• Large deal performance: Infosys reports strong large deal traction driven by vendor consolidation benefits, with net new work standing at 61% to support steady revenue conversion.
• AI revenue growth: AI-related revenue represents 8% of total revenue and has been growing at a double-digit quarter-on-quarter rate over several quarters, supported by 80,000 employees actively utilizing AI tools on client projects.
• Fabric platform differentiation: The proprietary Fabric platform acts as a major AI differentiator by enabling clients to maintain control over their data while cost-effectively deploying foundation models through a specialized harness.