\nThat old time fire is gone
\nIt's not so much things you say, love
It's what you don't say I'm afraid of -- Neil Diamond<\/a> (I Got the Feelin')<\/em>
\n
Infosys<\/a> Ltd. struck a cheery note with its June quarterly results. But then, what option did it have?
\n
The management of the Indian software exporter is buffeted by criticism. Founders are giving Chief Executive Officer Vishal Sikka<\/a> heat for everything from overpaying himself to overpaying for an acquisition. Work visas for Indian techies have become a political hot potato under the new U.S. administration, prompting Infosys to commit to thousands of new American jobs, including notably in Vice President Mike Pence's home turf of Indiana, famous for its code-writing talent.
\n
\nMeanwhile, client demands are reaching the clouds. Literally and metaphorically. Global corporations are no longer interested in enterprise software that requires full-service application maintenance and development, the bread and butter for the Indian tech companies. They want digital stuff. Workers in India are turning anxious about layoffs, though Infosys has said there's nothing unusual about separation rates this year. Nevertheless, New York-listed depository receipts of Infosys have shed almost a sixth of their value in the past 12 months.
\n
\n
\n
\nAnd yet, while presenting its fiscal first-quarter results, Team Infosys went out of its way to look relaxed and act cool. In line with the executives' new buttoned-down look was a press release peppered with customer testimonials.
\n
\nHas Infosys raised its constant currency revenue guidance? No<\/strong>
Infosys appears to be trying hard -- a tad too hard -- to flaunt its digital chops. What's the point of telling investors about the wonderful data analytics tool Infosys built on Amazon<\/a> Web Services for Levi Strauss & Co. in the earnings<\/a> release, when the financials are mostly ho-hum?
\n
Yes, sales picked up a bit during the period, and the 2.7 percent quarter-on-quarter climb was a notch better than the disappointing 2 percent increase at its larger rival, Tata Consultancy Services Ltd<\/a>. But the performance wasn't enough for management to boost its guidance of 6.5 percent to 8.5 percent revenue growth for the full year. The operating margin was flat at 24 percent, and nothing exceptional is expected on that front for the next nine months, either.
\n
\nGadfly has maintained for some time that Indian vendors' inability to embrace \"smac\" (social, mobile, analytics and cloud), as well as the pressure on their pricing from robotics and artificial intelligence, are rendering their cheap-labor-centered business model outdated.
\n
With Infosys once again failing to beat Accenture<\/a> Plc's revenue growth, investors really have no reason to give too much credence to the management's optimistic commentary. It's what Sikka doesn't say that they should be afraid of.
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新德里消息:哦,不,不,不
老火了
这不是你说这么多事情,爱
这就是你不会说我害怕—尼尔·戴蒙德(我简直)
印孚瑟斯有限公司达成了一项愉快注意6月季度业绩。但是,它有什么选择?
印度的管理软件出口国是饱受批评。创始人给首席执行官Vishal Sikka热量从支付自己的收购出价过高。印度技术人员的工作签证已经成为烫手的热山芋在新的美国政府,促使印孚瑟斯承诺数以千计的新就业岗位,包括特别是副总裁Mike便士的家乡印第安纳州、编码而闻名的人才。
与此同时,客户要求到达云。字面和隐喻。跨国公司不再感兴趣的企业软件,需要提供全面服务的应用程序的维护和发展,印度科技公司的面包和黄油。他们想要的数字。在印度工人正在担心裁员,虽然印孚瑟斯曾表示今年没什么不寻常的分离率。然而,在纽约上市的存托凭证印孚瑟斯已经下跌近六分之一的价值在过去的12个月。
然而,同时展示其第一季度财报,印孚瑟斯队的方式放松,冷静行事。符合高管新出台的看起来是一份新闻稿中穿插着客户感言。
印孚瑟斯将其稳定货币收入指导吗?没有
印孚瑟斯似乎努力——有点太难——炫耀其数字排。有什么意义告诉投资者的数据分析工具印孚瑟斯建立在亚马逊Levi Strauss & co .)的Web服务收益释放,金融类股大多是沉闷乏味的吗?
是的,销售期间有点回升,和2.7%的环比上升一个等级比失望增加2%在其规模更大的竞争对手,塔塔咨询服务有限公司。但性能不够的管理来提升其指导全年营收增长6.5%至8.5%。营业利润率持平于24%,预计在这方面并没有什么特殊的在接下来的九个月,。
牛虻保持了一段时间,印度供应商的无法接受“smac”(社会、移动、分析和云),以及他们的定价压力从机器人和人工智能,呈现他们cheap-labor-centered过时的商业模式。
印孚瑟斯再次未能击败埃森哲咨询公司Plc的收入增长,投资者真的没有理由给太多的信任管理的乐观评论。这就是Sikka说他们不应该害怕。
老火了
这不是你说这么多事情,爱
这就是你不会说我害怕—尼尔·戴蒙德(我简直)
印孚瑟斯有限公司达成了一项愉快注意6月季度业绩。但是,它有什么选择?
印度的管理软件出口国是饱受批评。创始人给首席执行官Vishal Sikka热量从支付自己的收购出价过高。印度技术人员的工作签证已经成为烫手的热山芋在新的美国政府,促使印孚瑟斯承诺数以千计的新就业岗位,包括特别是副总裁Mike便士的家乡印第安纳州、编码而闻名的人才。
与此同时,客户要求到达云。字面和隐喻。跨国公司不再感兴趣的企业软件,需要提供全面服务的应用程序的维护和发展,印度科技公司的面包和黄油。他们想要的数字。在印度工人正在担心裁员,虽然印孚瑟斯曾表示今年没什么不寻常的分离率。然而,在纽约上市的存托凭证印孚瑟斯已经下跌近六分之一的价值在过去的12个月。
然而,同时展示其第一季度财报,印孚瑟斯队的方式放松,冷静行事。符合高管新出台的看起来是一份新闻稿中穿插着客户感言。
印孚瑟斯将其稳定货币收入指导吗?没有
印孚瑟斯似乎努力——有点太难——炫耀其数字排。有什么意义告诉投资者的数据分析工具印孚瑟斯建立在亚马逊Levi Strauss & co .)的Web服务收益释放,金融类股大多是沉闷乏味的吗?
是的,销售期间有点回升,和2.7%的环比上升一个等级比失望增加2%在其规模更大的竞争对手,塔塔咨询服务有限公司。但性能不够的管理来提升其指导全年营收增长6.5%至8.5%。营业利润率持平于24%,预计在这方面并没有什么特殊的在接下来的九个月,。
牛虻保持了一段时间,印度供应商的无法接受“smac”(社会、移动、分析和云),以及他们的定价压力从机器人和人工智能,呈现他们cheap-labor-centered过时的商业模式。
印孚瑟斯再次未能击败埃森哲咨询公司Plc的收入增长,投资者真的没有理由给太多的信任管理的乐观评论。这就是Sikka说他们不应该害怕。
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