Services and skills

now embed their own engineers at big clients

About $13B revenue in 2025, against about $34B of costs (reported)

Sells Claude and Claude Code to firms, and consultancies build client work on top of it.

Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)

the largest integrator

Record $22.1B of bookings in one quarter (Mar 2026)

French consulting and engineering firm that builds AI and runs outsourced operations for clients.

2025 revenue €22.5B, up 1.7%

Big Four firm selling AI consulting, audit and tax work, plus its ZoraAI agentic product business.

Global revenue $74.5B for the year to May 2026, up 5.7% in dollars

AI strategy and delivery

Q2 2026 revenue about $17.2B, up about 1%

Indian IT services firm that builds and runs AI and digital systems for global clients.

FY26 (year to Mar 2026) constant-currency growth of 3.1%

software plus engineers embedded at the client

Q2 2026 revenue $1.94B, up 93% year on year. Full-year guidance about $8.15B

Strategy consultancy with AI and deployment teams, named in the February 2026 OpenAI partnership.

Strategy consultancy with a large AI practice, named in a February 2026 OpenAI deployment partnership.

Tata Consultancy Services, India's largest IT services firm, selling AI services across its client base.

Annualised AI revenue $1.8B in the Oct to Dec 2025 quarter, up 17.3% on the quarter before (constant currency)

US-based IT services firm building AI and data work for large companies, mainly in financial services.

Big Four firm offering AI advisory, assurance and automation to large clients.

Indian IT services firm offering AI, engineering and managed services to global clients.

ChatGPT Edu and study modes for universities and students.

About $13B revenue in 2025, against about $34B of costs (reported)

Gemini for Education and Google Classroom tools for schools.

25% of AI chip supply (Epoch AI)

Runs LinkedIn Learning and AI training programmes for schools, firms and workers.

20M+ users (2025)

Homework help site that AI chatbots have largely displaced for students.

Q1 2025 revenue $121M, down 30%

course platforms

Q2 2026 revenue $298.6M, up 60%. Excluding Udemy, up about 4%

AI-heavy language learning

Q2 2026 revenue $298.5M, up 18%

AI video for training

About $150M ARR (reported Jan 2026, trackers)

AI language tutor

$1B valuation (Dec 2024)

Language learning app sold on subscription, with lessons built by teams of teachers.

Library of course content for businesses, collecting learning from many publishers.

Nonprofit learning site that offers Khanmigo, an AI tutor for students and teachers.

Upskilling platform that trains workers in AI and coding, sold to employers.

UK education publisher and testing company moving its content and tests into AI tools.

Study app with flashcards and tests, now adding AI study tools.

Corporate e-learning library selling course content to large firms.