The earnings call reflected a strong overall performance with significant revenue growth, successful strategic acquisitions, and expansion of AI capabilities. The company demonstrated resilience and optimism in overcoming challenges, such as segment pressures and currency headwinds, while maintaining a positive outlook for 2025.

Company Guidance

In the fourth quarter of 2024, Cognizant Technology Solutions reported revenue of $5.1 billion, marking a 6.7% year-over-year growth in constant currency. The company successfully signed 10 large deals, bringing the total for the year to 29, up from 17 in 2023. Health Sciences led with over 10% revenue growth, while Financial Services also showed solid performance. Cognizant's adjusted operating margin improved sequentially to 15.7%, with full-year revenue reaching $19.7 billion, a 1.9% increase year-over-year in constant currency. The acquisitions of Thirdera and Belcan contributed approximately 450 basis points to the year-over-year growth in Q4. The company also achieved historic highs in NPS client satisfaction scores and maintained low voluntary attrition. Looking ahead to 2025, Cognizant expects revenue growth of 2.6% to 5.1% and aims for adjusted operating margins between 15.5% and 15.7%.

Strong Revenue Growth

Cognizant reported Q4 revenue of $5.1 billion, up 6.7% year-over-year in constant currency, with Health Sciences leading with over 10% growth.

Large Deal Momentum

The company signed 10 large deals in Q4, up from 7 a year ago, bringing the total to 29 in 2024 compared to 17 in 2023.

Successful Strategic Acquisitions

Cognizant acquired Thirdera and Belcan, contributing significantly to market presence, with Belcan strengthening opportunities in the $190 billion ER&D market.

Growing AI Capabilities

Introduced AI platforms like Flowsource and Neuro AI, completed 1,200 AI engagements, and expanded AI use cases across industries.

Improved Client Satisfaction and Employee Engagement

NPS client satisfaction scores reached a historic high, with high employee engagement and low voluntary attrition.

Positive Financial Outlook for 2025

Forecasted revenue growth of 2.6% to 5.1% for 2025, with adjusted operating margins of 15.5% to 15.7%.

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Cognizant (CTSH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CTSH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 30, 2025	2025 (Q1)	1.20 / -	1.12	―	―	―
Feb 05, 2025	2024 (Q4)	1.12 / 1.21	1.18	2.54% (+0.03)
Oct 30, 2024	2024 (Q3)	1.15 / 1.25	1.16	7.76% (+0.09)
Jul 31, 2024	2024 (Q2)	1.12 / 1.17	1.1	6.36% (+0.07)
May 01, 2024	2024 (Q1)	1.11 / 1.12	1.11	0.90% (+0.01)
Feb 06, 2024	2023 (Q4)	1.04 / 1.18	1.01	16.83% (+0.17)
Nov 01, 2023	2023 (Q3)	1.10 / 1.16	1.17	-0.85% (-0.01)
Aug 02, 2023	2023 (Q2)	0.99 / 1.10	1.14	-3.51% (-0.04)
May 03, 2023	2023 (Q1)	1.05 / 1.11	1.08	2.78% (+0.03)
Feb 02, 2023	2022 (Q4)	1.02 / 1.01	1.1	-8.18% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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CTSH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2025	$83.31	$86.79	+4.18%
Oct 30, 2024	$73.81	$74.04	+0.31%
Jul 31, 2024	$74.83	$75.45	+0.83%
May 01, 2024	$64.36	$65.25	+1.38%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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