Core Insights - Unisys has been recognized as a Leader in Everest Group's 2025 Cloud Services PEAK Matrix Assessment for Mid-market Enterprises, highlighting its strong delivery capabilities and focus on security for mid-market organizations transitioning to the cloud [1][4] Company Overview - Unisys is a global technology solutions company that provides cloud, AI, digital workplace, applications, and enterprise computing solutions, helping clients modernize their IT environments and enhance performance [8] Cloud Services and Solutions - The Everest Group report emphasizes Unisys's ability to support mid-market enterprises (with annual revenues up to $5 billion) in cloud transformation, showcasing its end-to-end integrated cloud transformation engagements and tailored solutions [2][4] - Unisys offers customized cloud strategies that align with clients' business goals, including a wide range of cloud AI services for integration and infrastructure setup [6] Security and Compliance - The company places a strong emphasis on cybersecurity and regulatory compliance, particularly in highly regulated industries such as government, healthcare, and financial services [6] Delivery Excellence - Unisys demonstrates reliable execution and operational strength across cloud segments, focusing on client collaboration for seamless migrations and enhanced performance [6][3]

Core Viewpoint - The market anticipates Unisys (UIS) will report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of a loss of $0.27 per share, reflecting a significant decrease of 237.5% compared to the previous year [1][3]. Financial Expectations - Revenues for Unisys are projected to be $485 million, which is a decline of 2.4% from the same quarter last year [3]. - The upcoming earnings report is scheduled for November 5, and the stock price may react positively if actual results exceed expectations, while a miss could lead to a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 21.28% higher in the last 30 days, indicating a reassessment by analysts [4]. - Unisys currently has an Earnings ESP of 0%, suggesting no recent differing analyst views from the consensus estimate [12]. Earnings Surprise History - In the last reported quarter, Unisys was expected to post a loss of $0.34 per share but instead reported earnings of $0.19, resulting in a surprise of +155.88% [13]. - Over the past four quarters, Unisys has beaten consensus EPS estimates three times [14]. Industry Comparison - Jack Henry (JKHY), another player in the IT services industry, is expected to report an EPS of $1.64 for the same quarter, indicating a year-over-year increase of 0.6% [18]. - Jack Henry's revenues are expected to be $636.69 million, up 5.9% from the previous year, but its consensus EPS estimate has been revised 0.9% lower recently [19].

Core Points - Unisys is set to release its third-quarter 2025 financial results on November 5, 2025, after the market closes [1] - A conference call to discuss the results will take place on November 6, 2025, at 8 a.m. EST [1] - The conference call will be accessible via a live webcast on the Unisys Investor Website and through specific phone numbers for domestic and international callers [2] Financial Communication - A replay of the conference call will be available shortly after the event on the Unisys Investor Website and through designated phone numbers until November 20, 2025 [3] - The company emphasizes its commitment to transparency and communication with investors [3] Company Overview - Unisys is a global technology solutions company that provides services in cloud, AI, digital workspace, applications, and enterprise computing [4] - The company has a long history of helping clients innovate and unlock their potential, having been in operation for over 150 years [4]

Group 1 - The event focuses on Unisys' ClearPath Forward operating systems and its ecosystem, which includes ClearPath Infrastructure, Products, Industry Solutions, and Services [2][3] - The ClearPath Forward solutions represent a significant portion of the Enterprise Computing Solutions segment, which also encompasses certain business process solutions [2] - The purpose of the event is to educate investors about specific elements of the company's strategy and portfolio, featuring insights from the leadership team [3][4] Group 2 - The presentation will cover license and support revenue related to ClearPath Forward operating system licenses, support, products, and hardware [5]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - The event focuses on Unisys' ClearPath Forward operating systems and its ecosystem, which includes ClearPath Infrastructure, Products, Industry Solutions, and Services [2][3] - The ClearPath Forward solutions represent a significant portion of the Enterprise Computing Solutions segment, which also encompasses certain business process solutions [2] - The purpose of the event is to educate investors about specific elements of the company's strategy and portfolio, featuring insights from the extended leadership team [3][4] Group 2 - The presentation will cover license and support revenue related to ClearPath Forward operating system licenses, products like DataExchange ePortal and AB Suite, and ClearPath Forward Hardware [5] - The majority of license and support revenue is derived from license and support, with revenue and profit recognition closely tied to these licenses [5]

