Tariff Shock Why Infosys’s Guidance Miss Signals A Crisis In Indian IT Greyhound Radio podcast

Tariff Shock Why Infosys’s Guidance Miss Signals a Crisis in Indian IT

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Infosys’s Q4FY25 guidance miss has rattled markets, but the real shock lies beneath the surface. At Greyhound Research, we believe this isn’t just a temporary demand wobble—it’s a structural signal. One that exposes Indian IT’s growing vulnerability to macro policy risk, AI-induced margin shifts, and weakening global client conviction.

This isn’t isolated to Infosys. Greyhound Pulse 2025 shows a wider recalibration underway across procurement cycles, particularly in U.S. and EU markets. Greyhound Fieldnotes from enterprise buyers reinforce the trend: tech decisions are being delayed, diversified, or de-risked. The Indian IT delivery model is no longer a given—it’s under review.

In this episode, Greyhound Research dissects:

00:00 – Introduction – Tariff Shock: Why Infosys’s Guidance Miss Signals A Crisis In Indian IT

00:17 – Greyhound In News – As quoted in Nikkei Asia

00:58 – Tariff Shock: Structural, Not Symbolic, For Indian IT Firms

03:09 – Analyst In Focus – Sanchit Vir Gogia

03:49 – Greyhound Research Copyright Policy

Prefer text? Read the full analysis on our website: https://greyhoundresearch.com/tariff-shock-why-infosyss-guidance-miss-signals-a-crisis-in-indian-it/

Prefer audio? Listen on Greyhound Radio — a Greyhound Studios production: https://www.greyhoundradio.com

Join the conversation: Is your IT vendor strategy built for cost—or for continuity under policy risk? We’d love your take in the comments below.

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About Greyhound Studios

Greyhound Studios is an initiative by Greyhound Research, a global, award-winning, technology research, advisory, consulting and education firm. Since 2013, we’ve supported over 500 enterprises and 200,000+ professionals in making independent, data-backed technology decisions.

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