Core Insights - The report by Unisys highlights that organizations leveraging AI-enabled digital workplace services are achieving higher ROI, innovation, and employee retention amid economic uncertainty [1][2] Group 1: Performance Gap - Organizations investing in employee-centric AI-powered digital workplace services are twice as likely to exceed sales and revenue expectations compared to those that cut back [2] - An elite group termed "Productivity Leaders" demonstrates that prioritizing AI solutions and employee experience leads to measurable business results, while "Late Adopters" struggle [2] Group 2: Leadership Divide - IT leaders prioritize operational efficiency and are twice as likely as business executives to cite ROI, compliance, and productivity as key outcomes [5] - Business leaders focus on employee productivity, with only 32% believing digital tools work equally well for remote and in-office workers, compared to 67% of IT leaders [5] Group 3: AI-Enabled Support - Productivity Leaders recognize that generative AI (genAI) not only delivers business outcomes but also transforms how organizations manage technology disruptions [6] - 87% of Productivity Leaders consider genAI critical during downtime, compared to 35% of Late Adopters, and 92% report it reduces both downtime and IT workload [7] Group 4: Employee Experience - Productivity Leaders prioritize understanding employee needs when implementing AI solutions, with 96% aware of what employees want from technology, compared to 72% of Late Adopters [8] - They achieve greater gains in innovation (91% vs. 17%), improved cybersecurity (98% vs. 42%), and ROI (99% vs. 41%) [9]

Core Insights - Unisys received two Gold Awards at the 2025 European Contact Centre and Customer Support Association (ECCCSA) Best Customer Experience Annual Awards, recognized for "Best Pan European Customer Contact Operation" and "Best Outsourced Contact Center of the Year" [1][3] - The Unisys Digital Workplace Solutions (DWS) team was acknowledged for delivering personalized service and leveraging innovative technology to enhance client experiences, maintaining industry-leading standards in customer service [2][3] - This marks the fourth consecutive year Unisys has earned Gold recognition from ECCCSA, with the DWS business receiving two Gold Awards in one year for the first time [3] Awards and Recognition - The ECCCSA program is Europe's longest-running and most respected customer contact awards, celebrating innovation, operational efficiency, and commitment to customer service excellence [3] - In 2024, Unisys received Gold for "Best Customer Experience Practice," showcasing a consistent track record of excellence in customer service [3] Company Overview - Unisys is a global technology solutions company that provides cloud, AI, digital workplace, applications, and enterprise computing solutions, helping clients unlock their full potential [5]

Core Insights - Unisys has launched registration for its seventeenth annual Unisys Innovation Program (UIP), aimed at empowering engineering students in India to innovate using technologies like AI, quantum computing, and IoT [1][3] Group 1: Program Overview - The UIP is a six-month competition designed to help students apply academic knowledge to real-world challenges while enhancing their skills with guidance from Unisys mentors and industry experts [1][4] - The program consists of two tracks: the Student Innovation Program (SIP) for independent idea development and the Targeted Innovation Program (TIP) for solving specific industry-defined problems [2][4] Group 2: Themes and Focus Areas - This year's themes address critical technology and business issues, including connected world solutions, immersive experiences, innovation for global challenges, advanced cybersecurity, agentic AI, and quantum computing advancements [6] Group 3: Registration and Participation - Registration for the UIP is open until January 31, 2026, and is available to all engineering students in computer science, information technology, and related fields in India [3][4]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Unisys 2025 Conference Summary Company Overview - **Company**: Unisys (NYSE: UIS) - **Industry**: IT Solutions and Services - **History**: Established over 150 years ago, Unisys has a long history of transformation and currently provides IT solutions primarily through two business segments: License and Support (LNS) and Everything Excluding License and Support (XLNS) [3][3]. Key Business Segments License and Support (LNS) - **Revenue Contribution**: Approximately 20% of total revenue, generating significant profit and cash flow [5][5]. - **Customer Base**: Major clients include airlines, cruise companies, and banks, utilizing the ClearPath Forward operating system for mission-critical operations [5][5]. - **Contract Structure**: Average contract duration is 4.5 to 5 years, with revenue recognized upfront upon contract signing. Support revenue is recognized over time [10][10][11][11]. - **2025 Revenue Guidance**: LNS revenue is guided at $430 million, raised from an initial estimate of $390 million due to hardware refresh needs from clients [12][14][14]. - **Gross Margin**: Expected gross margin for LNS is around 70%, though it may be slightly lower this year due to hardware sales [14][28][28]. Everything Excluding License and Support (XLNS) - **Revenue Contribution**: Represents 80% of total revenue, encompassing Digital Workplace Solutions and Cloud Applications and Infrastructure [30][30]. - **Market Dynamics**: Facing headwinds from unfavorable market conditions and IT budget constraints, leading to a projected 4% decline in XLNS revenue year-over-year [34][34]. - **Project Duration**: Outsourcing contracts typically last 3 to 5 years, while project work can vary in length [33][33]. Financial Performance and Guidance - **Free Cash Flow**: Pre-pension free cash flow guidance for the year is set at $110 million, with expectations to end the year with approximately $390 million in cash [42][46][46]. - **Pension Deficit**: Current pension deficit stands at $470 million, with plans to reduce it by $150 million to $200 million through annual contributions and annuity purchases [49][49][51][51]. - **Leverage Target**: The company aims to reduce leverage to approximately 2.5 times over the next few years, including pension debt [56][56]. Market Trends and Challenges - **AI Impact**: Increased usage driven by digital transformation and AI integration is expected to enhance consumption of Unisys's services, although some clients are currently hesitant to commit to long-term contracts due to uncertainty around AI solutions [21][37][39][39]. - **Government Funding**: The state and local business segment has been impacted by federal government shutdowns, causing delays in project work [36][36]. Strategic Focus - **Growth Areas**: Unisys is focused on expanding its XLNS segment, particularly in Digital Workplace Solutions, where it has received recognition from Gartner as a leader [58][62]. - **Cost Management**: The company is actively reducing SG&A expenses to maintain profitability despite revenue pressures [41][41]. Conclusion - **Overall Outlook**: Unisys remains optimistic about its core license and support business while navigating challenges in the XLNS segment. The company is well-positioned from a liquidity perspective and is focused on leveraging AI to enhance service delivery and operational efficiency [63][63].

Core Insights - Unisys has been recognized as a global Leader in the 2025 Provider Lens report for Generative AI (GenAI) Services by Information Services Group (ISG) for the second consecutive year, highlighting its strategic excellence and innovative AI deployment [1][2] Group 1: Recognition and Strengths - The company earned recognition in two key quadrants: Strategy and Consulting for Mid-Size Providers, and Deployment and Development Services for Mid-Size Providers [1] - Unisys's approach to delivering GenAI solutions is noted for being responsible and impactful, with ongoing investments in scalable and adaptable AI technologies [2] - Key strengths include platform extensibility, semantic orchestration, and internal GenAI deployment maturity, positioning Unisys as a trusted partner for enterprise transformation [3] Group 2: Service Offerings and Technology - Unisys differentiates itself with its modular Service Experience Accelerator (SEA) technology, which supports structured ideation and execution of GenAI initiatives [7] - The SEA features a configurable GenAI stack with trust-bound deployment models, pre-integrated retrieval augmented generation (RAG), large language models (LLMs), and semantic controls for responsible GenAI adoption [7] - The company provides industry-specific knowledge assistants and AI playbooks, ensuring consistent and contextually relevant GenAI agent experiences globally [7] Group 3: Client Engagement and Automation - Unisys emphasizes outcome-linked client engagements, showcasing its deep consulting expertise and commitment to delivering measurable business outcomes [7] - The embedded knowledge curation engine within SEA automates lifecycle management, improving chatbot resolution rates and ensuring seamless service across human and digital support tiers [7]

