Infosys Limited

INFYintermediary

Infosys is India's second-largest IT services company, providing application development, ERP implementation, and digital transformation services to Fortune 500 companies globally. It employs a high-margin offshore delivery model.

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製品と売上

製品別売上シェア

売上内訳 ($19.3B)

静的データ（リアルタイム財務ロード中…）

Financial Services (28%)

Retail, Consumer & Logistics (16%)

Manufacturing (14%)

Other Verticals (42%)

セグメント構成と主要顧客

製品詳細

IT Services & Consulting55%

Application management, ERP implementation, and IT infrastructure services. Core offshore delivery model.

Digital & Cloud Transformation35%

Cloud migration, data analytics, AI/ML implementation, and cybersecurity services.

Business Process Management (BPO)10%

Finance, procurement, and HR outsourcing through Infosys BPM.

サプライチェーン関係

競合他社

Accenture plc

IT consulting and outsourcing

影響: Accenture is larger but direct competitor

International Business Machines Corporation

IT services

影響: competing in enterprise IT

マクロ・市場概況

IT / 소프트웨어セクターニュース

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

次の主要イベント

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

AI分析

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企業情報

本社所在地

Bengaluru, India

設立

1981

従業員数

317,000

ウェブサイト

infosys.com

セクター概況 — IT / 소프트웨어

セクターニュース