Category: Field Notes

🧭 #GDCFNews | May 12, 2026 The next disruption to India outsourcing may not come from another GDCF. It may come from OpenAI, Anthropic, and SAP. $5.5B raised. Autonomous agents launched. FDE deployment models activated. What happened in the last […]

🧭 #GDCFNews | May 11, 2026 AI experimentation is over.ROI is the only metric now. That was the real signal coming out of SAP Sapphire today. And it may define the next phase of the entire GDCF market. ⸻ What […]

🧭 #GDCFNews | Weekend Review | May 10, 2026 Mother’s Day weekend brought more than family photos. It also brought a sharp reminder: the GDCF market is separating fast. ⸻ What mattered this week: • NTT DATA, Inc. → record […]

🧭 #GDCFNews | May 8, 2026 A leading GDCF just posted record revenue. Meanwhile India IT keeps explaining itself. ⸻ What changed in the last 24 hours: • NTT DATA, Inc. → record revenue• ISG (Information Services Group) → AI-related […]

🧭 #GDCFNews | May 7, 2026 Confident tones from winning CEOs.The rest blaming “headwinds.” ⸻ What changed in the last 24 hours: • EPAM Systems → AI-native revenue hit $125M• Genpact → clean beat-and-raise• ISG (Information Services Group) → signed […]

🧭 #GDCFNews | May 6, 2026 Some firms report strong growth. Others keep pushing excuses. ⸻ What changed in the last 24 hours: • Kyndryl missed badly• Birlasoft improved margins slightly• Hexaware Technologies strong BFSI growth— weak Hi-Tech demand• HCLTech […]

🧭 #GDCFNews | April 24–25, 2026 The market punished guidance—it hasn’t priced AI’s impact on hiring. ⸻ What changed in the last 48 hours: • Zensar Technologies posted +122.9% QoQ “order book”• IBM showed software strength vs consulting lag• Microsoft […]

🧭 #GDCFNews | April 23, 2026 Executive tone is leading the brand—as the tools take the work ⸻ What changed in the last 24 hours: • Infosys delivered a strong quarter• SAP outperformed on cloud—but services declined• Microsoft opened its […]

🧭 #GDCFNews | April 22, 2026 If you’re hiring sales rainmakers this quarter—the outlook just changed. ⸻ What changed in the last 24 hours: • Tech Mahindra & L&T Technology Services added to the earnings mix• IBM reinforced the platform […]

🧭 #GDCFNews | April 21, 2026 Three firms reported—and they did not tell the same story. ⸻ What changed in the last 24 hours: • HCLTech delivered• Persistent Systems delivered• Atos declined 👉 the gap is performance + forward confidence […]