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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the relationship between Palo Alto Networks, Inc. and Cognizant is one that I get to see come into real life in terms of we're gonna transform and how we're reenvisioning our entire security program.”
Cognizant is showcased as a customer using Palo Alto Networks' XSIAM platform to consolidate and harmonize security data across its technology environment.
“we partner with Cognizant to close a 7-figure new logo deal with a Global-2000 insurance customer, who purchased Zscaler for users for 23,000 employees.”
Zscaler credits systems-integrator partner Cognizant with helping close a 7-figure new-logo deal at a Global 2000 insurance customer.
“with Cisco, the global leader in food distribution, we're transforming their complex customer interaction ecosystem into agentic capital.”
Sysco (spoken as 'Cisco', identified by 'global leader in food distribution') is a Cognizant client deploying agentic AI that collapsed resolution windows to 90 seconds.
“We signed and have since closed our acquisition of Three Cloud, adding more than 1,200 Azure specialists and engineers to industrialize our deep expertise in Azure data and AI and application innovation.”
Cognizant closed its acquisition of Azure specialist firm Three Cloud in January, adding 1,200+ engineers.
“With Palantir, we will integrate its foundry and artificial intelligence platform to support the integration of AI with our TriZero business.”
Cognizant integrates Palantir's Foundry and AIP into its TriZetto healthcare business, a demand read-through for Palantir.
“Finally, with Salesforce and ServiceNow, we are embedding our agentic networks directly into our client's primary enterprise workflows.”
Cognizant embeds its agentic networks into ServiceNow as a primary enterprise workflow layer.
“Finally, with Salesforce and ServiceNow, we are embedding our agentic networks directly into our client's primary enterprise workflows.”
Cognizant embeds its agentic networks into Salesforce as a primary enterprise workflow layer.
“With Adobe and Typeface, we are modernizing the enterprise marketing function and enabling cutting-edge customer experiences and content by moving manual workflows to agentic orchestration.”
Cognizant partners with Adobe to modernize enterprise marketing functions via agentic orchestration.
“With Anthropic, Google Cloud, Microsoft Azure, and OpenAI, we're using their frontier models and agentic tooling to build layers of application value to accelerate AI adoption for our clients.”
Cognizant uses Microsoft Azure's frontier models and agentic tooling; its Three Cloud acquisition also adds 1,200+ Azure specialists, reinforcing Azure demand.
“With Anthropic, Google Cloud, Microsoft Azure, and OpenAI, we're using their frontier models and agentic tooling to build layers of application value to accelerate AI adoption for our clients.”
Cognizant uses Google Cloud's frontier models and agentic tooling as part of its AI builder stack, a demand signal for Google's AI platform.
“We announced a partnership with Anthropic last year, late last year.”
Cognizant partners with Anthropic to apply its frontier models to client workflow automation.
“On NVIDIA stack, we are offering solutions across the full life cycle, from building and fine-tuning models to standing up agentic applications and deploying them as microservices.”
Cognizant builds and deploys agentic AI solutions on NVIDIA's stack, a read-through of enterprise-services demand pull for NVIDIA's platform.
“In partnership with Workfabric AI, we are deploying context engineers who are helping clients build tailored foundations for AI adoption.”
Cognizant partners with startup Workfabric AI to deploy context engineers for enterprise AI adoption.
“connect TriZetto agents to front-end experience platforms such as Salesforce, Genesys and ServiceNow to address common interactions such as requesting ID cards from a member or giving provider the status of a claim.”
Cognizant connects its TriZetto healthcare agents to ServiceNow as a front-end experience platform in multi-agent workflows.
Cognizant closed FY2025 reaching its winner circle target two years ahead of plan with full-year revenue of $21.1 billion growing 6.4% in constant currency, all organic. Q4 adjusted EPS was $1.35, up 12%, and full-year EPS of $5.28 grew 11%. Record Q4 bookings included 12 large deals with total contract value up 60%, and Financial Services achieved its highest annual growth since 2016. New FY2026 guidance was introduced with EPS of $5.56 to $5.70, representing 5% to 8% growth.
Cloud & AI | Demand | Revenue Growth | Margin | Competitive Dynamics | Pricing | Guidance Reliability | Labor Market | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 7 | 5 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 1 | 3 | 6 | 2 | 3 | 2 | 1 | 2 |
| 2025Q2 | 7 | 4 | 3 | 3 | 3 | 1 | 1 | 1 |
| 2025Q3 | 7 | 3 | 4 | 2 | 2 | 2 | 3 | 2 |
| 2025Q4 | 4 | 4 | 3 | 4 | 2 | 2 | 1 | |
| 2026Q1 | 4 | 2 | 1 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 2 | 1 | 7 | 7 | 4 | 4 |
| Demand | 7 | 3 | 4 | 3 | 4 | 2 |
| Revenue Growth | 5 | 6 | 3 | 4 | 3 | 1 |
| Margin | 1 | 2 | 3 | 2 | 4 | 3 |
| Competitive Dynamics | 2 | 3 | 3 | 2 | 2 | 1 |
| Pricing | 2 | 1 | 2 | 2 | 2 | |
| Guidance Reliability | 1 | 1 | 1 | 3 | 1 | |
| Labor Market | 1 | 2 | 1 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tien-Tsin Huang | JPMorgan | 11 (0%) |
| Jim Faucette | Morgan Stanley | 8 (0%) |
| Surinder Thind | Jefferies | 7 (0%) |
| Jason Kupferberg | Wells Fargo | 6 (0%) |
| Jon Lee | Guggenheim | 6 (0%) |
| Bryan Bergin | TD Cowen | 5 (0%) |
| Jim Schneider | Goldman Sachs | 5 (0%) |
| Maggie Nolan | William Blair | 4 (0%) |
| Darrin Peller | Wolfe Research | 4 (0%) |
| Rod Bourgeois | DeepDive Equity Research | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 11 (0%) |
| Morgan Stanley | 1 | 8 (0%) |
| Jefferies | 1 | 7 (0%) |
| Wells Fargo | 1 |
| 6 (0%) |
| Goldman Sachs | 2 | 6 (0%) |
| Guggenheim | 1 | 6 (0%) |
| TD Cowen | 1 | 5 (0%) |
| Wolfe Research | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CTSH Cognizant | 8 | +5.8% | |
| ACN Accenture | 6 | +5.6% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |