AI-driven revenue compression
AI and automation could reduce revenue by ~2% annually as productivity gains lower billable volumes.
SAGILITY / bear-case history
Track the concerns that keep returning.
Sagility · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
medium
Unpredictable deal timing for transformational contracts
Larger managed service deals have longer sales cycles, making revenue timing uncertain.
Margin headwinds from onshore mix and wage inflation
Shift toward onshore delivery and annual wage hikes could pressure margins, partially offset by FX benefits.