CTSH · Earnings call · 2026Q3T · Full report

Geographic Market Commentary

COGNIZANT TECHNOLOGY SOLUTIONS CORP · 2026-10-29 · Importance 36 · Surprise 40

North America led growth, and the U.K. benefited from public-sector strength; Rest of World improved sequentially. Financial Services grew 12% year-over-year in constant currency for a third consecutive quarter of double-digit growth, with strength across banking and capital markets and new insurance logos. Communications, Media & Technology also grew double digits, supported by technology-client spending, while Health Sciences discretionary spending remained constrained. Products and Resources faced pressure in retail, consumer goods, and travel and hospitality, but manufacturing, logistics, energy, and utilities showed momentum; technology-client demand remained strong for AI engineering, digital operations, data, and cloud services.

Key facts

• Cognizant said North America led geographic growth in Q3 2026; the U.K. had strength in public sector, and Rest of World improved sequentially.