Cognizant Technology Solutions Corporation · NASDAQ:CTSH

Cognizant Technology Solutions — Cognizant AI Forum 2026

31 slides from Cognizant Technology Solutions's conference presentation, Jun 5, 2026

Slide 2: Forward-looking statements
Forward-looking statements In this presentation and during the course of Cognizant’s AI Forum meeting, we may provide projections or make statements that constitute forward looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, the acc
Slide 4: AI capability is increasing, but the gap to production value is widening
High Model Capability AI capability …but the gap Impact on Business Operations is increasing Gap to production rapidly… Production Value for Enterprise value is Low 2022 2024 2026 2028 2030+ widening $20T Cumulative economic impact of GenAI adoption by 2030 80% Of organizations report AI has deliver
Slide 5: We predict a $4.5T labor unlock with AI, creating new value pools
© 2025–2027 Cognizant | Private We predict a $4.5T labor unlock with AI, creating new value pools Jobs significantly Jobs facing impacted existential-change (2023 original vs today 2026) (Exposure scores greater than 25%) (Exposure scores greater than 50%) Original 90% Original 52% Original 15% Toda
Slide 6: Enterprises need to focus on building an Agent harness rather than tokenmaxxing
Enterprises need to focus on building an Agent harness rather than tokenmaxxing © 2026 Cognizant
Slide 7: The real opportunity is to build a bridge to accelerate time to value
AI capabilities Production value The real opportunity is to build Foundation models Business reinvention GPT, Claude, Gemini New agentic capacity a bridge here to accelerate time Silicon & compute Hyperproductivity GPUs, TPUs, custom accelerators AI-led SDLC, tech debt liberation AI factories Hypers
Slide 8: Our 3-vector approach continues to be pivotal in addressing this gap
Our 3-vector approach continues to be pivotal in addressing this gap Vector 1 Vector 2 AI-led productivity Industrializing AI Vector 3 Agentifying the enterprise © 2026 Cognizant
Slide 9: We envision these growth opportunities across two swim lanes
We envision these growth opportunities across two swim lanes Old things in new ways New things in new ways + New value pools + New value pools Vector 1: AI-led productivity Vector 2: Industrializing AI Vector 3: Agentifying the enterprise © 2026 Cognizant
Slide 10: Unique value pools are continuously evolving
Unique value pools are continuously evolving Old things in new ways New things in new ways + New value pools + New value pools Secure AI services Context & model engineering AI infrastructure Mythos/GPT5 Modernization Physical AI Core business operations Mainframe, data, infrastructure Agentic comme
Slide 11: To capture these opportunities, we need to reforge our first principles
To capture these opportunities, we need to reforge our first principles 1 2 3 4 System Pyramid Labor-based Delivering integrators talent models delivery projects Interdisciplinary Agentic, platform- Underwriting AI Builders skills based delivery outcomes © 2026 Cognizant
Slide 12: Our foundational blocks as an AI builder company
1 AI builder 2 Skills 3 Delivery 4 Outcomes Our foundational blocks as an AI builder company Full stack of bespoke Integrated human Business & operating capabilities & digital labor model reimagination Flatter organizational New roles & Partnerships structure job families © 2026 Cognizant
Slide 13: Business process and operating model reimagination is critical to bridge the gap
Business process and operating model reimagination 1 2 3 AI builder Skills Delivery is critical to bridge the gap 4 Outcomes Outcome-oriented business flows Value stream Agent Development opportunity analysis Lifecycle (ADLC) BASIS & Context engineering Operating model Audit – Eval - Deploy transfor
Slide 14: Our partner ecosystem is a force multiplier across the AI stack
Our partner ecosystem is a force multiplier across the AI stack 1 2 3 AI builder Skills Delivery 4 Outcomes Compute & cloud Frontier models Incumbent SaaS AI-native apps Security Orchestration © 2026 Cognizant
Slide 15: The frontier workforce model is a fundamental shift in our AI Builder
1 AI Builder 2 Skills 3 Delivery 4 Outcomes The frontier workforce Business fluency Technology fluency model is a fundamental Frontier Engineers & shift in our AI Builder Operators talent transformation Operational context © 2026 Cognizant
Slide 16: We have established new ways of skilling and learning
1 AI Builder 2 Skills 3 Delivery 4 Outcomes We have established AI Builder Talent Program new ways of skilling and learning Cognizant Skillspring AI Fluency © 2026 Cognizant
Slide 17: Platforms are the enterprise AI harness
1 AI Builder 2 Skills 3 Delivery 4 Outcomes Platforms are the enterprise Sense it AI labs AI Lab as a service AI harness — bringing Engineering platforms Power it together capability, IP, and Neuro AI Engineering | Ignition | AI Trust Flowsource | Skygrade services to deliver outcomes Business platf
Slide 18: We're shifting economics from labor to outcomes
1 AI Builder 2 Skills 3 Delivery 4 Outcomes We’re shifting economics Inference optimization from labor to outcomes AI-infused pricing models Underwriting operational outcomes © 2026 Cognizant
Slide 19: Cognizant is the AI Builder that helps enterprises bridge the gap
Cognizant is the AI Builder that helps enterprises bridge the gap from AI capability to production value © 2026 Cognizant
Slide 21: The new operating model
The new operating model Jatin Dalal CFO Ravi Kuchibhotla Chief Strategy Officer © 2026 Cognizant
Slide 22: The operating model evolution enables our strategy to bridge the gap
AI capabilities The operating model Production value Foundation models evolution enables our Business reinvention strategy to bridge the gap Silicon & compute Hyperproductivity AI factories Innovation & growth Data infrastructure to value creation for clients Competitive advantage © 2026 Cognizant
Slide 23: We are evolving our operating model along 5 key dimensions
We are evolving our operating model along 5 key dimensions GTM & partnerships > GTM realigned to how clients now buy AI Portfolio shifted to the AI-led services clients Business & portfolio mix > demand Each dimension Delivery accelerated with AI platforms and IP strengthens how we Platforms > that
Slide 24: Broadening our GTM and orchestrating the ecosystem for clients
GTM & partnerships Broadening our GTM and orchestrating the ecosystem for clients Where we’re going Foundation models Where we were Cloud & infrastructure Compute & Cloud Data & Analytics + Enterprise platforms Data & analytics AI-native apps Security Incumbent SaaS What we’ve done What we’re doing
Slide 25: Shifting our portfolio to the AI-led capabilities and services that clients demand
Portfolio mix Shifting our portfolio to the AI-led capabilities and services that clients demand Traditional software development Business Traditional SaaS and analytics Operations Engineering Infrastructure Legacy app services implementation Where we were Where we’re going Traditional SaaS ADLC, Da
Slide 26: Reshaping delivery with platforms that create value
Platforms Reshaping delivery with platforms that create value Where we were Where we’re going Skills + Skills + Agents + platforms Outcome-focused AI platforms What we’ve done What we’re doing • Built multiple engineering and business platforms infused with Scale foundational services Deepen IP-led
Slide 27: Evolving our commercial models to how clients prefer to consume AI
Pricing & commercial model Evolving our commercial models to how clients prefer to consume AI Where we were Where we’re going Transaction- Transaction- Outcome- T&M Fixed price based T&M Fixed price based based Labor-based; FTE rate cards dominate Four-construct spectrum What we’ve done What we’re d
Slide 28: Retooling our workforce for roles and delivery models of the future
Talent Retooling our workforce for roles and delivery models of the future Where we were Where we’re going New multi-disciplinary Traditional roles in roles with technology, legacy capabilities operations and domain expertise What we’ve done What we’re doing • New roles (e.g., frontier engineers and
Slide 29: We enable client value creation in a few ways
We enable Convergence of tech and ops client value Blended effort creation in a Expanded commercial surface area few ways © 2026 Cognizant
Slide 30: We will monitor the evolution of our operating model with new metrics
We will monitor the evolution of our operating model with new metrics Old New Drivers Headcount Revenue per person AI-driven hyperproductivity Headcount growth Operating income per person Increase in non-linear Onshore-offshore mix contribution from platforms Outcome & transaction-based business Tok
Slide 31: Thank you
Thank you

