secwatch.observer — SEC 8-K summary
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Issuer:     COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH)
CIK:        0001058290
Form:       8-K
Filed at:   2025-07-30T23:59:59+00:00
Accession:  0001058290-25-000266
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cognizant Q2 beat: revenue $5.25B (+8.1% YoY), record bookings $27.8B, guided 4-6% CC growth
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- Q2 revenue $5.245B, up 8.1% YoY (7.2% CC), above guidance high end; GAAP EPS $1.31 (+15%), adj EPS $1.31 (+12%).
- Record trailing 12-month bookings $27.8B (+6%); Q2 bookings +18% driven by two $1B+ mega deals.
- Return to shareholders increased: planned $2.0B for 2025 (from $1.7B); YTD $885M via buybacks and dividends.
- FY2025 CC revenue growth guidance narrowed to 4.0-6.0%; adjusted op margin unchanged at 15.5-15.7%.
- Acquisitions contributed ~400 bps to YoY revenue growth; operating margin expanded 100 bps GAAP, 40 bps adjusted.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1058290/000105829025000266/0001058290-25-000266-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1058290/000105829025000266/ctsh-20250730.htm
  HTML page:      https://secwatch.observer/filing/0001058290-25-000266

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer