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Yu Wai Lee

Research Analyst at Guggenheim Capital LLC

Yu Wai Lee is an analyst at Guggenheim Partners covering the technology services and IT consulting sector. Lee has participated in earnings calls for companies including Globant SA and Cognizant, asking questions about growth outlook assumptions, pricing dynamics, AI transformation initiatives, and revenue guidance frameworks. Additional details about their exact title, performance metrics, career history, and comprehensive coverage list are not publicly available through standard search results.

Yu Wai Lee's questions to Infosys (INFY) leadership

Question · Q2 2026

Yu Wai Lee from Guggenheim Partners inquired about the reasons for a step down in utilization despite increased subcontractor usage, seeking clarification on potential skill or pyramid gaps. He also asked for details on Infosys's 'forward-deployed engineers,' comparing them to similar teams in software companies and addressing potential higher costs or talent competition.

Answer

CEO Salil Parekh and CFO Jayesh Sanghrajka clarified that subcontractor mix has decreased from 11% to 7.5-8% and is primarily used to bridge project-specific skill gaps, with no expectation of significant future increases. Mr. Parekh and CDO Satish HC explained that forward-deployed engineers are specialized teams crucial for co-creating new AI-driven software stacks with clients, especially in moving from POCs to enterprise-scale adoption, without commenting on specific cost differentials.

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