Cognizant Technology Solutions (CTSH) is benefitting from an expanding clientele and strong partner base. Its robust pipeline, which includes a favorable mix of business renewals and expansions of new opportunities, is noteworthy.The upside has been further bolstered by Cognizant’s continued improvement of large deal momentum, evidenced by winning several deals exceeding $100 million each in the fourth quarter of 2023.Building on this momentum, Cognizant recently announced a multi-year extension of its part ...

Cognizant与Google Cloud合作 - Cognizant与Alphabet的云业务Google Cloud扩大合作，加强在软件开发和人工智能领域的影响力[1] - 通过整合Gemini for Google Cloud，Cognizant与Google Cloud合作将改变软件交付生命周期，提高开发人员生产力[2] - Cognizant计划培训超过7万名员工使用Google Cloud的人工智能工具，以提高他们编写、测试和部署代码的效率[3] Cognizant的合作项目 - Cognizant与Cermaq Group AS合作，旨在现代化和增强技术基础设施，推动成本效益、加快产品推出速度和促进全球数字化转型[6] - Cognizant与NVIDIA合作推动生成式人工智能技术，改变药物发现和提高生命科学行业生产力[8] - Cognizant与微软合作将生成式人工智能整合到医疗行政管理中，提高效率和生产力，确保及时响应和改善患者护理[9] Cognizant的财务状况 - Cognizant预计金融服务领域的宏观环境将继续影响支出率，从而影响公司的营收增长[10] - Cognizant的股价较年初下跌0.5%，而Zacks计算机和技术部门上涨了10.3%[11] - 公司预计2024年第一季度营收在46.8亿至47.6亿美元之间，同比下降2.7%至1.2%[12] - 第一季度的Zacks共识估计为47.3亿美元，同比下降1.79%[13] - 盈利的共识估计为每股1.11美元，过去30天上涨了几分钱[14]

合作内容 - Cognizant与Google Cloud合作，采用Gemini加速软件开发速度，让超过70,000名员工能够使用Google Cloud最新的人工智能技术[1] - 通过Gemini for Google Cloud，Cognizant的开发人员将能够更快、更有效地编写、测试和部署代码，提高建立和管理客户应用程序的可靠性和成本效率[2] - 通过与Google Cloud合作，Cognizant将投资10亿美元在三年内发展生成式人工智能，培训超过70,000名员工使用Google Cloud的人工智能产品，并将Gemini整合到自动化平台中[4]

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Cognizant will provide managed infrastructure services and seek to modernize Cermaq's cloud landscape as a digital transformation partner in Norway and Canada TEANECK, N.J., March 20, 2024 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) has today announced its renewed collaboration with Cermaq Group AS, a leading global salmon producer driving the transition of systems towards healthier and more climate-friendly foods. The renewal comes after an existing ten-year relationship between the two companies which has e ...

Cognizant的合作伙伴关系 - Cognizant与NVIDIA和Microsoft合作，利用gen AI技术改变药物发现和医疗管理领域[1][2] - Cognizant与Microsoft合作将gen AI整合到医疗管理中，旨在提高效率和患者护理质量[5][6] - Cognizant的强大合作伙伴基础包括Microsoft、NVIDIA和ServiceNow，推动公司前景[7][10] - Cognizant与ServiceNow合作，增强WorkNEXT现代工作场所服务解决方案[9] - Cognizant与CNO Financial合作，优化技术服务和解决方案[10][11] gen AI技术的应用 - gen AI技术有望简化药物开发流程，提高生产力，加速治疗方案上市[4] - Cognizant推出了基于gen AI技术的创新助手，加强内部创新倡议[8] - Cognizant推出了Flowsource平台，采用gen AI技术，革新企业软件工程领域[12] 财务展望 - Cognizant预计2024年第一季度营收将下降，但市场预期仍保持稳定[13][14]

Cognizant's AI and industry expertise, combined with the NVIDIA BioNeMo generative AI platform, create a strong foundation to improve outcomes in the healthcare and life sciences sectors TEANECK, N.J., March 19, 2024 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) is advancing the application of generative AI (gen AI) technology with the NVIDIA BioNeMo platform to solve complex challenges of drug discovery in the life sciences industry, such as improving productivity in the development process and increasing the s ...

Cognizant Technology Solutions (CTSH) entered into a recent partnership with Microsoft (MSFT) within the healthcare sector, aimed at transforming healthcare administration.The partnership focuses on integrating generative AI into the TriZetto Assistant on Facets, a crucial component of Cognizant's TriZetto software platform powered by Microsoft Azure.The initiative aims to elevate productivity and efficiency for healthcare payers and providers, with a primary focus on ensuring timely responses and enhancing ...

财务表现 - Cognizant第四季度2023年非GAAP每股收益为1.18美元，超出Zacks Consensus Estimate 13.46%，同比增长16.8%[3] - 第四季度营收为47.6亿美元，低于预期，同比下降1.7%[4] - 在过去12个月中，订单额同比增长9%，达到263亿美元，约为1.4倍的订单额[6] - 金融服务收入同比下降5.8%，健康科学收入同比下降2.1%，产品和资源收入同比增长1.9%，通信、媒体和技术收入同比增长2.6%[7][8][9][10] - 北美地区收入同比下降1.6%，欧洲收入同比增长1.3%，英国收入同比下降1.1%，大陆欧洲收入增长3.8%[11][12][13] - 第四季度末总员工数为347,700人，同比减少7,600人，环比增加1,100人[15] 未来展望 - 2024年第一季度预计营收在46.8亿至47.6亿美元之间，同比下降2.7%至1.2%[22] - 2024年预计调整后的运营利润率在15.3%至15.5%之间，调整后的盈利预计在4.50至4.68美元每股之间[25] - Cognizant计划通过股票回购和定期季度股息向股东返还10亿美元[27]

The launch of Cognizant's Advanced AI Lab comes at a time when enterprises are rapidly working to understand the impact of AI and meet expanding expectations around its promise. Recent research has shown more than half (66 percent) of executives are ambivalent or dissatisfied with their company's progress on AI and gen AI, and most executives (85 percent) plan to increase spending on AI and gen AI in 2024. Longer term, Cognizant and Oxford Economics' recent study found gen AI could inject up to $1 trillion ...