财务业绩 - 第二季度收入为48.5亿美元，超出了指引范围的高端[4] - 经营利润率为14.6%，较2023年同期的11.8%有所提升，经调整的经营利润率为15.2%，同比扩大100个基点[4] - 公司第二季度收入为48.5亿美元，同比下降0.7%[49] - 公司第二季度调整后营业利润率为15.2%，同比提升1个百分点[54] - 公司第二季度调整后每股收益为1.10美元，同比增长20.9%[55] - 公司预计2024年全年调整后每股收益在4.62-4.70美元之间[55] - 公司第二季度新签订单总合同价值(TCV)较上年同期有所增长[46] - 公司第二季度经营活动产生的现金流为7.37亿美元，同比增长6.1%[53] - 公司第二季度总收入为48.5亿美元，同比下降0.7%，其中按常汇率计算下降0.5%[63] - 公司2024年上半年总收入为96.1亿美元，同比下降0.9%，按常汇率计算也下降0.9%[64] - 公司2024年6月30日现金及现金等价物为21.93亿美元[60] - 公司2024年6月30日净现金为15.82亿美元[60] 业务发展 - 过去12个月的订单总额为262亿美元，订单比为1.4倍[8] - 宣布以13亿美元现金和股票收购Belcan公司，以扩大工程研发服务能力[16] - 推出Cognizant Moment™数字体验解决方案和Cognizant Neuro® Edge边缘AI平台[17][18] - 与多家客户签署新合作协议，包括Victory Capital、TDECU、Cengage Group等[21][22][23] - 金融服务业务收入为14.47亿美元，同比下降1.1%，按常汇率计算下降0.8%[63] - 医疗健康业务收入为14.61亿美元，同比增长1.5%，按常汇率计算增长1.7%[63] - 公司2024年上半年金融服务业务收入为28.32亿美元，同比下降3.6%，按常汇率计算下降3.7%[64] - 公司2024年上半年医疗健康业务收入为28.77亿美元，同比增长0.1%，按常汇率计算增长0.2%[64] 未来展望 - 第三季度收入指引为持平至1.5%的同比增长[12] - 全年收入指引收窄至下降0.5%至增长1.0%，中值有所提升[12] - 全年经调整经营利润率指引保持在15.3%-15.5%之间，同比扩大20至40个基点[12] - 公司预计2024年与NextGen计划相关的税前费用约为0.17至0.19美元/每股摊薄股份[58] - 公司2024年第二季度自由现金流为1.83亿美元，同比增长[71] 其他 - 自愿离职率(技术服务)同比下降6.3个百分点至13.6%[9] - 公司第二季度重组费用为2900万美元，主要用于NextGen计划[52] - 公司第二季度外汇收益为100万美元，上年同期为900万美元亏损[55] - 公司第二季度税率为22.7%，上年同期为21.1%[49] - 公司第二季度来自权益法投资的收益为300万美元[49]

-          77% of global companies surveyed want to grow revenues through AI-          Survey reveals that companies' average AI investment planned this year is nearly $50M-          Enterprises are cautious about scaling AI, with only 26% having implemented cross-enterprise use casesTEANECK, N.J., July 30, 2024 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) has released a companion analysis to its comprehensive 2023 study with Oxford Economics, and the new report - titled "New Work, New World: Quantifying Global ...

文章核心观点 - 公司预计第二季度收入将在47.5亿美元至48.2亿美元之间,同比下降2.9%至1.4% [2] - 公司第二季度业绩可能受益于不断扩大的客户群和强劲的销售渠道 [4] - 公司在第一季度签署了8笔总合同价值1亿美元以上的大单,显示了强劲的大单需求 [5] - 公司与合作伙伴的良好关系,如Gentherm、Microsoft和CNO Financial Group,有望推动第二季度的增长 [6][7][8][9] - 公司在通用人工智能方面的投资和能力提升,有望成为未来增长的关键驱动力 [10][11][12] - 公司的NextGen计划有望在第二季度提高运营效率 [13] - 但公司金融服务业务的疲软和宏观环境的挑战,可能会抑制收入增长 [14]

New AI-powered digital experience practice area offers businesses end-to-end solutions for intelligent experience orchestration along the customer journey.TEANECK, N.J., July 29, 2024 /PRNewswire/ -- Cognizant announced the launch of Cognizant Moment™, the next evolution of the company's digital experience practice area, designed to help clients leverage the power of artificial intelligence (AI) to reimagine customer experience and engineer innovative strategies aimed at driving growth.The new practice buil ...

