Amar Subramanya's appointment comes as John Giannandrea, Apple's senior vice-president for machine learning and AI Strategy, prepares to step down, transitioning to an advisory role before retiring in spring 2026.
India's private-sector banks are likely to lose market share for a second consecutive year in 2025-26, as their loan books continue to expand much slower than overall bank credit.
'We've not seen a crypto exchange come back after about 45 per cent of the value on the platform was impacted.'
India's information technology (IT) spend is projected to touch $176.3 billion in 2026, rising 10.6 per cent from 2025, and outpacing the 9.8 per cent growth expected globally, according to the latest forecast by Gartner Inc., a business and technology insights company.
From January to June 2025, Kaspersky enterprise solutions blocked more than 200,000 spyware attacks on Indian organisations.
The banking, financial services and insurance (BFSI) sector has moved back into focus for investors this calendar year, after lagging the broader market for two consecutive years. BFSI stocks have outperformed benchmark indices in 2025 so far, driving a steady rise in the sector's weighting within the Nifty 50 index.
'Other sectors that manage the savings pools of Indians are giving tough competition to life insurance companies.'
Seven listed Tata companies together own 12.1 per cent in Tata Sons with a combined book value worth around Rs 30,700 crore.
'We sent just 500 people from India to the US on H-1B visas. There is no dependence on H-1B visas.'
While UIDAI has given a nod for face authentication, banks need to join the process.
2025 has seen a sharp rise in lawsuits targeting IT services and consulting companies, which now increasingly offer proprietary digital platforms and cloud services.
'When global politics has some intervention on the core software one uses, and if you are cut off from your own data in critical workflows, sovereignty is no longer optional. It becomes a necessity.'
This is the longest winning streak for gold in the last three decades.
'Every parent should rethink their decisions to send their children to the US.'
The US remains the largest market for IT outsourcing, and for Indian giants TCS, Infosys and Wipro, it contributes around 40 per cent of their top line.
'It is good to have the H1-B visa option but if tomorrow things happen to change, it is not the end of the world situation.'
BSE 200 companies together paid 5,819.75 crore as remuneration to their CEOs and directors in FY25, up from 5,352.8 crore a year earlier.
'What we see now is a much stronger need for data sovereignty.'
The more things change, the more they remain the same for corporate India. In the April-June 2025 period (Q1FY26) - for the ninth consecutive quarter - listed companies witnessed only single-digit revenue growth, while their core earnings, excluding other income and one-time gains, contracted for the second time in four quarters. This comes as firms brace for the impact of 50 per cent US tariff on Indian goods.
The combined market capitalisation of the country's top five IT firms that are part of the BSE Sensex is down 24 per cent since January and their valuation has slipped to lowest levels in the past five years.
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