Capgemini Operations Business Outpaces Core IT
Capgemini's Operations and Engineering business grew 26.9% in the September quarter. Applications and Technology grew only 3.5%, marking the third straight quarter operations outpaced core IT. Acquisitions and demand for AI-led business transformation support the gains.
Context
Capgemini is a major French IT services firm with large operations in India, and core IT services are its traditional business. Clients increasingly want AI-led transformation work, which is shifting where growth comes from.
Burning Potato score: 59%