Analyst Event Recap: Infosys hosted industry analysts and advisors for U.S. Analyst and Advisor Meet 2025 in March. Using client stories amplified through technology partner support to reinforce Infosys’ role in the IT services, cloud and AI market, company executives consistently returned to a few main themes, including delivering business outcomes, maintaining trusted relationships, and focusing on speed, agility and simplification.  

The India-centric vendors leverage partnerships to expand their technology capabilities and scale while also bringing in industry knowledge to strengthen the value of their portfolios. Although these partnerships do not vary significantly from those of other IT services vendors, the India-centric vendors each bring different benefits, such as price competitiveness and low cost of scale, that can enhance other vendors’ go-to-market strategies and ability to reach underpenetrated markets while also bringing in portfolio expertise. Understanding how similar companies bring different capabilities and strengths to their technology alliance partners highlights opportunities for other ecosystem players, such as smaller software companies, OEMs and niche consultancies, that are looking to expand with the India-centric vendors.

The Russia-Ukraine and Israel-Hamas wars have demonstrated how warfighting has evolved with technology, prompting a reassessment of military strategy, assets and the production of military-related equipment, especially by the U.S. Department of Defense and NATO members in Europe. Additionally, with the U.S. now retreating from Ukraine, Europe is forced to revitalize its own military industrial complex. All of this incurs more spend on military and defense, with mobile technology set to be a prominent feature of new systems and solutions.