Group 1: Company Overview - WNS (Holdings) Limited shares increased by 14.3% to close at $74.7, driven by higher trading volume compared to typical sessions [1] - The stock has gained 9.4% over the past four weeks, reflecting investor optimism following Capgemini's announcement to acquire WNS for $76.50 per share in an all-cash deal [1] Group 2: Earnings Expectations - WNS is expected to report quarterly earnings of $0.95 per share, representing a year-over-year increase of 2.2% [2] - Revenue expectations for WNS stand at $323.35 million, which is a 3.5% increase from the same quarter last year [2] Group 3: Stock Performance and Estimates - The consensus EPS estimate for WNS has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] - WNS currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [4] Group 4: Industry Comparison - WNS is part of the Zacks Business - Services industry, where another company, Willdan Group (WLDN), saw a 1.3% increase to $73.26 and has returned 26.9% over the past month [4] - Willdan's consensus EPS estimate has also remained unchanged at $0.72, reflecting a year-over-year change of 30.9% [5]

Group 1 - Halper Sadeh LLC is investigating Core Scientific's sale to CoreWeave, where shareholders will receive 0.1235 newly issued shares of CoreWeave Class A common stock for each share of Core Scientific common stock, resulting in Core Scientific shareholders owning less than 10% of the combined company after the transaction [1] - WNS (Holdings) Limited is being sold to Capgemini for $76.50 per share, prompting an investigation into potential shareholder rights and options [2] - The firm may seek increased consideration for shareholders, additional disclosures, or other relief and benefits on behalf of shareholders, operating on a contingent fee basis [3] Group 2 - Shareholders are encouraged to contact Halper Sadeh LLC for a free discussion regarding their legal rights and options, with contact details provided for further inquiries [4]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Mergers and Acquisitions - Capgemini plans to acquire IT outsourcing firm WNS for $3.3 billion [1] - The deal aims to expand Capgemini's AI operations [1] Competitive Landscape - Capgemini beat rival suitors to acquire WNS [1]

Core Insights - Capgemini is set to acquire WNS for $76.50 per share, totaling $3.3 billion, which represents a premium of 28% over the last 90-day average share price [2][5] - The acquisition is expected to enhance Capgemini's normalized EPS by 4% in 2026 and 7% in 2027 post-synergies [2][20] - The transaction has been unanimously approved by the boards of both companies and is anticipated to close by the end of the year [5][22] Strategic Rationale - The acquisition aims to create a leader in Intelligent Operations, leveraging Agentic AI to transform business processes [3][12] - Capgemini will gain scale and vertical expertise to capitalize on the shift from traditional Business Process Services (BPS) to AI-powered operations [3][5] - WNS's high-growth Digital BPS will enhance Capgemini's service offerings and increase its presence in the US market [4][10] Financial Impact - The combined entities are projected to generate revenues of €1.9 billion in Digital BPS by 2024 [10] - WNS has shown a consistent revenue growth of approximately 9% over the last three fiscal years, reaching $1,266 million in fiscal year 2025 with an 18.7% operating margin [8][9] - Capgemini expects revenue synergies of €100 million to €140 million and cost synergies of €50 million to €70 million by the end of 2027 [20] Market Positioning - The acquisition positions Capgemini to meet the growing demand for AI-driven business process transformation, addressing client needs for efficiency and agility [3][12] - The combination of Capgemini and WNS will create a robust platform for innovation and growth, enhancing their competitive edge in the market [6][17] - Both companies share a vision for Intelligent Operations, which will facilitate a smooth integration and unlock new opportunities for clients [6][21]

Core Insights - The Capgemini Research Institute's report highlights the transformative impact of AI and generative AI on sports fan engagement, emphasizing the need for a balance between digital and physical experiences [2][3][4] AI and Fan Engagement - Over half (54%) of sports fans utilize AI or generative AI tools as their primary source of information, with 59% expressing trust in content generated by these technologies [3] - Fans desire a streamlined platform for sports content, with 67% wanting all information aggregated in one place [3][9] - Personalization is crucial, with 64% of fans wanting AI to provide customized updates, and 27% willing to pay for AI-driven interactive experiences [5][9] Live Sports Experience - The report indicates that 37% of fans have returned to live matches post-pandemic, and AI is enhancing their experience with tailored updates and statistics [4][6] - Nearly 70% of fans seek player metrics and live match data, primarily before matches and during breaks, to enrich their understanding of the game [7][9] Concerns and Challenges - Approximately 60% of fans worry that excessive technology could diminish the excitement of attending live events, highlighting the need for a balance between innovation and authenticity [8][9] - There are significant concerns regarding data privacy and misinformation, with two-thirds of fans worried about unverified content and 57% concerned about false information affecting perceptions of players and teams [10][11] Stadium Innovations - Stadium operators are investing in technology to enhance fan experiences, with over half of attendees appreciating improvements in ticketing, scheduling, and real-time apps [12]

