Tag: Infosys

It Is A Mistake To “Look Through” Q2 and 2020 Earnings

It Is A Mistake To “Look Through” Q2 and 2020 Earnings

There is insight to be gleaned from recent earnings conference calls. We have highlighted a few from this past week (below). Many companies assume a deterioration in business from Q1 to Q2 and a potential recovery beginning in Q3. A majority of companies did not provide formal Q2 nor calendar 2020 guidance (access our list … Continue reading It Is A Mistake To “Look Through” Q2 and 2020 Earnings

Enterprise Software 2020 Outlook

Enterprise Software 2020 Outlook

More Market Uncertainty Is Coming. However, Don't Paint with A Broad Brush. Align Yourself with Market Leaders. We expect Enterprise Software companies to provide conservative outlooks for the 2020 calendar year. We do not expect Enterprise Software companies to completely yank their respective 2020 outlooks as have other Technology companies. We anticipate negative investor sentiment … Continue reading Enterprise Software 2020 Outlook

How AI Will Conquer Financial Services

How AI Will Conquer Financial Services

From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial Services

We Expect Outsourcing Providers to Gain Traction with Insurance Carriers

We Expect Outsourcing Providers to Gain Traction with Insurance Carriers

Many insurers are hesitant to invest aggressively in AI & ML initiatives given that the ROIC is difficult to quantify. This conservatism combined with market disruption bodes well for technology & service providers that offer an Outsourcing option with a demonstrable ROI. Examples include Accenture, EXL Service, IBM Global Services and SS&C Technologies. Plus - … Continue reading We Expect Outsourcing Providers to Gain Traction with Insurance Carriers