Group 1 - Cognizant Technology Solutions Corp. is a $44 billion data-driven technology company specializing in information technology, consulting, and business process outsourcing [1] - The company is well-positioned to leverage its expertise in data-driven solutions to capitalize on market opportunities [1] - ROCGA Research provides Cash Flow Returns On Investment based DCF valuation tools to identify undervalued and quality companies [1]

Core Insights - Cognizant has extended its collaboration with Etex for five years to enhance IT services through AI and automation, aiming to reduce costs and improve user experience [1][2][3] Company Overview - Cognizant is a technology company that helps clients modernize technology, reimagine processes, and transform experiences to stay competitive in a fast-changing environment [4] - Etex is a global leader in sustainable building materials and lightweight construction, operating over 160 sites in 45 countries with a workforce of 13,500 employees [5][6] Financial Performance - Etex reported a revenue of EUR 3.808 billion and a REBITDA of EUR 712 million in 2023 [6] Strategic Goals - The collaboration will implement GenAI and chatbot solutions to automate tasks and ensure optimized delivery, addressing cost pressures and enhancing adaptability [1][2][3] - Etex aims to inspire safe, sustainable, and beautiful living spaces through innovative building materials [5][6]

Core Insights - Zacks Premium offers tools to enhance investor confidence and market engagement through daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform in the next 30 days [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios like P/E, PEG, and Price/Sales [3] Growth Score - The Growth Style Score focuses on a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends, utilizing factors like one-week price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines the three Style Scores to identify companies with the best value, growth forecasts, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building [7] - Stocks rated 1 (Strong Buy) have produced an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [8] Stock Selection Strategy - Investors should prioritize stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9][10] Company Spotlight: Cognizant Technology Solutions Corporation (CTSH) - Cognizant is a leading professional services company with a current Zacks Rank of 3 (Hold) and a VGM Score of B [11] - The company has a Momentum Style Score of A, with shares increasing by 15.7% over the past four weeks [11] - Recent earnings estimates for fiscal 2025 have been revised higher, with the Zacks Consensus Estimate increasing by $0.01 to $4.98 per share, and an average earnings surprise of 5.8% [12]

Financial Performance - The company reported a revenue increase of 10% year-over-year, reaching $4.5 billion for the quarter[7]. - Cognizant reported a significant increase in revenue, achieving $4.8 billion for the quarter, representing a 10% year-over-year growth[15]. - Adjusted diluted EPS for the quarter was $1.25, reflecting a 15% increase compared to the previous year[7]. - Future guidance projects revenue growth of 8-10% for the upcoming fiscal year, with an expected operating margin of 18%[15]. - The company anticipates a revenue growth of 12% for the next fiscal year, driven by increased demand for AI and digital transformation services[7]. Client Growth and Engagement - The total number of active clients grew by 8%, reaching 1,200 clients, with significant contributions from the healthcare and financial services sectors[7]. - The company highlighted a 15% increase in user data engagement, indicating strong customer retention and satisfaction[15]. Investment and Product Development - Investment in new product development increased by 20%, focusing on AI and cloud solutions, with a projected launch of three new products in the next quarter[7]. - Cognizant is investing heavily in AI technologies, with a budget allocation of $500 million for research and development in this area[18]. - New product launches are anticipated to drive an additional $300 million in revenue over the next two years[15]. - Recent acquisitions are expected to contribute an additional $300 million in revenue over the next 12 months[7]. - The company completed three strategic acquisitions in the past year, which are expected to contribute an additional $200 million in annual revenue[15]. Market Expansion - The company plans to expand its market presence in Europe, targeting a 25% increase in revenue from that region over the next two years[7]. - Market expansion efforts are focused on the Asia-Pacific region, targeting a 20% increase in market share by 2025[15]. Cost Management and Tax Strategy - The company is implementing a new cost management strategy aimed at reducing operational expenses by 10% by the end of the fiscal year[7]. - The effective tax rate for the upcoming year is projected to be around 22%, slightly lower than the previous year's rate of 24%[7]. Employee Retention - The company reported a 5% decrease in voluntary attrition rates, indicating improved employee retention strategies[7]. - The company aims to reduce voluntary attrition rates by 5% through enhanced employee engagement initiatives[18]. ESG Commitment and Risks - Cognizant is committed to meeting ESG expectations, with a goal to reduce carbon emissions by 30% by 2030[18]. - The company faces risks related to regulatory changes and competition, which could impact future growth and profitability[20].

