Stockrabit · Analysts
Questions across 7 calls

Moshe Katri

Wedbush Securities

Wipro Limited

Wipro Limited CC-Mar24.pdf · 2024-04-19
Looking at the five focus areas that you mentioned, I am going to look maybe at three of them. Large deal momentum, what needs to get done to get there? Are you talking about restructuring sales, sector-specific offerings led by consulting in AI? Are we talking about more strategically using Capco given their expertise ? And then you talk about simplifying the operating model . Are we planning a restructuring in terms of the various segments of the business?
Can you talk a bit about how you’re planning to use Capco? I think you have a very unique asset that Wipro has not leveraged efficiently enough in the past since the transaction. So, what’s going to be different here under your leadership that Wipro with Capco down the road?

Infosys Limited

Updates Infosys Limited has informed the Exchange regarding 'Earnings Call Transcript'. · 2024-01-11
Thanks for taking my questions and congrats on strong bookings for the quarter. First question, any color of the ongoing budget cycle for calendar '24? Do you think budgets will be on time? Do you think budgets will be delayed? Any color there on that one?
Understood. And then looking at the deal flow, the large deal flow that went through calendar '23, there were some concerns that they are not converting, some of deals are not converting on a timely basis. Has that changed in any way in terms of conversion on some of these deals, and when we could start seeing that inflection point in revenue growth because of those deals converting? Thanks a lot.
Infosys Limited CC-Dec23.pdf · 2024-01-11
Thanks for taking my questions and congrats on strong bookings for the quarter. First question, any color of the ongoing budget cycle for calendar '24? Do you think budgets will be on time? Do you think budgets will be delayed? Any color there on that one?
Understood. And then looking at the deal flow, the large deal flow that went through calendar '23, there were some concerns that they are not converting, some of deals are not converting on a timely basis. Has that changed in any way in terms of conversion on some of these deals, and when we could start seeing that inflection point in revenue growth because of those deals converting? Thanks a lot.
Updates Infosys Limited has informed the Exchange regarding 'Transcripts of the press conference and earnings call conducted after the Boardmeeting held on October 12, 2023'. · 2023-10-12
Hey, thanks and congrats on very strong TCV bookings for the quarter. So, if we are trying to kind of figure out the conversion pace of some of those large deals that I mean, I guess at this point, it seems that we have not seen a lot of that conversion happen, but when do we start seeing that reflected in better top line growth? Is the March quarter next year is the quarter or we could actually see better top line growth because of those conversions? Is that the right way looking at it?
Okay. And just to be clear, these are deals that are funded with the calendar '23 budget, you do not need calendar '24 budget to continue funding these deals. Is that the right way of looking at it as well?Salil Parekh Sorry, can you repeat that? I could not hear that, Moshe. External Document © 2023 Infosys Limited 11
Infosys Limited CC-Sep23.pdf · 2023-10-12
Hey, thanks and congrats on very strong TCV bookings for the quarter. So, if we are trying to kind of figure out the conversion pace of some of those large deals that I mean, I guess at this point, it seems that we have not seen a lot of that conversion happen, but when do we start seeing that reflected in better top line growth? Is the March quarter next year is the quarter or we could actually see better top line growth because of those conversions? Is that the right way looking at it?
Okay. And just to be clear, these are deals that are funded with the calendar '23 budget, you do not need calendar '24 budget to continue funding these deals. Is that the right way of looking at it as well?Salil Parekh Sorry, can you repeat that? I could not hear that, Moshe. External Document © 2023 Infosys Limited 11