Sector Update - IT - Accenture - Gradual Pick-Up in Demand
The company continues to witness strong demand for Gen AI – the great accelerator of reinvention – with over $1 Bn in new bookings.
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IT Sector: Recovery Signs
Key takeaways included (1) continued (prosaic) commentary on cost optimisation focus but signs of improvement in demand (2) stable to upward bias...
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Top Sector Ideas – IT Services (Q1FY25)
Recovery Trends in Q1FY25: Most IT companies have shown improved performance in Q1FY25, indicating a revision in demand and stabilization of...
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It Services Q1fy25 Result Preview – Moderated Growth; Recovery Expected
Many large enterprises are likely to prioritize cost optimizations, resulting in an increase in cost take-out deals, vendor consolidation, and...
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IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
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