BENGALURU: After the setback in the first quarter because of the immediate impact of the pandemic, the environment has been looking good for the Indian IT services industry. On Wednesday, TCS<\/a> announced second quarter results that indicated a good bounceback. In an interaction with TOI, CEO Rajesh Gopinathan<\/a> said the pandemic is pushing companies globally to move to a far more modern IT architecture, one that will make businesses more resilient. Excerpts: 首席执行官在与钢铁洪流的交互Rajesh Gopinathan表示,全球大流行是推动公司搬到一个更现代的IT体系结构,会让企业更有弹性。 班加罗尔:挫折后第一季度由于大流行的直接影响,环境一直寻求有利于印度IT服务行业。周三,TCS公布第二季度财报,显示良好的反弹。首席执行官在与钢铁洪流的交互Rajesh Gopinathan说,全球大流行是推动公司搬到一个更现代的IT体系结构,会让企业更有弹性。摘录:
You are very positive about the future. You said you’re amid a multi-year technology transition wave. Can you explain that?<\/strong>
Following the disruptions caused by the pandemic, companies are committing to a cloudbased infrastructure strategy that provides adaptability, resilience and security. Once this migration is done, there are many other native capabilities that these cloud platforms<\/a> will provide in areas such as customer experience<\/a>, employee experience, dynamic pricing, servitisation (moving from selling products<\/a> to delivering services). These are what we call Horizon 2. You can already see various experiments happening. Industrial equipment<\/a>, engines are being provided based on usage-based pricing. The same is now moving to consumer durables, where companies are offering packages with maintenance and guarantees built in. In retail, there are those who are changing the price of a product many times a day. Cloud makes all this possible on a massive scale. And then will come Horizon 3, the new unexplored areas, new business models — how do you seamlessly combine themes across industries to provide a common value proposition? You will find that cross-industry deployment is easy because the IT infrastructure now is open to a lot more experimentation and frictionless scaling up.
Why do you think it required a pandemic for companies to see the need to move to the cloud? Didn’t they see the likes of Google<\/a> and Facebook<\/a> doing amazing things with cloud tech?<\/strong>
It’s easy to say, “Those are technology companies and we are not that.” And when you have $50-100 million of depreciated tech assets, it is not easy to commit to vacating that estate and moving to a new one. But when you face a complete revenue outage for a month, the migration no longer looks such a big burden as it seemed six months back.
The new one-year rule introduced for H-1Bs for third-party service providers appears to be an attack on Indian IT providers. What kind of impact do you foresee?<\/strong>
I don’t want to comment specifically. We are confident about our execution and operational capabilities. If the law is not specifically discriminating and it applies to everybody equally, we believe that we will remain competitive. If you reduce supply in a high supply constrained market, cost will go up and it will go up for everybody. We are confident about our operational capabilities and those have been on display.
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大流行已迫使企业投资云计算服务,TCS Gopinathan首席执行官说
你对未来是非常积极的。你说你在多年技术转换波。你能解释一下吗?
大流行造成的中断后,公司致力于cloudbased基础设施提供适应性的策略,弹性和安全性。一旦这种迁移完成,还有许多其他的本地功能,这些云平台将提供等领域客户体验、员工经验,动态定价,servitisation(从销售产品提供服务)。这些都是我们所说的地平线2。你已经可以看到各种实验发生。工业设备基于流量的收费制度,发动机提供。现在搬到耐用消费品一样,公司提供包维护和保证建成的。在零售业,有些人正在改变一个产品的价格一天很多次。大规模云使这一切成为可能。然后将地平线3,新的未开拓的领域,新的商业模式,你如何无缝地结合主题各行业提供一个共同的价值吗?你会发现跨行业部署是容易的,因为现在的IT基础设施是开放更多的实验和无摩擦的扩大。
很容易说,“这些都是科技公司,我们不是。”,当你有50 - 100美元的贬值科技资产,不容易承诺退租,房地产,搬到一个新的。但当你面对一个完整的收入中断了一个月,迁移不再看起来这么大的负担,似乎六个月回来。
新的一年期规则引入第三方服务提供商对h - 1 b签证似乎攻击印度IT服务提供商。你认为什么样的影响?
我不想评论。我们有信心对我们的执行和操作能力。如果法律没有特别歧视与它同样适用于每个人,我们相信我们将保持竞争力。如果你减少供应高供给受限的市场,成本会上升,这对每个人来说都将上升。我们有信心对我们的操作能力和那些已经展出。
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BENGALURU: After the setback in the first quarter because of the immediate impact of the pandemic, the environment has been looking good for the Indian IT services industry. On Wednesday, TCS<\/a> announced second quarter results that indicated a good bounceback. In an interaction with TOI, CEO Rajesh Gopinathan<\/a> said the pandemic is pushing companies globally to move to a far more modern IT architecture, one that will make businesses more resilient. Excerpts:
You are very positive about the future. You said you’re amid a multi-year technology transition wave. Can you explain that?<\/strong>
Following the disruptions caused by the pandemic, companies are committing to a cloudbased infrastructure strategy that provides adaptability, resilience and security. Once this migration is done, there are many other native capabilities that these cloud platforms<\/a> will provide in areas such as customer experience<\/a>, employee experience, dynamic pricing, servitisation (moving from selling products<\/a> to delivering services). These are what we call Horizon 2. You can already see various experiments happening. Industrial equipment<\/a>, engines are being provided based on usage-based pricing. The same is now moving to consumer durables, where companies are offering packages with maintenance and guarantees built in. In retail, there are those who are changing the price of a product many times a day. Cloud makes all this possible on a massive scale. And then will come Horizon 3, the new unexplored areas, new business models — how do you seamlessly combine themes across industries to provide a common value proposition? You will find that cross-industry deployment is easy because the IT infrastructure now is open to a lot more experimentation and frictionless scaling up.
Why do you think it required a pandemic for companies to see the need to move to the cloud? Didn’t they see the likes of Google<\/a> and Facebook<\/a> doing amazing things with cloud tech?<\/strong>
It’s easy to say, “Those are technology companies and we are not that.” And when you have $50-100 million of depreciated tech assets, it is not easy to commit to vacating that estate and moving to a new one. But when you face a complete revenue outage for a month, the migration no longer looks such a big burden as it seemed six months back.
The new one-year rule introduced for H-1Bs for third-party service providers appears to be an attack on Indian IT providers. What kind of impact do you foresee?<\/strong>
I don’t want to comment specifically. We are confident about our execution and operational capabilities. If the law is not specifically discriminating and it applies to everybody equally, we believe that we will remain competitive. If you reduce supply in a high supply constrained market, cost will go up and it will go up for everybody. We are confident about our operational capabilities and those have been on display.
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