Pack analyst btn         PAC        
 
Report 19 Mar 2026

Infosys - Vendor Profile - US

This Vendor Profile provides PAC’s concise analysis of Infosys in the US market, covering company background, market positioning, portfolio strengths, and PAC’s recommendations to restore US growth. The report assesses the revenue mix, sector exposure, and strategic priorities for FY26.

Key findings

  • Market position: Ranked 8th in US IT services; strengths in application services and manufacturing.
  • Revenue mix: Application services ~65% of IT services; banking dominates software revenues.
  • Strategic focus: AI in six core areas, consulting-led transformation, selective US acquisitions (e.g., MRE Consulting).
  • PAC’s view: Service-centric model with robust margins (FY26 guidance: 20–22%); needs to refocus US go-to-market on high-growth sectors.

 

Recommended advisory: PAC Leadership Session – Digital Business Models in the Manufacturing Industry

profile-image
Oliver Ojog

SHARE :

Related Content

View all reports >

Public Sector - InSight Analysis - Italy

This InSight Analysis provides an overview of the software and IT services market in the Italian public sector, highlighting key drivers and ...

Event Date : January 09, 2026

Read more >

Digital Customer Engagement - Oracle - Vendor Profile - Worldwide

The Digital Customer Engagement vendor profiles portray leading providers in the Digital Customer Engagement area, analyzing their strategies and ...

Event Date : November 03, 2023

Read more >

Indra - Vendor Profile - Worldwide

Indra, Spain's leading defence, aerospace, and technology company is at a strategic inflection point. Having completed its 'Leading the Future' plan ...

Event Date : June 01, 2026

Read more >

Salesforce Consulting & Systems Integration (C&SI) - Vendor Rankings - Worldwide

This Excel document provides the top 20 provider ranking for the Salesforce-related consulting and systems integration (C&SI) market at worldwide ...

Event Date : November 27, 2024

Read more >

IT Services - InSight Analysis - Germany

This InSight Analysis examines Germany’s IT services demand across infrastructure, applications, and BPO, links market performance to the macro ...

Event Date : March 09, 2026

Read more >

Latest Publications report

View latest publications Reports >

Free reports & webinars

View All Free Reports & Webinars >