AI Isn't Just Changing IT Jobs. It's Changing How IT Companies Make Money.
India's top IT firms are expected to post their weakest sequential quarter in three years as AI pressures the billable-hours model.
Aiexl. · 01 October 2026 · 1 min read
India's major IT-services companies are expected to report their weakest sequential performance in three years for the July–September quarter, according to Jefferies estimates cited by Reuters.
AI-driven pricing pressure and cautious client spending are challenging parts of the industry's traditional billable-hours model.
India's IT-services sector employs nearly 6 million people, making this more than an earnings story.
The important career question isn't simply whether AI removes IT jobs. It is what happens when companies need fewer hours of routine execution and place greater value on people capable of solving and owning outcomes.
This connects with the growth of roles such as Forward Deployed Engineers.
Takeaway: AI can change not only individual jobs but the business models surrounding technology work.
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