Cognizant CEO: Steady AI Adoption, Consolidation, New Spend Cycles Drive Growth

• Cognizant CEO S Ravi Kumar anticipates gradual AI integration into core business systems through contextual engineering, not rapid, isolated deployments.
• The company plans growth via a dual strategy: leveraging consolidation opportunities and capitalizing on new AI-driven spending cycles.
• Cognizant reported an 18.7% year-on-year net income increase to $648 million for Q4 CY25, with strong performance in financial services and healthcare.
• The firm achieved 6.4% revenue growth and 11% EPS growth last year, improving margins from 15.3% to 15.8%.
• Cognizant secured 28 large deals worth $100 million each, including a billion-dollar deal and two $500 million deals, providing strong tailwinds for future growth.