Showing 13 results
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Quarterly Earnings Analysis
Quarterly Earnings Analysis | Cognizant January-March 2025
June 13, 2025Everest Group’s Quarter Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries -
Quarterly Earnings Analysis
Quarterly Earnings Analysis | HCLTech January-March 2025
May 20, 2025Everest Group’s Quarter Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries -
May 19, 2025The Service Provider Health Check is a quarterly report assessing leading IT-BP and engineering providers’ financial and operational health. It equips enterprises with key insights for RFP evaluations, contract negotiations, and risk management. In this report, we cover 12 major providers and compare and analyze their growth, profitability, talent strategies, and cash flow utilization, helping enterprises navigate an evolving business landscape. The report addresses four key enterprise needs: a preliminary provider evaluation for RFPs, strategic insights to highlight how providers adapt to a shifting macroeconomic landscape, contract optimization to facilitate effective pricing and contract negotiations, and risk mitigation to enhance supplier risk assessments. Scope Insights in the report are structured into three sections: financial health, supplier organizational changes, and provider insights We cover 12 providers: Accenture, Capgemini, CGI, Cognizant, EPAM, HCLTech, Infosys, LTIMindtree, Mphasis, TCS, Tech Mahindra, and Wipro Metrics assessed include organic constant currency growth, operating margin, LTM attrition, headcount growth, return to shareholders, investments and capability building, and key leadership changes Contents In this report, we evaluate: The need for a comprehensive provider evaluation Providers’ relative health based on profitability, growth, talent strategy, and cash flow utilization Providers’ financial health and organizational changes
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Quarterly Earnings Analysis
Quarterly Earnings Analysis | Infosys January-March 2025
May 13, 2025Everest Group’s Quarter Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Quarterly financial performance of ITS and BPS providers, including Accenture, TCS, Infosys, Cognizant, Wipro, HCLTech, EXL, WNS, Genpact, and Teleperformance Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries -
Quarterly Earnings Analysis
Quarterly Earnings Analysis | Wipro January-March 2025
May 12, 2025Everest Group’s Quarterly Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Quarterly financial performance of ITS and BPS providers, including Accenture, TCS, Infosys, Cognizant, Wipro, HCLTech, EXL, WNS, Genpact, and Teleperformance Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries -
Quarterly Earnings Analysis
Quarterly Earnings Analysis | TCS January-March 2025
May 08, 2025Everest Group’s Quarter Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries -
Quarterly Earnings Analysis
Quarterly Earnings Analysis | Accenture December 2024-February 2025
April 21, 2025Everest Group’s Quarter Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries -
Executive Briefs
Service Provider Health Check: BPS – C4Q24 Results
April 02, 2025Service Provider Health Check: BPS is a quarterly report assessing leading BPS providers’ financial and operational health. It equips enterprises with key insights for RFP evaluations, contract negotiations, and risk management. In this report, we cover nine key providers and compare and analyze their growth, profitability, and cash flow utilization, helping enterprises navigate an evolving business landscape. The report addresses four key enterprise needs: a preliminary provider evaluation to shortlist providers for RFPs, strategic insights into how providers are adapting to a shifting macroeconomic landscape, contract optimization to facilitate effective pricing and negotiations, and risk mitigation to enhance supplier risk assessments. Scope Insights in the report are structured into three sections: financial health, supplier organizational changes, and provider insights We cover nine providers: Concentrix, Conduent, EXL, Firstsource, Genpact, TaskUs, TELUS Digital, Transcom, and WNS Metrics assessed: organic constant currency growth, operating margin, return to shareholders, investments and capability building, and key leadership changes Contents In this report, we: Examine the need for a comprehensive provider evaluation Analyze providers’ relative health based on profitability, growth, and cash flow utilization Assess providers' financial health and organizational changes -
Quarterly Earnings Analysis
Quarterly Earnings Analysis | TCS October-December 2024
March 03, 2025Everest Group’s Quarter Earnings Analysis reports deliver in-depth assessments of providers’ quarterly financial performance from a financial analyst’s perspective. They consider publicly available disclosures as well as proprietary models to offer a well-rounded evaluation of providers’ financial results. By providing an unbiased, data-driven perspective, the reports help readers navigate key aspects of provider performance, including trends, challenges, and opportunities across critical financial metrics. Scope Metrics assessed: revenue growth, constant currency growth, organic constant currency growth, operating margin, LTM attrition, headcount growth, gross margin, guidance, subcontractor cost, TCV, book-to-bill, and performance by industry and geography Contents In this report, we provide: Relative benchmarking and historical performance: a comparative analysis of the providers’ quarterly performance, highlighting improvements or deterioration over time Key growth and profitability drivers: factors influencing the firms’ quarterly top-line revenues and margins Forward-looking outlook: an analysis of the firms’ full-year growth and margin guidance (reported), with potential implications on upcoming quarters Coverage of business and reported segments: a comprehensive assessment of the firms’ financial performance, including their reported geographical markets and industries Membership(s) Forces & Foresight -
Executive Briefs
Service Provider Heath Check: BPS – C3Q24 Results
Feb. 26, 2025The Service Provider Health Check – BPS is a quarterly report assessing leading BPS providers’ financial and operational health. It equips enterprises with key insights for RFP evaluations, contract negotiations, and risk management. In this report, we cover nine key providers and compare and analyze their growth, profitability, and cash flow utilization, helping enterprises navigate an evolving business landscape. The report addresses four key enterprise needs. These include a preliminary provider evaluation to providers for RFPs, strategic insights to highlight how providers adapt to a shifting macroeconomic landscape, contract optimization to facilitate effective pricing and contract negotiations, and risk mitigation to enhance supplier risk assessments. Scope Insights in the report are structured into three sections: financial health, supplier organizational changes, and provider insights We cover nine providers: Concentrix, Conduent, EXL, Firstsource, Genpact, TaskUs, Telus Digital, Transcom, and WNS Metrics assessed: organic constant currency growth, operating margin, return to shareholders, investments and capability building, and key leadership changes Contents In this report, we: Examine the need for a comprehensive provider evaluation Analyze providers’ relative health based on profitability, growth, and cash flow utilization Assess providers' financial health and organizational changes Membership(s) Forces & Foresight