公司财务报告发布 - 2025年半年度财务报告已发布 包含2025年上半年活动报告、财务报表、法定审计师审查报告及负责人声明 [2] - 报告以英文和法文形式在公司官网(www atos net)提供 [3] 公司基本信息 - 全球数字化转型领导者 拥有约7万名员工 年收入约100亿欧元 业务覆盖67个国家 [4] - 运营两大品牌 Atos(服务)和Eviden(产品) [4] - 欧洲网络安全、云计算和高性能计算领域排名第一 [4] 公司业务定位 - 致力于安全及去碳化未来 提供定制化AI端到端解决方案 [4] - 推动信息空间未来发展 支持知识、教育及研究的跨文化发展 [5] - 促进全球客户、员工及社会成员在安全信息环境中可持续发展 [5] 公司架构与上市信息 - 采用SE(Societas Europaea)企业形式 在巴黎泛欧交易所上市 [4]

Key Takeaways VRT stock gained 1.1% after Q2 earnings, driven by strong organic sales and regional growth.VRT partnered with NVDA and OKLO to boost AI data center power and cooling innovations.VRT raised 2025 revenue and earnings guidance, forecasting up to 25% organic sales growth.Vertiv (VRT) shares have gained 1.1% since it reported second-quarter 2025 results on Wednesday. The uptick can be attributed to strong organic sales growth, driven by higher adjusted operating profit and robust performance acros ...

Media relations:Sam ConnattyTel.: +44 370 904 3601 sam.connatty@capgemini.com Investor relations:Vincent BiraudTel.: +33 1 47 54 50 87vincent.biraud@capgemini.com Capgemini announces the departure of William Rozé from the Group Paris, August 1, 2025 – Capgemini announced today that William Rozé, CEO of Capgemini Engineering and Group Executive Board member, has decided to leave the Group to pursue other projects. Capgemini and William Rozé have agreed on William’s departure, effective from July 31. William ...

Press Release Half-year 2025 results on track Full Year 2025 targets confirmed Significant progress in the execution of the Genesis transformation plan Reset of cost base well engaged, already impacting profitability Over 50% of the overall Genesis restructuring target incurred at the end of JuneGrowth pillar initial phase achieved to deliver long-term ambition Operating Margin up 80 bps proforma from 2.0% to 2.8%, to €113m (+15.4% yoy) despite the material decline in revenue, as anticipated Atos SBU: +1.7 ...

DXC Technology Company. (DXC) reported $3.16 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 2.4%. EPS of $0.68 for the same period compares to $0.74 a year ago.The reported revenue represents a surprise of +2.92% over the Zacks Consensus Estimate of $3.07 billion. With the consensus EPS estimate being $0.64, the EPS surprise was +6.25%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

DXC Technology (DXC) Q1 2026 Earnings Call July 31, 2025 05:00 PM ET Speaker0Hello, and welcome to the DXC Technology First Quarter Fiscal twenty twenty six Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the call over to Roger Sachs, Vice President of Investor Relations. You may begin.Speaker1Thank you, operator. Good afternoon, everybody, and welcome to DXC Technology's fir ...

Grid Dynamics (GDYN) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Speaker0At this time, our participants are in listen only mode. Joining us on the call today are CEO, Leonard Lifshitz CFO, Anil Diradla CTO, Eugene Steinberg COO, Yuri Grislov and SVP, Americas, Vasily Sizov. Following the prepared remarks, we will open the call to your questions. Please note that today's conference call is being recorded. Before we begin, I would like to remind everyone that today's discussion will contain forward lookin ...

Insight Enterprises (NSIT) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Company ParticipantsRyan Miyasato - Director & Head - IRJoyce Mullen - President, CEO & DirectorJames Morgado - CFOAdam Tindle - Managing DirectorJoseph Cardoso - Vice President, Equity ResearchVincent Colicchio - Managing Director Conference Call ParticipantsAnthony Lebiedzinski - Senior Equity Analyst - Specialty Retail/ConsumerOperatorHello, everyone, and thank you for joining the Insight Enterprises second quarter twenty twenty f ...

