Capgemini exceeds revenue target as AI bookings grow

Core Insights - Capgemini reported full-year revenue of 22.47 billion euros ($26.65 billion) for 2025, exceeding its own target due to strong growth in the fourth quarter driven by AI-powered business process services [1][1] - The company achieved a revenue growth of 3.4% at constant exchange rates, surpassing the October guidance of 2% to 2.5% growth [1][1] - Fourth-quarter sales increased by 10.6%, significantly boosted by the contributions from the newly acquired WNS and Clou4C units [1][1] - Generative and agentic AI accounted for over 10% of group bookings in the fourth quarter, up from approximately 5% earlier in the year [1][1] Financial Performance - Full-year revenue reached 22.47 billion euros ($26.65 billion) in 2025, marking a 3.4% growth at constant exchange rates [1][1] - The fourth quarter saw a notable sales surge of 10.6%, indicating strong demand and effective integration of recent acquisitions [1][1] Strategic Developments - The acquisition of WNS and Clou4C has made a "significant contribution" to Capgemini's revenue growth, highlighting the importance of strategic acquisitions in enhancing service offerings [1][1] - The increase in AI-related bookings reflects a growing trend in the industry towards integrating advanced technologies into business processes [1][1]