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    Yen-yu Lin

    Research Analyst at Goldman Sachs

    Yen-yu Lin is an Analyst at Goldman Sachs specializing in equity research, with coverage including companies such as Cognizant Technology Solutions Corp. Lin has contributed to earnings calls and financial analyses, demonstrating an ability to engage with company-specific research and market performance assessment. Starting their career at Goldman Sachs, Lin has focused on in-depth sector analysis, though limited public performance metrics or rankings are available. Their professional credentials and securities licenses are not listed in available sources, and further information about prior roles or achievements is not disclosed.

    Yen-yu Lin's questions to COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) leadership

    Yen-yu Lin's questions to COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) leadership • Q4 2024

    Question

    Yen-yu Lin, on for Jim Schneider, asked about the divergence in client behavior and demand between the U.K. and Continental Europe, and whether it was driven by geopolitics or industry mix.

    Answer

    CEO Ravi Kumar S explained that Continental Europe is at an earlier stage of outsourcing maturity, presenting more first-time opportunities, while the U.K. is a more mature market. He noted Cognizant is under-indexed in Europe compared to peers, viewing it as a key growth area. CFO Jatin Dalal added that the U.K. showed strong momentum in H2 2024 and that a recent revenue shift between geographies masked some of the underlying strength, but momentum remains good.

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