
Microsoft Corporation (MSFT) – A value addition to the portfolio
The number of 100 million dollar-plus Azure deals more than doubled Y/Y as the company sees consumption growth across every industry, customer segment, and...
The number of 100 million dollar-plus Azure deals more than doubled Y/Y as the company sees consumption growth across every industry, customer segment, and...
The company remains committed to expanding its portfolio of cutting edge technologies including contactless and self service solutions harnessing AI and automation capabilities. In...
Revenues from Analytics and Engineering were $1.79bn in FY21. Revenues were $478mn in Q4FY21. Analytics and Engineering book-to-bill was 1.46x in Q4FY21. Highlights Valuation...
EPAM mainly serves to the fastest growing areas of IT services which include mobile applications, and their testing, cognitive computing, software development and advanced...
Over the last four years, ~25% of Global Client accounts that started initially with small transformation services engagement with a relationship of less than...
Google saw customers wanting a robust Infrastructure Cloud in order to create operational efficiencies and reduce IT costs. The company is winning large IT...
Cognizant acquired Linium, a cloud transformation consultancy group specializing in the ServiceNow platform and solutions. The company also acquired Magenic Technologies, a custom software...
Teradata’s analytics platform, Vantage, continues to gain momentum among megadata customers, having huge chunks of data. The company continues to add features to the...
Infosys reported ~11% increase in revenues in FY21 and 13% increase in Q4FY21. The increase in revenues was attributable to an increase in digital...
CDW is benefiting from the ongoing digital transformation and coronavirus led work from home wave. During Q1FY21, the company witnessed strong demand for products...
Boutique equity research firm providing Business, Investment and M&A research services focused on fast growing Technology, Healthcare, Life science and Industrial sectors.