HVHari Viswanath

1. Article · Jul 25, 2026 · Hari Viswanath

   TCS, Infosys, HCL Tech, Wipro, Tech Mahindra: IT’s a chasm between management and investors (opens the original)

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   As another lacklustre earnings season from IT services companies concludes, the contradictions between managements and investors have already been starker. From global industry leader Accenture, which reported results last month, to Infosys, which reported last week, managements remain steadfast in arguing that AI is a tailwind for the industry, judging by their commentary during earnings calls. They have maintained this view for nearly three years. That none of this optimism has translated into

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2. Article · Jul 4, 2026 · Hari Viswanath

   If you are reachable, you’re breachable: Zscaler’s Jay Chaudhry (opens the original)

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   On the sidelines of Zenith Live ’26 in Vienna, sitting across from Zscaler’s founder, CEO, and Chairman Jay Chaudhry, it’s easy to be reminded of a scene from Unstoppable. In it, welder Ned Oldham, when asked how he felt while he was bringing a runaway train under control, famously shrugs off the risky, high-speed chase as just being in his ‘comfort zone’. Zscaler shares are down by over 50 per cent in the past year, caught in the SaaSpocalypse, but Chaudhry appears to be in his comfor

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