Author: Chris Welligton

🧭 #GDCFNews | Feb 26, 2026 … Today’s signal is straightforward: Run/Operate contacts contunue to build firms.

Author: Chris Welligton February 26, 2026 In Field Notes Comments (0)
🧭 #GDCFNews | Feb 26, 2026  Today’s signal is straightforward: contracted scope and modernization budgets are visible in this week’s disclosures. AI continues to get headlines. Run/Operate contacts contunue to build firms. 📌 Today’s watchlist: 💰 Deal + revenue (contracted scope):• Coforge disclosed a five-year, […]
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🧭 #GDCFNews | Feb 25, 2026 … Today’s signal is where revenue is being locked in:

Author: Chris Welligton February 25, 2026 In Field Notes Comments (0)
🧭 #GDCFNews | Feb 25, 2026 — Today’s signal is where revenue is being locked in: multi-year contracted scope (run + modernize) and platform execution—with hiring pressure following those contracts. 📌 Today’s watchlist (latest disclosed tape — 2/24–2/25): 💰 Deal + revenue (deal disclosure):• […]
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🧭 #GDCFNews | Feb 24, 2026 … A lean toward what’s selling—product engineering and platform.

Author: Chris Welligton February 24, 2026 In Field Notes Comments (0)
🧭 #GDCFNews | Feb 24, 2026  Today’s signal is a thinner tape: fewer big disclosures, and the ones that did surface lean toward what’s selling—product engineering and platform execution over headline buzzwords. 📌 Today’s watchlist (yesterday’s disclosed tape — 2/23): 💰 Deal + revenue […]
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🧭 #GDCFNews | Feb 23, 2026 … What’s actually selling: multi-year digital engineering work.

Author: Chris Welligton February 23, 2026 In Field Notes Comments (0)
🧭 #GDCFNews | Feb 23, 2026 Today’s signal is what’s actually selling: multi-year digital engineering work, and the hiring pressures which will follow the revenue. 📌 Today’s watchlist (2/23): 🏢 Firm / operating signals:• Accenture is reportedly tying senior promotions more tightly to […]
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🧭 #GDCFNews | Weekend Update (Feb 16–22, 2026) … => NAO or Expansion?

Author: Chris Welligton February 22, 2026 In Field Notes Comments (0)
🧭 #GDCFNews | Weekend Update (Week of Feb 16–22, 2026) — Welcome to the weekend edition, where the coffee is strong, the pipelines are “strategic,” and the disclosed deals are… selective. Let’s get into it. 📌 This week’s highlights (signals): 🏢 Firm / […]
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🧭 #GDCFNews | Feb 21, 2026  … The signal today isn’t just AI—it’s operating discipline.

Author: Chris Welligton February 21, 2026 In Field Notes Comments (0)
🧭 #GDCFNews | Feb 21, 2026  The signal today isn’t just AI—it’s operating discipline coming into sharper focus while deal conversion remains silent in parts of the consulting landscape. 📌 Today’s watchlist (2/21): 🏢 Firm / operating signals:• Deloitte is rolling out workforce and talent-architecture changes […]
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#GDCFNews | Feb 20, 2026 … AI moving into operating reality.

Author: Chris Welligton February 20, 2026 In Field Notes Comments (0)
🧭 #GDCFNews hashtag#FieldNotes | Feb 20, 2026  Today’s signal looks less like “AI hype” and more like AI moving into operating reality, with governance, AI stack/DPI themes, and enterprise deployment increasingly in focus. 📌 Today’s watchlist (2/20): 🎤 Infosys was @ India AI Summit (Feb […]
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🧭 #GDCFNews | Feb 18, 2026  … The GDCF deal engine continues to center on 🏗️ modernization + 🔁 multi-year run/operate

Author: Chris Welligton February 18, 2026 In Field Notes Comments (0)
🧭 #GDCFNews hashtag#FieldNotes | Feb 18, 2026  The GDCF deal engine continues to center on 🏗️ modernization + 🔁 multi-year run/operate across core applications and infrastructure, even as market narratives evolve (yes AI remains the “trend”). 📌 Signal Stack (Feb 16–17):📊 Capgemini: coverage […]
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