Core Insights - Cognizant has announced a collaboration with Elektrobit to enhance its Software-Defined Vehicle (SDV) solution accelerator by integrating Elektrobit's Adaptive AUTOSAR solution, aiming to accelerate development cycles for automotive manufacturers [1][2][3] Company Collaboration - The partnership between Cognizant and Elektrobit focuses on addressing challenges faced by original equipment manufacturers (OEMs) and Tier 1 suppliers in their SDV development journey, enhancing modular development and reducing software complexity [3] - The integration of Elektrobit's Software Development Kit (SDK) into Cognizant's SDV accelerator is designed to improve prototyping efficiency and mitigate cybersecurity risks, ultimately enhancing competitiveness and time to market for customers [3] Product Development and Efficiency - Cognizant's SDV solution accelerator incorporates Gen AI elements to help automotive companies speed up product development and testing, improve quality, and reduce costs while managing limited resources [2] - The solution integrates signal-based and service-oriented applications into modern electrical/electronic (EE) architecture, facilitating continuous testing and validation to streamline the development process [2] Customer Focus and Market Impact - The collaboration aims to enhance customer satisfaction and lifetime value through software upgrades and subscription services, addressing the growing demand for customization and hyper-personalization in automotive software [3] - By focusing on early defect identification and integrating Gen AI into the software lifecycle, the partnership seeks to redefine automotive software development and improve driving experiences for end-users [3]

Have you assessed how the international operations of Cognizant (CTSH) performed in the quarter ended December 2024? For this information technology consulting and outsourcing firm, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial heal ...

Alliance will focus on providing advanced AI and automation technologies to enhance efficiency for enterprises building out their operations in the region     RIYADH, Saudi Arabia, Feb. 10, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today a three-year strategic partnership with Upsource by Solutions, a distinguished business process outsourcing (BPO) company in Saudi Arabia. This collaboration brings Upsource by Solutions local expertise alongside Cognizant's global reach to enhance operational ...

Group 1 - Cognizant and KBC Group have renewed their partnership agreement, extending it until 2027, focusing on IT services to support KBC's business transformation [1][2] - The collaboration has lasted over 11 years, characterized by mutual trust and a commitment to quality, stability, and cost-effectiveness [3][4] - KBC Group is a leading financial group in Europe, primarily serving retail clients, SMEs, and local midcaps, with significant positions in Belgium, Czech Republic, Bulgaria, Hungary, and Slovakia [5][6] Group 2 - KBC Group employs approximately 41,000 staff and serves around 13 million clients in its core markets [6] - The renewal of the agreement emphasizes the importance of innovative solutions and operational excellence in achieving KBC's organizational objectives [3][4] - Cognizant's extensive experience in IT services is expected to enhance quality and foster innovation for KBC Group [4]

Exhibit 99.3 Fourth Quarter 2024 Financial Results and Highlights February 5, 2025 © 2025 Cognizant Forward-looking statements This earnings supplement includes statements that may constitute forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, the accuracy of which is necessarily subject to risks, uncertainties and assumptions as to future events that may not prove to be accurate. These statements include, but are not limited to, ex ...

Core Viewpoint - Cognizant Technology Solutions Corporation held its Q4 2024 earnings conference call, discussing financial results and future outlook [1][2]. Group 1: Earnings Results - The company released its earnings results for Q4 and the full year 2024, which are available on its website [3]. - Key executives participating in the call include Ravi Kumar, CEO, and Jatin Dalal, CFO [3]. Group 2: Forward-Looking Statements - The call included forward-looking statements that are subject to risks and uncertainties, as outlined in the company's earnings release and SEC filings [4]. - Non-GAAP financial measures were referenced, with reconciliations to GAAP measures available in the earnings release and SEC filings [5].