The article referred here is about why ICICI is saying buy HCL Tech stocks. Whether you buy or not, I have no guideline for the reader. However one very interesting shift is the statement below
iv) innovative pricing models such as outcome-based, output-based and device-based pricing to provide non-linearity to the business models,
How do we provide Non-linearity to our business model. Is there a way to get out of business model which is based on number of billable resources - meaning people.
Taking a page out of Black Swan by Nissam Nicholas Taleb - how do we move from Mediocristan to Extremistan - At Least someone in IT industry is thinking and executing rather than providing lip service alone!