Cognizant Technology Solutions — Cognizant AI Forum 2026 on 6ix

Cognizant Technology Solutions — Cognizant AI Forum 2026

Slide 1: AI Forum 2026

Slide 2: Forward-looking statements

Slide 3: Cognizant: The AI Builder

Slide 4: AI capability is increasing, but the gap to production value is widening

Slide 5: We predict a $4.5T labor unlock with AI, creating new value pools

Slide 6: Enterprises need to focus on building an Agent harness rather than tokenmaxxing

Slide 7: The real opportunity is to build a bridge to accelerate time to value

Slide 8: Our 3-vector approach continues to be pivotal in addressing this gap

Slide 9: We envision these growth opportunities across two swim lanes

Slide 10: Unique value pools are continuously evolving

Slide 11: To capture these opportunities, we need to reforge our first principles

Slide 12: Our foundational blocks as an AI builder company

Slide 13: Business process and operating model reimagination is critical to bridge the gap

Slide 14: Our partner ecosystem is a force multiplier across the AI stack

Slide 15: The frontier workforce model is a fundamental shift in our AI Builder

Slide 16: We have established new ways of skilling and learning

Slide 17: Platforms are the enterprise AI harness

Slide 18: We're shifting economics from labor to outcomes

Slide 19: Cognizant is the AI Builder that helps enterprises bridge the gap

Slide 20: ContextFabric Platform

Slide 21: The new operating model

Slide 22: The operating model evolution enables our strategy to bridge the gap

Slide 23: We are evolving our operating model along 5 key dimensions

Slide 24: Broadening our GTM and orchestrating the ecosystem for clients

Slide 25: Shifting our portfolio to the AI-led capabilities and services that clients demand

Slide 26: Reshaping delivery with platforms that create value

Slide 27: Evolving our commercial models to how clients prefer to consume AI

Slide 28: Retooling our workforce for roles and delivery models of the future

Slide 29: We enable client value creation in a few ways

Slide 30: We will monitor the evolution of our operating model with new metrics

Slide 31: Thank you