#GreyhoundInMedia: Infosys has taken a huge gamble with Vishal Sikka: What analysts think of the new CEO #Press #Media #FirstBiz

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What do analysts who have followed Infosys closely for years feel about the announcement earlier today that former SAP CTO Vishal Sikka would be the new US-based CEO and MD of the $8.25 billion Infosys? Can a man who is a well known technology genius take on the mantle of Infosys’ CEO, a business role in an environment of business headwinds that Infosys faces? For instance, two of Infosys’ biggest competitors, Tata Consultancy Services (TCS), the company that birthed IT services from India, and relatively newer Cognizant, are clearly outpacing Infosys on revenue and growth terms.

As Sanchit Vir Gogia, Chief Analyst at Greyhound Research pointed out, Sikka’s appointment would also bring attention and muscle to developing internal IP at Infosys and add to the non-linear growth story.

“Infosys peers are also closely watching this change and Vishal’s appointment has the potential to spark a similar change across other players as well,” he said.

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