Cognizant shows growth stability under CEO Kumar

Cognizant's strong third-quarter performance-marked by higher growth and a sharply raised revenue guidance - signals that the US-based IT firm is stabilising after years of turmoil.

- AVIK DAS

The turnaround under CEO Ravi Kumar appears to gather steam as the firm regains market share

With this momentum, Cognizant is now poised to widen its lead over Infosys by nearly a billion dollars, reversing a trend that had seen the gap between the two narrow sharply over the past few years.

Just three years ago, Infosys had almost caught up, reducing the revenue difference from $3 billion to just a few hundred million dollars. But Cognizant's revenue at the end of its fiscal year (December 2024) stood at $19.7 billion, compared to Infosys' $19.28 billion for the year ended March 2025-and that gap is now set to grow.

The Nasdaq-listed company, once a bellwether under its first CEO Francisco D'Souza, had stumbled in recent years under Brian Humphries, struggling with high attrition, leadership churn, slowing deal wins, and stagnant growth. c, sustains large-deal momentum, and gradually expands margins.