Ravi Singisetti on AI transformation
From HFS NYC Summit May 2026: Fireside Chat - Phil Fersht (HFS) & Ravi Kumar S (Cognizant) · · HFS Research
“Here we are now where we have a technology which is not just deterministic. It can actually mimic human labor. It is action oriented. It is multimodal. It is having advanced reasoning. So, the first principles of companies like ours have to change. We go from system integrators We were system builders, system integrators to AI builders. Work is going to be more bespoke.”
On , Ravi Singisetti, Chief Executive Officer & Director at Cognizant Technology Solutions Corp, spoke about AI transformation during HFS NYC Summit May 2026: Fireside Chat - Phil Fersht (HFS) & Ravi Kumar S (Cognizant) on HFS Research.
About Ravi Singisetti
On Cognizant's Q4 2025 earnings call, Ravi Singisetti stated that the company reached its goal of achieving "top tier revenue growth" by 2025, two years ahead of its 2027 target. He reported that Q4 bookings grew 9% year-over-year, with a record quarterly total contract value, including 12 large deals valued at $100 million or more and one deal exceeding $1 billion. Singisetti described the company's strategy as focused on "solving the AI velocity gap," which he defined as the gap between AI infrastructure spending and business value realization for clients. He also noted that Cognizant has pioneered "context engineering" to ground AI technology in enterprise reality. Singisetti highlighted research from Cognizant's New World report, which he said indicates AI is capable of unlocking $4.5 trillion in U.S. labor value. He discussed the company's "three vector strategy" for applying AI to traditional software and creating new agentic software, and described Cognizant as an "AI builder" that serves as a bridge between deterministic and probabilistic software. He expressed confidence in the company's trajectory for 2026 and 2027, citing expansive margins and EPS growth exceeding revenue growth.