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Sumit Virmani
Executive VP & Chief Marketing Officer, Infosys

Infosys Investors AI Day 2026 LIVE: Future Ready Infosys: AI, Automation और Next-Gen Tech Plan

🎥 Feb 17, 2026 📺 CNBC Awaaz. ⏱ 263m 👁 1729 views
Infosys Investors AI Day 2026 LIVE: Future Ready Infosys: AI, Automation और Next-Gen Tech Plan #Infosys #AIRoadmap #ArtificialIntelligence #EnterpriseAI #ITSector #TechNews #AIRevolution #DigitalTransformation #StockMarketNews #BusinessNews
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About Sumit Virmani

Sumit Virmani, Executive Vice President and Global Chief Marketing Officer at Infosys, has been a prominent voice on the role of AI in enterprise transformation and marketing. Speaking at Infosys Investors AI Day in February 2026, he described AI as a "giant leap in raw capability" that is not "system complete," arguing that enterprises require a multi-layer approach to harness its potential. He stated that "agentic AI is the foundation of how enterprises will operate going forward," moving beyond isolated pilots to production-scale capabilities. At the World Economic Forum in Davos in January 2026, Virmani said that AI is "unleashing a fantastic opportunity to bring creativity, data, analytics, tech together for marketeers" and argued that CMOs should use AI not just to automate marketing but to "play in the entire business spectrum," contributing to product development and cross-suite collaboration. He has described marketing as "the growth catalyst of the organization" and said the CMO's "rightful place is in the C-suite shaping strategy." Virmani has also discussed Infosys's brand strategy and social initiatives. He highlighted the company's "Champions Evolve" campaign featuring tennis players Rafael Nadal and Iga Świątek, stating that the brand ambassadors were chosen for their alignment with Infosys's values. He has spoken about the Aarohan Awards, an initiative of the Infosys Foundation that recognizes social innovation, noting that the program has shown "incredible depth across the three categories: education, healthcare and sustainability." In a separate appearance, he discussed the importance of balancing purpose and profitability, stating that "a balanced commitment will ensure that they come out of it as a winner." He has also emphasized the role of technology in sports, describing Infosys's work with tennis tournaments to create immersive fan experiences and AI-driven coaching tools for players on the tour.

Source: AI-verified profile updated from Sumit Virmani's recent appearances. Browse all interviews →

Transcript (152 segments)
S
Sumit Virmani0:00
Above the enterprise stack lies a vast non-deterministic or non-programmed flows. These are unique, unstructured. They need novel problem solving. It needs experience, gut feel and is usually handled by humans. This is the layer which is underserved today and this is ripe for AI transformation. So it's a myth that enterprises need just two layers which is AI and data is enterprise and algorithm. How should we harness AI then? AI is not the endgame of tech transformations, it's just another one but it's a giant leap in raw capability and it's not system complete. So we need a multi-layer transformational approach and purposeful orchestration to harness the potential of AI. This is why AI diffusion in an enterprise lacks the rate of AI adoption and it needs time. So how is AI transforming the enterprise stack? What is this enterprise rewrite about? The co-intelligence of humans plus machines will be seamlessly shared across the layers so that every layer gets reinforced within the enterprise stack. The systems of record need acceleration so that the business and operational processes can become more efficient. The systems of intelligence needs a seamless integration of structured and unstructured data so that intelligence can be wired into user journeys, business processes, transactions and decision making. It is estimated that 60% of effort in an AI project goes into doing this. The models will come in later and this requires deep industry knowledge and context of the enterprise. Encoding intelligence and AI in the flows leads to more automation and autonomy and this is leading to the development of a new layer within an enterprise stack which is what we call as the systems of cognitive work within an enterprise. As an outcome, humans will shift from acting on data directly to a governance and oversight role on flows and decisions. All the new AI tools that keep coming at us at fast pace will get plugged into the systems of new cognitive work and it'll accelerate the reimagination of an enterprise or its flows and decisions. Infosys will unlock tech debt and complexity and harness the power of AI to be enterprise-grade and bridge the evolution adoption gap and expand our addressable market. So how do we monetize this? Our playbook reflects the structural changes necessary in our industry so that we drive value at the intersection of intelligence, engineering, and domain. With AI, capability is a commodity because it's available to all. Sustainable moat for an enterprise can be created by deep integration in specialized workflows and unlocking unique organization knowledge and context. So every enterprise has got unique data, processes, risks and complexity and AI will not unlock uniformly across the enterprises because of this variance. So our client intimacy and deep understanding of our client context will help us mitigate this and unlock value and also drive culture and change. So we have built an engineering approach in our delivery where we can codify enterprise context which will help accelerating scaling of AI and this also enables enterprises to retain and protect this unique enterprise context within their four walls of the enterprise so that they can keep their competitive differentiation and this is not diffused into the AI models. Our depth in engineering and frameworks on IP and patents will accelerate AI readiness and adoption with our Topaz fabric and our specialized talent in the form of full stack and FDEs. For a financial services client, they were looking for an AI partner. When we started talking to them, we realized that they have a very strong enterprise AI platform that they have built. Then what we realized was they had an adoption gap and we pulled out our agent control framework as we call it which would address the quality of code that is being generated which would address the AI slop which led to a poor adoption within their organization. So now we are working with them on taking our framework and fortifying their enterprise AI platform so that we can accelerate that journey. We have embarked on a talent transformation journey to build an ambidextrous workforce which is deep in engineering and creative in reimagining work and workflows from first principles. We see new opportunities with domain stack. You know we have over 25 years of industry focus experience and when co-intelligence connects with agentic economy the play of AI elevates from how work is done to new outcomes that are possible. So we are invested in building the domain stack powered by our depth and domain and knowledge of how to deeply integrate AI tools and plugins into the flow. We have created strong differentiation in our services track. AI is now integral to how we deliver every service. Our services stack is powered by Topaz Fabric. We now have an approach to productize and reimagine work and workflows that will lead to a human plus agent model. We're also seeing momentum with new deal archetypes, legacy modernization with reduced risk, higher predictability on cost and accelerated timeline, large deals with integrated ops and tech and transformation wired in organization transformation encompassing enterprise stack and people. You know this includes the AI first GCC approach which we have pioneered in the market. We have also elevated our play to take end to end accountability from strategy to actionable road map to execution and eventually outcomes. We have expertise in delivering both above the line which is business value and below the line which is efficiency. Infosys is best equipped to deliver enterprise AI ambition with the power of our client intimacy and our AI playbook. A quick example here is a client, a CPG who had an ambition of growing the revenue to 7 billion. They came to us to bridge their ambition and deliver an AI operating model so that we'll have an actionable road map and execute to it with executive AI value office along with managing risk, governance and assurance. We used our Infosys IP and built their unified data foundation. We built their enterprise agentic AI platform with the requisite guardrails. This enabled them to rapidly innovate and diffuse AI across their functions. Today they have 10 agentic AI products in the business across different functions from R&D, sales, marketing above the line with the agent that we developed in research and R&D for product formulation. They now have line of sight to 50 million revenue which they didn't have before. Below the line, we've been able to unlock 25 million cost savings through just optimizing operational work. And then beyond this, we were also able to deliver 40% of business productivity improvement in functions like procurement and marketing. Thank you.
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Host9:37
Thank you, Satish. For the next part of this session, I would like to invite Dhra, Chief Delivery Officer.
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Dhra9:52
Thank you, Siman. I'm audible. Thank you, Siman. And good morning, ladies and gentlemen. Thank you very much for sparing your time here today. As we navigate the landscape changes with respect to AI, I think our priority in the last 6 months to a year has been how do we accelerate our customers from experimentation to really looking at an AI scalable at industry level. Now AI as a technology is as good as what it can really understand from orchestration across systems of record which Satish alluded to. Ability to really understand the complex business processes and navigate and most importantly how does it even get to understand deep-seated legacy systems that are there and frankly looking at all the complexities that we had with respect to some of the estates that we've been working as well as with the customers we decided to codify our entire services across six strategic pillars and these six strategic pillars are all integrated. In a way, a customer who wants to start the journey of AI adoption has to look at each one of them and see how does it and then our intent is to take this strategic pillar to walk them through this entire journey of scaling the AI. Now let me start with the pillar number one, the AI strategy and engineering. Nandan alluded to it. So as organizations are extremely complex. One needs to really look at a top down looking at how do I really create an AI blueprint, a need of really setting up an AI transformation office. What would that mean? I need to first understand which business units, which business processes that I would be able to unlock the AI value. You can't really be spraying across the AI in multiple different business units. Now that is a very key thing because that's where the value realization framework of Infosys comes to bear to look at how do I map process to the value that it actually arrives with. Now the second key thing is how do I change the ways of working because you have so many models, so many platforms that have come by one needs to really put together a very technology centric AI platform with the models that it needs to go with, the governance that it has to happen and how do we make sure that we diffuse this particular platform across multiple layers of the organization so that we have one standard way of really looking at how do I scale the AI. The third layer obviously is to really look at the entire governance model that you need to put together in a way this AI is gone very strongly. The last one obviously is to really look at a purposeful selection of an AI infrastructure where you also need to continuously keep an eye on what would happen to my AI ops. Very recently we've been working with the CEO as well as at the board of Danske Bank where we really started working with them to looking at how do I enable this bank towards the journey of being AI first and digital first. So we set up an AI office along with the board working along with the CEO to really put together a strategy all the way to engineering augmented that with innovation labs as well as identification of core processes like KYC, the fraud detection, credit and whatnot. So in a way the journey is just not that I would start doing software development but it needs to have a top-down view of really setting up the strategy for an organization. Now the second pillar, my friends, data is everything that AI needs. Today organizations have multiple pools of data sitting. It is just not structured data. It is in fact even unstructured data, multiple modes in terms of videos, in terms of speeches and whatnot to an extent of about 60 to 80%. And today most of the time is spent on data in all our projects. Data is one which accelerates your AI journey or potentially could also decelerate your entire velocity of how you going to do it. So our frameworks here today is to really look at help our customers try and harness the data, transform the data, bring them all under one uniform data fabric and it just doesn't sit there. At the end of the day data also have to drive intelligence. The intelligence can be driven only by connecting the semantics and the ontology on top of it. And that's a very elaborate process one needs to go through because the processes are different by region, by business units and it has been all codified in systems of records as well as in systems of experience and that's a humongous job. The third layer there is to really look at how do I govern the data because the data fingerprinting is extremely critical as you really look at who would get the access of data. So that in some sense there is a framework if you really look at. So in one of the large industrial manufacturers where it was 10 petabyte of data that we had to really bring in all together, harness it as well as create the semantic ontology today helped them actually drive the supply chain optimization by over 20 to 30%. Now the third pillar, Nandan alluded to this, this is all of re-imagining the entire business processes. Most of the large enterprises today have point-to-point solution. One need to really look at in the context of domain and reimagine the entire business processes and these processes have to be reimagined with respect to how a human intuition works along with the AI and agent and it is extremely critical that every workflow by persona has to be reimagined and has to be codified the way AI would actually come by. Now this also has to be contextual to the business and the regions where you really work by. You know you just can't take a sourcing and a procurement process and say that it is a domain that it could be applied to every industry. It has to be really contextualized to the industry and the business that you are really looking at. And most importantly, since it's going to change and touch every one of us, it has to also be looked at how do I operationalize the entire workflow, the technology, and the change management all put together to really help realize the end-to-end value. We've been now with Toyota Motors Europe working through a supply chain transformation process where we took our industry asset of automotive on top of it the entire agentic playbook really looked at by persona of a buyer, a planner or a customer service agent and really double click to look at what does this transformation really mean and just to look at one critical process of drop ship which is so critical for an automobile is to really bring in agent and orchestration there to really take away all the manual work and bring in much better inventory visibility. Now the fourth pillar obviously is modernization and everybody has talked about it. It's actually the core of our large organizations today. There is so much of tech debt sitting there. The code is obsolete. There is no written documentations. There are no availability of memes today. And it's not that the customers did not really try to do the legacy modernization but the ROI and the time it took never stacked up in the past technologies. So what AI models as well as powered by our Topaz fabric today enables is to make sure that we transition some of these large legacy both on the data as well as on process side into the most modern cloud-based microservices architecture. And today it does stack up and you would hear one of the examples very soon. Now physical AI is something we believe is at the cusp of really accelerating the AI journey. Whatever intelligence that we all thought and built as a part of the digital workflow is finally now moving towards the actual physical objects and this friends helps the acceleration of AI in lot of the products that we really look at. Some of the key cases that we really look at is in terms of data first, the new product introduction wherein the entire process would be reimagined as well as infused with AI, the products have to be defined or designed with AI in the front and with more and more products with the software bomb being larger than actually the physical and the mechanical we have a huge play in terms of embedding the AI as we look ahead. The second case is the intelligence today, the real-time intelligence is moving from cloud to the edge. Now this will help accelerate the decision making at the edge which means vehicles, the industry operations, running infrastructure, all of this would actually increase the advancement and usage of AI and lastly the autonomous systems today the prevalence in lot of industries as well as areas is continuously keep increasing towards that we see that we accelerate the journey of actually infusing the AI in the physical and here I also want to draw your attention to the two acquisitions that we did. One in semi which meant the silicon design as well as validation. The other one on intech on the automobile directly fits exactly into this particular pillar where it would help us bring more context as well as acceleration in terms of enabling the physical AI. The last ladies and gentlemen is not the least and the most important is the trust and the governance. If I today ask everybody here who has used the AI, I'm sure that all of you would raise your hand. But how many of you really trust the output that came by? I'm not sure whether everybody would raise your hand because there are hallucinations, there are model breaches and there are also governance issues with respect to the new AI act and etc coming in. So in a way the trust has to permeate through all the other five layers for us to really make sure that we have the output that comes in an enterprise which is trustworthy. To me the trustworthy AI in every enterprise would be a huge differentiator. So we want to build the trust to our customers and we want to monetize the trust to our customers. Now having looked at all these six important strategic pillars right I just want to dwell on one of the cases, Nova Chemicals. They are a large prochemical manufacturer based out of Canada and US and it's a very asset intensive as you know the industrial operations is extremely complex. If an asset goes down they would have an impact on the top line and the bottom line. In the current context most of what they were doing with respect to maintenance was all manual logs and etc. So we were invited to a program in smart maintenance where we actually brought in the data across their machinery, their OEM manuals, their maintenance manual, the historical data, the log data and etc. to help a planner to really with a simple NLP on a chatbot would be able to guide them on what part of the industrial operations have to really go through a maintenance and the most importantly we were also able to actually bring in orchestration with agent AI where the OT systems and the IT systems come together. So seamlessly we were able to really move towards actually creating the entire work order process, the planning process which actually moves over from OT systems to the SAP or the ERP that we have and we see the impact of bringing huge planning efficiency, asset utilization and etc. of course here we partner with Microsoft and we used all the stack of the entire Azure to really make it come to life. The last case I want to really dwell is about Hertz. I'm sure that all of you know it's a very large mobility organization where we are today as we speak embarking on really modernizing their entire reservation, their fleet management, their pricing and the whole thing which today is approximately 3 million lines of code actually sitting on a tandem computer and I would like to play the video. Let's hear from the customer on what their experience has been and what we've done with respect to this journey.