As Hays' global tech partner, Cognizant will use new innovative technologies to enhance customer experience and IT efficiency, in order to drive agility and competitiveness in the business environment LONDON, July 29, 2024 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) announced its strategic partnership with Hays, the world's leading specialist in workforce solutions and recruitment. This significant partnership aims to transform Hays' technology landscape and enhance its operational efficiency and innovation ca ...

Unitywater and Cognizant embark on a five-year collaboration for ICT Support Managed Services for the water providerSYDNEY and TEANECK, N.J., July 28, 2024 /PRNewswire/ -- Unitywater, a leading water utility in Queensland, has announced a 5-year collaboration with Cognizant (Nasdaq: CTSH), a global leader in technology and professional services. This relationship aims to support Unitywater's digital infrastructure, enhancing operational efficiency and productivity, in alignment with its strategic ambition o ...

Cognizant (CTSH) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. On the ...

文章核心观点 - Zacks Premium是一个帮助投资者更自信地投资的流行研究服务 [1][2] - Zacks Style Scores是一个评估股票价值、成长和动量特征的指标,可以帮助投资者选择更有可能战胜市场的股票 [3][4] - Zacks Rank是一个股票评级模型,可以帮助投资者构建成功的投资组合 [9][10] - Zacks Style Scores与Zacks Rank结合使用可以提高投资成功的概率 [12][13] 根据目录分类总结 价值评分 - 价值投资者关注以合理价格买入优质股票,价值评分利用市盈率、市盈率增长比等多个指标来识别被低估的股票 [5] 成长评分 - 成长投资者关注公司的财务实力和未来前景,成长评分考虑预期和历史的收益、销售和现金流等因素 [6] 动量评分 - 动量投资者利用股价和盈利预期的上升或下降趋势获利,动量评分综合考虑股价和盈利预测变化等因素 [7] VGM评分 - VGM评分综合了价值、成长和动量三种评分,是一个全面的指标 [8] 与Zacks Rank结合使用 - Zacks Rank是一个基于盈利预期变化的股票评级模型,与Style Scores结合可以提高投资成功概率 [12][13] - 持有Zacks Rank 1或2且Style Scores为A或B的股票可获得最高收益 [12] 案例分析-Cognizant (CTSH) - Cognizant是一家领先的专业服务公司,目前Zacks Rank为2,VGM评分为A [15] - 该公司具有良好的动量特征,过去4周股价上涨9.4% [16] - 分析师近期上调了该公司2024财年的盈利预测,预期平均超预期8.8% [17] - 综合Zacks Rank和Style Scores,CTSH是值得关注的投资标的 [18]

Three-year digital innovation collaboration will see Cognizant empower the hospitality company's growth ambitions across the UK and Germany LONDON, July 23, 2024 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) and Whitbread have expanded their digital transformation relationship which will see the professional services provider support the hospitality company's ongoing digital transformation with product design, product management and engineering as Whitbread expands its operations in the UK and Germany. The renew ...

文章核心观点 - 公司Cognizant(CTSH)和Wipro Limited(WIT)都是业务-软件服务行业的投资标的 [1] - 从价值投资的角度来看,CTSH更具吸引力 [3][8] 根据相关指标分析 估值指标 - CTSH的市盈率(P/E)为16.14,WIT为22.77 [6] - CTSH的市净率(P/B)为2.74,WIT为3.53 [7] - CTSH的PEG率为2.22,WIT为4.19 [6] - 综合估值指标来看,CTSH的估值更具优势 [7] 盈利预期 - CTSH目前的Zacks排名为2(买入),WIT为3(持有) [3] - 这表明CTSH的盈利预期有更大的改善空间 [3]