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ACCENTURE EARNINGS CALL
AI levels the playing field as IT giants target mid-market gameWith the disruption that artificial intelligence has brought, mid-market companies have now accelerated tech spending, creating scalable op...- Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbookInvestor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...
- Why did market fall today? Sensex slumps 600 points, Nifty closes below 24,050. IT selloff among 5 key triggersIndian equities experienced a sharp decline on Friday, snapping a five-day winning streak as IT stocks faced heavy selling pressure. Weak g...
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...
- Indian IT is a trade, not an investment, and the market just got the memo: Sandip SabharwalAccenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments du...
- Accenture logs $18 billion Q3 revenue, revenue misses estimatesAccenture's Q3 FY26 results revealed a slowdown in IT demand, with the company missing revenue estimates and lowering its full-year guidanc...
- Andreessen Horowitz cofounder Marc Andreessen says AI beats humans in coding because 'AI never gets drunk, sick, or high' and never files 'HR complaints.'Venture capitalist Marc Andreessen believes AI coding agents are superior workers, citing their tireless nature and lack of human flaws. He...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- Bengaluru techie after quitting Rs 2.5 lakhs per month corporate job, now does odd jobs and travels: ‘Income has dropped but life is meaningful’Apeksha Jain traded a Rs 2.5 lakh monthly salary for a life of travel and simple work. After years in corporate roles, she found fulfillmen...
- Infosys non-committal on pay hikes, keeps employees guessingInfosys management remained non-committal on salary revision timelines during a recent town hall, citing macroeconomic conditions and clien...
- Before Mythos goes public, Indian IT also wants accessAI firm Anthropic is in talks with governments worldwide, including India, about safeguarding critical infrastructure. This is ahead of the...
- Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish GunwaniIndian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from eme...
- Accenture stock drops despite beating Q4 earnings estimate & strong revenue guidanceAcn stock today latest news: Accenture stock experienced a slight dip despite exceeding expectations in its fourth-quarter 2025 earnings re...
- AI bias, demand uncertainty hit pricing power of India’s ITIndia’s $280 billion IT sector faces pricing pressure due to uncertain demand and AI adoption. Competition is rising, deal rates are droppi...
- Accenture quarterly numbers point to strong GenAI prospectsAccenture's latest earnings boost Indian IT sector outlook. GenAI bookings hit a record high. North American demand shows signs of recovery...
- Is it a case of ‘no bad news is good news’ for IT companies now? Rahul Jain answersRahul Jain of Dolat Capital says that the guidance for the current fiscal has been very weak in the case of the IT companies that give expl...
- IT stocks tumbling on Accenture guidance cut: Time to accumulate, says Sandip AgarwalSandip Agarwal says for Accenture, the challenge is on the discretionary side or on the consulting side, where we have small presence for s...
- Accenture to lay off 19,000 people, 40% of its 7.38 lakh employees are in IndiaThe software services behemoth said currency headwinds and wage inflation had a direct impact on its decision to lay off employees.
- Accenture's Q4 performance, outlook indicates cost pressures on IT sectorDublin-based Accenture Plc forecast first-quarter revenue below analysts’ expectations, weighed down by IT spending cuts amid high inflatio...
- Companies wasting billions on customer loyalty programmesAmong Indian consumers, 33% have a negative reaction when brands try to earn their loyalty, while a 25% think brands should do everything t...
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