Summary of Unisys ClearPath Forward Investor Education Event Company Overview - **Company**: Unisys - **Focus**: ClearPath Forward operating systems and ecosystem, which includes ClearPath Infrastructure, Products, Industry Solutions, and Services [2][4] Key Points and Arguments ClearPath Forward Ecosystem - ClearPath Forward is a vital part of Unisys, providing secure, high-volume data processing environments for clients [5][11] - The ecosystem supports various industries, including finance and travel, with capabilities for real-time processing and high transaction volumes [16][17] - ClearPath Forward accounts for approximately 20% of Unisys's annual revenue [10] Client Relationships and Market Position - Unisys has long-standing relationships with ClearPath clients, often spanning decades, indicating strong client retention and loyalty [6][41] - Over 90% of Fortune 500 financial institutions rely on mainframes, highlighting the importance of ClearPath in enterprise operations [25][26] Technological Advancements - The ClearPath ecosystem is evolving to include AI capabilities, quantum computing-resistant security, and enhanced data processing features [10][38] - Future developments will focus on zero trust architecture, quantum-safe cryptography, and AI-driven threat detection [38] Financial Performance - ClearPath Forward's revenue has shown consistent growth, with projections increasing from $365 million to $400 million [67] - The company maintains a high renewal rate of over 95%, indicating strong client satisfaction and minimal churn [68] Deployment Options - ClearPath offers multiple deployment options, including on-premise, private cloud, public cloud, and hybrid solutions, allowing clients flexibility in managing their data and applications [18][19] Value-Added Solutions - Unisys provides around 30 solutions to enhance data access and utilization, including ePortal, Data Exchange, and A/B Suite, which support AI and analytics [22][23] Important but Overlooked Content - The ClearPath Forward ecosystem is designed to minimize risks associated with service migrations, ensuring clients can modernize without significant disruptions [41] - The total cost of ownership for replicating the ClearPath environment is high, making it a less attractive option for clients considering migration [35] - The integration of AI into the ClearPath ecosystem is seen as a way to unlock further value from existing data, enhancing operational efficiency [27][59] Conclusion - Unisys's ClearPath Forward is positioned as a foundational offering that combines security, performance, and resilience, essential for critical enterprise workloads [42] - The company is committed to ongoing modernization and technological advancements to meet future client needs while maintaining its core strengths [39][42]

ClearPath® Forward Overview - ClearPath® Forward (CPF) is a modern ecosystem delivering unmatched reliability, agility, and intelligence in a digital-first world[13] - CPF offers optimized deployment and compute through on-premise and cloud integration[13] - CPF provides secure, scalable operating systems designed to protect and scale core business processes[14, 47] Market Position and Performance - In 2024, Enterprise Computing Solutions (ECS) revenue reached $628 million, with License and Support (L&S) contributing 69% and Specialized Services and Compute (SS&C) making up 31%[89, 90, 95] - L&S revenue for 2024 was $431.5 million, slightly over the initial forecast of $429 million in 2023[93, 99] - The industry estimates a 3-year average L&S revenue of approximately $400 million starting in 2026[96] - The industry maintains an overall annual client retention rate of approximately 95%[96] Security and Reliability - ClearPath® OS 2200 has 0 vulnerabilities reported in the National Vulnerability Database, ensuring no compromised user data[21, 98] - CPF achieves 99999+% availability for maximum uptime[21] Future Outlook - The industry anticipates a 30% increase in mainframe end users by 2030 due to factors like sovereignty, deglobalization, and energy constraints[49]

Core Insights - Unisys has been selected by the European Commission to provide critical cybersecurity services to 71 public entities in the EU as part of the Cybersecurity Professional Services Framework Contract (FREIA) [1][2] - The EUCybersafe Consortium, led by Unisys and including partners Uni Systems and Wavestone, aims to enhance operational cyber resilience in response to increasing digital threats [1][2][3] Group 1: Contract Details - The four-year contract will deliver essential services such as risk management, secure architecture design, incident response, and threat intelligence to key EU institutions including the European Commission, the Council, and the European Parliament [2] - A June 2025 report by the European Commission highlights that nearly 20% of cyber attacks target public administration organizations, underscoring the need for robust cybersecurity measures [2] Group 2: Company Profiles - Uni Systems has been a strategic ICT partner since 1964, providing integrated solutions and services across more than 20 countries, focusing on complex IT projects [5] - Wavestone, a leading consulting partner, supports major companies in strategic transformations, leveraging expertise at the intersection of technology and business [6] Group 3: Unisys Cybersecurity Solutions - Unisys offers a range of cybersecurity solutions including Continuous Threat Exposure Management, Managed Detection and Response, and Cyber Recovery, all designed to address evolving threats and ensure operational continuity [7]

Core Insights - Unisys Corporation is identified as one of the most undervalued technology stocks, with a recent partnership with Appspace aimed at enhancing its Sustainable Workplace solution [1][3]. Group 1: Partnership and Solutions - The collaboration with Appspace focuses on intelligent space management across multiple office locations, providing real-time workplace data for employees to locate available desks and rooms [2]. - The solution incorporates enterprise-grade digital displays, web and mobile apps, and touch-screen kiosks, enabling employees to perform self-service tasks without IT or facilities assistance [3]. - The system also keeps frontline workers informed about necessary training and emergency alerts through screens positioned throughout the workplace [3]. Group 2: Company Overview - Unisys operates in three segments: Digital Workplace Solutions (DWS), Cloud, Applications & Infrastructure Solutions (CA&I), and Enterprise Computing Solutions (ECS) [4].