Core Insights - Capgemini has become the Official Digital Transformation Partner of Six Nations Rugby, enhancing the fan experience through technology and data-driven insights [4][6][7] - The partnership spans five years, covering both the men's and women's rugby competitions, including the Guinness Men's and Women's Six Nations, Autumn Nations Series, and Summer Nations Series [3][4][10] - In 2025, the Guinness Men's Six Nations attracted nearly 130 million viewers globally, marking a 6% increase from the previous year, indicating strong audience engagement [4] Company Strategy - Capgemini plans to leverage AI and generative AI innovations to provide deeper match insights and enhance the viewing experience for fans [5][6] - The partnership reflects Capgemini's commitment to sports sponsorships, aiming to utilize its technological capabilities to improve fan engagement and sporting performance [8][9] Industry Context - The collaboration is part of a broader trend in sports where technology and data are increasingly used to engage audiences and enhance the overall experience [6][7] - Six Nations Rugby is responsible for managing and promoting major international rugby competitions, indicating its significant role in the global sports landscape [10][11]

Core Insights - Capgemini has become the Official Digital Transformation Partner of Six Nations Rugby, enhancing the fan experience through technology and data-driven insights over a five-year period until 2029 [1][3][4] Group 1: Partnership Details - The partnership includes the Guinness Men's and Women's Six Nations, the Quilter Nations Series, and the Summer Nations Series [1][3] - Capgemini aims to leverage AI and generative AI innovations to provide deeper match insights and enhance viewer understanding of key match moments [5][6] Group 2: Audience Engagement - In 2025, the Guinness Men's Six Nations attracted nearly 130 million viewers globally, marking a 6% increase from the previous year [4] - The partnership is expected to drive audience engagement and growth ambitions for rugby [4][6] Group 3: Company Background - Capgemini operates in over 50 countries and has a strong presence in regions with significant rugby fanbases, including France, the UK, and Ireland [7] - The company reported global revenues of €22.1 billion in 2024, showcasing its extensive capabilities in technology and data [9]

Market Overview - The French market has shown positive movement after consecutive losses, with investors buying stocks despite U.S. President Donald Trump's announcement of new tariffs [1] - The benchmark CAC 40 index increased by 30.41 points or 0.39%, reaching 7,825.83 [2] Company Performance - Credit Agricole, Bouygues, and EssilorExottica experienced gains between 2% to 2.2% [2] - AXA, BNP Paribas, ArcelorMittal, LVMH, Carrefour, Saint Gobain, Vinci, and Societe Generale saw increases ranging from 1% to 1.5% [2] - Euronext is down more than 3%, with companies like Pernod Ricard, Capgemini, and STMicroElectronics declining by 2% to 2.1% [3] - Edenred reported a decline of about 1%, while Stellantis, Dassault Systemes, Publicis Groupe, and Renault faced modest losses [3]

PARIS--(BUSINESS WIRE)--The World Payments Report reveals reveal a widening gap between what merchants expect and what banks can deliver. ...

Core Insights - The Capgemini Research Institute's World Payments Report 2026 indicates that banks are under pressure to modernize their merchant services due to competition from agile PayTechs, with low satisfaction levels among small (15%) and mid-sized merchants (22%) [2][3] - Despite the challenges, 66% of merchants still prefer traditional providers for financial services, presenting a significant opportunity for banks [2] Merchant Services and Competition - Banks have deprioritized merchant services, leading to a gap that PayTechs are filling, with 70% of merchants valuing high payment success rates and reliable infrastructure, while only 19% of banks feel confident in delivering these services [3][4] - The onboarding process for banks can take up to seven days and cost up to $496, whereas PayTechs can onboard merchants in under 60 minutes for as little as $214, highlighting inefficiencies in banks' processes [4][5] Innovation and Technology Adoption - PayTechs are outpacing banks in innovation, with 70% of PayTechs deploying payment orchestration compared to 47% of banks, and 60% of PayTechs adopting Generative AI versus 41% of banks [6][8] - Gaps in fraud prevention and payment processing are evident, with only 26% of bank executives confident in offering advanced fraud prevention, leading to merchants reporting losses of about 2% of total revenue to payment fraud [7][8] Market Trends and Projections - Global non-cash transactions are projected to reach 3.5 trillion by 2029, with significant growth in the Asia-Pacific region, which recorded nearly 800 billion digital transactions in 2024 [9][11] - Instant payments and digital wallets are gaining influence, rising from 13% in 2020 to 25% in 2024, while the share of cards is expected to decline from 65% to 52% during the same period [10] Opportunities for Banks - The rise in transaction volumes in e-commerce presents an opportunity for banks to deepen ties with merchants, leveraging their strong brand reputation (78%) and perceived stability (49%) compared to PayTechs [12][13] - Merchants are willing to switch back to traditional providers if banks can offer embedded, industry-specific value-added services, with eight in ten merchants considering switching if banks can match PayTech offerings at the same cost [13]

Market Overview - French stocks are experiencing weakness due to concerns about the Federal Reserve's rate cuts and high equity valuations as noted by Fed Chair Jerome Powell [1] - The benchmark CAC 40 index is down 20.34 points or 0.26% at 7,851.68 [2] Company Performance - Stellantis is the biggest loser in the CAC 40 index, down 3.4% [2] - Hermes International has decreased nearly 2%, while Renault, EssilorLuxottica, Capgemini, L'Oreal, Euronext, Publicis Groupe, and Saint Gobain are down between 1% to 1.7% [2] - LVMH and Pernod Ricard are both down nearly 1% [3] - Atos SE shares have increased by 4.7% after securing a major cybersecurity contract from the European Commission [3] - Carrefour is gaining approximately 2.3%, while Thales, Bouygues, Kering, and Legrand are up between 1.3% to 1.6% [3]

