Infosys Aug-24

A measure of a company's financial performance that considers changes in currency exchange rates.

A type of transaction involving a substantial amount of money, often exceeding a predetermined threshold.

The amount of money a company generates from its operations after deducting expenses.

The cash flow generated by a company's operations, excluding investments and financing activities.

A type of artificial intelligence that can create text, images, and other content similar to human-generated content.

Financial services companies, such as banks, insurance firms, and investment management firms.

Spending by consumers on goods and services that are not essential for basic needs.

The process of merging two or more businesses into a single entity.

The process of integrating new employees into a company's culture, processes, and systems.

Infosys's approach to Generative AI focuses on enterprise solutions, not consumer-facing applications.

Infosys is not disclosing the percentage of revenue coming from Generative AI projects.

Infosys's acquisition of an ER&D company is complete, indicating its focus on enhancing engineering and R&D capabilities.

Factors that drive demand in the financial services industry in North America include the adoption of new technologies such as AI.

The integration of AI services into regular deals is a trend, potentially transforming traditional deals into AI-powered solutions.

The performance of Infosys in India can fluctuate due to the relatively small size of its Indian operations compared to its global presence.

The performance of Infosys in India is generally positive, despite occasional fluctuations associated with specific events.

A strategic plan focused on accelerating revenue growth and improving profitability through optimized operations and technology.

The process of acquiring and integrating one company into another.

A company's forecast for its future financial performance, focusing on revenue growth.

A target range for a company's operating margin, reflecting their financial goals.

The process of starting a data program within a company and then enabling cloud computing to host some of the data and applications for the client.

A smaller, more targeted approach to implementing Generative AI, focusing on a specific part of a company with the potential for immediate positive impact.

A change in the banking industry, specifically in the US financial services sector, that Infosys expects to continue for the foreseeable future.

Infosys's prediction that the current trend of growth in the US financial services market will persist.

A key factor influencing demand in the financial services industry, specifically in North America. This factor is the adoption of new technologies like AI, which helps financial institutions improve their operations and offer new services.

A strategy where Infosys integrates AI services into regular deals, transforming traditional solutions into AI-powered ones.

Infosys does not disclose the percentage of revenue coming from Generative AI projects.

Infosys is not ready to launch Generative AI projects for clients yet. This is due to the complexity and readiness involved in implementing such advanced technologies.

The macro environment is currently uncertain, making it difficult to determine if interest rate changes will significantly impact client spending on digital programs. Clients are still developing their plans for Generative AI, making it hard to predict their investment decisions.

Infosys is focused on enterprise solutions, meaning they are developing AI applications for use within businesses rather than for consumer-facing products.

The performance of Infosys in India can be volatile due to the relatively small size of its Indian operations compared to its global presence.

Infosys is performing well in India, despite occasional fluctuations linked to specific events.

Quarterly variations in Infosys's profitability influenced by factors like employee compensation decisions and seasonal furloughs.

Compensation expenses for employees, such as salaries, bonuses, and benefits, that are a significant factor in determining Infosys's profitability.

A period of time where employees are temporarily laid off, typically during slower seasons, which can impact Infosys's operational costs and margins.

The combination of a company's revenue and its expenses, a key indicator of financial performance.

Factors influencing Infosys's financial performance on a large scale, including economic conditions and market trends.