Cognizant Technology Solutions Corporation (CTSH) Q3 2024 Earnings Call Transcript Summary
Cognizant Technology Solutions Corporation (CTSH) Q3 2024 Earnings Call Transcript Summary
Adjusted EPS experienced a 7% year-over-year growth.The following is a summary of the Cognizant Technology Solutions Corporation (CTSH) Q3 2024 Earnings Call Transcript:
以下是高知特科技解決方案公司（Cognizant Technology Solutions Corporation，CTSH）2024年第三季度業績會實錄摘要:
Financial Performance:
金融業績：
Cognizant reported a third quarter revenue of $5 billion, marking a 3.5% growth sequentially and 2.7% year-over-year in constant currency.
Adjusted operating margin improved to 15.3%, attributed to cost discipline and productivity improvements.
Adjusted EPS experienced a 7% year-over-year growth.
Gross margin increased by 50 basis points sequentially due to enhanced utilization and increased adoption of automation and AI within operations.
高知特報告第三季度營業收入爲50億美元，環比增長3.5%，同比以恒定貨幣計算增長2.7%。
調整後的營業利潤率提高至15.3%，歸因於成本紀律和生產率提升。
調整後的每股收益同比增長7%。
毛利率由於利用率提高及自動化技術和人工智能在運營中的日益採用，環比增加50個點子。
Business Progress:
業務進展：
Cognizant is focusing on accelerating growth through strategic priorities, maintaining a strong momentum in large deals, and expanding its digital engineering, infrastructure, and cloud services.
Significant achievements include signing six deals each over $100 million and a total of 19 deals year-to-date, surpassing the total 17 deals of last year.
The company is leveraging partnerships and strategic acquisitions to enhance capabilities and reach, most notably with recent partnerships with Palo Alto Networks, ServiceNow, NVIDIA, and Amazon Web Services, and the acquisitions of Belcan and Thirdera.
高知特正在專注於通過戰略重點加速增長，保持在大型交易中的強勁勢頭，並擴大其數字化工程、製造行業和雲服務。
重要成就包括簽署了每筆超過10000萬美元的六筆交易，截至目前爲止共達成了19筆交易，超過了去年的17筆交易總數。
該公司正在藉助夥伴關係和戰略收購來增強能力和覆蓋範圍，最值得注意的是最近與palo alto networks、servicenow、英偉達和亞馬遜網絡服務建立合作伙伴關係，以及收購Belcan和Thirdera。
Opportunities:
機會：
Cognizant is capitalizing on AI-driven opportunities to enhance productivity and competitiveness, integrating AI across various platforms and launching new AI-focused tools and platforms that serve a wide array of clients and industries.
Partnerships with major tech firms like NVIDIA and Amazon Web Services are expected to broaden technology and service offerings, particularly in smart manufacturing and cybersecurity.
The commitment of $1 billion to AI initiatives underscores a significant push towards leading in AI-driven services.
高知特正在充分利用人工智能驅動的機遇來增強生產力和競爭力，在各種平台上整合人工智能，並推出新的面向人工智能的工具和平台，服務於廣泛的客戶和行業。
與英偉達和亞馬遜網絡服務等主要科技公司建立合作伙伴關係，有望拓寬技術和服務領域，尤其是在智能製造和網絡安全方面。
對人工智能項目的10億美元承諾強調了朝着領先人工智能服務的重大推動。
Risks:
風險：
The gradual growth observed in AI services, as they scale and reach general usability, presents a risk in terms of initial slow adoption rates.
Changes in IT spend patterns and pressure from financial services clients, although structural changes and market-specific strategies are improving competitiveness.
隨着人工智能服務的逐漸增長，隨着規模擴大和通用可用性提高，初始的低採納率帶來了風險。
IT支出模式的變化和來自金融服務客戶的壓力，儘管結構性變化和市場特定策略正在改善競爭力。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