Core Insights - Capgemini has announced the availability of a bond prospectus for a new bond issuance, which has been approved by the French financial authority (AMF) [4][6]. Group 1: Company Overview - Capgemini is a global business and technology transformation partner with a workforce of 350,000 employees across more than 50 countries [5]. - The company reported global revenues of €22.1 billion for the year 2024 [5]. Group 2: Bond Issuance Details - The bond issuance includes several tranches: - €1 billion notes with a maturity of 2 years and a floating rate of 3-month Euribor plus 0.30% (2027 Bonds) [7]. - €500 million notes with a maturity of 3 years and a coupon of 2.50% (2028 Bonds) [7]. - €1.25 billion notes with a maturity of 6 years and a coupon of 3.125% (2031 Bonds) [7]. - €1.25 billion notes with a maturity of 9 years and a coupon of 3.50% (2034 Bonds) [7].

French stocks are up in positive territory on Friday with investors mostly making cautious moves, assessing recent policy announcements from central banks, and continuing to weigh the potential impact of tariffs on economic growth. The benchmark CAC 40, which advanced to 7,934.92 earlier, was up 27.36 points or 0.35% at 7,881.97 a few minutes ago. Stellantis is rising 3.2%. ArcelorMittal is gaining nearly 3%, while Renault, BNP Paribas and Kering are up 1.6 to 1.7%.Credit Agricole and Societe Generale are ...

Core Viewpoint - Capgemini has successfully priced a €4.0 billion bond issuance, which was oversubscribed approximately 3.2 times, indicating strong investor interest and confidence in the company's business model and financial profile [2][3]. Group 1: Bond Issuance Details - The bond issuance consists of four tranches: - €1 billion 2-year notes with a floating rate of 3-month Euribor plus 0.30% (the "2027 Bonds") - €0.5 billion 3-year notes with a coupon of 2.50% (issue price 99.806%) (the "2028 Bonds") - €1.25 billion 6-year notes with a coupon of 3.125% (issue price 99.409%) (the "2031 Bonds") - €1.25 billion 9-year notes with a coupon of 3.50% (issue price 99.077%) (the "2034 Bonds") [7]. Group 2: Use of Proceeds - The proceeds from the bond issuance will be utilized to finance the acquisition of WNS, refinance financial debt, and for general corporate purposes. The bridge loan related to the acquisition will be canceled as a result of this issuance [3]. Group 3: Credit Rating - The newly issued bonds are expected to receive a BBB+ rating from Standard & Poor's, consistent with Capgemini's existing BBB+/Stable outlook corporate rating [4]. Group 4: Company Overview - Capgemini is a global business and technology transformation partner with a workforce of 350,000 across more than 50 countries. The company reported global revenues of €22.1 billion for 2024, focusing on digital and sustainable transitions for organizations [5].

Summary of Information Services Group Conference Call Company Overview - **Company Name**: Information Services Group (ISG) - **Ticker Symbol**: III - **Industry**: Technology Research and Advisory - **Global Presence**: 1,600 professionals in 20 countries - **Revenue**: Approximately $240 million with 45% recurring revenue - **Client Advocacy**: 96% advocacy from large enterprise clients [5][17][42] Core Business Activities - **Advisory Services**: ISG provides four main services: 1. Informing clients about technology trends (AI, cloud, etc.) 2. Maintaining a comprehensive technology database with over 50% market share in sourcing technology contracts 3. Offering advisory services to C-suite executives and procurement officers 4. Governance capabilities for managing large technology contracts [6][7][8][12][14] - **Data Utilization**: ISG's data is sourced from client engagements, partnerships with technology providers, and public sources, creating a proprietary database that differentiates ISG in the market [9][10][12] Market Position and Competitive Landscape - **Market Influence**: ISG influences over $200 billion in enterprise spending and operates in a large managed services and software market, which is approaching $1 trillion [12][13] - **Competitive Landscape**: Main competitors include Gartner in research and benchmarking, audit firms like Deloitte and KPMG in advisory, and internal procurement departments of large companies [28][30] Financial Performance - **Revenue Growth**: Revenue grew by 7% in the first half of 2025, with EBITDA up 17% [38] - **Recurring Revenue**: 80% of revenue is recurring, with a goal to increase this to 50% [17][38] - **Cash Flow Management**: ISG maintains a balanced approach to cash flow, focusing on dividends, share repurchases, and selective M&A [39][40] Growth Strategy - **Growth Drivers**: Key growth drivers include recurring revenue streams, the ISG Tango platform, and a flexible staffing model [36][38] - **M&A Strategy**: ISG aims for 80% organic growth and 20% inorganic growth, focusing on acquiring companies that enhance recurring revenue and technology capabilities [54][55] AI and Technology Focus - **AI Integration**: Over 50% of enterprises are developing AI roadmaps, with ISG helping clients strategize around AI implementation [21][22] - **Tango Platform**: ISG's AI-powered sourcing platform, Tango, enhances efficiency and speed in technology procurement, reducing project timelines significantly [25][48][51] Client Engagement and Advisory Services - **Client Management**: ISG offers advisory services across 15 areas, focusing on cost optimization and digital transformation [57][60] - **Industry Focus**: The company serves 20 different industry segments, with a focus on large clients with significant technology spending [19][20] Conclusion - **Investment Thesis**: ISG's unique market position, strong client advocacy, growth plan, and prudent capital management make it an attractive investment opportunity [42][44][45]