Q1-FY25 · Q4 FY24
Operating margin trajectory similar to FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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TCS / Q2-FY25 / promises
Measure what management said.
TCS · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q1-FY26 · Q4 FY25
Campus hiring of 40,000+ trainees in FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
CapEx to remain elevated at ~₹5,000 crore
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Q2 revenue likely better than Q1 if no further delays
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Margin improvement levers: utilization, productivity, pyramid
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Deal win run-rate raised to $9-10B per quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Fresher hiring to continue; all offers honored
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Life sciences headwinds to stabilize in Q3, return to growth in Q4
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
BSNL deal peak revenue to continue for one more quarter, then taper
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
Margin aspiration to exit Q4 at 26%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
FY26 international revenue growth better than FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Continued workforce release of ~2% mid-senior level
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
BFSI growth expected from Q4
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
Margin improvement momentum to continue
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
Fresher hiring of 40,000 for FY24 still on track
The current-quarter record did not contain enough evidence of delivery; the item remains delayed for follow-up.
delayed
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Q4-FY25 · Q3 FY25
Margin aspiration of 26% by Q4 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
BSNL revenue to taper from Q4 FY25 through Q2 FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
International revenue growth aspiration for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
AI services revenue growth trajectory
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1