published on Jan 15, 2018
Report Overview:
NelsonHall’s Quarterly Update on Infosys provides a snapshot of developments at Infosys in the last quarter.
Who is this Report for:
NelsonHall’s Quarterly Update on Infosys provides a snapshot of developments at Infosys in the last quarter. It accompanies NelsonHall’s more comprehensive Key Vendor Assessment program. Both programs are designed for:
- Marketing, sales and business managers developing strategies to target service opportunities within the BPO/IT Services markets
- Sourcing managers monitoring the capabilities of existing suppliers of IT outsourcing services and identifying vendor suitability for IT services
- Consultants advising clients on vendor selection
- Vendor marketing, sales and business managers looking to benchmark themselves against their peers
- Financial analysts and investors specializing in the BPO/IT services sector
Scope of this Report:
It accompanies NelsonHall’s Key Vendor Assessment program which looks at Infosys’ IT and BPO offerings, capabilities, and market and financial strengths, including:
- Identification of the company’s strategy, emphases and new developments
- Revenue breakdowns
- Analysis of the company’s offerings and key service components
- Analysis of the profile of the company’s client base including the company’s targeting strategy and examples of current contracts
- Analysis of the company’s strengths, weaknesses and outlook.
Key Findings & Highlights:
Q3: Appointment of new CEO, financial performance a slight improvement on Q2
Revenue growth and margin were in line with full year guidance has been trimmed.
Digital crossed 25% of total revenues. and “new software and software related services” launched since Q1 FY16 represented 11.6% of total revenues.
Resignation of Rajesh Murthy for personal reasons leaves another gap in senior leadership
Following the ‘strategy refresh’ exercise in Q2, a strategy review to be completed in Q4
Bookings/pipeline appear healthy
Management sounds more confident of a recovery in financial services in FY19 than TCS.
Third U.S. onshore delivery hub announced