Dive Brief

• DXC Technology has certified 86 engineers under the multi-year Anthropic alliance it announced in June, CEO Raul Fernandez told analysts on Thursday. That's the first cohort against a commitment to train tens of thousands of Claude-certified forward-deployed engineers. Fernandez said DXC's Consulting and Engineering Services business is "the single biggest beneficiary" of the partnership, and that the company has taken "an extremely conservative approach to modeling near zero" revenue for the current fiscal year.

• DXC Oasis, the agentic orchestration platform for managed services that runs Claude as its default foundation model, launched with 10 customers in April and now operates in 57 customer environments, with DXC targeting 85 by the end of its first half and 125 by the end of the fiscal year. CFO Robert Del Bene said the company is now using the platform for all new “intelligent infrastructure” engagements, which helped drive a 34.7% increase in infrastructure bookings.

• Hours before reporting, DXC named Paul Taylor president and moved its three group presidents under him. These include Dan Gray, who co-led the build of Oasis and now runs Global Infrastructure Services in place of the departing Chris Drumgoole. Holly Grant, promoted on Monday to lead AI innovation and LabX with the commercial side of DXC's AI partner platform strategy, continues to report to Fernandez. 

Dive Insight

DXC's 86 certified engineers exemplify where enterprise AI delivery stands. The Anthropic contribution is just off the starting block and is modeled at close to zero revenue for fiscal 2027.

On the other side of that number, Oasis went from 10 customers at its April launch to 57 customer environments in three months. Del Bene told analysts the platform is drawing "a very nice proportion of new customers" into the infrastructure pipeline, and that discussions with prospective Oasis customers are "moving at a faster pace than traditional IT outsourcing discussions we've had in the past." DXC has demand it can't fully staff.

Now DXC's leadership changes are easier to read. Gray was the CTO who co-led the Oasis build and ran the 45,000-person delivery organization underneath it. "Dan's been the architect of our agentic transformation within GIS," Fernandez said on the call. Meanwhile, Grant, who runs the commercial side of the AI partner platform strategy, kept her direct line to the CEO while the three offering presidents were moved under Taylor. DXC has put its platform builders into commercial seats and left its partner platform strategy reporting to the top.

For partners, the certification matters more than the headcount. Fernandez described a multilingual FDE model combining Anthropic, Microsoft Copilot, 7AI, ElevenLabs and an Amazon service with DXC's "discover, build, scale" methodology. All that FDE goodness will be delivered in pods and sold to new and existing customers. With five vendor relationships inside a single certification, DXC is making its partner-led AI delivery stand out.

The certification also lands DXC in a high-stakes competition with cloud and AI giants. OpenAI, Google Cloud and Anthropic all put vendor engineers inside customer accounts. DXC's argument is that its pods arrive alongside 30 years of operating those customers' systems rather than in place of them.

Del Bene named the Anthropic collaboration as one of the things that could push DXC to the high end of its full-year guidance, having just excluded it from the forecast. Both statements are true; the company simply doesn't know what the alliance is worth.

DXC's first-quarter revenue of $3 billion fell 6.7% organically year-over-year, and non-GAAP earnings of $0.40 a share met DXC's own guidance but fell short of Wall Street's expectations. The second quarter guidance calls for organic revenue to slip 5.5% to 6.5%, with non-GAAP earnings of about $0.55 a share. 

Wall Street will be watching the revenue and EPS numbers. Partners should keep an eye on the size of the second cohort.