Core Insights - Atos has renewed its status as a Google Cloud Managed Service Provider, reinforcing the strategic partnership and commitment to cloud transformation and innovation [2][4][5] - The renewal highlights Atos' expertise in delivering cloud-native services, scalable infrastructure, and end-to-end digital modernization for enterprises [3][4] - Atos aims to accelerate customers' digital journeys to AI solutions and maximize the value of their cloud investments through advanced support and optimization [3][4] Company Overview - Atos Group is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [5] - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to a secure and decarbonized future [5][6] - Atos provides tailored AI-powered, end-to-end solutions across various industries, supporting the development of knowledge, education, and research [6]

Core Insights - Eviden has been selected by the European Commission to provide a technical platform for the AtLaS project, which focuses on Human Language Technology in defense [1][2] - The AtLaS project aims to enhance defense communication and intelligence gathering by developing resilient systems that can handle low-quality and multilingual data [2][3] - The project is funded by the European Defence Fund, which supports collaborative defense projects across Member States [5] Company Overview - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on advanced computing, cybersecurity, mission-critical systems, and vision AI [6][8] - The company employs around 4,200 professionals and holds over 2,100 patents, providing innovative solutions in AI, computing, security, and data [7] - Atos Group, the parent company of Eviden, has about 72,000 employees and annual revenue of approximately €10 billion, positioning itself as a leader in digital transformation and cybersecurity [8]

Core Insights - Atos Group has published its estimated half-year liquidity position for 2025, indicating a limited cash consumption in the first half of the year [2][3] Financial Performance - The net change in cash for the first half of 2025 is estimated at approximately €-96 million, a significant improvement compared to €-686 million in the first half of 2024 [3] - The liquidity as of June 30, 2025, is estimated at €1,804 million, down from €2,179 million as of December 31, 2024, but still above the minimum required level of €650 million [4] - Cash and cash equivalents are estimated at €1,364 million, a decrease from €1,739 million, with payments received in advance of invoice payment due date also declining from €319 million to €143 million [4] Company Overview - Atos Group is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [8] - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to a secure and decarbonized future [8]

Core Insights - Atos Group has published its estimated liquidity position for the first half of 2025, indicating a significant improvement in cash consumption compared to the previous year [2][3]. Financial Performance - The net change in cash for the first half of 2025 is estimated at approximately €-96 million, a notable improvement from €-686 million in the first half of 2024 [3]. - The liquidity as of June 30, 2025, is estimated at €1,804 million, down from €2,179 million as of December 31, 2024, but still well above the minimum required level of €650 million [4]. - The liquidity composition includes €1,364 million in cash and cash equivalents, €440 million in undrawn revolving credit facilities, and €143 million in payments received in advance of invoice payment due date [4]. Company Overview - Atos Group is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [8]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to providing secure and decarbonized solutions [8].

Press Release Atos announces availability of Atos Polaris AI Platform in the new AWS Marketplace AI Agents and Tools category Paris, France – July 16, 2025 – Atos, a leading provider of AI-powered digital transformation, today announces the availability of Atos Polaris AI Platform in the new AI Agents and Tools category of AWS Marketplace. Customers can now use AWS Marketplace to easily discover, buy and deploy AI agents solutions, including Atos’ Agentic and Generative AI solution using their AWS accounts, ...

Press Release Atos launches the Atos Polaris AI Platform to accelerate digital transformation with Agentic AI Driving universal automation across business processes and software engineering with the Atos Polaris AI Platform Paris, France – July 16, 2025 – Atos, a leading provider of AI-powered digital transformation, today announces the launch of the Atos Polaris AI Platform, a comprehensive system of AI agents that works autonomously to orchestrate complex business workflows. The Atos Polaris AI Platform, ...

