The AI services engine is scaling, with annualized revenue crossing $2.6B and growing 13.6% QoQ, but the latest print cooled slightly. The stock still looks cheap, though.
Overall read
5.0/10
No price read
The three reads · this quarter
The AI services engine is scaling, with annualized revenue crossing $2.6B and growing 13.6% QoQ, but the latest print cooled slightly. The stock still looks cheap, though.
Overall read
5.0/10
No price read
The three reads · this quarter
The standing reads · change less often
Moat
Wide, well-protected edge
Key variables
4 tracked
lead: Order Book MomentumTCV remains strong at $9.5B, sustaining elevated deal activity; mega deal count steady at 1 after 3 in prior quarter.
Walk the talk
Not enough data
as of Q1 FY270 of 1 guidance items delivered on time
AI services annualized revenue crossed $2.6Bn in Q1FY27, growing 13.6% QoQ, driven by enterprise AI adoption and mega deals.
Latest · newest first
No material exchange filings in the last 60 days. Latest scored quarter: Q1FY27.
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