Cognizant Technology Solutions Corp
CTSHQ1 2023(CTSH Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$120.4M
AI Revenue (Q)
$48.6M
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Cognizant's FY2022 10-K reports full-year revenue of $19,428M across four industry-based segments. Strategic priorities include 'Accelerating digital' but no AI-specific strategy or revenue quantification. AI is referenced only as a technology trend within segment demand descriptions (e.g., 'robotic process automation, analytics and AI in areas such as digital lending, fraud detection' in FS; 'AI to shape personalized care plans' in HS). Segments are industry-based, not technology-based, making it impossible to isolate AI revenue from filings. No AI revenue, AI bookings, or AI-specific financial metrics disclosed. Conservatively estimating ~1% for AI/ML work embedded within digital services engagements across segments.
Analyzed by claude-opus-4-6
Quoted Figures
FY2022 total revenues: HS $5,631M, FS $6,072M, P&R $4,566M, CMT $3,159M, Total $19,428M
10-K, Note 18 Segment Information
Accelerating digital - growing our digital business organically and inorganically
10-K, Item 1 Business, Strategic Priorities
AI Products Identified (Ring 1)
AI/analytics consulting embedded in digital servicesRobotic process automation with AI componentsAI-driven fraud detection (Financial Services)Predictive analytics for healthcare
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Digital services and solutionsConsultingApplication developmentSystems integrationQuality engineering and assuranceApplication maintenanceInfrastructure and securityBusiness process services and automation
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix