{"id":994689,"date":"2026-02-25T10:52:36","date_gmt":"2026-02-25T05:22:36","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=994689"},"modified":"2026-02-25T11:51:13","modified_gmt":"2026-02-25T06:21:13","slug":"ai-structurally-changing-it-biz-mix-jefferies-warns-of-managed-services-shrinkage-ahead","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/02\/25\/ai-structurally-changing-it-biz-mix-jefferies-warns-of-managed-services-shrinkage-ahead\/","title":{"rendered":"AI structurally changing IT biz mix, Jefferies warns of managed services shrinkage ahead"},"content":{"rendered":"<p>The IT services sector is set for a structural shift as AI reshapes the core business mix, which will not only increase &#8216;cyclicality&#8217; but also require an overhaul of talent and operating models, &#8220;thus adding risks&#8221;, a report by Jefferies has said. <\/p>\n<p>The brokerage in its note &#8216;P(AI)n Not Over Yet; Stay Selective&#8217; warns that AI-led shifts will likely shrink the traditional &#8216;managed services&#8217; segment while increasing the consulting and implementation. <\/p>\n<p>Despite a 16 per cent year-to-date fall, stocks still offer higher downside than upside, according to the report.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The IT services sector is set for a structural shift as AI reshapes the core business mix, which will not only increase &#8216;cyclicality&#8217; but also require an overhaul of talent and operating models, &#8220;thus adding risks&#8221;, a report by Jefferies has said. The brokerage in its note &#8216;P(AI)n Not Over Yet; Stay Selective&#8217; warns that AI-led shifts will likely shrink the traditional &#8216;managed services&#8217; segment while increasing the consulting and implementation. Despite a 16 per cent year-to-date fall, stocks still offer higher downside than upside, according to the report.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-994689","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/994689","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=994689"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/994689\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=994689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=994689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=994689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}