Cognizant Grows Through Expanding Clientele & Strong Partnerships

Cognizant Technology Solutions CTSH is benefiting from an expanding clientele and a strong partner base. A favorable mix of business renewals and expansions of new opportunities has been noteworthy.

On a trailing 12-month basis, bookings increased 5% year over year to $28.4 billion, which represented a book-to-bill of approximately 1.3 times. Bookings in the fourth quarter of 2025 increased 9% year over year. Fourth-quarter bookings included 12 large deals, with a total contract value of more than $100 million, or greater, including one deal valued at more than $1 billion. This marked a 60% increase in the value of large deals compared to the previous year.

The company also signed five mega deals in 2025, each with a TCV of $500 million or greater, showcasing its ability to secure high-value contracts and expand its client base across various industries.

CTSH Benefits From Multi-Year Strategic Deal

Cognizant is consistently developing its capabilities to benefit from the ongoing digital transition, especially when it comes to the integration of the new digital framework with legacy technology platforms.

Recently, the company has been selected by one of the world’s largest commercial vehicle manufacturers to modernize and transform its global workplace services through a multi-year strategic partnership.

Leveraging its AI-powered Cognizant WorkNEXT digital fabric, CTSH will enhance operational efficiency across factories and offices by integrating automation, zero-touch support, and human-centric workplace experiences to drive reliability, agility and seamless global collaboration.

Cognizant’s Rich Partner Base to Drive Prospects

CTSH’s expanding partner base, which includes Palantir PLTR, Alphabet’s GOOGL cloud computing platform Google Cloud, Adobe ADBE, Zscaler, ServiceNow, IBM, Palo Alto Networks, and Amazon, is expected to drive its prospects in 2026.

In February 2026, Cognizant announced a strategic partnership with Palantir to accelerate AI-driven modernization in healthcare and enterprise operations by integrating Palantir Foundry and AIP into its TriZetto business and jointly expanding governed, enterprise-grade AI solutions across industries.

Cognizant also advanced its strategic partnership with Alphabet’s Google Cloud from platform integration to enterprise-scale execution. The partnership with Alphabet’s cloud computing platform Google Cloud includes using agentic AI through internal deployment, commercial offerings and a dedicated Gemini Enterprise Center of Excellence. Combining Google Workspace and Gemini Enterprise with its Agent Development Lifecycle, Ignition, and Agent Foundry capabilities, Cognizant is promoting scalable, governance-led AI adoption. This approach delivers measurable productivity gains and a real-world business impact.

Cognizant’s partnership with Adobe has been noteworthy. In January 2026, the company announced an expanded global partnership with Adobe to help enterprises scale AI-driven content creation and customer experiences, targeting regulated and high-growth industries with generative AI workflows designed to boost productivity, governance and ROI.

CTSH Initiates Strong Q1 & 2026 Guidance

Cognizant’s strong portfolio, along with an expanding partner base, reflects solid top-line growth potential over the long run.

Cognizant expects first-quarter 2026 revenues between $5.36 billion and $5.44 billion, indicating growth of 4.8%-6.3% and an increase of 2.7%-4.2% on a cc basis.

For 2026, revenues are expected to be in the range of $22.14-$22.66 billion, an increase of 4.9-7.4% on a reported basis and growth of 4%-6.5% on a cc basis. Adjusted earnings per share for 2026 are expected to be between $5.56 and $5.70.

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