BENGALURU: IT major TCS<\/a>’s third quarter results announced on Friday indicated a sharp recovery from the lows in the early months of the pandemic. In an exclusive interaction with TOI after the results, TCS<\/a> CEO Rajesh Gopinathan<\/a> talked about the surge in demand for cloud. He said cloud will enable a whole new set of transformation opportunities for enterprises. Excerpts: “我们看到云作为不可分割的一部分,这一转变的旅程……这只是地平线1,采用,而地平线2层3的业务效益将显著提高一个数量级,尚未展开。这就是为什么我们非常乐观。” 班加罗尔:主要TCS周五宣布第三季度的结果表明从低点大幅复苏的最初几个月大流行。在一次独家与钢铁洪流结果后,TCS首席执行官拉杰什Gopinathan谈到云的需求激增。他说,云将启用一套全新的转型企业的机会。摘录:
The revenue growth from Q2 to Q3 was TCS’s best in nine years. What does this indicate to you?
<\/strong>
It’s a validation of many of the themes we have been speaking about for quite some time. Speaking about the pandemic, we had shared how the impact will be deep and we should be able to recover, as technology is at the heart of the solutions (for revival). Second, technology adoption<\/a> at the enterprise level is now well-established and in fact, the pandemic acted as a trigger for adoption and it put us onto a new tech upcycle. The base level cloud infrastructure adoption we are seeing will enable a host of new things.
The most basic change is if somebody is shifting to Office 365<\/a> or the Google Suite. The next level in this borderless fabric of cloud is when you can extend IT seamlessly to your remote workforce, and roll out, say, security services like two-factor authentication. Two-factor authentication is very difficult without cloud. You can also bring all your digital properties, websites, onto a single sign-on functionality.
So there is a strong demand for hyperscaledriven cloud solutions?
<\/strong>
We are seeing cloud as an integral part of this transformation journey, and we are seeing large-scale adoption of this infrastructure across our customer base. And this is only Horizon 1, of adoption, whereas Horizon 2, Horizon 3, where the business benefits will be of an order of magnitude significantly higher, are yet to unfold. That’s why we are so optimistic.
What is Horizon 3?<\/strong>
That’s when you can collaborate better with your ecosystem partners. Let’s say, airlines and hotels being able to collaborate to provide a seamless travel and stay experience. Like in this pandemic, offering a solution where the customer identity is authenticated and the customer’s safety documentation is authenticated and handed over to airlines and hotels seamlessly. To roll something like that in the past would have taken six months to a year; now we can do it in weeks. Many industries are realising that they are only part of the total value proposition to the customer.
There’s strong growth in transformation services. What are the new models aiding these services?
<\/strong>
If you take insurance, to be able to make a quote or to settle a claim, an insurance agency should interface with multiple other providers. In the case of auto or home insurance, there are 10-15 external stakeholders that they need to interface with. By completely changing the way these interfaces are done, by introducing digital channels, by exposing APIs, by introducing blockchains as a means of a nonreputable public registry, we can transform the way this entire process works.
BFSI has moved to positive growth. Where do you see demand recovering?<\/strong>
Earlier, we had said there is greater traction in insurance compared to banks. But in the current period and looking forward, we see equal opportunities.
Life sciences grew 18% year-on-year. What’s driving the momentum?
<\/strong>
The three big areas, which had not been disrupted by technology were healthcare<\/a>, government and education. And all three will get disrupted. What you are seeing is a significantly increased leverage of technology in the healthcare space and we are participating very well in that.
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TCS CEO Rajesh Gopinathan:大流行已经把我们新技术升级改造
第二季度的营收增长第三季度是TCS的九年。这表明你什么呢?
这是一个验证的主题我们已经谈论了很长一段时间。谈到大流行,我们有共同的影响将如何深,我们应该能够恢复,随着技术的核心解决方案(复苏)。第二,技术采用企业级的现在的,事实上,采用流行作为一个触发器,它让我们到一个新的技术升级改造。基础水平云基础设施采用我们看到将使许多新事物。
所以有强劲需求hyperscaledriven云解决方案?
我们看到云作为不可分割的一部分,这一转变的旅程,我们也看到大规模的采用这个基础设施在我们的客户基础。这只是地平线1,采用,而地平线2层3的业务效益将显著提高一个数量级,尚未展开。这就是为什么我们如此乐观。
层3是什么?
