Expected Moves

Market evaluation of Q3 results focusing on whether the 17.9% YoY revenue growth can start reversing the -13.1% net income decline.

Expected year-end update on 2027 enterprise digital transformation budgets and GenAI project conversions.

Critical full-year wrap-up and initial FY27 forward guidance, highly sensitive to wage inflation and bill rates.

First-quarter results and exposure to delayed client decision-making amid prolonged normalized interest rates.

Mid-year check on cost-containment initiatives and recovery in traditional consulting margins.