Branch² Intelligence
TCS Q1 Concall: AI Dominates Campus Hiring But Deals Are 'Not Long Term'
Key takeaway
TCS reports AI deals are shorter-term and more project-based than traditional IT contracts, reducing revenue visibility.
- Step 1TCS reports AI deals are shorter-term and project-based, reducing revenue visibility for IT services firms.
- Step 2AI-dominated campus hiring reduces supply of traditional IT graduates, increasing competition for legacy skills.
- Step 3UK SMEs face higher costs and longer lead times for traditional IT support as talent shifts to AI roles.
- Step 4Smaller IT services firms in the UK may lose talent to larger players offering AI work, disrupting SME IT projects.
Source: IN:NDTV Profit
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