Whalesbook
TCS ke CEO K Krithivasan ne clear kiya hai ki Q4 mein clients ka demand bilkul disciplined raha, chahe bahar global environment kitna bhi challenging kyun na ho. Yaar, yeh geopolitical tensions, trade ki uncertainties, aur data privacy ke naye rules sab chal raha hai, par kaam ruk nahi raha.
Clients ka main focus hai paisa bachana, taki woh AI-driven transformation mein invest kar sakein. Unka spending vendor ko consolidate karne, GCC expansion aur business ko efficient banane mein lag raha hai. Jo paisa bach raha hai, use AI ko har jagah scale karne mein lagaya ja raha hai.
Sector-wise Demand Trends
Manufacturing aur BFSI sectors mein demand thodi cautious hai, lekin tech par focus abhi bhi hai. Clients core system ko modernize karne, data platforms banane aur cloud migration mein invest kar rahe hain, saath hi AI aur GenAI ko bhi badha rahe hain.
Analyst Views Aur Wipro Ka Consulting Power
Wipro ke CEO Srini Pallia ne bhi confirm kiya ki geopolitical tensions ab 'new normal' hain, aur clients apne long-term plans mein inko consider kar rahe hain. Agar koi immediate impact nahi hai toh kuch projects mein thodi delays ho sakti hain.
Equirius Securities ka kehna hai ki tariff pressure ke bawajood, manufacturing clients cloud aur AI jaise foundational tech ko priority de rahe hain.
Elara Securities toh yahi manati hai ki IT spending resilient hai, clients outcome-focused hain aur short-term spending ko lekar cautious hain, jisse kuch decisions delay ho rahe hain, par dheere-dheere growth badhegi.
Aur haan, Wipro ki consulting firm Capco clients ko in complicated geopolitical aur tech transition challenges se navigate karne mein help kar rahi hai.
Overall, experts ko lagta hai ki Q1 ke baad growth dheere-dheere improve karegi, jaise jaise projects ramp-up honge aur strategic deals pakad banayenge.