Core Insights - Unisys will host a conference call on October 9, 2025, at 2 p.m. EDT to discuss its ClearPath Forward ecosystem and strategies to enhance value for its Enterprise Computing Solutions clients [1][2]. Group 1: Event Details - The conference call will be led by Chris Arrasmith, COO, and Sean Tinney, SVP and GM of Enterprise Computing Solutions, with participation from Mike Thomson, CEO and President [2]. - Investors can submit questions in advance via email and join the call through a dedicated phone line or webcast [3]. Group 2: Access and Replay Information - A live webcast and presentation materials will be available on the Unisys Investor Relations website [3]. - A replay of the webcast will be accessible shortly after the event, with a telephone replay available until October 23, 2025 [4]. Group 3: Company Overview - Unisys is a global technology solutions company that provides cloud, AI, digital workplace, applications, and enterprise computing solutions to help clients unlock their potential [5].

Core Insights - Unisys has been recognized as a Leader in the 2025 ISG Provider Lens Cybersecurity Solutions and Services Quadrant reports for the third consecutive year, highlighting its capabilities in post-quantum cryptography, AI-powered security, and zero-trust solutions in both private and public sector markets [1][2]. Group 1: Recognition and Leadership - The recognition by ISG reflects Unisys's commitment to delivering intelligent and adaptive security solutions, enabling organizations to transition from reactive to proactive security measures [2]. - Unisys was acknowledged as a Leader in five U.S. market quadrants, demonstrating its strong commitment to integration, operational resilience, and readiness for emerging threats like quantum computing [3]. Group 2: Cybersecurity Solutions - Unisys offers a range of cybersecurity services, including continuous threat management, digital identity and access control, and cyber recovery solutions, utilizing a zero-trust approach combined with advanced technologies [5]. - The company provides next-generation security operations center (SOC) and managed detection response (MDR) services that leverage AI, automation, and behavioral analytics tailored for hybrid and multicloud environments [5]. - In the public sector, Unisys integrates zero-trust architecture and FedRAMP-compliant cloud modernization, focusing on post-quantum cryptography implementation [5].

Core Insights - Unisys has partnered with Appspace to enhance its Sustainable Workplace solution, focusing on improving employee experience and operational efficiency across multiple office locations [1][2][3] Company Collaboration - The collaboration combines Unisys's managed services expertise with Appspace's workplace platform capabilities to deliver intelligent space management [1][4] - The partnership aims to create user-centric resources such as real-time workplace data, touchless interactions, and self-service tools [2][4] Employee Experience - Organizations are increasingly prioritizing employee experience as a strategic differentiator that drives workplace satisfaction, productivity, and retention [3] - The Unisys-Appspace partnership is positioned to transform employee engagement in a hybrid work environment, enhancing the in-office experience [3] Solution Features - The Sustainable Workplace solution includes enterprise-grade digital displays, web and mobile apps, and touch-screen kiosks for self-service tasks like booking meeting rooms and reserving desks [3][7] - The solution also supports frontline workers by providing necessary training updates and emergency alerts through digital signage [3] Operational Efficiency - The integration of automated processes, physical devices, and data analytics aims to improve operational efficiency and adapt to employee occupancy and preferences [7] - Environmental sensors and building controls are utilized to track workspace usage, adjust temperature settings, and reduce waste, thereby lowering energy costs [7]

Core Insights - Unisys has been recognized for the first time in TIME Magazine's 2025 list of 1,000 World's Best Companies, highlighting its excellence in the corporate landscape [1][2][3] Performance Areas - Companies were evaluated based on three key areas: Employee Satisfaction, Revenue Growth, and Sustainability Transparency [2][3] - Unisys CEO Mike Thomson emphasized the company's commitment to these areas, stating that they are making meaningful progress through innovation and emerging technologies [3] Survey Methodology - The selection process involved an independent survey conducted by Statista, which included approximately 200,000 employees from over 50 countries [3] - Only companies generating over $100 million in revenue in the last fiscal year were considered, with employees surveyed anonymously to ensure unbiased feedback [3] Recent Recognitions - This accolade follows Unisys being named in June to Newsweek's 2025 Global Top 100 Most Loved Workplaces and being listed as one of Forbes America's Best Employers for Engineers in November 2024 [4] Company Overview - Unisys is a global technology solutions company that provides services in cloud, AI, digital workplace, applications, and enterprise computing, aimed at helping clients unlock their full potential [4]