H
Hertz Executive22:05
So where are we right now? We are on a journey to modernize legacy platforms. And let me tell you a story about six months back my CIO at that time and we traveled about four cities in 5 days in three different locations. Each and every we actually met four partners and each and every partner was given the same problem. Take this 10 pieces of COBOL program and tell me how are you going to convert it. This COBOL programs were running on the non-stop, right? And every I think you might have heard about HP non-stop or it's also called the tandem. These programs were running on the non-stop. Three partners, three vendors gave me the typical oh we will do analysis, we will do design, we'll do unit testing, we'll do I'm like no that's not of interest. The day we walked into Infosys office in the first one hour they showed me a working prototype, working model of the converted code. Right. No presentations. I was not interested in PPTs. I wanted to see a working model, right? And that is what actually impressed us to partner with Infosys. So if you think about what we did, they have a platform called IELD. IELD helped us do the documentation. This programs have been existing for the last 20-25 years, right? As you can imagine and non-stop has been in operation for the last 25 years. Documentation doesn't exist. Nobody knows why a program was written. Nobody knows how to test a migrated COBOL program, right? Nobody knows what scale to test it at. So the documentation actually helped me big time to say program A talks to program B talks to program C. It also showed me the database dependencies, the table dependencies, right? So in one sheet of paper, I could now see that a given program what it was dependent on as well as the tables. So obviously we had a part of a journey where we are migrating, we are about 6 months into a journey. Without the IELD platform I think we were taken about four years to convert, with the platform I think we are targeting about 18 months. So the important point to note is models are there. I think workflows are there but our context of Hertz in terms of what their processes are, how the code has been written, how the existing architecture is and what is the new modular architecture that we need to really help them migrate to is the context that this IELD brings to bear and that is very critical as we really look at this entire legacy modernization.
D
Dhra24:30
So that ladies and gentlemen summarizes the six value pools that we're talking about and thank you so much.
H
Host24:36
Thank you so much Dhra. For the last part of this session I would like to invite Balakrishna DR, head of global services.
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Balakrishna DR24:55
Thank you Simran. So my colleagues Dhra and Satish talked about AI first services which is new value pool that is being created out of AI. What I am going to be talking about is AI augmented services. What we mean by that is taking our traditional services and inducing AI in that and we want to be a leader in this space as well and I will talk about how we are doing that. So we have taken each of our services that we actually traditionally provide whether it is application development, testing, modernization, migration, engineering services, operations, business operations. So 20 plus services that we actually provide and we have created detailed playbooks of how we can use AI in transforming the way we deliver these services. When we are doing this, we are partnering with the best of the technology that is out there. We are working with models, leading models from Anthropic, from OpenAI, from Gemini, from Amazon Nova. And in fact, we have also working with open source models, right? Open source models like DeepSeek, Llama, and we have even created our own coding model in this space. Perhaps the only GSI that has actually created a coding model. So we use a combination of these models in our engagements. So in the Hertz example that you actually saw, we in fact used two models. We used a cloud model that actually generates the code and one of the things about LLMs are they better in critiquing output than generating output. So we used an OpenAI model to critique that output and that's how we actually improved the accuracy. So one is the models, the second is the tools and in the tools we are working again with the leading tools. GitHub Copilot was the first and it had almost 100% of the market share. We two years back we set up a GitHub COE that was inaugurated by the CEO of GitHub and then we are still ranked the number one GSI in terms of GitHub adoption. Just few months back we got this award as the leading GSI for working on GitHub but just not GitHub we are working with Anthropic, we are working with Gemini, we are working on the models from Anthropic CLI, we are working on the new age models right whether Devon from Cognition or also we are working with Cursor AI that you would have recently seen. So we're working with the leading models. We are working with the leading tools. But then again as my colleagues also talked about a lot of these models don't understand the enterprise context. They don't understand the standards that are there in the enterprise. They don't know other libraries that are there, other programs that are there. So we have to do a lot to actually bring that context into the tools that we are actually using. Right? So we do that by creating MCP registries. We create a knowledge graph of the enterprise context and we combine that in the recently the release that we just did with Anthropic. You hear Dario talking about that they need Infosys to bring the enterprise context onto the models and that is what we actually do. In addition to that we have actually created agents specifically for each kind of services. So in application development we have taken the life cycle and said we need agents for requirements, design, architecture etc. And we have created 100 such agents that we are using in each of our service. In addition to that we have to create other tools right you saw in the Hertz example the LLM models can't digest huge pieces of code at one time right some of these enterprises that work with have millions of lines of code if you give that to the LLM they start to hallucinate so you have to chunk the code, you have to create graphs, call graphs on how these are actually associated and that's when you get better output from LLM so we have created all of these assets that are part of our Topaz fabric which my colleague Ravi will actually talk about in more detail in the next section. In spite of doing all this we need talent right and sometimes people ask me if LLMs are generating code why do you need people, why do you need developers anymore right and I think they asked the same question to Boris Cherny from Anthropic because Anthropic is continuing to hire developers so somebody on X asked him why does Anthropic if right if Claude code can actually generate code why are you still hiring software developers and his response was that engineering is changing but great engineers are a requirement still and in fact the most important requirement going ahead and that is something that we also actually believe right the way that we actually deliver code or the way we support applications may change but still you need great talent and so what we are doing is to take each of our developers and training them on AI so we have 90% of our developers that have been trained on AI. It'll never become 100% since we are always hiring new people into the stream. But our intent is to actually have everybody be able to use AI in their daily work. In addition, we need specialized roles, right? Forward deployment engineers that will create the platforms that the teams will actually use and then we have created COEs for each of the partnership that we have. So it is a combination of all of these that actually helps us deliver our AI induced services. It is the blueprints. It is the technology our own technology plus the leading technologies that is out there and the people that we actually create. The way we are going to market is also as you saw in the Hertz example it is not about PPTs anymore. It is about actual demos and that is what we see creates the impact and that's how we actually go to market in all of our large deals. I will talk about a couple of examples of how we are using it in actual program that we are executing right what better example than Microsoft who is in the leading edge of this kind of technology adoption creating the technologies and also adopting this technology. So in Microsoft we have a 360 degrees partnership. What we mean by that is that we go to market with Microsoft. We are one of the big customers of Microsoft. We also are Microsoft is our customer. We provided services to Microsoft and we do multiple engagements with them. But I'll give you a couple of examples of what we are doing. Microsoft themselves are going through a big transformation. they are going with they're going to from enterprise agreements they're going to what they call MCAS master customer agreements what this means is that through the master customer agreement they want to eliminate all the paperwork that they had to deal with in the enterprise agreement they also are talking about evergreening the licenses so enterprise agreements had only two years a time frame this is perpetual agreement that you can use for multiple years enterprise agreements at a minimum seat count of 250. This actually has no minimum seat count. In addition, in MCAS, you are able to monitor your usage, adapt your usage. You also you build based on your usage. You get a very flexible billing. So multiple advantages for the customers of Microsoft by using this agreement. And also for Microsoft itself, it actually eliminates because you are not having papers and documents anymore. It eliminates and accelerates the way they go to market and also the operations that they have right on this engagement they have to build the IT system to manage all of this. So Infosys is actually working with them to build that we used all the technologies that I actually talked about and we are getting 2x developer velocity and 35% improvement in the time to market. The other engagement that we are working with Microsoft is on their intelligent cloud right. So as you know this includes Azure and Microsoft Office they carry a lot of mission critical systems of Microsoft customers on these clouds right and it is important for Microsoft that for this mission critical applications that there is no downtime and then it is actually trustworthy right so Infosys is again providing support for Microsoft on this and the way that we have used AI is that AI agents today monitor the logs and predict issues before they actually happen and they give all of this intelligence and which we call triaging and then we route it to a specific support engineer with the information so that they can actually work on it before the issue actually happens. So this is for both reactive and proactive issues and so you can see that we get 40% improvement in the incident response and 10x improvement in the RCA turnaround. So there are several such examples right the other example that I have here is Danske. Danske has a Forward 28 strategy where they're looking at modernizing their entire landscape. they want to bring process efficiency and they want to completely create it as a digital bank. So we you must have seen the press release where they've chosen Infosys for this transformation and we are helping them on the AI strategy and transformation as well and we are doing everything from AI strategy to implementation. We are set up innovation lab for them and we are creating multiple multiple AI solution work streams. So we are using agentic AI in the code development more than 2 million lines of code that we have generated but then again these lines of code that we generate has to be validated and that's what our engineers have been trained to actually do and 97% of the engineers are using that in addition we have created multiple AI solution they wanted to use ChatGPT but they wanted the guardrail so we created enterprise ChatGPT which has over 16,000 users. They created other solutions on risk and HR which have been quite successful. We'll hear from the customer itself.
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Danske Bank Executive35:50
GenAI is already live today in Danske. We have 20 use cases from the most basic assistance to the more advanced agentic solutions. We've invested a lot in adoption by cultivating the right behaviors to deliver new ways of working so that people use GenAI both effectively and responsibly. At an enterprise level, tools such as our internal chatbot, Danske GPT, is used widely across the bank. Working with partners like Infosys, we're not just adopting this technology. We're actually helping to define what good responsible GenAI looks like at scale in banking.
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Balakrishna DR36:47
With this I'll hand it back to Simran.
H
Host36:48
Thank you. Thank you so much Balakrishna. For our next session on Infosys Topaz Fabric and AI Next AI platform suite, please welcome Ravi Tarafdar, our chief technology officer.
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Ravi Tarafdar37:09
Over the next 10 minutes, I'll cover how we are going to power AI first services and AI augmented services using our IP and platforms. Now earlier during the day we heard about the complexity with enterprise landscapes and when I think about enterprise landscapes I think about city maps. You know every city is different. The map for each of these cities are very different. Now if I bring any AI model, any tool, any platform, the only way to accelerate is by creating runways within an enterprise that can help us accelerate AI adoption from pilots to hundreds of projects. And that's where Infosys Topaz comes in. And we do it in five different ways. First, we have created a rapid experimentation and innovation infrastructure where our teams working with our clients evaluate the latest developments that are happening in the AI space. They look at all the noise that is happening and identify tech that is relevant. They then build proof of values that are very relevant for their business and then they demonstrate the art of possible in very very rapid manner and today there are about 39 such innovation labs that we are running with our clients across the globe. Second, we take a very value centric approach in how we look at the end-to-end process because over the last few years we have realized that use cases cannot deliver significant value and this is where we are bringing the 25 plus industry blueprints we have in order to come with already re-imagined business and IT workflows that we can use with our clients to accelerate. So today when our consulting teams what they do is they sit with our clients they understand the problems then they use the product discovery and vibing tool from our Topaz fabric to very quickly identify good solutions build a prototype and then using exponential engineering they actually create a production scale application by end of the day and then using this they're able to demonstrate how we can reimagine the complete workflow. The third Nandan talked about creating an architecture that is very evolvable. Now what we have done is the way we have designed our IP and platforms is to make sure that we give optionality to our clients. They can pick any model they want. They can pick any agent framework they want. They can run on any AI platform. They can run on any AI cloud. And we can integrate with any AI native tool that they have partnered with. And today in most of our production deployments, we have a number of varieties that today we are already supporting. The fourth runway is to build that enterprise context. Now here we are doing two things. One, based on the work that we are already doing with most of our clients, we have built an enterprise context. Think of it like a map. Whenever I want to navigate in a city, you need a map which tells you how to go faster. So we have built this enterprise context or map that tells me how the systems work, what the infrastructure looks like, where the apps are running, where the data resides and how they all connect. And on top of it, we're building an industry context. The industry context tells us what happens within a retail, within a bank, within a CPG context. And these are the models that we are bringing out of the box through a graph technology and we are building these enterprise twins and this is what will enable us to accelerate eventually in most enterprises to drive projects at scale they need multi-speed IT governance projects so that they can onboard these AI tools at speed they need to put these guardrails and that's where we are building a lot of tooling that enables them to deliver these AI solutions in a very trusted manner and all of this comes through Infosys Topaz. Now in the IP and platforms that we have been building at Infosys, we have always kept our customer needs in mind. So if a customer comes and says look I want an end to end vertically integrated AI and agentic platform then we use AI Next as a platform to accelerate value. Or if the customer says look I've already made some investments I want a composable modular agentic and AI platform which can help accelerate my own AI journey at speed then we essentially bring the Infosys Topaz fabric. So with a combination of these we are able to meet most of the demands of what our enterprise customers have. Now let me talk about Topaz fabric itself because over the last few months we are starting to integrate all the different IP that we have at Infosys into one common way through which we can deliver our services. Now Topaz fabric enables five key capabilities. The first is this builds on our customers existing investments. So this is not about replacing what they have. So this works above their model layer, above their platforms and above their enterprise systems and fabric can integrate with any model, any framework, anything that they have. So that's the abstraction that we have already built within this. Second, it provides close to 600 agents which have been purpose-built for different AI first services, AI augmented services and also for industry specific flows. So this is something that we bring out of the box to accelerate the journey for our customers. Third, what we have also done is we said we'll create out of box integration. So we have out of box integration with most of the coding tools. We have out of box integration with different models. We have out of box integration with business platforms like SAP, Oracle, Salesforce. We have out of box integration with data platforms like Snowflake and Databricks and with enterprise platforms with ServiceNow. Now what this enables is it enables us to deliver value to our customers quickly. Now in all of these it is also about bringing the enterprise context and hybrid intelligence. So the way we are doing is we are starting to build a number of different ontologies and models that comes prepackaged as part of our Topaz fabric and that's something that we bring out of the box and as we deploy it we learn from the data we learn from the processes and this is how we create a closed feedback loop where the context keeps improving as it gets used over a period of time. Now a lot of our clients also want to use a lot more predictability in the way AI is deployed. This is where we bring a lot of deterministic rules couple it with AI models and we also bring our own small language models in order to create a right value proposition from cost as well as from a time-to-market standpoint. Now all of these is backed by a lot of deep research and patents that we have filed over the years. Now while we are doing a lot of innovation internally within Infosys we also acknowledge that there is a lot of innovation happening outside. So we are working with AI native partners in three different ways. One, if they have a platform that is really good at doing something, then we are leveraging it for the tasks that are relevant to enterprise. For example, Nandan talked about brownfield. So, our Cognition partnership is largely to use Devon for a lot of brownfield engineering because we find that that is really good at it. Second, we are building embedded agents that can work within our partner tooling. So today we have built agents in fabric that can run within Claude Code, that can run within GitHub Copilot, that can run within ServiceNow. So whichever platform the client has these agents work within that environment and third we have integrated with their tooling so that we can cover the end-to-end value chain that is required to accelerate the journey. The next is also we are focused on where the industry is heading on AI and this is where we are working with universities to do joint research. We do today on agentic technology on also scaling and on trust with Cambridge, with Columbia and Cornell and we are also doing this a lot more with the research centers that we have set within Infosys. This is to make sure that we continue to build on what will come next. Now let me bring all of this to life with an example where for one of our logistics client they were finding that the customers were able to process the orders and bookings in a lot more accelerated manner and this was creating an issue for them and they said we want to be able to process these customer care services in a much more accelerated manner. This is where we took AI Next as a platform because they had already tried with multiple platforms and it didn't work and we said we'll use AI Next to uncover the existing knowledge because they had rules that are very specific to each customer. So we pulled out close to about 8,000 different rules that exist there. The second innovation that we brought here is that we automated the entire workflow. So when we started the extent of automation was about 0 to 10%, we took them to about 70% automation in their entire workflow. What this meant is the turnaround time reduced from 24 hours to about 30 minutes. The next is they also were very concerned with the sovereignty of the stack. So what we did in this case is we used the Mistral and Pixtral models to make sure that it addresses the sovereignty needs that they had and this today supports orders or bookings from 116 different countries and it supports 15 different languages. That's the power of what this could do. And eventually as we started scaling cost became an important driver. So we had to bring in a lot of optimizations to reduce the cost significantly for that customer. And this is something that we did over the last one year and today this is live. Now you can see a lot of these IP platforms as you come to our living labs and I encourage all of you to please spend some time and experience these technologies that we are talking about. Thank you very much.
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Host48:40
Thank you Ravi. Now for our next session on unlocking AI value in communication media and technology. Please welcome Anand Swaminathan, segment head, communication, media and technology.
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Anand Swaminathan48:54
So let me share a few things in the next 10 minutes particularly around what is driving AI demand in the communications media and the tech business and what is the value that we are seeing when we work with our clients on AI and I'll also give you one concrete example where we have delivered
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Sumit Virmani49:16
AI at scale. AI is no more an experimentation with many of the telecom, media, and tech companies. They are looking at making AI a core operating model on which they want to drive customer experience, engineering and network resilience, as well as operational efficiency. So the communications, media, and tech business spans across the semiconductor companies, the OEM platforms to the hyperscalers and the media and entertainment companies. There are six defining themes that are driving the demand for AI. First is if you look at the telecom companies, they are facing a huge growth challenge. There are only so many consumers to buy mobiles and each consumer can only buy so many mobiles. Then if you look at the B2B business which has traditionally been a challenge for the telecom companies, it's not growing at a good rate for them. So with the B2B and B2C growth issues, AI is giving them a breather. Now companies are reimagining their customer journeys using AI and on the B2B they are rethinking how should they go to market. In one particular case, we have done a joint venture with an Australian company called Telra where we own the majority stake and we will jointly be responsible for taking the B2B non-connectivity solutions to the Australian market and we are engaged with a variety of our telco clients doing a lot of B2B and B2C work. Sovereign and sovereign cloud is a big opportunity for the telecom companies. Now outside of US every country is really looking at telecom companies to provide for the AI infrastructure to provide for data residency to provide for cyber resilience and to be able to operate within the country the required AI apparatus to keep the businesses going. So that's a big opportunity. Third one is around the productivity expectations. They have to bring down their unit costs and the huge challenge for them is the traditional productivity factors are not enough. So they're looking at step change in productivity improvements. And again here AI is a huge factor. On the other side, if you look at the tech and the media side, you know, we are all seeing the huge spending surge that's going on with AI in terms of expanding the AI farm. But the issue has been that most of the AI is actually sold within the tech companies in terms of model building, model training and is not really getting diffused to other verticals or other industries. So the opportunity for Infosys is actually to bring our domain knowledge across the different industries and really work with the tech companies and make sure that we are able to take the products and services and actually do the right implementations. So this is one reason why many of the tech companies want to work with Infosys because of our native understanding of many of these industries. And finally, there is a huge race across the tech companies towards gaining AI market share and that is opening up a lot of opportunities for us in terms of working with them on the engineering spend as well as in enabling them in terms of creating new channels either on the sales or on the partner side to participate in the AI opportunity. Two things are very important. One is trust with the clients and second is the scale. So if you look at the telecom, media, and the tech business today, you know, it is a very concentrated segment where there are very few big companies and then a long tail of small companies. So we have deliberately developed a long-standing relationship with some of the leaders in this industry and that's evidenced by the fact that almost 60% plus of our revenues come from the top 15 clients. Now what it means is these are the clients with whom we have the level of trust and advocacy to work with them on their AI roadmap and with each of these clients we actually are engaged in one or more of these opportunities today. So where we see again AI getting deployed and value getting created, three broad areas. First is customer experience. Now Nandan touched upon it talking about customer reimagination of processes. It starts with that whether it's a B2B or a B2C and how do we rethink the process in an agentic world and how do we improve the customer satisfaction and customer retention. So that's a big opportunity. But along with that, it's not as simple as that because you have a lot of legacy tech in many of these companies. Many of these tech gear there is end of life or end of support. So there is a big question about are we going to buy new platforms or are we going to just build the platforms and the obvious answer now seems to be going towards building platforms in an agentic AI network framework. And that gives companies like us a huge opportunity and we are seeing an additional improvement or an incremental of about 30% on the net promoter score in many cases. So when it comes to network resilience or engineering reliability, so we have a solution framework called Infosys Smart Network Assurance which is today part of the Topaz suite of products. Using this working across many telcos globally we have been able to improve the network resilience and bring down outages significantly. Now as far as the operations are concerned it's about really applying AI, agentic AI in a way where we are working on a human plus agent model to drive the unit economics and be more efficient for our customers. So let me talk about one particular example where we have really scaled AI in a huge enterprise across a large enterprise. So Liberty Global is a leading broadband and mobile fixed mobile broadband communications company based in Europe. They operate across many European countries and with about 10 million subscribers subscribing to their entertainment and connectivity platform. Infosys today owns and operates the entire stack of hardware, software, and services for Liberty Global. And this engagement is built on a per subscriber basis. The fee is based on per subscriber. So as the subscriber count changes, Infosys fee also changes. So what we have been able to do in a situation like this is using the agentic AI framework unlock value in the software stack which is something that traditionally has not been done by many of the service companies. So when we took over this undertaking of completely owning a 10 million subscriber platform which is a highly critical platform, you know, the big question was how are we going to deal with hardware and software but that is what is giving us the biggest opportunity to unlock savings today. Now also applying a very unified agentic AI thinking for the entire platform we have been able to improve customer experience. In one case for example where if you imagine a customer at home who has an option to use an Apple remote or some other device to interact with the TV. We are giving better features or richer features using the entertainment platform at Liberty through our agentic AI framework where through a natural language the subscriber can speak to the television and get the shows he wants instead of doing a search with a clunky device. Now this improves engagement of the subscriber to Liberty as a brand as against going via some other brand. Similarly, we have improved network resilience in this company and you can see the metrics out there and as well as many of the other important critical elements like improving their own employee experience by bringing agentic AI. Now let me actually let the CEO of this company speak to you directly about his own experience in working with Infosys. Can we roll the video please?
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Hertz Executive57:48
At Liberty Global, AI is no longer an experiment. It is becoming foundational to how we run our business and how we serve our customers across Europe. And Infosys has been a critical partner in helping us turn that ambition into reality. Together, we operate and continuously evolve the connectivity and entertainment platforms that support tens of millions of customers across our footprint. We innovate faster and we now have the engineering capacity to move ideas into production quickly and reliably. Over the past year alone, Infosys supported more than a thousand platform delivery. These included major launches like Super Search, which serves around 8 million TV customers using advanced large language models to make content discovery conversational and intuitive across linear, on-demand, and streaming. Now, we're also using AI to fix and transform how we operate through AI programs like agent assist and customer assist, which are now deployed in multiple markets. We're enabling more self-service journeys, improving satisfaction, and reducing pressure on our care teams. As a result, we've seen things like outages reduced by 50% year-on-year and 60% fewer customers impacted. Our relationship spans more than two decades, including over a decade as a formal strategic partner, and it underpins major programs across our company. If I had to narrow it down to one thing that sets Infosys apart, it's trust. We have great mutual respect for one another and I always know I can call them on any issue and get a straight and honest answer and that matters to me more than anything.
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Host59:23
Thank you very much. Thank you Anand. For our next session on unlocking AI value in manufacturing, please welcome Jasmeet Singh, segment head manufacturing.
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Anand Swaminathan59:48
Well, hello everyone. I'm delighted to share with you today what we see as happening in manufacturing on AI and how are we capitalizing on this opportunity. You know, leading manufacturers are leveraging AI, embedding it into their product, embedding it into their workflows. They are driving agentic execution to unlock value. In fact, in our recently published manufacturing tech index, 75% of the manufacturers embed AI into their enterprise strategy. Now we see three big areas of opportunity for us. Number one, everything is getting connected and what that means is it's driving investments into smarter products, smarter operations, and as-a-service models. Now it has been talked about before but the industry has got a rigid tech stack that is leading to and driving AI-led modernization. That's opportunity number two. Now AI lives on data and manufacturers have a treasure trove of data. They have it in the smarter products, across operations, and so that is opportunity number three. Now as we look at the manufacturing value chain from design to service we are obviously seeing a huge amount of applicability of AI. But let me talk about the make part of AI. Now it makes sense that you know I'll talk about this because this has the potential to drive operational performance improvements and agility. As an example for a leading industrial manufacturer we are leveraging computer vision and AI to assess product quality in their manufacturing operations. This is driving a 10% increase in throughput. Now it's not only across the value chain. We see now that we are able to solve much more complex problems leveraging AI and we are unlocking a lot more value and this is cutting across also the horizontal areas like finance, HR, and legal. Now let me make it real with a couple of examples. This is a mission critical process at Rolls-Royce. You know, Rolls-Royce manufactures and sells aircraft engines on a power-by-the-hour basis. Engines require maintenance. They need to come in to the shop for overhaul, for maintenance, and they come to the Rolls-Royce MRO facilities for that. Every time an engine comes, it means that aircrafts or the airlines could be facing an aircraft on ground situation and Rolls-Royce could be losing revenues. So you can understand that the imperative is to try and get the engine back on wing and not idle as quickly as possible. The process in question is the reviewing and authoring of the repair procedures of every engine that comes in. Now each engine is unique because it has its own unique operating parameters. The multi-agentic solution that we have developed for Rolls-Royce is delivering significant benefits: a 40% reduction in engineering effort. First time right rates are increasing from under 40% to 75%. And because we are able to accelerate the entire process, it is providing a multi-million pound revenue uplift for Rolls-Royce. In the words of Declan, as you can see, Infosys has successfully operationalized the Agentic AI solution. It is an approved EASA, which is the regulator. Remember, this process is manual. It's highly regulated and safety first. It is an EASA approved European Union Aviation Safety Agency's approved solution. And that means we can now scale it across Rolls-Royce. The second example is on GE Vernova. It has been referenced before. Now GE Vernova is a 40 billion in revenues company. It's a leader in power, wind, and electrification. They are at the forefront of the energy transition and their aim is to electrify the world while simultaneously decarbonizing it. They selected us as the AI strategy partner for them. This is from strategy all the way to execution. The reason why they selected us was because of what they saw we were doing internally to become an AI first company. We are able to bring together not only the AI expertise but the knowledge that we have in product engineering, in business process, as well as in IT seamlessly to deliver this significant transformation at scale. We have already delivered over 25 plus agents, multi-agent use cases for GE Vernova in production. Now let's hear directly from the CEO Scott Strazik and Justin John who is the AI leader. Can we please play the video?
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Hertz Executive1:05:17
Hi everyone, Scott Strazik, CEO of GE Vernova and at the start I would just say that we have a very strategic relationship with Infosys both technically working through engineering areas also a lot of functional support and as we started down on our AI journey it made a ton of sense to go to Infosys as a partner of choice. We're in the early stages with AI today, we're really looking at it as a way to amplify the potential of the company, the potential of our teams by using these tools and as an incredible growth vehicle and we're really happy to have Infosys along on the journey with us.
Thanks Scott. You know, we kicked off our DNA acceleration program in August of 24 and Infosys was with us from the very beginning. They helped us form our strategy, build out our governance process and design our AI platform. Now, most importantly, they're helping us execute on our many use cases. They've also been able to scale at the pace we're trying to move at and do it with quality talent, which is really hard in today's market. Now, for some context, we're executing over a 100 use cases across Vernova, and Infosys is helping on many of them. The impact from these use cases has been transformative. Now, as we look forward, we've only really begun the AI transformation at the company. You know this, we talk about that a lot. And so as we scale our efforts internally, I'm really looking forward to scaling that partnership with Infosys.
No question, Justin. I appreciate your leadership every day and for the whole Infosys team. Thanks for everything you do.
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Anand Swaminathan1:06:58
Now, what a phenomenal message. We are delighted to be a partner to GE Vernova on this exciting journey. I want to leave you with three key takeaways from manufacturing. Number one, the AI opportunity for manufacturing is massive and we are already delivering value at scale. Number two, we have the depth and breadth not only in AI expertise but the knowledge in product engineering, in business process, as well as IT to again drive this transformation. And lastly, as you heard in the video, we have the capabilities to drive this from AI strategy to scaled execution. Thank you.
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Host1:07:42
Thank you, Anand. Before we get to our next session, which will be followed by lunch, I would like to inform everyone that after lunch, we will be heading to the Infosys living labs for a walk through on our enterprise AI in action. For our next session on unlocking AI value in financial services, please welcome Dennis Gada, segment head banking and financial services.
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Dennis Gada1:08:15
Hello everyone. You know, first of all I have to say I really feel at home talking about the impact of AI in financial services to an audience which is largely full of people who come from the financial services industry and understand some of the nuances and challenges. What we see in the industry today is that financial services is really at the forefront in terms of adopting and scaling with AI and this is different right from some of the previous tech shifts for example cloud or even digitization where there was a little bit of lag effect or catch up for the financial services industry but this is different. Financial services firms whether it's banks, asset and wealth managers, custodians, card providers are really leaning in and leading with AI. And I think the reason for that is that this is one technology and business shift that firms see which can simultaneously bend the cost curve as well as the growth curve and also help in managing risk and compliance which is of course very important in this industry. So you know this has a lot of conviction with the CXOs as you can see many of the quotes from the CEOs around using AI for augmented intelligence, using AI not just for efficiency but really driving large scale transformation within the bank and looking beyond productivity to growth. So the good news for us with all of this is what we see is a significant increase in spend towards AI initiatives and you know we are well positioned to benefit from that both in terms of the AI first services as well as the AI augmented services that we talked about but it also does come with some of the constraints and challenges right. It is not a technology or a use case challenge but more around regulations, data privacy, and most importantly change management and adoption which is where we see huge opportunity to continue to expand. In fact one of the CIOs of a large banking organization we spoke to talked a similar concept to the deployment gap that Nandan mentioned. Even if AI technology were to stop evolving today, there is still so much to be done for financial services firms to benefit from and leverage what's already there. We also see a diffusion of AI use cases across all the subverticals right. We're working for example significantly on fraud prevention in the payment space, in the consumer banking space and this already there was a lot of work done on machine learning models in the past but AI provides a lot more capabilities to take it to the next level. Similarly there's a lot of work on customer experience through contact centers, through UI/UX, but also beyond that, right? For many relationship managers in commercial banking or advisers in asset and wealth management or financial analysts like many of you in the room today, AI provides much more of data and insights and helps with the productivity so that these relationship managers and advisers can spend more time with their end clients. We also think that agentic commerce and payments will take off significantly. It's still at the starting point and that will result in a lot of unlock of new business opportunities for financial services clients. All of this is of course on the foundation of AI based software engineering, AI based process orchestration and data transformation that we spoke about earlier today. So I'll talk about one of our flagship client examples in financial services, Citizens Bank. It's a top 15 bank in the US and has grown significantly over the last several years both organically and through acquisitions and they have just embarked upon a program called Reimagine the Bank where the main objective is to use the power of AI to significantly grow and expand the services that the bank provides as well as drive efficiency. Infosys has been selected as the strategic partner to help the bank in this Reimagine the Bank initiative. In fact, just a couple of weeks back, we opened an AI innovation hub dedicated to support Citizens Bank in this initiative right here in Bangalore and this has been an ongoing journey. We've helped Citizens Bank move 100% to the cloud. One of the few financial services institutions in the world that has achieved that. We've already built some industry-leading platforms on the cloud and then with this foundation now we are helping them accelerate the AI journey. You know, using our Topaz Fabric suite of agents we are helping them build their own agentic AI and GenAI platform which will help across the bank to deploy several use cases. Some of them are already in production. For example, we see a 44% reduction in calls to the contact center generated from the mobile app. And more broadly, the bank has talked about a 450 million cost run rate reduction target as part of this Reimagine the Bank program. This is not just about cost efficiency, but this shows the power of AI to drive structural transformation in a leading bank like Citizens. I would like to play a short video to talk about the journey at Citizens Bank.
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Hertz Executive1:14:23
As we reimagine the bank, we're looking at transforming a lot of Citizens business processes. We set an ambitious goal to deliver over 450 million in revenue and operating cost reductions over the course of the next 2 to 3 years. I'm really excited about that and the power of AI to enable that. We've kicked off 47 different initiatives across the bank. About half of those initiatives are going to leverage AI to really deliver significant benefits for the company. We really believe that AI is going to be a game changer for the banking industry and we want to be at the forefront of that here at Citizens and that's why we've opened up the hub here in Bangalore. And so excited we're building it from the ground up. It's really a first in the industry. This is not only a technology initiative, this is also a business initiative. So we have 75 use cases across the bank that we're using AI. Having the center of gravity here in Bangalore, we're going to be able to take advantage of the talent that there is in both the AI space, GenAI space, and data spaces.
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Dennis Gada1:16:00
So that's an example of a first of its kind AI innovation hub right here in Bangalore for Citizens Bank dedicated to support their Reimagine the Bank program. Now beyond Citizens right if you look at the financial services industry as you know it's the largest segment for us at Infosys and we work with organizations across the spectrum right from the large global banks to the regional banks to card providers, asset and wealth management firms and so on and we are seeing a huge amount of increase in work that we do with them on AI. In fact, 15 of the top 25 financial services clients have selected us as the strategic partner. We work with all of them, but for 15 of them, we have specifically been selected as a strategic partner for AI services. And if I take a couple of other quick examples, you know, for a top three card provider, we've been working with them on the modernization journey for their core cards platform, right? This is 40 million lines of code written over the last several decades and we are using AI to do this modernization. With that we're seeing a 50% reduction in the time taken to do the modernization and significant efficiency benefits. The beauty of this is with the success of this program this particular client now wants us to do two three more of these modernizations which were almost impossible to do in the past. Right? So it just shows how much velocity this creates based on success of delivery on some of these programs. Similarly for one of the large global wealth management firms we're helping them build the agentic AI platform support a lot of initiatives for the financial advisor to get better data insights, higher productivity so they can focus on their end clients. In summary, you know, financial services industry as all of you know very well is very complex. There's a lot of legacy. There's a lot of regulatory oversight, but it has also always faced a bit of a growth and a cost challenge. And I think AI is a catalyst that can really help accelerate some of those mitigations and drive the organizations forward. At Infosys we have deep expertise in the industry vertical. It's our largest segment. We have strong capabilities that we talked about earlier today. And also most importantly we have the depth of the relationships right many of these organizations we've been working for more than a decade and that gives us a lot of institutional knowledge and context which we can use to help them on the AI journey. We really see this as a huge opportunity to bring the hybrid intelligence human plus AI and help these organizations become truly AI powered and pivot to a completely new operating model for the future. There's a lot of work to be done. We are excited. We are just getting started and we think we will be super successful. Thank you.
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Host1:19:10
Thank you Dennis. Before we proceed for lunch, everyone a few important announcements. For departures in the evening, like I said, we'll have coaches to the airport at 4:45 and 5:00 p.m. If anyone needs an airport transfer earlier than that, please inform the help desk outside in the lobby. As you finish lunch, in the next 30 to 35 minutes, we will walk down to the Infosys living labs or take buggies, which is right next to this building, and to see Enterprise AI in action. On your registration badge, you will find a number that indicates your group for the living labs tour. Group volunteers will be arriving here by 1:25 p.m. Request you to join the volunteers and proceed towards the living labs in building 45 where you will collect your headsets and will be briefed by your group leaders for an immersive experience. Kindly access lifts to the right side of the banquet hall when you exit for the living labs tour. I now request everyone to proceed for lunch on my left and straight back outside this room. For people who have specifically requested for Jain food, you will find it at the counters on my right side of the hall. Thank you. See you after lunch.
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Hertz Executive1:21:23
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in AI journey for more than five years now. Knowing our business and helps us really to bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys IIA expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots, but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TELUS thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long partnership more than 25 years but the level we have brought this partnership to the last few years have been amazing. We are not an AI company but to be a leader in connectivity and be one of the leading telcos in the world we need to be a leader in AI. And to do that we need partners that push us, that challenge us, but also work together with us on that vision. We've moved away from traditional transactional relationship with partners including our partners within to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strand. Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in AI journey for more than five years now. Knowing our business and it helps us really to bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys IIA expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward, not as isolated pilots, but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TELUS thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long partnership more than 25 years but the level we have brought this partnership to the last few years have been amazing. We are not an AI company but to be a leader in connectivity and be one of the leading telcos in the world we need to be a leader in AI. And to do that we need partners that push us, that challenge us, but also work together with us on that vision. We've moved away from traditional transactional relationship with partners including our partners within to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strand. Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in AI journey for more than five years now. Knowing our business and helps us really to bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys IIA expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward, not as isolated pilots, but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TELUS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long partnership, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that we need partners that push us, that challenge us, but also work together with us on that vision and move away from traditional transactional relationship with partners including our partners within to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strand. Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in AI journey for more than five years now. Knowing our business and it helps us really to bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots, but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise.
A
Anand Swaminathan1:41:14
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward, not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive1:42:32
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive1:43:56
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR1:46:31
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds for Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan1:47:44
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward, not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive1:49:17
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership through the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive1:50:39
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR1:52:45
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now, knowing our business and it helps us really bring together the best of both worlds from Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan1:53:58
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots, but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive1:55:31
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive1:56:53
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR1:58:59
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now, knowing our business and it helps us really bring together the best of both worlds for Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan2:00:13
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward, not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together, we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive2:01:46
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the Infosys team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:03:07
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR2:05:13
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan2:06:26
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive2:08:00
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last two years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the Infosys team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:09:22
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR2:11:27
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan2:12:41
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward, not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive2:14:14
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the Infosys team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:15:36
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR2:17:42
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan2:18:55
At Microsoft we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive2:20:28
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:21:50
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR2:23:56
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds for Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan2:25:09
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing Agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive2:26:42
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last two years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the Infosys team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:28:04
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
B
Balakrishna DR2:30:10
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission-critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this AI journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys, driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by, in some areas, up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Infosys.
A
Anand Swaminathan2:31:23
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production-scale, business-critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trust, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions, driving productivity, faster decision-making, and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers, and delivers responsibility at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI-native way.
H
Hertz Executive2:32:57
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of Hertz, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationships with partners, including our partnership with Infosys, to a more outcome-based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:34:18
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security and you build secure, governed, enterprise-scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
S
Sumit Virmani2:35:19
Telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
H
Hertz Executive2:36:24
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
A
Anand Swaminathan2:37:38
We see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trusted, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision making and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers and delivers responsibly at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
R
Ravi Tarafdar2:39:11
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TCS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationship with partners including our partnership with Infosys to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:40:33
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
H
Hertz Executive2:42:38
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
A
Anand Swaminathan2:43:52
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trusted, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision making and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers and delivers responsibly at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
R
Ravi Tarafdar2:45:25
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TCS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationship with partners including our partnership with Infosys to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:46:47
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
H
Hertz Executive2:48:53
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
A
Anand Swaminathan2:50:06
We see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trusted, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision making and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers and delivers responsibly at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
R
Ravi Tarafdar2:51:39
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TCS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last two years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationship with partners including our partnership with Infosys to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:53:01
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
H
Hertz Executive2:55:07
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
A
Anand Swaminathan2:56:20
We see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trusted, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision making and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers and delivers responsibly at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
R
Ravi Tarafdar2:57:53
Hello Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TCS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationship with partners including our partnership with Infosys to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
D
Danske Bank Executive2:59:15
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
H
Hertz Executive3:01:21
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
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Anand Swaminathan3:02:34
At Microsoft, we see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trusted, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision making and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers and delivers responsibly at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
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Ravi Tarafdar3:04:08
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TCS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last two years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationship with partners including our partnership with Infosys to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
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Danske Bank Executive3:05:29
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production, that's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
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Hertz Executive3:07:35
Hello. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
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Anand Swaminathan3:08:49
We see AI and agentic AI as the foundation of how enterprises will operate going forward. Not as isolated pilots but as production scale business critical capabilities. This is core to our frontier firm vision where organizations embed AI deeply into how work gets done across the enterprise. Infosys is a strategic partner helping bring that vision to life for our joint enterprise customers. What differentiates Infosys is their ability to operationalize Microsoft's AI solutions into secure, governed, and scalable enterprise platforms. This goes well beyond deploying tools. It's about enabling trusted, integrated AI intelligence adopted at scale. Together we are advancing agentic AI where intelligent agents actively orchestrate workflows across business functions driving productivity, faster decision making and measurable outcomes. Infosys exemplifies the kind of partner we want to scale with. One that co-innovates, co-engineers and delivers responsibly at enterprise scale. Together, Microsoft and Infosys are helping enterprises realize the frontier firm vision, embedding AI and agentic intelligence into the core of how work gets done and enabling organizations to operate in a more intelligent, adaptive, and AI native way.
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Ravi Tarafdar3:10:22
Hello, Salil and Anand and the rest of the Infosys team. Can I first say on behalf of TCS, thank you so much for the partnership. We are really building a stronger and stronger partnership. It's a very long part, more than 25 years, but the level we have brought this partnership to the last few years have been amazing. We are not an AI company, but to be a leader in connectivity and be one of the leading telcos in the world, we need to be a leader in AI. And to do that, we need partners that push us, that challenge us, but also work together with us on that vision. We moved away from traditional transactional relationship with partners including our partnership with Infosys to a more outcome based strategic relationship. You are one of our most important partners in the whole software and IT ecosystem and to see how our teams start moving away from just playing with AI to make AI a daily part of the business. So for us this partnership is so critical not only for today but also for the future where we have that ambition to be a connectivity leader and also to ensure that we deliver on our connected future strategy. So Salil, Anand and the team keep challenging us. We want to be a leader and we want the best partners and you're one of them. Thank you so much.
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Danske Bank Executive3:11:44
Infosys is one of those partners where the results speak louder than anything I could say here, but I want to say it anyway. What I appreciate most about this partnership is that Infosys doesn't just deploy ServiceNow. You industrialize it. You take our AI capabilities, Agentic AI, Now Assist, AI Lens security, and you build secure, governed, enterprise scale platforms that customers actually adopt and use. And that's the part that matters because AI doesn't just create value sitting on the shelf. It creates value when it's put to work. And that's exactly what we're seeing together. Look at what's happening with IKEA. Infosys and ServiceNow are automating sales and service workflows, accelerating response times, and moving critical processes from manual execution to AI-led operations. That's not a pilot, that's production. That's real outcomes. We're seeing the same pattern with Tyson, Lumen, PepsiCo, and others across retail, telecom, energy, and financial services. This is what bold looks like in a partner ecosystem. Not just talking about AI, but putting it to work at scale in production with measurable results. You are demonstrating right now what it takes to move customers from AI experimentation to real repeatable business value. That's the kind of impact customers recognize and that earns the right to grow together. Thank you for the partnership and I'm super excited about what lies ahead.
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Hertz Executive3:13:49
Hello everyone. My team is responsible for delivering operational excellence for our enhanced customer satisfaction experience for mission critical customer solutions and workloads. AI gives a lot of opportunities in that space and one key scenario among many others where we have been using AI together with Infosys is to predict and prevent issues and as well to speed up the support we deliver. Infosys has been a great partner in this journey for more than five years now. Knowing our business, it helps us really bring together the best of both worlds from Microsoft and Infosys driving our AI solutions to enhance customer support experience. Microsoft AI and Infosys expertise leading to significant synergies and really increasing productivity by in some areas up to 50% and as well really support our customer satisfaction improvement program. The impact we are seeing today is really tremendous and we are very energized to continue that journey together with Microsoft.
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Host3:18:39
Hello everyone. I request you all to please be seated so that we can get the show back on track. Thank you.
Welcome back everyone. We hope that you had an insightful visit to the living labs and saw all of our value pillars in action. Now for our next session on unlocking AI value in energy, utilities, resources and services. Please welcome Ashish Kumar Dash, segment head energy, utilities, resources and services.
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Balakrishna DR3:21:04
Hello and good afternoon. Hope you had a good session in the living labs and you could see some of the things in action. Now over the next 10 minutes I'm going to talk about an interesting segment called energy, utilities, resources and services. And I call this interesting because AI has created a circular economy in energy, utilities and resources sector. While these sectors are heavy users and consumers of AI, they are also critical enablers of AI. If you look at utilities today, particularly electric utilities, they power and decide where the next data centers should be and how fast the AI data centers can grow. In fact, there are views that electricity is the only limiting factor in growth of AI. So they have a massive, massive role to play. A data point here, the projection for data centers to consume about 10 to 12% of global electricity by 2030 is almost four times the current level. So that's the amount of growth that we will see in the electricity sector. Oil and gas have always underwritten the global energy and stability of supply of energy. Now with data centers, natural gas and LNG are becoming the transient fuel so that we bring more reliability and load balancing to the grid. We can dispatch the load when the wind is not blowing and the sun is not shining. And resources interestingly are the providers for raw materials that AI runs on. So the new metals, copper, lithium, nickel, cobalt, rare earth materials and aluminum are very core to scaling AI anywhere in the world. Now with that kind of an interdependency, we are seeing circularity in action here. Energy decides the physical scalability of AI. Utilities decide the reliability and sustainability of AI. Resources decide the material availability of AI because of the materials they supply and services continue to be the big consumers of AI when it comes to inferences because of primarily the B2C nature of their business. What we are seeing in the industry sectors across these different sectors in the segment is the demand has gone up. Digital intensity is at an all-time high and there is not only growth, there's also margin expansion for these players because of what AI is creating for them. AI is also becoming the operating system for many of the industrial implementations. Whether it is subsurface computing, whether it is digital mining or remote mining, whether it is grid reliability and prediction of the load on the grid, AI is sitting right at the heart of it. And my colleagues Dhra and Satish spoke about this earlier. This is an asset heavy and ERP heavy industry. So ERP is all over the place. There are a lot of business rules, data, compliance, regulation that has been built in the ERP systems over decades and that in a way has created this opportunity where we can put AI to unlock value from the data and also create an orchestration layer for a better human experience and that creates a unique opportunity for SIs like ourselves to go in and look at the ERP landscape and see how we can get them get the best value out of it. Obviously we are helping clients move their OPEX savings because of AI to do lot more discretionary projects, lot more transformational projects that AI has unlocked for them and what differentiates us is a triangulation of our deep understanding of the client's context, our extremely rich domain consulting skills and engineering AI at an enterprise scale. When we triangulate these three it has put Infosys in a pole position when it comes to AI and the proof of the pudding is we are the AI partners for 15 of our top 25 clients in this segment. We do work across the AI framework. We've created digital twins for a very large oil and gas major to take asset telemetry and make the assets more intelligent, more automated, reduce their downtime. We have worked in AI grid data engineering for a very large electricity provider to predict the load on the grid, forecast the load on the grid and ensure they invest on the grid where there is congestion to provide electricity to the data centers. These are problems, mathematical problems that could not have been solved at a granular level that we are doing today. We are working with helping our 20 plus of our clients reimagine their business processes, FNA customer service that Salil talked about and this is unlocking new opportunities for us to bring AI at an enterprise level and then commit to the outcomes that the client desires for growth in revenue, reduction of cost that is expansion of margins and customer satisfaction and innovation. So another example is the agentic AI platform where we are building enterprise level agentic AI platforms to drive significant change in the way client imagines their workflows and then make the agents more of a co-worker with our clients employees. We have done 15 plus such implementations in this segment and of course not to mention the full stack modernization of clients legacy systems which is a huge opportunity. You saw the example of Hertz. We are doing 15 plus different ways and different flavors of bringing in AI to modernize assets that have been sitting there for the last 15, 20, 30 years where client can immediately unlock value. A great example is a very large airline where we really deployed agentic AI to modernize their systems to give better customer experience and predict the delivery of baggage to the customers on time. Let me bring this to life with two examples. This is a mega deal that we signed with BP, a super major. Now, the challenge was to enhance enterprise-wide adoption of AI. And here we're talking about massive scale that cuts across all of the value chain elements. So starting from production and optimization to dynamic pricing in their retail and convenience stores, contract automation for the thousands of contracts that they sign, IT operations and corporate functions. We picked 50 plus AI and agentic AI initiatives and then brought in our partnerships. The technology stack that we used here was an Azure Foundry, OpenAI stack and of course for the developer productivity we use GitHub Copilots at a very very large enterprise scale. The outcomes were measurable: 18% year one improvement in IT operations efficiency, 50% faster contract validation which is something that they are very proud of and 95% payment accuracy. The proof of the pudding is in a statement that the CEO made in their investor day which said Infosys and Palantir are the top two partners who are making AI real for the entire company and he calls it super cool. And the other quote is from the XCIO. Let me give you another example and this example is about scale. This example about complexity, this example is about also not having fragmented but unified implementation of AI. This is for the largest oil and gas operator, upstream operator in Australia. Their challenge was to bring in and build an enterprise AI platform that cuts across different parts of their organization starting from their production and operations, contracting, procurement, finance, HR and IT ops. We identified 16 plus high value AI use cases for implementation and we used Amazon Bedrock as the agentic AI for upstream functions and then Azure OpenAI Foundry for corporate functions. The way we approach this is on four value vectors. The bottom of this, the foundation layer is the enterprise grade platform that we built for them. On top of it, we built agents for intelligence and insights to their operations, agents for employee experience improvement, agents for asset operations. The results are visible. 20 to 35% efficiency gains in upstream value chain and 15 to 20% productivity gains in just improving the employee experience on a day-to-day basis because when they deployed this and they picked the corporate functions for identification, this was one of the goals that we picked with them. Let's hear from the CIO on, let's hear from the sponsor of this program on how this whole initiative went through. Can I have the video from Woodside please?
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Host3:30:21
Can you talk a little bit about what are some of the trends you're seeing in the oil and gas sector when it comes to AI?
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Woodside Executive3:30:27
The Woodside is a global energy company. So we supply energy around the world and I think being in the oil and gas industry is a really exciting place to work. Fundamentally last year was a year of foundations for us. And so our AI strategy really fits into our digital obligation of providing intelligent systems for our staff to interact with and that supports Woodside's ambition and goal to provide the energy that the world needs reliably, at low cost and with lower carbon. We had some 300 plus use cases. We scaled our AI pods from about one last year. We've got 11, 12 running now. Scaling up one of our AI pods to 11 or 12, that was done in conjunction and a partnership with Infosys. And you know, if I look at the number of people which is 100 plus in those pods that we onboarded and hired over a year versus the number of people we were able to hire in Australia was about 10. And so you know, the ability to leverage our partnership with Infosys, your brand and your expertise and to be able to scale was really helpful to us.
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Balakrishna DR3:31:37
So to summarize, I think we are bringing an outcome focused responsible AI framework that is working at scale and at speed and very very excited to be doing this for so many clients in the sector. Thank you.
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Host3:31:56
Thank you Dash. For our next session on unlocking AI value, retail, CPG and logistics, please welcome Amishwar Nad, industry head CPG, logistics and retail.
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Amishwar Nad3:32:14
Good afternoon. Let me start off by walking you through the market outlook and the role that AI has for our clients. If we look at the quotes from market leaders in our industry, there's a common trend that's emerging. AI is no longer just about pilots. Today AI is embedded deep into our clients operations that is helping them improve their revenue efficiency and driving better customer value. If you look at the sub-verticals that we operate in within consumer goods, we are seeing a significant impact of AI in multiple business use cases. We are seeing precision revenue growth management being one of the key levers where millions of demand data points regarding demand, price, promotion, channel is ingested near real time to determine whether value is being created or lost. This is creating a potential of an improvement of 3 to 5% in the overall gross profit. There's a significant focus of applying AI for hyper-personalized marketing driving deep individualized consumer campaigns as well as driving...
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Sumit Virmani3:33:35
AI planogramming compliance within the retail sector. We are seeing evolution of large language models for loyalty programs. Today, as of 2026, 70% of all loyalty programs we'll engage in will have an AI component in them. We are seeing the evolution of camera vision in stores to help store operations, and we are seeing a strong evolution of agent commerce within logistics. We are seeing AI evolve in terms of doing demand sensing, in terms of route optimization, as well as leveraging it for waste reduction. That's resulting in benefits of 15 to 30% in terms of overall cost reduction. So all in all, we are seeing an extensive use of AI for business outcomes and business use cases of business relevant problems for our clients. And as Infosys, we are uniquely positioned because we bring in deep domain expertise, a strong understanding of data, a strong understanding of AI technology capabilities and governance to bring it all together to deliver meaningful outcomes.
Let me talk about two specific examples of how we are bringing some of these business relevant capabilities to bear. The first one, and I would believe that most of you have seen this in the living labs as well a short time back, but Ralph Lauren is one of the leading high-end fashion and apparel companies across the world. They're also as of today one of the fastest growing companies. But one of the uniqueness about why they're growing this fast is because they're true innovators. They were one of the first companies to evolve into going online for digital sales when e-commerce was just evolving. And today they are looking at how they can bring fashion and technology at an intersection to drive more meaningful conversations and path to purchase with their consumers.
Clearly, one of the key elements they're looking at is how can they replicate the whole concept of stylists which happen in stores and how can they bring that same culture online. Now, in store there are always challenges, you do a lot of manual merchandising, there's a lot of interaction with individual consumers. But the beauty is if you do it online, even if there are millions of consumers engaging, each consumer is a separate segment in itself. You can do hyperpersonalization at scale as if you've got a merchandiser working with you to style your exact outfit the way you want it. And the third element which is extremely important is to reduce the path to purchase. How do you ensure that you are able to connect to real-time inventory so that the actual order can get placed? That's also a significantly complex puzzle as part of these engagements.
As part of what we did, and this was an engagement we did jointly with Ralph Lauren and Microsoft, first thing we did was we ingested 50 years of Ralph Lauren archives and lookbooks. So all that information was fed in and then we created a whole natural language processing capability which allowed consumers to engage in a manner which is similar to the way you would engage with a human being. You're engaging with them with an AI capability but it felt very similar. And so if you wanted to choose an outfit of the nature you want or you want it for a specific occasion, it's happening as if you're talking in real life. It drove significant hyperpersonalization and the path to purchase on an online setup, if you can imagine, it's always you search for an item, then you browse the item, then you click it in the shopping cart, it's a long established process. But this was a seamless process because we were connecting to inventory, you could cut the path to purchase to something which is very immediate.
This has resulted into significant benefits and this is just the start of the journey because this is evolving. But today, more than 50% of the interactions, it's led to a 50% increase in interactions of styling queries that are coming in. The overall results of Ralph Lauren showed a 12.2% increase in revenue. A lot of that, a significant amount was contributed to their online and digital capabilities. So this is one of our best examples in the industry where we're driving hyperpersonalization at scale leveraging the power of AI.
Moving on, I'd like to now talk about a second example. We talked about a global high-end fashion apparel retailer in our first example. I want to move gears and talk about a regional player because I think that's very important as well. A lot of our regional players are also leveraging the power of AI. Posti is Finland's logistics leader. It's a legacy organization, 400 years old. It has a legacy of over 40 years. Its primary business many years back was just the postal business, but they've evolved over a period of time to get into parcels, into supply chain, into warehousing. So now they're an end-to-end logistics player. And as the postal volumes are declining, as is true for the entire industry, they have been focused on how can they pivot to the new. How can they move from being a player that has legacy debt to a player that can drive new age capabilities, who can focus on the run-to-growth element and pivot themselves into building differentiated capabilities.
Infosys is an end-to-end partner for them. We are the single partner, the largest partner and the single partner that is doing entire IT services for them. And as part of that entire exercise, we have evolved an AI-first operating model which is really across run and transform. So how do we bring in AI in every part of the Infosys set of engagements that we work on today? We are running with over 20 plus initiatives on AI across their postal business, across their parcel business and their freight business. So we're cutting the entire value chain and applying AI at all points of the ecosystem. The whole focus is around run-to-growth. So how do we reduce the run cost and then push them into growth initiatives that can allow them to be a leader within the Nordics market. And lastly, they've not gone with one solution. We are the single partner who are driving AI orchestration for them. So they're working with a variety of AI tool sets and we are ensuring that we are orchestrating it to deliver outcomes. Now what this has resulted in has resulted in a 50% software generation by AI tools. It's led to a 35% improvement in productivity and the mean time to recover, considering they had a large amount of legacy systems, has been improved by 70%. So this has created a massive impact. What I will do now is play a short video which talks a bit about how Posti has evolved its AI journey and how our sponsor looks at Infosys's involvement.
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Narrator3:41:13
Posti is Finland's leading postal and logistics provider. Today, parcels, freight, and warehousing, supported by a growing portfolio of digital services, form the backbone of their operations. To power the next phase of their growth, Infosys came on board to reimagine their IT services with Agentic and generative AI to accelerate software delivery.
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Danske Bank Executive3:41:34
Our focus isn't technology for its own sake. It's delivering better business results, better customer experience, and greater efficiency. That's why we've been investing in AI for years with strong results in different parts of the organization. Today about half of code is machine generated with effort reductions of up to 35%. Expanding Agentic AI across their IT organization will considerably reduce downtime which Posti has already reduced by 95% with the help of Infosys. But this is just the beginning.
Infosys has played a key role in building and taking our AI-driven capabilities into the daily life of our IT operations. The contribution has been instrumental in powering the next phase of our evolution and helping us become a leader in logistics and e-commerce sector. But more than that, true digital for a runner in the Nordics.
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Sumit Virmani3:42:26
I'd like to just summarize by highlighting two points. One is the fact that we are seeing AI evolve within our client landscape. It's critical. It's a true gamechanger for our industry. Second, together with our clients, we are working on a number of business enabling capabilities all centered around having AI at the center and this is helping us create differentiated value and long-term association with our clients. Thank you.
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Host3:42:58
Thank you Sumit. For our next session on partnership ecosystem for AI value delivery, I would like to again welcome Anand Swaminathan, segment head, communications, media and technology.
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Anand Swaminathan3:43:12
Right at this time, I think you should have gotten a fair idea about one, the opportunity in front of us, and it's more the execution risk that can hold any IT service company back. It's not the opportunity itself. And then if you looked at the AI value framework that Salil unveiled, one of the main components on that is the partnership ecosystem. It makes it even more important now that we have a very strong set of partners to be able to go to market. And as the AI evolution was taking place, one of the things we did was to really rethink our partner strategy and construct a partner ecosystem that really got us thinking about the future and will help us to actually cross the chasm because the AI stack has to be reflected in how we're going to get the partnerships done. Like today morning we announced a big partnership with Anthropic as an example of how we are actually moving this forward. So we need model companies, we need infrastructure companies that actually are investing in terms of AI transformation. Similarly a set of companies around the chips to application layer to infrastructure to cyber security to model are all part of the AI stack. Now normally people are equating AI to one particular company or one particular category of company. It is not. It's a very complex set of components you need to make AI come to life. And enterprises want the stack to be governed. It's very complex. It's not easy to manage the contracts or manage the performance obligations of these companies or to get the business outcomes they want unless they have somebody who is going to take ultimate accountability for it. So where we come in is we are at the center of this. Yes, AI is reshaping the IT services value chain but we are in the middle of it and we are now orchestrating outcomes for our clients and managing risks for them not just emanating from us but also from the ecosystem of partners we have. So all the partnerships that we have been announcing and we have announced are a very carefully curated set of partners who will actually make the needle move for our clients and again these are partners that will help us with specific industry workloads rather than generally come with one specific set of capabilities and that's what differentiates Infosys as against other companies in terms of how we look at these partnerships.
So if you see the AI value framework now across the framework, already we have started executing some really solid programs in AI that is giving us referenceable templates to actually take it to more clients. So in the case of the first component which is the AI strategy and engineering with a leading investment management firm, we helped them to actually work with an Nvidia stack where their onboarding of investors accelerated by about 30%. And this is an investment firm that has more than 5,000 plus rules regulations and I don't need to explain that to this particular group of people as you might understand how it works in your world. Now we were able to bring in an Nvidia AI stack or Nvidia as a center point in the stack and be able to drive that change. In another case with a leading telco, we were able to create a digital sales assistant where 95% of their fiber sales was done by the digital agent or set of agents instead of human powered selling. Now that is the power of the partnerships that we have because in order to bring this to life you need pre-established relationships, training between companies and contracts so that the friction to market is less and we also have that way a mutual understanding of how will we manage together the total risk that needs to be spread between us and the partners.
Similarly on the data for AI, a lot of examples have already been taken by my colleagues. They all talked about many of the examples including the Ralph Lauren example which is an amazing one. But in addition to that we have actually delivered a variety of work in terms of actually helping the clients to get the data ready for the AI world and that is about moving it into a place where it's easily retrievable and is curated and it actually can deliver insights. On the process AI, one of the areas where we see most of impact with the AI and the opportunity is really bringing AI into our BPM plus IT stack. And already when Ravi spoke he announced one of the AI products from Infosys is AI Next. So if somebody wants a full platform, they can actually get AI Next from us. So AI Next in this particular case with one of the leading restaurant chain has actually enabled them to faster processing of their vendor invoices. Similarly, there was an example you must have heard about CMA CGM which is one of our clients in which AI Next played a very crucial role in accelerating the supply chain.
On the legacy modernization, one other area of this value framework which is another area where we see a huge amount of opportunity. Balakrishna spoke about a few opportunities there. So here our partners together with us we have created a set of accelerators that are enabling our clients to move from legacy architecture to the AI architecture faster. One example is a mainframe modernization program that we have done for Hertz that you saw the Hertz customer come and speak. Similarly, we have many other examples of where we have really taken this to our clients and getting them the benefits. So physical AI, DH spoke about some of the examples on physical AI which is around how do we really bring the AI in terms of the robotics and other physical products and make sure that they are actually getting ready for the AI world and those examples are also building. So essentially what I would like to actually sum up is to say that the opportunity is really in front of us and there is no question about that. We have the conviction on that but at the same time we also acknowledge that this requires complex execution across multiple components and one of the key components is the partnership ecosystem and I think as an organization we have invested heavily and really brought in a set of partners that will help us to transcend from the current position to a position where we can be a leading AI player. I would like to conclude this with an announcement we made with Anthropic today and one of the Anthropic execs says the following about us. So can we please roll the video?
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Narrator3:50:30
Hello everyone. Thank you for having me at your investor day. So look, the companies winning with AI right now, they're the ones who have the right ambition, but they're also marrying that with the right approach to deployment, governance, and partnerships. Infosys has spent four decades building that foundation for enterprises around the world and establishing a deep position of trust. And that is not something that you can replicate overnight. And that's why we're incredibly proud to have Infosys as a strategic partner. At Anthropic, our goal is to build AI responsibly because we believe that that is what it takes for enterprises to actually trust, adopt, and put AI to work at scale. And Infosys has always approached technology in the same way because you've managed multiple technology cycles over four decades at an incredible scale across all industries and all geographies. And that history gives you all the credibility that most companies simply do not have. You are embedding this frontier intelligence into Topaz, the AI platform that reaches across your entire client base, 2,000 organizations, 59 countries. So when Infosys scales AI, you don't just scale it to one company. You scale it simultaneously across so many industries and so many countries. And at Infosys, you've done that better than almost anyone. And you've done it across four decades, across multiple technology cycles. I'm genuinely excited about what we're going to achieve together.
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Anand Swaminathan3:52:02
So in summary, we think trust, scale, and partnerships are going to be the three pillars in which this transformation needs to happen. And we have the trust with the clients and the partners. We have the scale and we have also a fantastic partner ecosystem that will help us to actually carry our clients on this transformation journey. Thank you.
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Host3:52:24
Thank you Anand. For our next session on the human AI workforce re-imagination, please welcome Shaji Matthew, chief human resources officer.
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Shaji Matthew3:53:10
Good afternoon everyone. Through the day today we heard how AI is transforming the industry. How it is reshaping the work all of us do that necessitates a complete transformation in our workforce as well. I believe in the saying that it is not the organizations which has got the best technology that will win but those are the organization which prepare their workforce to embrace that technology that's going to win. Our AI transformation strategy is built on three pillars. We have seen today in the map that there are AI first services, there are AI augmented services. So we need to augment everybody in the organization with AI. At the same time, we also have to create the deep engineering and domain skills which are required to execute the AI first services. And this duality is what we call the ambidextrous organization. So the first part of the pillar, the first pillar is therefore a new talent operating model. Once we have this dual architecture, it's important to have a career architecture which can hold this talent. Therefore, the need to create a new career model as well. And of course the most important part in my mind is how do we develop the talent to have an AI first mindset. So what we will do now is to double click on each one of this very quickly.
So in an ambidextrous organization we need to enable all the people in the organization. We also need to create the deep engineering and the domain expertise. So here what we will talk about is how we're going to create this deep expertise that is through two channels. One is by external hiring. Recently you would have seen an advertisement where Infosys is now recruiting fresh engineers up to 21 lakh salary per annum and that is really towards developing this deep engineering talents. We go to some of the best engineering colleges in the country, the IITs and the NITs. We have a differentiated assessment to get these people in. We are also doubling down on our full stack engineers. We are doubling down on getting domain experts from the market but all of us know that this technology is changing at such a rapid pace and we don't have enough AI experts in the market. Therefore the success of the organization will lie on who are able to develop this talent internally. So we have created the bridge programs and these are real hands-on training programs working on sandbox environments and once someone has gone through this bridge program we would do the assessment, the assessment center of excellence that we have does the assessment on a five-point scale all the way up to AI alert simulations. And we also know that in a new AI world the skill is the new currency not necessarily the jobs and the roles. So the CQ which is our capability quotient which really assess the skill of the employee has got four dimensions. It assesses people on technology. It assesses people on domain, looks at people on the foundational skills as well as on societal skills. It's a comprehensive framework that we have to assess people on their skill. And the business incubator series is a new way of identifying the best of the best ideas, AI focused ideas from the company. Last time when we ran this we had thousand ideas and the selected ideas will get funding from the organization. They will also get mentorship and this is a way to develop entrepreneurial skill within the organization as well as to develop deep AI engineering talents within the organization which will culminate in certain platforms and systems.
Now coming to the next part of the pillar, the strategy, the second pillar which is the career track. Once we have an ambidextrous organization, it is important to have a career model which can encapsulate this new organization. Traditionally, we have a uni-dimensional career architecture. We will have people joining us as software engineers at the bottom of the spectrum. They will go through the career trajectory and become all the way to the executive vice president. In the new career model that we are working on now, people actually branch out in this Y architecture. The one on the left side are all the people in the company who are enabled on AI but on the right side are the people who once take the bridge program and when they get assessed and then they get moved to the specialist frame and these are the deep engineering or the domain experts that we are creating within the organization. Also on the far right what you see is the expert-led organization. This is a flat organization structure that we have. They bring in really deep engineering expertise to the organization. They act as the catalyst or the accelerators around which the larger specialist ecosystem work around them. And it has got roles like distinguished technology engineers and so on and so forth. This career architecture also looks at another angle that is in a human plus AI paradigm. Humans will do some part of the work. AI agents will do some part of the work. Therefore, there is a need for us to look at our job roles to redesign so that it works in the new human plus AI paradigm. Also the career architecture enablement looks at introducing some of these new roles which are not existing earlier like the ones that we heard earlier, AI strategies, responsible engineers and so on and so forth.
Now coming to the third pillar which like I said is probably the most critical and the most difficult one to do. We look at our talent from multiple spectrum. At the bottom that we see these are the consumers of AI. Everybody in the organization are consumers of AI. Whether they are from the software engineering discipline or they are from HR, from legal, everyone are consumers of AI and therefore we are enabling everybody in the organization on AI. Today about 90% of the organization is enabled on AI. Then we have a set of people who work on AI models who are developing the AI agents and so on and so forth. These are the AI builders. Obviously they are trained and developed in a different way. They have more deeper expertise. Then at the top of the spectrum are the AI masters. These are the people who work with the large language models who create our own small language models and so on so forth who set the vision, who set the direction and they obviously have a quite a much differentiated enablement program. Now the forward deployed engineers are the ones who are embedded in the client's organization. They are at the intersection of consulting, technology as well as the client context. Now there is a much more deeper program to enable them as well as to assess them. The five-point assessment mechanism that I spoke about which culminates with AI alert simulation and case study based assessment where complete spectrum is used to assess the forward deployed engineers.
So this is for the larger cross-section of the company, in fact pretty much for everybody but the picture is complete when we look at the entry-level folks as well as the senior most leaders in the company. Now you must be familiar with the global education center that we have set up in Mysore where all the fresh engineers from the campuses come and get their training done. The complete foundation program has been revamped now to enable AI, to make AI based training program so that every engineer who comes through the doors of Infosys from day one they all get enabled on AI. On the other side, the leaders, it's critical that leaders lead from the front with this entire AI vision that we are talking about. As we speak this week we have a program that's going on in our Mysore campus in collaboration with Harvard Business University where most of our executive vice presidents, vice presidents are going through an AI immersion program. We also had a similar program last month for all our senior vice presidents in Mysore campus again and that was in collaboration with MIT. So that kind of completes the entire breadth and length of the talent that we have in the organization and like I said we have a differentiated program for everyone in the organization and that is how we are preparing for the future. So in summary from a transformation perspective we are doing three things. First we are building deep engineering and domain expertise. Second, we are redesigning our career architecture to futureproof the company for the years to come. And third, we are developing a future ready workforce leveraging the best-in-class training infrastructure that we have both from a physical perspective as well as from a digital perspective. So, I will summarize by saying that this AI transformation is bringing lot of challenges in front of all of us. But I think we are very confident that with the transformation that we are doing within the organization we are ready to embrace this challenge as well as to leverage all the opportunities that is lying ahead of us. Thank you.
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Host4:03:37
Thank you Shaji. For our next session on brand as a growth catalyst, please welcome Sumit Virmani, Chief Marketing Officer.
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Sumit Virmani4:03:53
Good afternoon everyone. I know it's been an intense day of learning and first of all thank you for really taking the time and spending this entire day with us. Now I'm quite pleased to actually talk to you about the role of the brand in the larger AI journey that we are on. As most of you know, mind share leads market share. Now, that is something we've heard as an adage. For many, brand is a nebulous concept. But for this audience in the room, the financial analysts, I'm sure you realize that a well-managed brand can indeed drive much stronger impact on the business, be it on the revenue dimension, the market share dimension, or the shareholder value dimension. And what you're seeing on your slide out there is how brands not just across categories, well-managed brands drive a revenue and a market share uplift, but even if you look at the data to the right, well-managed brands across decades outperform not just the industry but the market as well. So with that as a philosophy with which how we nurture our brand, I want to actually give you an example.
Just like any other strong brand, we follow a multi-channel, multi-offering, multi-segment approach to marketing but we attempt to do it with a little bit of disruption and a little bit of a twist. And what you're seeing out there on the screen is an example of how we think about our strategic partnerships. Some of the brands that you're seeing on the screen are possibly some of the largest brands in the world, but there's a consistency in all of them. They actually play at the intersection of passion and executive participation. And for decades, brands have leveraged these kinds of partnerships to showcase their reach to the world. But when we think about these platforms, we think of them not just as a platform to showcase brand visibility to billions around the world, but to also ensure that these platforms are becoming better, more disruptive to their end consumers by leveraging Infosys's cutting-edge technology. That's the magic in the partnership because it becomes a showcase to a billion people in the world what Infosys AI can do. And I want you to take a look at this video because this will give you an example of how one of our biggest partnerships is being shaped through this approach. Let's have the video, please.
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Narrator4:06:43
When you join hands with a sport, what do you play for? For 10 years, we've played for more. We've played for a billion fans to bring them experiences and closer to the game. We've played for every athlete taking serve with artificial intelligence that changes their game. We've played for the sports storytellers with insight that uncovers the finest moments. We've kept playing beyond the court. To inspire with a legend that stands tall and an icon shaping it, turning athletes into brand ambassadors. We've played across the globe under the Melbourne sky on the red clay by the historic grass. We've played where history is made. We've shared moments and memories, victories and breakthroughs. And we'll keep playing because this isn't just a sport. Because when it's love all, the best is yet to come.
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Sumit Virmani4:07:55
Well, that in itself sounds wonderful. I guess the natural question would be how has it tangibly impacted the brand. So, let's take a look at that. What you're seeing on your right is a ranking by Brand Finance, a leading brand consultancy firm based out of London and they've seen Infosys as the fastest growing brand in its category around the world for the last six years. To your left is another highlight of Kantar Brands top 100 brands results and Infosys for several years in a row is now being rated as a top 100 brands not just in the IT industry but across categories.
How is that larger brand awareness translating into enterprise AI resonance? And what you're seeing at the bottom of the screen are some of the initiatives we've undertaken to really drive strong association with enterprise AI. To begin with, we were the first in the industry to launch an AI services brand called Infosys Topaz. We then went around with multiple channels whether it's enterprise AI conversations or enterprise AI world tour around the world where just in the last 12 months alone 700 of our clients have interacted and understood our approach to enterprise AI. We even invested in expanding the Infosys Knowledge Institute to really drive research on where AI is headed whether it's the enterprise AI radar or whether it's AI indexes across different verticals. The idea simply is how can we be the engine of knowledge awareness and brand awareness in the enterprise category and that's why what you see to your left is how Infosys is being seen from an enterprise association platform when it comes to the entire industry. This is the research that we undertake quarter on quarter because this is a space that is changing quite rapidly and we'd like to know how is brand Infosys faring on the enterprise AI association and clearly as you can see across the last year alone we are at the top of the stack.
You saw multiple client stories played out over the last few hours and that is a metric that we track very very closely because we believe that the biggest proof of our success is our client voice and that's the word of mouth that you're seeing consistently rising. What's to the bottom right is how the focused effort on thought leadership is driving media share of volumes around the world. And as again as you can see here on year we are almost growing that by over 100%. And this is not just how Infosys see it inside out. This is also how one of the stakeholders that all of you track very very closely, the industry analysts, they are acknowledging it as well. Whether it's across the digital ratings or whether it's across AI ratings, Infosys has consistently been on top when it comes to leadership rankings.
And I'll bring the conversation back to where I started, which is how has all that translated into business impact for Infosys. It has not just helped us stay ahead on the revenue curve with the market. It's also demonstrated tangible impact on the market share gains. So the question then in front of us is what's next and how are we thinking about our brand going forward. What we intend doing clearly is to really live the promise of Navigate your next as our clients transition through another big turn of technology. But to really bring this promise to life is how we're going to do it is through unlocking AI value and that's going to be the endeavor of the brand over the foreseeable future. Thank you very much and I think it's time for the conversations and the questions.
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Host4:12:04
Thank you. Thank you Sumit. For our last session, please welcome Salil Parekh, Chief Executive Officer and Managing Director and Jayesh Sangrajka, Chief Financial Officer to summarize the day followed by question and answers. For the Q&A, please raise your hand. A mic runner will reach you. Kindly state your name and organization before your question. To keep things efficient, please keep to one concise question and hand your mic back after asking the question. Salil, over to you.
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Salil Parekh4:12:51
Okay, good afternoon. I think the good news is most of you look like you're awake. So hopefully the day has been exciting, interesting and a lot of depth from our side. Let me maybe spend just about a minute or so with a summary and then Jayesh and I can answer questions. I know at lunch we had a few discussions and there's a lot of questions on your mind. So first, my sense is we have a really comprehensive set of AI offerings. You've seen the hexagon. You've seen that beyond that we have 30 offerings, 100 sub offerings and you've seen examples across each of the six areas which give you a view of what's going on with the new services and you've seen all of our augmented services and the impact there is on them. Second, the opportunity is huge. I think we started that discussion with what Nandan shared. I gave an indication of what we see external analysts quantifying these opportunities as these are large value streams and as we go through over the next few months and quarters we will dig into many of these individually to share with you what the value looks like, how we're going after it to make it more real for all of you as you look at Infosys. Third, I think it's quite clear that large enterprise clients trust Infosys. You saw some of the videos and you've seen videos of client executives, CEOs, CIOs, COOs, very senior executives really mentioning the word trust and looking at Infosys as a strong partner there. We're working with so many of our clients across the hexagon in each of the big areas. So it's not theoretical anymore. It's really practical. It's happening in the field and we have examples of that. We have examples of large delivery teams working on that. Then we spent a bit of time on the platform itself. Whether you look at what we built with the Topaz fabric capability, what we built with AI Next and the individual agents that we built within that and how we can integrate across with different platforms, client platforms, third party platforms. You heard a lot about our talent, a deep engineering talent and actually even the culture which is much more of innovation within the company. How can we do something new? We're not a company simply of break and fix. We're a company of innovation and that helps in AI because there are new ways of doing things and our engineering culture and mindset is a big advantage for us. And then the partnerships of course we announced a very large one today but we have several of these and it's very clear from how the partners are looking at Infosys that it's a joint work activity. You heard from one of the videos from one of our partners. The depth of knowledge that we have, the depth of talent that we have and the capability that the partner brings that really makes a difference with our clients. We've already put in place a very good go to market which is really take everything we have on the hexagon, the 30, the 100 and start to meet all of our large clients to see where AI can start working with them for them and make an impact. And then we have an incredible brand that is working well, it's growing very fast and that helps. You can see the elevation of the sorts of relationships that Infosys has in part because of the strong brand that we have built and we will continue to build. So that in a sort of brief way is a summary and with that let me request Jayesh to join me here and then we can go through with the Q&A.
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Audience Member4:17:24
Thank you. So the first question is you highlighted in the morning that the net new opportunity from AI will be 300 to 400 billion. Could you also elaborate what do you think is an, sorry, the incremental opportunity is 300 to 400 billion on new services. Could you elaborate what would be the potential for the net opportunity adjusting for the compression that you might see in many of these services? A lot of examples through the day highlighted that everything can be done faster, fewer resources or from months to weeks. What does that mean from a compression perspective and what are we looking at on a net basis?
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Salil Parekh4:18:02
Some of it broke up so what you're saying is we've talked about the growth expansion and what is the net number. So there what we have shared said in the morning is really on the six areas what we see as the expansion from what we've seen externally the 300 to 400 billion quantification from a couple of sources. On the compression we've talked about again what we understand to be where the compression is coming from whether it's on application development whether it's on infrastructure we have not quantified that number for any external use. At this stage, we have said that the expansion number from what we see today looks larger than the compression number.
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Audience Member4:19:11
Hi, thank you for hosting us and taking us through in detail through your verticals and service based capabilities. What I have understood is that you spoke about one of the key advantages Infosys has is strong understanding of client's data state and the context of the client. Now that would be something which many of your peers would also claim to be having. The second part is the partner ecosystem which you are developing and building strong relationships. Again that is something which here or there put together your competitors also would potentially say that they have. So what exactly in terms of delta or incremental capability that you see that Infosys has that helps you to have a better right to win when going for enterprise implementation of AI tools?
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Salil Parekh4:20:04
So there the focus in addition to the points you mentioned is one on the platform and Topaz fabric capability that we build where we built our own agents and we can integrate other agents. The other is the way we have identified clearly what the six areas of growth look like and how we are executing on that. Working with our clients to make sure that we are positioned in that by reskilling our people by building investments in those capabilities and making sure that each client we are building that capability to grow into those areas. That's where the real difference, the execution is where the real difference will come.
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Audience Member4:20:57
Has our pipeline to TCV conversion timelines improved? Because now leveraging AI, we are able to build prototypes or working models much faster and clients are able to view the ROIs much faster.
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Jayesh Sangrajka4:21:14
Yeah. So if you look at the large deals that we have signed on last few years, last few quarters, we haven't really seen the timeline of those large deals shrinking at this point in time. We have seen the deal timelines remaining similar based on what we have signed till now. Of course the future is yet to be seen as we sign but at this point in time we have majority we have not seen the deal timeline shrinking significantly.
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Audience Member4:21:42
Hi Salil, thanks for the insightful presentation. So recently one of your competitors had made a comment that many ERP migration programs are seeing a significant compression in time from years earlier to weeks. So do you see that practically happening or you think it's probably a corner use case in a specific context and that might not be extrapolatable to the entire ERP implementations or migrations as such?
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Salil Parekh4:22:14
On ERP migration we have not seen that specific point is valid. So what is valid is what I think some of our leaders talked about which is when you look at modernization which is not only an ERP migration but it's an overall modernization approach from old legacy landscape to a more current landscape. There we see that the speed or the timeline is much more compressed and of course the cost is much more reduced.
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Audience Member4:22:49
Hi Salil, just in response to the first question that you answered that we know kind of quantifying the compression factor, if I were to take a look at it let's say direction wise let's consider this and compare this to the earlier digital cycle where also we saw an initial compression in the IMS and some parts of a business and then of course the new opportunity took place so we generally see a compression then that followed by the opportunity that comes. In terms of relative comparison, where are we in the cycle at this point of time?