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What Cognizant Technology Solutions promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

20 of 20 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly revenue growth guidancerevenue to grow 3.2% to 4.7% year-over-year in constant currencyMar 2026Jun 2026:Revenue grew 4.1% year-over-year in constant currency to $5.5 billion.
Call transcript, Jun 2026 · no direct link
Achieved
Full-year adjusted EPS guidance$5.56 to $5.70Dec 2025Jun 2026:Our EPS guidance has increased to $5.70 to $5.82, representing 8% to 10% growth versus 7% to 9% growth previously.
Call transcript, Jun 2026 · no direct link
Revised Up
Full-year adjusted operating margin guidance15.9% to 16.1%Dec 2025Jun 2026:Our adjusted operating margin guidance is unchanged at 16% to 16.2%, representing 20 to 40 basis points of year-over-year expansion.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Cognizant Technology Solutions’s full ledger

A free account opens 5 company ledgers a month. All 40 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 40 tracked commitments for Cognizant Technology Solutions

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.