Group 1: Market Performance - The US equity market continued its rally in Q3 2025, with the Russell 2000 returning 12.4% and the Russell 2000 Value surging 12.6% [1] - The Small Cap Value Equity strategy achieved a return of 14.4% (gross of fees) and 14.2% (net of fees) during the same quarter [1] - Strong performance in small caps was attributed to Fed rate cuts, economic resilience, and renewed investor appetite for risk [1] Group 2: Unisys Corporation (NYSE: UIS) Overview - Unisys Corporation is an information technology solutions company, which experienced a one-month return of -25.21% and a 52-week loss of 67.49% [2] - As of November 26, 2025, Unisys stock closed at $2.64 per share, with a market capitalization of $188.248 million [2] Group 3: Investment Strategy and Challenges - Unisys Corporation was sold during Q3 2025 due to weaker-than-expected revenue trends and execution challenges in key digital transformation contracts [3] - Margin expansion has stalled amid higher cost pressures and delayed project ramp-ups, leading to reduced near-term visibility and risk-adjusted return potential [3] - Unisys is not among the 30 most popular stocks among hedge funds, with 24 hedge fund portfolios holding the stock at the end of Q2 2025, up from 23 in the previous quarter [4]

Group 1 - Unisys management will host one-on-one and small group meetings at upcoming investor conferences, inviting interested investors to schedule meetings with executives [1] - Unisys is recognized as a global technology solutions company, providing services in cloud, AI, digital workplace, applications, and enterprise computing for over 150 years [2] - Unisys has been named a Leader in ISG's 2025 Public Sector Services and Solutions Provider Lens® report, highlighting its strong position in the public sector [3] - Unisys has also been recognized as a Leader in the 2025 ISG Provider Lens™ Future of Work Services Report, indicating its leadership in future work solutions [4] Group 2 - Deb McCann, the executive vice president and chief financial officer of Unisys, will present at the BofA Securities Leveraged Finance Conference on December 2, 2025, with a live webcast available on the Unisys investor website [4]

Unisys Corporation FY Conference Summary Company Overview - **Company**: Unisys Corporation (NYSE: UIS) - **Industry**: IT Solutions - **Market Size**: $1.6 trillion global IT services market with a mid to high single-digit CAGR [1][2] - **Revenue**: Approximately $2 billion [2] - **Employees**: About 16,000, including 8,000 engineers [2] - **Client Base**: 700 clients across 50+ countries, with top 50 clients having an average relationship of over 20 years [3] Core Business Segments 1. **Cloud Solutions**: - Management of cloud environments and hybrid infrastructure [4] - Focus on data modernization and cybersecurity [4][5] - Significant public sector expertise, with about half of the cloud segment being public sector clients [5] 2. **Digital Workplace Solutions**: - Recently recognized as a global leader in digital workplace services by Gartner [6] - Focus on mid-sized enterprises with revenues between $1 billion and $5 billion [5] 3. **ClearPath Forward**: - Generates about $430 million in revenue with a 70% gross margin [10] - Proprietary software operating systems that are highly integrated into clients' IT environments [11] - Contracts are based on consumption, driving revenue as clients modernize their applications [12] Financial Performance - **Adjusted EBITDA**: Approximately $290 million for 2024 [2] - **Free Cash Flow**: About $55 million [2] - **Revenue Volatility**: Noted a large contract slipping from Q3 to Q4, affecting revenue guidance [15] Strategic Focus - **Profitability and Cash Flow**: Aiming to improve profitability in service segments while maintaining high-margin ClearPath Forward business [18] - **Cost Reduction**: Streamlining corporate functions and reducing SG&A costs [19] - **Pension Management**: Plans to eliminate pension liabilities within 3-5 years, redirecting cash flow to shareholders [32] Growth Strategy - **Client Expansion**: Strong track record of expanding services with existing clients and attracting new clients [20] - **Partnerships**: Collaborating with major technology companies like Amazon, Dell, and Microsoft to enhance service offerings [17] - **AI Integration**: Investing in AI to improve service delivery and operational efficiency [25][28] Market Trends and Challenges - **Complex IT Ecosystem**: Increasing complexity in IT environments due to emerging technologies like AI, which creates opportunities for IT service providers [26] - **Cloud Migration Hesitance**: Clients are reconsidering the necessity of moving to the cloud due to high costs and data control concerns [36][37] Conclusion - Unisys is positioned as a stable player in the IT solutions market with a focus on long-term client relationships, high-margin services, and strategic growth through partnerships and technology integration. The company is actively managing its financial structure to enhance shareholder value while navigating the complexities of the evolving IT landscape.

Unisys Presentation SOUTHWEST IDEAS CONFERENCE NOVEMBER 19, 2025 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Unisys cautions readers that the assumptions forming the basis for forward-looking statements include many factors that are beyond Unisys' ability to contro ...