Coforge races ahead in Q1, Mphasis treads carefully
For now, Coforge is relying on demand from large enterprises to maintain and operate their AI infrastructure.“We recognize that AI-generated code is cheap to build, but we also realize that it is expensive to maintain, secure, and govern. Agentic AI will create a massive managed services net, and maintaining it will yield a recurring, high-margin revenue stream—for firms capable of seizing it,” Coforge chief executive Sudhir Singh said during the earnings press conference.
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