IT服务职位列表-2025年6月

Equity ResearchJuly11,2025R-Squareo0-quarter lag 1-quarter lag12% 9 chg 12MChg 3M 1Job listings%of Headcounten.a.n.a.n.a.-15%-25%-13%-26%15%16%309%-16%27%5%9%6%-15%-23%-24%-11%-6%52%-24%-29%-51%-1%2%-17% 3.4%2.6%1.0%4.2%7.3%1.8%2.0%5.3%0.7%0.6% Surinder Thind, CFA * I Equity Analyst(415) 229-1515 I sthind@jefferies.comLogan Schuh * I Equity Associate+1 (201) 685-6981 1lschuh@jefferies.comColton Feldmann, CPA * I Equity Associate(312) 588-5523I cfeldmann@jefferies.com JefferiesR-squared AnalysisExhibit 4 - Job Listings vs organic revenue growth r-squaredPrimaryCompanyofferingIT ServicesFull ServiceCGIFull ServiceCTSHFull ServiceEPAMDigitalEXLSBPOGBPOGLOBDigitalWNSBPOMedianSource: Company Data, JefferieIT Services Job Listings IndexExhibit 5 - IT Services Job Listings Index (excl. ACN)30025020015010050Source: LinkUp, Jefferies30025020015010050Source: LinkUp, JefferiesPlease see important disclosure information on pages 14 - 19 of this reportThis report is intended for Jefferies clients only. Unauthorized distribution is prohibited R-Squared0-quarter lag1-quarter lag6%1%63%55%7%18%59%2%12%微A信微信 6%27%14%49%%010%16%5%12%c e JefferiesAccenture (ACN)Exhibit 7 - ACN - Job listings monthly average40,00035,00030,00025,00020,00015,00010,0005,000Source: LinkUp, JefferiesExhibit 8 - ACN - Company Metrics vs Job ListingsJob listings vs Attrition90,00080,00020.0% 20.0%70,00060,00050,00013.0%12.0%40,00030,00017,340 16,843 14,91420,00010,000F3Q22 F4Q22 F1Q23 F2Q23 F3Q23 F4Q23 F1Q24 F2Q24 F3Q24 F4Q24 F1Q25 F2Q25 F3Q25Net Headcount Addition vs Job listings as % of Headcount60,00050,0040,00030,00020,00016,34011,92810,000F3Q22 F4Q22 F1Q23 F2Q2310,00020,000Source: LinkUp, Company Data, JefferiesPlease see important disclosure information on pages 14 - 19 of this report.This report is intended for Jefferies clients only. Unau 14.0%13.0%10,77714,950Job listings-6,275 JefferiesCGI (GIB)Exhibit 9 - CGI - Job listings monthly average8,0007,0006,0005,0004,0003,0002.0001,000Source: LinkUp, JefferiesExhibit 10 - CGI - Company Metrics vs Job ListingsJob listings (Attrition not disclosed by CGI)8,0007,0006,7596,2935,776 5,6656,0004,0003,0002,0001,000Net Headcount Addition vs Job listings as % of Headcount5,0004,5003,7502,5002,0001,250F2Q22 F3Q22F4Q22F1Q23 F2Q23 F3Q23F4Q231,250-2,500Net Headcount AdditiorPlease see important disclosure information on pages 14 - 19 of this report.This report is intended for Jefferies clients only. Unautl JefferiesCognizant (CTSH)Exhibit 11 - CTSH - Job listings monthly average50,00045,00040,00035,00030,00025,00020,00015,00010,0005,000Source: LinkUp, JefferiesExhibit 12 - CTSH - Company Metrics vs Job ListingsJob listings vs Attrition30,00029.8%31.1%29.2%25,00025.6%21,15323.1%20,00015,00010,93310,0008,0096,1591Q22 2Q22 3Q224Q22 1Q232Q233Q234Q231Q242Q24 3Q24 4Q241Q2520,00016,00012,0009,8008,0005,9004,0001Q222Q223Q224Q224,000-8,000-12,000Source: LinkUp, Commpany Data, JefferiesPlease see important disclosure information on pages 14 - 19 of this report.This report is intended for Jefferies clients only. Unau 19.9%Job listings3,800-5,900 JefferiesEndava (DAVA)Exhibit 13 -DAVA - Job listings monthly average600500400300200100Source: LinkUp, JefferiesExhibit 14 - DAVA - Company Metrics vs Job ListingsJob listings vs Attrition600500400321300200100F3Q22 F4Q22 F1Q23 F2Q23 F3Q23 F4Q23 F1Q24 F2Q24 F3Q24 F4Q24 F1Q25 F2Q25 F3Q25Net Headcount Addition vs Job listings as % of Headcount1,2001,000852800610600400200.18F3Q22F4Q22F1Q23F2Q23F3Q2200-400600any Data, JefferiesPlease see important disclosure information on pages 14 - 19 of this report.This report is intended for Jefferies clients only. Unaut Job listingsBF4Q23F1Q-441 JefferiesEPAM Systems (EPAM)Exhibit 15 -EPAM - Job listings monthly average7,0006,0005,0004,0003,0002,000Source: LinkUp, JefferiesExhibit 16 - EPAM - Company Metrics vs Job ListingsJob listings (Attrition not disclosed by EPAM)8,0007,0006,0005,0745,0004,1244,2864,0003,3723,0002,0001,0001Q222Q223Q224Q221Q232Q233Q234Q231Q242Q243Q244Q241Q25Net Headcount Addition vs Job listings as % of Headcount9,0007,5006,0004,5003,0002,7741,5001Q2221,5001,009 -1,0003,000Net Headcount AdditiorSource: LinkUp, Company Data, JefferiesPlease see important disclosure information on pages 14 - 19 of this report.This report is intended for Jefferies clients only. Unaut 2,527Job listings-1,850 -1,8501,450lob listings as % of Headcount JefferiesExl Services (EXLS)Exhibit 17 -EXLS - Job listings monthly average1,8001,6001,4001,2001,000800600400Source: LinkUp, JefferiesExhibit 18 - EXLS - Company Metrics vs Job ListingsJob listings vs Attrition2,00038.0%1,80034.1%34.2%1,6001,40024.2% 25.5%1,2001,1781,1471,1071,000871800792a002001Q222Q223Q224Q221Q232Q233Q234Q231Q242Q243Q244Q241Q25Net Headcount Addition vs Job listings as % of Headcount5,0004,5004,0003,5003,0002,5002,309 2,3761,5001,0005001Q222Q223Q224Q221Q232Q233Q234Q231Q242Q243Q244Q241Q25Net Headcount AdditionSource: LinkUp, Company Data, JefferiesPlease see importan