Insight Enterprises (NSIT) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Hello, everyone, and thank you for joining the Insight Enterprises second quarter twenty twenty five operating results call. My name is Sammy, and I'll be coordinating your call today. I'll now hand over to your host, Ryan Miasato, Director of Investor Relations to begin. Please go ahead, Ryan.Speaker1Welcome everyone and thank you for joining the Insight Enterprises earnings conference call. Today, we will be discussing the ...

财务数据和关键指标变化 - 第二季度总收入为4 83亿美元 同比增长1 1% 按固定汇率计算增长1% [26] - 非GAAP营业利润率为7 6% 同比提升1 5个百分点 [35] - 调整后EBITDA为6100万美元 利润率12 7% 同比提升50个基点 [35] - 第二季度自由现金流为负3 37亿美元 主要由于2 5亿美元的自愿养老金缴款 [37] - 全球养老金赤字从7 5亿美元降至5亿美元 [40] 各条业务线数据和关键指标变化 - 数字工作场所解决方案(DWS)收入1 38亿美元 同比增长4 6% 主要受益于高端存储现场服务量增加 [27] - 云应用和基础设施解决方案(CA&I)收入1 85亿美元 同比下降4 9% 受公共部门客户谨慎投资影响 [28] - 企业计算解决方案(ECS)收入1 4亿美元 同比增长8 2% 其中许可和支持收入8800万美元 增长7 7% [29] - DWS毛利率16 9% 同比提升70个基点 CA&I毛利率20 8% 提升10个基点 ECS毛利率53 5% 基本持平 [33][34] 各个市场数据和关键指标变化 - 美国市场通过发行7亿美元高级担保票据和2 5亿美元自愿养老金缴款 显著改善了养老金状况 [7][38] - 亚太地区新增两个数据中心 支持全球金融机构的卡服务业务增长 [14] - 公共部门市场仍面临资金和地缘政治担忧 但高等教育领域出现回暖迹象 [28][29] 公司战略和发展方向和行业竞争 - 通过AI转型交付模式 从"劳动力为主技术为辅"转向"技术为主劳动力为辅" [15] - 服务体验加速器(SEA)将端到端自动化解决率从15%提升至40% [17][18] - 深化与戴尔等战略合作伙伴关系 获评"2025全球联盟增长年度合作伙伴" [21] - 在七份行业报告中获得认可 包括攻击面管理领导者和数据中心安全领导者 [22][23] 管理层对经营环境和未来前景的评论 - 宏观经济不确定性和地缘政治因素导致客户决策周期延长 [11] - 贸易谈判进展有望减少不确定性 加速客户投资决策 [11] - 上半年新业务总合同价值(TCV)同比增长15% 项目工作占比提升 [12] - 预计第四季度将出现强劲增长拐点 主要受许可和支持收入推动 [47] 其他重要信息 - 员工流失率低至11 7% 被Newsweek评为全球最受喜爱职场100强 [24] - 计划年内通过年金购买交易移除最多4亿美元养老金负债 可能产生2 9亿美元非现金结算损失 [45] - 更新2025年收入指引至-1%至+1% 非GAAP营业利润率指引提升至8%-9% [43][44] 问答环节所有的提问和回答 问题: 收入指引变化的具体原因 - 主要受宏观预算不确定性 CA&I公共部门业务疲软 以及部分收入确认时间调整影响 [52][53] - 合同总价值不受影响 只是实现时间延后 [55] - 同时提高了盈利能力和自由现金流预期 [56] 问题: DWS业务复苏情况 - PC相关服务量趋于稳定 Windows 11升级项目开始显现 [58] - 高端存储和网络现场服务量持续增长 与AI数据中心建设需求相关 [59] - ClearPath Forward业务消费强劲 2026年收入预期维持4亿美元 [60] 问题: 新客户获取能力 - 上半年新业务TCV同比增长15% 管道储备充足 [71] - DSS和SEA等差异化解决方案在市场中反响良好 [72] - 典型合同周期3-5年 涉及多业务线组合 [72]