Core Viewpoint - Investors in Unisys Corporation (UIS) should closely monitor the stock due to significant implied volatility in the options market, particularly for the Oct 17, 2025 $02.00 Call option [1] Company Analysis - Unisys currently holds a Zacks Rank of 4 (Sell) within the Computers - IT Services Industry, which is positioned in the top 39% of the Zacks Industry Rank [3] - Over the past 60 days, no analysts have raised their earnings estimates for the current quarter, while one analyst has lowered their estimate, resulting in a shift from a consensus estimate of 21 cents per share to a projected loss of 13 cents per share [3] Options Market Insights - The high implied volatility surrounding Unisys shares suggests that options traders anticipate a significant price movement, which could indicate an upcoming event that may lead to either a substantial rally or a major sell-off [2][4] - Seasoned options traders often seek out options with high implied volatility to sell premium, aiming to benefit from the decay of the option's value as expiration approaches, hoping that the underlying stock does not move as much as expected [4]

Core Insights - Unisys has been recognized as a Leader in the 2025 ISG Provider Lens™ Private/Hybrid Cloud – Data Center Services quadrant for the fifth consecutive year, highlighting its strong market presence and innovative capabilities in cloud services [1][2][3] Group 1: Company Recognition - Unisys has achieved recognition as a Leader in four market quadrants, showcasing its comprehensive product and service offerings, innovative strength, and competitive strategies [3] - The company has also been named a Product Challenger in several quadrants, including U.S. Managed Services – Large Accounts and Brazil Managed Services – Large Accounts, indicating a consistent focus on enhancing market presence [4] Group 2: Service Innovations - Unisys is advancing its AIOps-driven approach in U.S. Managed Services for Midmarket, utilizing AI and machine learning to reduce manual interventions and operational costs [8] - In the U.S. Public Sector, Unisys is driving digital transformation by integrating AI-powered solutions to deliver secure and resilient hosting infrastructure tailored to agency needs [8] Group 3: Strategic Reports - Unisys has released a global report titled "From Complexity to Clarity: Modernizing Cloud and IT for What Comes Next," which discusses the evolution of IT strategies to support emerging technologies [5][11]

Core Insights - Unisys has been recognized as an Innovator in Avasant's State and Local Government Digital Services 2025 RadarView, marking a significant advancement from its previous Challenger status in 2024 [2][3] - The recognition highlights Unisys's strong capabilities in enabling secure data-driven transformation for state and local governments, emphasizing its commitment to enhancing citizen engagement and cybersecurity [2][3] Group 1: Company Recognition - Unisys earned the Innovator designation for its differentiated approach in supporting public sector digital transformation [2] - This is the second consecutive year Unisys has been featured in Avasant's report, indicating consistent performance and innovation in the sector [2] Group 2: Key Capabilities - Unisys leverages over 150 years of public sector experience to provide AI-driven automation, secure cloud solutions, and application modernization [3] - The company focuses on analytics, citizen engagement, and cybersecurity to facilitate digital transformation in the public sector [5] Group 3: Operational Excellence - Avasant commended Unisys for maximizing technology investments while maintaining security standards through operational efficiency and cost control [5] - The company has cultivated a strong network of public sector-focused partnerships to simplify procurement for government clients [5]

