Infosys Stock Price, News & Analysis

Infosys (NYSE: INFY) announced a strategic collaboration with Lufthansa Group and Lufthansa Systems to accelerate digital transformation in aviation. The partnership includes establishing a Global Capability Center (GCC) in Bengaluru, India, focused on enhancing software development and product support.

The GCC will leverage Infosys Topaz, an AI-first offering, to develop future-ready aviation IT products and data-driven solutions. These will address key areas including finance, flight navigation, network design, and aircraft operations. The collaboration aims to help customers improve aviation safety, efficiency, and competitiveness while managing volatile demand.

The initiative will utilize Infosys Cobalt Airline Cloud, a first-of-its-kind industry offering, to revolutionize passenger experiences and drive operational efficiency. The partnership demonstrates Infosys's growing influence in the aviation sector, where it works with aerospace OEMs, airlines, and digital travel platforms.

Infosys (NYSE: INFY) announced an expanded collaboration with Siemens AG to enhance digital learning initiatives using generative AI. The partnership aims to provide upskilling opportunities to over 250,000 Siemens employees globally through the My Learning World platform, which will integrate Infosys Topaz and Infosys Wingspan technologies.

The enhanced platform features an AI-powered knowledge assistant, multilingual content authoring, real-time chatbot support, and a virtual tutor. Currently, the platform serves 216,000 active users with access to 178,000 learning materials, including 27,000 factory workers. The My Skills feature, used by 65,000 users, offers skill-based learning and development. Additionally, a new customer-facing platform is being developed to provide 300+ technical courses to approximately 50,000 external participants worldwide.

Infosys (NYSE: INFY) and Saïd Business School, University of Oxford, announced the launch of 'Springboard StartSmart: Foundations for Entrepreneurs' course on Infosys Springboard, a free digital learning platform. The collaboration aims to provide accredited courses tailored for young entrepreneurs and SMEs, focusing on digital transformation, business fundamentals, and emerging technologies including AI tools.

The initiative addresses a critical need in the UK market, where nearly 60% of small businesses and start-ups fail within three years. The program builds on Infosys' existing partnerships with UK local councils, which have already attracted over 50,000 registered users accessing more than 10,000 courses since 2021.

Infosys (NYSE: INFY) has announced a significant milestone in its three-year collaboration with Street Child, establishing seven Digital Learning Centers (DLCs) in Ukraine to address educational challenges in crisis-affected areas. The initiative responds to the severe disruption of Ukraine's education system, where over 3,700 educational institutions have been affected and 365 schools destroyed, with 1.9 million children relying on remote learning solutions.

The collaboration, launched in 2024, has exceeded its initial target of five DLCs in Dnipropetrovsk Oblast, delivering seven centers within 12 months. These centers have served over 1,000 children in their first three months, providing laptops, high-speed internet, and mental health support facilities. The project includes a Digital Transformation program utilizing Infosys Springboard, offering Ukrainian Language and Geography courses for students and specialized training for teachers in areas such as Cybersecurity and Anti-Corruption.

Infosys (NYSE: INFY) has been recognized as a Top 3 IT services brand and the fastest growing IT services brand globally by Brand Finance, with an 18% CAGR over 5 years. The company's brand value has reached over US$16 billion in 2025, ranking #132 among the world's most valuable brands.

CEO Salil Parekh has been named the #1 IT services CEO in Brand Finance's Brand Guardianship Index 2025 for the second consecutive year. The company maintains its position among the world's top 3 most valuable IT services brands for the fourth straight year, highlighting its leadership in digital and enterprise AI solutions.

Infosys has strengthened its market presence through strategic partnerships and high-profile sponsorships, earning an AAA rating. The company's initiatives include Infosys Topaz for generative AI solutions and Infosys Cobalt for cloud services. Through Infosys Springboard, the company provides free digital learning programs to 12 million people globally, while maintaining carbon neutrality.

Infosys (NYSE: INFY) reported strong Q3 FY25 performance with revenues of $4,939 million, showing 6.1% YoY growth in constant currency and 1.7% sequential growth. The company achieved an operating margin of 21.3%, up 0.2% QoQ and 0.8% YoY. Notable highlights include:

- Record-high free cash flow of $1,263 million, up 90% YoY
- Large deal TCV of $2.5 billion, with 63% net new deals
- Headcount increased for the second consecutive quarter
- FY25 revenue guidance revised to 4.5%-5.0% in constant currency

The company's YTD December 2024 performance showed 3.9% YoY revenue growth in constant currency, with operating margin at 21.2%, representing a 0.3% YoY increase. Basic EPS grew by 9.6% YoY to $0.19 for Q3.

Infosys (NYSE: INFY) and Tennis Australia have unveiled new AI-driven features for the Australian Open (AO) 2025, powered by Infosys Topaz. The key innovation is 'Beyond Tennis', the world's first generative AI tennis league featuring 16 AI-crafted virtual players across eight teams, aimed at engaging younger audiences.

The partnership introduces several technological advancements including: AI Commentary in the Infosys Match Centre, a VR AI Stadium where fans can create virtual courts, and enhanced AI-powered video analytics tools for players and coaches. The initiative also includes the AI Shot of the Day feature for rapid content creation and social media sharing.

The collaboration maintains its commitment to sustainability with a climate-active Fan Zone and continues the Future Leaders Program powered by Infosys Springboard, focusing on skills development in inclusion, leadership, technology, and design thinking.

Infosys (NYSE: INFY) has received regulatory approvals for its Binding Corporate Rules (BCR) from the Hesse Data Protection Authority, Germany, with concurrence from the European Data Protection Board. This makes Infosys the first India-headquartered company to achieve BCR certification, establishing a lawful framework for international data transfers within group companies.

The certification includes two sets of BCRs - one as a data controller (BCR-C) and another as a data processor (BCR-P). This achievement enables seamless transfer of personal information from Europe to any Infosys Group location globally, strengthening the company's data privacy and protection standards in an AI-first world.

Infosys (NYSE: INFY) has announced the launch of a Google Cloud center of excellence, powered by Infosys Topaz, to advance enterprise AI innovation. The center will facilitate co-creation and help businesses leverage generative AI for transformative growth. Over 60,000 Infosys employees have already been enabled on Google Cloud.

The collaboration combines Infosys Topaz AI and Cobalt cloud capabilities with Google Cloud's gen AI technology to address complex business and technology challenges. The center will focus on developing solutions in areas including contact center AI, software development, agentic AI, speech-to-speech, text-to-image, and application modernization.

Additionally, Infosys has launched an AI Experience Zone at its Bengaluru campus, allowing enterprises to experience AI-powered solutions developed through this collaboration.