Tata Consultancy Profit Misses Estimates

The video discusses the secular trends affecting IT services companies, highlighting the deflationary impact of cloud technologies and the challenges posed by changing immigration policies. It compares TCS and Infosys in terms of revenue diversification and vulnerability, noting TCS's lead in digital technologies. The video also examines the opportunities arising from political developments like Brexit, which has increased interest in IT outsourcing. Finally, it addresses the challenges faced by the banking and retail sectors in adopting cloud technologies and the resulting pricing shifts.

What opportunities have arisen from political developments such as Brexit for IT services?

Which industries are currently facing challenges due to the shift towards cloud technologies?