Infosys reports 5.5% of quarterly revenue from AI services as monetisation scales

Summary

Infosys said AI services accounted for 5.5% of its revenue in the December quarter, offering a concrete snapshot of how artificial intelligence is beginning to translate into measurable income for IT services firms.

BENGALURU, Feb. 17, 2026 — Infosys CEO Salil Parekh said the company generated 5.5% of its third-quarter revenue from AI-driven services, providing additional clarity on how artificial intelligence is contributing to financial performance.

Based on Infosys’ reported third-quarter revenue of ₹454.79 billion (about $5.01 billion), AI-related services contributed roughly $275 million during the period.

Highlighting progress in AI monetisation

The disclosure comes as investors seek clearer evidence that spending on AI infrastructure and tools is translating into revenue growth.

• A concrete benchmark: While several global IT firms have pointed to strong AI pipelines, Infosys’ 5.5% figure offers a specific revenue-share metric for the sector.
• Enterprise adoption: The data suggests clients are increasingly moving from pilot projects to scaled AI deployments embedded in business operations.

Why this matters

• Investor visibility: The disclosure provides a tangible data point on how AI is contributing to revenue rather than remaining purely a cost center.
• Competitive context: Analysts may compare similar disclosures from peers such as TCS, Wipro, and HCLTech.
• Sector trajectory: The figures indicate that AI-led services are becoming a meaningful, though still early-stage, contributor to growth across the IT industry.

FAQs

Q1: How much revenue did Infosys generate from AI?

Approximately $275 million in the December quarter based on the 5.5% share disclosed by the company.

Q2: Is this significant for the industry?

It provides one of the clearer revenue benchmarks for AI services among large IT outsourcing firms.

Q3: What does this revenue include?

AI consulting, implementation, and software-related services rather than hardware sales.