Cognizant Technology Solutions: How Large-Deal Momentum & Talent Stabilization Are Supporting Revenue Trajectory?

Cognizant Technology Solutions recently reported their Q3 2025 results, showcasing significant performance that suggests both enhancements in their operational capabilities and efforts to position themselves within the burgeoning AI landscape. Revenue for the quarter reached $5.4 billion, reflecting a 6.5% increase year-over-year in constant currency. This growth marks the fifth consecutive quarter of organic revenue increase, highlighting the company’s robust performance across multiple sectors and geographies. From a strategic perspective, Cognizant continues to place significant emphasis on AI development. Investments have been made to evolve the company into an AI-focused enterprise, capable of scaling AI solutions across varied client needs. The AI initiatives include over 3,500 early engagements, demonstrating the company’s commitment to integrating AI solutions throughout their offerings. Large deal signings also played a crucial role with six contracts over $100 million, illustrating strong client trust and engagement.