Category: Field Notes

🧭 #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 […]

🧭 #GDCFNews | April 20, 2026 HCLTech is on deck—as the market pulls back and the GDCF stack follows. ⸻ What changed in the last 72 hours: • macro flipped risk-on → risk-off• earnings now set the tone• dispersion is […]

🧭 #GDCFNews | April 17, 2026 The market rallied—just not into the GDCF stack. ⸻ What changed in the last 24 hours: • markets moved risk-on—but not into services• dispersion is now the signal—not direction• cost structures are starting to […]

🧭 #GDCFNews | April 16, 2026 A Tier 1 just reported—and the tone was more defensive than decisive. ⸻ What changed in the last 24 hours: • one Tier 1 set the tone—and it leaned more defensive than decisive• early […]

🧭 #GDCFNews | April 15, 2026 The old playbook isn’t working.Across delivery, talent, and growth. ⸻ What changed in the last 24 hours: • capital, capability, and control are separating• sovereignty moved from concept → execution• talent pressure is now […]