Latent View Analytics · tone and specificity signals across the available quarters.
Language signals
We are looking to disrupt, we build those AI value propositions and the agentic frameworks that can help do that work. But it's very hard to put down what is going to happen six years down the line—in six years you could have artificial general intelligence.
While we initially guided on a 23 to 24% band, we would want to keep the level of investment sustained and therefore for the full year we would like to re-guide that the EBITDA will be between 22 to 23% because we would want to incrementally deploy some of the additional cash that the business is generating back into driving growth.
There are already a lot of questions... about how all of this investment is circular in nature. Is it really pushing the boundaries for the LLMs? Because at the end of the day LLMs use only language-based reasoning and modeling. There are many different classes of intelligence now like spatial intelligence or visual intelligence or physical dynamic intelligence.
There is some level of additional capacity that was built up over a period of time and there were certain roles that also did not align with our sort of strategy going forward. So there was a little of a rationalization exercise that we undertook in this particular quarter where we let go close to about 40 odd people.
What prevents from our Indian outsourcing system integrators copying these accelerators... nothing prevents them. It is just a question of focused effort and the extent to which you're able to bring the combination of domain, technology, architecture expertise and the strength of the relationship that you're able to build with the partner ecosystem.
There is a $5-6 million annualized revenue headwind from this particular account. While there is dependency on this particular stakeholder, there are multiple other threads that we have opened up in this large account which should partially offset the drop in revenue.