MAJOR GUPTA

🇮🇳Nation First🇮🇳
🇮🇳🇮🇳
🇮🇳Astrologer/Palmist
🇮🇳No/DM
🇮🇳Ex_Army Maj/ Commando
🇮🇳Born Oct.16

🇮🇳b/u @ajj_gupta

[Pareekh Jain @pareekhjain]

Badee Badee Batien par Results Nahin Aate!

When I see some CEOs talking about AI.

[Pareekh Jain @pareekhjain]

Will the world continue to need IT Service companies?
Absolutely

Will the IT Services market come back to high growth?
Highly unlikely.

Can a few companies grow double-digit from here on?
Yes, a few can.

Who are they?
That's a billion-dollar question for value investors.

[Pareekh Jain @pareekhjain]

Next Tier Indian Engineering Service Providers Q4FY26 (Jan-Mar 26) Revenue and Growth Rates

Include the results of R Systems, Happiest Minds, Onward Technologies, MosChip, CS Tech, Axiscades, and Sasken.

Next Tier Indian Engineering Service Providers in Q4FY26 have performed better than tier-1 Indian ESPs in both QoQ and YoY Growth. QoQ and YoY Growth is 3X of Tier-1s.

https://t.co/R93LpvkpMn

[Pareekh Jain @pareekhjain]

H1B visa fee waiver may not benefit large and mid-tier IT firms.

Large and mid-tier IT firms likely to stay away from the H1B visa route owing to negative sentiment towards Indians in the US.

My PoV included in BizzBuzz news today.

@debasismohapat7

[Pareekh Jain @pareekhjain]

CIOs get temporary relief as US court blocks $100,000 H-1B fee.

My PoV included in CIO news today.

https://t.co/p3jAzcFRjD

[Pareekh Jain @pareekhjain]

Every IT Service Provider now wants outcome-based contracts in the AI era.

But it's not easy to define and agree on the role of IT Service Providers in clients' business outcomes, and there is legal risk involved.

My PoV included in Economic Times news today.

@JochelleJourno

[Pareekh Jain @pareekhjain]

Here's what's shaping engineering services this week with our POV:

Among Providers, it includes updates from Autodesk, AWS, Critical, Dassault, DXC, ECI Software, Google Cloud, Happiest Minds, Körber Pharma, KPIT, Neurealm, Persistent, Sopra Steria, SSI Shipbuilding, and Tata Elxsi.

Among Enterprises, it includes updates from Airbus, AT&T, BMW, Cadence, Infleqtion, MEYER WERFT GmbH & Co., Mistral AI, Nvidia, Pimcore, Porsche, SolarEdge, Spiro, Sumitomo, Unilever, and Wiliot.

Among Countries, it includes updates from Estonia, Europe, France, Germany, India, Japan, Kenya, Taiwan, the United Kingdom, and the United States.

Among Industries, it includes updates from Aerospace, Automotive, BFSI, Construction, CPG, Retail, Energy, Process Industries, Industrial Equipment, Industry 4.0, Medical Devices, Software Products, and Telecom.

Want more? Dive into the full weekly roundup here:
https://t.co/H2P1Of7XeP

And the best part? It’s all free. Stay ahead. Subscribe here: https://t.co/HFgrZYjJQB

Growth demands evolution. Stay ahead of the curve with the latest engineering insights. Insight. Change. Transform.

[Pareekh Jain @pareekhjain]

A successful solopreneur needs to be unusually good at identifying prospects vs. time wasters with limited interactions.

[Pareekh Jain @pareekhjain]

Salesforce to acquire usage-based billing specialist m3ter.

This could help Salesforce move to agentic AI billing based on usage rather than per-seat or per-license.

My PoV included in CIO news today.

https://t.co/utCsrldWZh

[Pareekh Jain @pareekhjain]

Jumping jack soil compactor.

Also, cool dresses and the attitude of talented dudes.

Credit: awesome_earthmovers, ViaWeb

[MAJOR GUPTA @activator_n]

If the clubhouse isn’t functional yet how can they charge maintenance,
BUT THEY ARE CHARGING, HOW?
UTTER NONSENCE!!
#GODREJ_GOLF_LINKS
#RERA
@CMOUP_RC
@myo

[MAJOR GUPTA @activator_n]

If the clubhouse isn’t functional yet how can they charge maintenance,
BUT THEY ARE CHARGING, HOW?
UTTER NONSENCE!!
#GODREJ_GOLF_LINKS
#RERA
@CMOUP_RC
@myo

[Pareekh Jain @pareekhjain]

AI-powered robots capable of performing tasks requiring advanced motor skills.

Credit: Unknown, ViaWeb

[Pareekh Jain @pareekhjain]

I had a discussion with a senior enterprise leader in the US about AI adoption at scale in IT Services.

Summary: This will depend on the business case.

And the business case will boil down to the difference between the loaded cost of AI Agents and that of Engineers in India.

This cost comparison will be relevant when AI companies increase their price after IPOs.

There is a possibility that business cases may start favoring Indian engineers again.

[Pareekh Jain @pareekhjain]

What is happening in engineering?

Here is a snapshot of last week’s biggest engineering moves from outsourcing deals and M&As to GCC updates, financials, R&D, and strategic partnerships:
https://t.co/U6Gf1zNzDb

Among Providers, it includes updates from ABS Group, Capgemini, Elomatic, Emerson, ETAS, GlobalLogic, Infosys, LTTS, Onward Technologies, Persistent Systems, PTC, QAD, Sasken Technologies, Vector Informatik, and Vee Technologies.

Among Enterprises, it includes updates from Anthropic, Cloudflare, Databricks, Fidelity Investments, Foxconn, Freshworks, General Motors, HD Korea Shipbuilding & Offshore Engineering, Luyuan Group, MediaTek, OliOil, OMV, OpenAI, Proofpoint, Quantexa, and ServiceNow.

Among Countries, it includes updates from Austria, Finland, France, Germany, India, Ireland, Poland, South Korea, United Kingdom, and United States.

Among Industries, it includes updates from aerospace, automotive, BFSI, energy, process industries, industrial equipment, Industry 4.0, software products, and telecom.

These insights and updates are Free. Subscribe here to stay updated on engineering insights and trends.
https://t.co/HFgrZYjJQB

Growth demands evolution. Stay ahead of the curve with the latest engineering insights. Insight. Change. Transform.

[MAJOR GUPTA @activator_n]

https://t.co/T8wLk3aPL5

[❤MAJOR PKG ❤ @ajj_gupta]

@activator_n @Pooja_smiling REPLACE THE LAPTOP BEFORE ITS TOO LATE.
ITS UNDER WARANTY.
#HP_INDIA

[Pareekh Jain @pareekhjain]

Engineering services is now a buyer's market, not a seller's market. To win, we need to invest now.

~ One engineering services CEO.

[Pareekh Jain @pareekhjain]

Forward Deployed Engineering by IT Service Providers.

Indian IT Service Providers lag behind global peers, but they will eventually catch up, as they did in the digital wave a few years back.

My PoV included in the Financial Express news today.

https://t.co/GsKB3CbN8W

[❤MAJOR PKG ❤ @ajj_gupta]

@activator_n @Pooja_smiling REPLACE THE LAPTOP BEFORE ITS TOO LATE.
ITS UNDER WARANTY.
#HP_INDIA

[Pareekh Jain @pareekhjain]

Parking Mathematics!

Credit: Unknown, ViaWeb