• AI market opportunity: Infosys has outlined a strategy across six focus areas—including engineering, legacy modernization, and data—to capture an addressable market estimated at nearly $300 billion.
• AI revenue share: Generative and physical AI work accounted for about 5.5% of revenue in the third quarter and is expanding rapidly as a core growth driver.
• Full-year performance: The company delivered 3.1% growth over the past year, supported by solid operating margins and $14.9 billion in large deal wins.
• Revenue growth guidance: Management set constant currency growth guidance between 1.5% and 3.5% for the upcoming year, higher than the previous year's initial band of 0% to 3%.
• Macroeconomic environment: Macro headwinds experienced in the fourth quarter, including disruptions in the Middle East, appear to be stabilizing and are expected to support future growth.