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Mar 31, 2022

Cognizant Q1 2022 Earnings Report

Delivered first quarter commitments amidst a competitive labor market.

Key Takeaways

Cognizant's Q1 2022 revenue reached $4.8 billion, a 9.7% year-over-year increase, with digital revenue growing by 20%. Bookings grew by 4% year-over-year, resulting in trailing 12-month bookings of $23.4 billion and a book-to-bill ratio of 1.2x. The company's full-year 2022 revenue growth guidance is set at 7.2% to 9.2%.

Revenue of $4.8 billion grew 9.7% year-over-year, or 10.9% in constant currency.

Digital revenue grew 20% year-over-year.

Bookings grew 4% year-over-year, with a trailing 12-month bookings of $23.4 billion, 1.2x book-to-bill.

Operating cash flow was $306 million, and free cash flow was $186 million.

Total Revenue
$4.83B
Previous year: $4.4B
+9.7%
EPS
$1.08
Previous year: $0.97
+11.3%
Gross Profit
$1.73B
Previous year: $1.64B
+5.6%
Cash and Equivalents
$2.19B
Previous year: $1.97B
+11.1%
Free Cash Flow
$186M
Previous year: $93M
+100.0%
Total Assets
$17.4B
Previous year: $16.7B
+4.6%

Cognizant

Cognizant

Cognizant Revenue by Segment

Cognizant Revenue by Geographic Location

Forward Guidance

The Company provided the following guidance: •Second quarter revenue is expected to be $4.90-$4.94 billion, or growth of 6.8%-7.8% (9.3%-10.3% in constant currency). •Full-year 2022 revenue is expected to be $19.8-$20.2 billion, or growth of 7.2%-9.2% (9.0%-11.0% in constant currency). •Full-year 2022 Adjusted Operating Margin2 is expected to expand 20 to 30 basis points to 15.6% to 15.7%.2 •Full-year 2022 Adjusted Diluted EPS2 is expected to be in the range of $4.45-$4.55.

Positive Outlook

  • Second quarter revenue is expected to be $4.90-$4.94 billion, or growth of 6.8%-7.8% (9.3%-10.3% in constant currency).
  • Full-year 2022 revenue is expected to be $19.8-$20.2 billion, or growth of 7.2%-9.2% (9.0%-11.0% in constant currency).
  • Full-year 2022 Adjusted Operating Margin is expected to expand 20 to 30 basis points to 15.6% to 15.7%.
  • Full-year 2022 Adjusted Diluted EPS is expected to be in the range of $4.45-$4.55.

Revenue & Expenses

Visualization of income flow from segment revenue to net income