这是当你可以更好地进行协作生态系统合作伙伴。比方说,航空公司和酒店能够提供一个无缝的旅行和合作经验。在这次大流行,提供一个解决方案,客户身份验证和客户的安全文档进行验证,无缝地移交给航空公司和酒店。滚过去这样需要6个月到1年;现在我们可以在几周内做。许多行业都意识到,他们只是总客户价值主张的一部分。
转换服务的强劲增长。帮助这些服务新模式是什么?
如果你把保险,能够做一个引用或解决索赔,保险机构应与多个其他提供者接口。在汽车或房屋保险的情况下,外部利益相关者,他们需要有10 - 15接口。被完全改变这些接口的方式,通过引入数字频道,通过公开api,通过引入blockchains nonreputable公共注册中心作为一种手段,我们可以改变整个过程的工作方式。
BFSI已经正增长。你在哪里看到需求复苏吗?
早些时候,我们曾经说过银行保险相比,有更大的吸引力。但在当前时期,展望未来,我们看到的平等机会。
生命科学较上年同期增长了18%。驾驶的动力是什么?
三大领域,没有技术而中断医疗保健、政府和教育。和所有三个会中断。你看到的是一个显著增加杠杆医疗技术的空间和我们很好地参与。
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BENGALURU: IT major TCS<\/a>’s third quarter results announced on Friday indicated a sharp recovery from the lows in the early months of the pandemic. In an exclusive interaction with TOI after the results, TCS<\/a> CEO Rajesh Gopinathan<\/a> talked about the surge in demand for cloud. He said cloud will enable a whole new set of transformation opportunities for enterprises. Excerpts:
The revenue growth from Q2 to Q3 was TCS’s best in nine years. What does this indicate to you?
<\/strong>
It’s a validation of many of the themes we have been speaking about for quite some time. Speaking about the pandemic, we had shared how the impact will be deep and we should be able to recover, as technology is at the heart of the solutions (for revival). Second, technology adoption<\/a> at the enterprise level is now well-established and in fact, the pandemic acted as a trigger for adoption and it put us onto a new tech upcycle. The base level cloud infrastructure adoption we are seeing will enable a host of new things.
The most basic change is if somebody is shifting to Office 365<\/a> or the Google Suite. The next level in this borderless fabric of cloud is when you can extend IT seamlessly to your remote workforce, and roll out, say, security services like two-factor authentication. Two-factor authentication is very difficult without cloud. You can also bring all your digital properties, websites, onto a single sign-on functionality.
So there is a strong demand for hyperscaledriven cloud solutions?
<\/strong>
We are seeing cloud as an integral part of this transformation journey, and we are seeing large-scale adoption of this infrastructure across our customer base. And this is only Horizon 1, of adoption, whereas Horizon 2, Horizon 3, where the business benefits will be of an order of magnitude significantly higher, are yet to unfold. That’s why we are so optimistic.
What is Horizon 3?<\/strong>
That’s when you can collaborate better with your ecosystem partners. Let’s say, airlines and hotels being able to collaborate to provide a seamless travel and stay experience. Like in this pandemic, offering a solution where the customer identity is authenticated and the customer’s safety documentation is authenticated and handed over to airlines and hotels seamlessly. To roll something like that in the past would have taken six months to a year; now we can do it in weeks. Many industries are realising that they are only part of the total value proposition to the customer.
There’s strong growth in transformation services. What are the new models aiding these services?
<\/strong>
If you take insurance, to be able to make a quote or to settle a claim, an insurance agency should interface with multiple other providers. In the case of auto or home insurance, there are 10-15 external stakeholders that they need to interface with. By completely changing the way these interfaces are done, by introducing digital channels, by exposing APIs, by introducing blockchains as a means of a nonreputable public registry, we can transform the way this entire process works.
BFSI has moved to positive growth. Where do you see demand recovering?<\/strong>
Earlier, we had said there is greater traction in insurance compared to banks. But in the current period and looking forward, we see equal opportunities.
Life sciences grew 18% year-on-year. What’s driving the momentum?
<\/strong>
The three big areas, which had not been disrupted by technology were healthcare<\/a>, government and education. And all three will get disrupted. What you are seeing is a significantly increased leverage of technology in the healthcare space and we are participating very well in that.
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