In 2025, Tata Consultancy Services (TCS) continues to move toward AI-led technology services with the aim to become ‘the world’s largest AI-led technology services company.’ The firm has publicly quantified its AI business at an annualised revenue run-rate of approximately USD 1.5 billionand is growing AI services faster than its traditional IT business, with quarter-on-quarter increases exceeding 16.3%.
Major Acquisitions of TCS in 2025
TCS has historically been conservative with acquisitions, preferring capability over large, risky integrations. In 2025, it followed the same playbook but with sharper intent.
- ListEngage (United States)
On 9th October 2025, TCS announced the acquisition of ListEngage in an all-cash deal valued at around USD 72.8 million. This acquisition strengthens TCS in Salesforce Marketing Cloud, Data Cloud, CRM, and AI-driven digital marketing services.
This acquisition clearly signalled that TCS views customer experience platforms as a critical AI monetization layer.
- Coastal Cloud (United States)
TCS has agreed to acquire Coastal Cloud Holdings, LLC, a U.S.-based Salesforce Summit Partner and multi-cloud consulting firm, in an all-cash transaction valued at approximately USD 700 million. The deal, expected to close by January 31, 2026, gives TCS 100 per cent ownership and represents one of its largest acquisitions to date.
This is a much bigger acquisition of Coastal Cloud, which advances the strategy further. Coastal Cloud added strong advisory skills, deep trust in the Salesforce ecosystem, and top transformation expertise in regulated industries.
The acquisition significantly strengthens TCS’s Salesforce advisory, multi-cloud, and AI-driven transformation capabilities, expands its U.S. mid-market presence, and positions TCS among the top five global Salesforce consulting firms with its recent ListEngage acquisition.
Together, ListEngage and Coastal Cloud effectively repositioned TCS as one of the most credible Salesforce-led transformation partners globally, not just in delivery but in boardroom-level advisory.
Major Partnerships of TCS
- TPG & HyperVault: A Quietly Radical Move
The HyperVault data center partnership with TPG is arguably the most strategically underestimated move TCS made in 2025.
For a services company to step into AI-ready, sovereign data infrastructure is a profound statement. This is not about becoming a hyperscaler. It is about ensuring that enterprises—and governments—have trusted, compliant, AI-optimized compute environments where TCS can deliver end-to-end responsibility.
This move positions TCS closer to national digital infrastructure conversations, not just IT outsourcing decisions.
- SAP
TCS’s five-year partnership with SAP shows a mature relationship moving into a new phase. TCS is now helping to redesign SAP’s IT and cloud operations, with generative AI built in.
For those who have followed the SAP–TCS relationship, this is a clear example of how service providers can become strategic partners when trust builds over many years.
- ABB, Tryg, Workday, Google Cloud
ABB extended its 18-year partnership with TCS to include AI-driven IT operations, showing clear confidence in TCS’s automation expertise.
Tryg signed a seven-year, Europe-wide transformation deal with TCS, which is unusually long in today’s contract cycles.
The partnership with Workday improved TCS’s position in HR technology, finance platforms, and AI-powered workplaces.
TCS’s collaboration with Google Cloud grew through Gemini Experience Centres, further proving TCS’s credibility in enterprise GenAI adoption.
Each partnership is solid. Collectively, they form a platform-aligned ecosystem strategy that few peers execute well.
Achievements and Recognitions
- TCS was recognized as Asia’s most valuable IT services brand at Brand Finance’s inaugural Asia Brand Gala in Singapore.
- TCS reached a significant milestone as the second global IT services brand to achieve a $21.3 billion brand valuation.
- TCS surpassed $30 billion in revenue, and its strong order book reinforces confidence in the company’s long-term resilience.
- TCS has been ranked among the 100 most valuable brands worldwide in the Kantar BrandZ Most Valuable Global Brands 2025 Report.
TCS in 2025 is pursuing a long-term strategy by modernizing its portfolio, integrating expertise, and preparing for a business environment where AI orchestration and measurable outcomes take precedence over effort-based billing. The organization is repositioning itself around AI-first delivery, robust ecosystem partnerships, and domain-centric transformation, moving away from scale-driven outsourcing.
Also Read: AI Set to Reshape Manufacturing Profitability, Insights from TCS Study