Unisys (UIS) FY Conference Summary Company Overview - Unisys is a global IT services company operating in a $1.6 trillion market with high single-digit growth [3][4] - The company has approximately 16,000 employees, including 8,000 engineers, and serves around 700 clients across more than 50 countries [3][4] - Unisys generated nearly $2 billion in revenue, approximately $300 million in adjusted EBITDA, and over $50 million in free cash flow in 2024 [4] Business Segments - Unisys operates in three segments: 1. **Cloud Applications and Infrastructure Solutions**: Focuses on managed cloud services, application development, and cybersecurity [5][6] 2. **Digital Workplace**: Provides outsourced IT support and manages technology experiences for clients [7][8] 3. **Enterprise Computing**: Includes proprietary software (ClearPath Forward) used for mission-critical workloads in various industries [9][10][11] Financial Performance and Strategy - The company aims for 150 basis points of annual gross margin expansion in its XLNS solutions, having achieved 600 basis points since 2022 [25] - Unisys has implemented a cost reduction program, removing $30 million to $40 million from its SG&A base [26] - The company plans to execute $600 million in annuity purchases over the next two years to reduce pension liabilities [41] Pension Management - In June, Unisys issued $700 million in senior secured notes to refinance existing debt and contribute $250 million to its pension plans, reducing the pension deficit from $500 million to $250 million [34][35] - The company aims to eliminate its U.S. qualified defined benefit plans over the next three to five years [31][42] AI and Innovation - Unisys is leveraging AI to enhance service delivery and reduce costs, with a focus on improving employee productivity [22][23][45] - The company is developing knowledge management capabilities to address challenges in AI implementation and ensure data quality [57][59] Future Outlook - Unisys anticipates generating $100 million in pre-pension cash flow, with potential growth to $140 million as EBITDA increases to $300 million over the next six years [61][66] - The company plans to use future cash flows for debt reduction, organic growth investments, and returning capital to shareholders [68][71] Key Takeaways - Unisys is positioned for growth in the IT services market, with a strong focus on innovation and client relationships [4][18] - The company's strategic initiatives in pension management and AI integration are expected to enhance financial stability and operational efficiency [31][22] - Future financial performance will be closely tied to successful execution of its growth strategies and management of pension liabilities [34][42]

Core Insights - The report highlights a significant gap between business ambitions and IT readiness, raising concerns about wasted investments and cybersecurity risks [1][4][5] - Organizations are increasingly recognizing the importance of emerging technologies like generative AI and agentic AI for long-term success, with 73% of executives viewing agentic AI as critical [4][7] - Despite intentions to invest more in generative AI, only 36% of organizations feel prepared to support large-scale AI workloads [7][8] Investment Trends - 78% of organizations plan to increase their investment in generative AI, reflecting growing confidence in its potential [4][7] - 82% of innovation leaders are allocating over 6% of their IT budgets to generative AI-enabled data management [4] - Three-quarters of business executives are increasing investments in cloud, automation, and generative AI despite dissatisfaction with current ROI [7] Infrastructure Challenges - Many organizations are still operating on outdated infrastructure, which hampers the adoption of AI and quantum computing [5][6] - Only 36% of organizations feel confident in their ability to support large-scale generative AI workloads, with even lower readiness for quantum computing (32%) and edge computing (34%) [5][7] - The lack of alignment between business and IT priorities remains a significant challenge [5][6] Cybersecurity Concerns - 85% of organizations describe their cybersecurity posture as reactive, exposing them to serious security risks [8][9] - 17% of organizations experienced a breach in the past year, with downtime costs reaching up to $500,000 per hour [8] - Only 14% of business executives believe their systems are prepared for post-quantum cryptography, highlighting a critical vulnerability [8][9] Strategic Shifts - 62% of business executives are adopting or planning to adopt Zero Trust models, indicating a shift towards more proactive cybersecurity strategies [9] - 61% prioritize cyber recovery, while only 43% have implemented AI-based cybersecurity measures, suggesting room for improvement [9]

Group 1 - Unisys Corporation is implementing a significant turnaround strategy by reducing its pension liabilities, focusing on higher-margin infrastructure services, and integrating AI into its IT delivery services [1] - The company aims to identify high-quality and mispriced investment opportunities, suggesting a strategic shift towards more lucrative business segments [1] Group 2 - The article emphasizes the importance of investing in great companies at attractive prices, indicating a value-driven investment philosophy [1]