Core Insights - Atos has been awarded the Golden Certificate by SAP, marking the 10th consecutive certification as a Global Operations Partner, highlighting a strong and enduring partnership [1][4] - Atos is recognized as a SAP Platinum Partner with over 10,000 SAP experts globally, showcasing its extensive expertise and flexible delivery capabilities [2] - The certification reflects Atos's commitment to exceeding customer expectations and strengthening its partnership with SAP [4][5] Company Overview - Atos Group operates with approximately 72,000 employees and generates annual revenue of around €10 billion, functioning in 68 countries under the Atos and Eviden brands [6] - The company is a leader in cybersecurity, cloud services, and high-performance computing, focusing on secure and decarbonized solutions [6][8] Service Areas - Atos has renewed its certification in five core business areas, including Global SAP S/4HANA solutions operations and Global SAP SuccessFactors solutions operations [2][7] - The company supports customers through end-to-end services, from strategy and implementation to ongoing service innovation and management [5]

Core Viewpoint - The Federal Reserve is maintaining a cautious stance regarding interest rate cuts due to concerns over inflationary pressures from tariffs imposed by President Trump, leading to uncertainty in the market [1][5][6]. Federal Reserve Meeting Insights - The minutes from the latest Federal Reserve meeting indicate that most officials are not in a hurry to implement an immediate rate cut, suggesting a wait-and-see approach [2][5]. - A delay in rate cuts could lead to increased volatility in the stock market [2][7]. - Most participants believe that any inflationary impact from tariffs will be temporary or modest, and there is no urgency for rate cuts in the near term [6]. Investment Recommendations - Given the current uncertainty, it is advisable to invest in defensive stocks from the utility and consumer staples sectors, which are considered safe havens [3][11]. - Recommended stocks include: - **Atmos Energy Corporation (ATO)**: Expected earnings growth rate of 6%, Zacks Rank 2, beta of 0.70, and a dividend yield of 2.27% [9]. - **Fortis, Inc. (FTS)**: Expected earnings growth rate of 3.8%, Zacks Rank 2, beta of 0.48, and a dividend yield of 3.81% [13]. - **Colgate-Palmolive Company (CL)**: Expected earnings growth rate of 1.7%, Zacks Rank 2, beta of 0.37, and a dividend yield of 2.27% [15]. - **The Coca-Cola Company (KO)**: Expected earnings growth rate of 3.1%, Zacks Rank 2, beta of 0.45, and a dividend yield of 2.94% [17]. Stock Characteristics - The recommended stocks are characterized by low beta (greater than 0 but less than 1), high dividend yields, and favorable Zacks Ranks, making them attractive in the current market environment [4][11].

Core Viewpoint - Atmos Energy Corporation (ATO) is positioned to benefit from increasing natural gas demand, supported by a growing customer base and planned investments to enhance pipeline reliability and operational performance [1][2]. Growth Outlook & Financial Performance - The Zacks Consensus Estimate for fiscal 2025 earnings per share (EPS) has risen by 0.3% to $7.24 over the past 60 days [3]. - Fiscal 2025 sales are projected at $4.80 billion, reflecting a year-over-year increase of 15.3% [3][8]. - ATO's long-term earnings growth rate is estimated at 7.2%, with an average earnings surprise of 2.59% over the last four quarters [3]. Investment Returns - ATO's return on invested capital (ROIC) stands at 3.25%, outperforming the industry average of 2.62% [4][8]. - The company's total debt to capital ratio is 39.30%, which is better than the industry average of 50.49% [9]. Strategic Investments & Customer Expansion - ATO plans to invest $3.7 billion in capital expenditures for fiscal 2025 and a total of $24 billion from fiscal 2025 through 2029 to enhance infrastructure and operational capabilities [5][8]. - In the fiscal second quarter of 2025, ATO allocated approximately $225 million to expand its customer base, adding nine new industrial customers with an expected annual load of 8 billion cubic feet (Bcf) [6]. Shareholder Returns - ATO currently pays a quarterly dividend of 87 cents per share, leading to an annualized dividend of $3.48 and a dividend yield of 2.29% [7]. - The company aims to increase its dividend by 6-8% annually through fiscal 2026, pending board approval [7]. Stock Performance - Over the past six months, ATO shares have increased by 10.9%, compared to the industry's growth of 3.1% [10].

Regulated information Half-year report on Atos SE’s liquidity contract Paris, France - July 4, 2025 Pursuant to the liquidity contract entered into by Atos SE with Rothschild Martin Maurel, as at June 30, 2025, the following assets appeared on the liquidity account: 10,500 Atos shares € 1,291,866.00 Over the period from January 1, 2025, to June 30,2025, negotiations totalled: Number of transactionsNumber of shares tradedAmount of transactions in €Purchase4,63130,243,85713,932,498.88Sale4,737<td style="wi ...