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2023-07-28 07:12:54 ET Capgemini ( OTCPK:CAPMF ) ( OTCPK:CGEMY ) said it plans to invest €2B in Artificial Intelligence (AI) while announcing its half-yearly results. "We are developing a portfolio of industry-specific offers and signing strategic partnerships, notably wi...
2023-07-24 19:02:31 ET Summary Globant S.A. provides a wide range of IT consulting and digital transformation services worldwide. Management has guided 2023 revenue growth to be far lower than 2022's growth rate, a common condition in the global consulting industry. Until we g...
2023-07-20 08:45:00 ET Summary Aoris is a specialist international equity manager and manages a single international equity portfolio. Our investment approach is conservative, fundamental and evidence-based. The Aoris International Fund (Class A – Unhedged) outperformed its...
2023-07-17 10:20:01 ET Summary As with any new digital technology, generative AI will create new incremental demand for IT services companies. In some cases, it will be the catalyst for wider digital transformation demand, but this will be the exception. For IT service compani...
2023-06-30 11:00:00 ET Summary Accenture, one of the world's largest IT service providers, has seen consistent growth over the past decade. However, the company's recent reports showed a slowdown in business activity. Despite these short-term challenges, long-term prospects remain...
2023-06-15 00:30:00 ET Summary More companies are discovering that policies promoting diversity, equity, and inclusion are good for business. HR departments often get stuck in familiar hiring patterns. Biases are perhaps one of the biggest obstacles to building a diverse workf...
2023-06-01 14:21:15 ET Summary Endava plc reported its FQ3 2023 financial results on May 23, 2023. The firm provides a range of technology consulting to companies worldwide. Endava stock has been hard hit in the past year and management has guided forward growth cautiously whi...
2023-05-31 02:27:38 ET Summary Capgemini remains a solid investment with a forecasted total RoR of 40-50% for 2025E and above, due to its consistent profitability, strong demand for its services, and expanding operating margin. Despite recent decline, the company is undervalued an...
2023-05-17 00:00:00 ET Summary Markets are being shaped by disparate trends from falling energy prices to rising interest rates. During first-quarter earnings season, company reports indicated that these crosscurrents are intensifying business challenges—and making it harde...
2023-05-10 15:00:28 ET Summary Capgemini SE is a company that provides consulting services globally. Revenue has grown at a CAGR of 8% and we believe high single-digit organic growth should continue. Margins are sticky, allowing the business to generate improving returns over ...