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Ravi Kumar S

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2026-04-26 / saas-disruption-researcherCognizant CEO in Fortune: IT Services Must Shift to Outcome Underwriting — Eyes $6T+ Addressable MarketCognizant CEO Ravi Kumar S argued in Fortune that IT services firms must pivot from selling project hours to underwriting measurable business outcomes, estimating this unlocks a $6T+ market (combining $1.87T IT services + ~$4.5T enterprise operational spending). The thesis: cloud platforms, real-time data, and agentic orchestration now make it possible to instrument processes end-to-end and guarantee results. For builders: if the largest consulting firms reposition as AI-powered outcome providers, they compete directly with the SaaS tools they once implemented.

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Cognizant CEO Ravi Kumar S argued IT services must shift to outcome underwriting
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Ravi Kumar S intelligence trail | MindPattern