#GDCFNews | Thursday, August 6, 2026
Three GDCFs. Three AI playbooks. Today we got the receipts.
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đź“Ś What Happened in the Last 24 Hours
• Genpact accelerates its Agentic Operations pivot.
• EPAM Systems improves execution.
• NTT DATA, Inc. completes the heaviest earnings day.
• Infosys signs a 10-year agreement with Crocs, Inc.
• Slalom names Dan Garrison Chief AI Officer.
đź“Š Genpact | Process
Genpact delivered today’s strongest growth story.
Revenue +7.1%. Advanced Technology Solutions +24.1%.
CEO Balkrishan “BK” Kalra says the “flywheel is accelerating.”
Process ownership is becoming an AI growth engine.
đź“Š EPAM Systems | Engineering
EPAM Systems delivered better execution.
Revenue +4.5%. Non-GAAP operating margin reached 16.4%.
CEO Balazs Fejes is pushing engineering closer to the client through a forward-deployed model.
Better economics. Now can EPAM accelerate organic growth?
đź“Š NTT DATA | Scale
NTT DATA, Inc. completed today’s three-company earnings picture.
Its challenge: converting enormous enterprise reach, infrastructure capability and client access into faster AI-led growth.
Scale is an advantage. Converting it is the test.
🧠Beyond the Headlines…
• Infosys + Crocs, Inc. signed a 10-year strategic agreement spanning enterprise IT, retail and supply chain.
Karmesh Vaswani of Infosys Consumer, Retail & Logistics and Tom Britt of Crocs, Inc., put commercial leadership behind the deal.
Relationships still convert into long-duration opportunity.
• Slalom named Dan Garrison Chief AI Officer—with a mandate to turn AI ambition into business outcomes.
• ISG (Information Services Group) says nearly 75% of Q2 managed-services awards involved new scope—but much of it represents work moving between providers.
For rainmakers:
Someone else’s account is increasingly your growth opportunity.
🎯 The Recruiting Guy Take
Three earnings calls. Three different playbooks.
But the receipts tell me something else.
AI capability isn’t scarce anymore.
The people who can turn it into enterprise relationships, outcomes and revenue are.
âť“ Question of the Day
Engineering. Process. Scale. Which creates the biggest AI-era sales advantage?
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Chris Wellington | The Recruiting Guy
Business Consulting + Digital Engineering | Talent Market Intelligence | Rainmaker Hiring
Sources:
🔹 Genpact Q2 Earnings
https://media.genpact.com/2026-08-06-Genpact-Reports-Second-Quarter-2026-Results
🔹 EPAM Q2 Earnings
https://investors.epam.com/news/news-details/2026/EPAM-Reports-Results-for-Second-Quarter-2026/default.aspx
🔹 NTT DATA Q1 Earnings
https://www.nttdata.com/global/en/investors/ir_events
🔹 Infosys + Crocs | 10-Year Deal
https://www.infosys.com/newsroom/press-releases/
🔹 Slalom | Dan Garrison CAIO
https://www.slalom.com/us/en/insights
🔹 ISG | Q2 Market Index
https://ir.isg-one.com/news-market-information/press-releases/news-details/2026/Global-Tech-Services-Market-Grows-at-Fastest-Pace-Ever-in-Q2-Propelled-by-Soaring-AI-Demand-ISG-Index/default.aspx