Core Insights - The Capgemini Research Institute report indicates that AI is generating positive returns on investment (ROI), averaging nearly 1.7 times return, which sets the stage for widespread agentic AI implementation [1][2] - Among early adopters of generative AI (Gen AI), approximately 30% have integrated AI agents into their operations, with a projected 48% increase in agentic AI projects by the end of 2025 [1][4] Investment Trends - Enterprises are increasingly investing in Gen AI, with 62% of surveyed organizations planning to grow their investments this year compared to last year [2] - The report highlights that initial concerns regarding ROI from large-scale AI rollouts are diminishing as organizations report substantial returns [2] Adoption and Implementation - Gen AI adoption has risen to 36% among organizations, up from 20% the previous year, with 30% of these adopters integrating AI agents into their operations [4] - AI agents are delivering significant benefits, including reduced errors, improved customer satisfaction, and increased operational efficiency across various business functions [5] Leadership and Workforce Transformation - Strong leadership and workforce transformation are essential for achieving faster ROI on Gen AI investments, with organizations that establish a solid foundation achieving ROI 45% faster [6] - The report notes that organizations have automated 30% of operational tasks in the past two years and expect further automation, with nearly two-thirds of employees anticipating changes to their job descriptions by 2028 [7] Future Expectations - Two in five organizations expect to see positive returns on their AI investments within 1-3 years by embedding AI capabilities into core business processes [8] - Interaction with AI agents is projected to increase by 2028, necessitating training and upskilling for effective human-AI collaboration [9]

Press contact: Florence Lièvre Tel.: +33 1 47 54 50 71Email: florence.lievre@capgemini.com Aerospace and defense leaders are prioritizing digital continuity to tackle industry disruption 77% of aerospace and defense leaders believe improving digital continuity will accelerate production ramp-up as it drives shorter time to market, with a 13% reduction on averageMore than 8 out of 10 (86%) defense organizations recognize the need to integrate AI and gen AI in engineering and product development Paris, June ...

Core Insights - Dai-ichi Life Group and Capgemini have signed a multi-year agreement to establish a Global Capability Center (GCC) in India, aimed at accelerating Dai-ichi Life's global digital transformation [1][2] - The GCC will leverage India's skilled workforce to enhance Dai-ichi Life's IT and digital strategies, focusing on building in-house capabilities in critical areas such as AI, data, and cybersecurity [1][3] Company Overview - Dai-ichi Life Group, founded in 1902, is Japan's first mutual life insurance company and has expanded its operations globally, managing approximately USD 430 billion in consolidated assets and serving over 50 million customers [6][7] - Capgemini is a global business and technology transformation partner with a workforce of 340,000 across more than 50 countries, reporting global revenues of €22.1 billion in 2024 [5] Strategic Collaboration - The partnership will initially focus on Japan, the United States, and Australia, with plans to expand based on market needs, emphasizing advanced software development, infrastructure modernization, AI & data solutions, and cybersecurity [2][4] - The collaboration aims to enhance customer service and operational efficiency by combining Dai-ichi Life's industry knowledge with Capgemini's technology transformation expertise [4]

Investment Rating - The report indicates a positive outlook for the Aerospace and Defense (A&D) industry, highlighting the need for modernization of ERP systems to keep pace with accelerated growth and operational demands [10][11]. Core Insights - Legacy ERP systems are becoming constraints rather than enablers, leading to fragmented operations and inefficiencies [6][13]. - The A&D industry is projected to experience significant growth, with civil aviation aircraft numbers expected to double in 20 years and defense markets growing at a compound annual growth rate of 6.4% from 2025 to 2029 [10]. - Modernizing ERP is essential for reducing technical debt and achieving interoperability across various business functions [8][16]. Summary by Sections Industry Growth - The A&D industry is entering a period of accelerated growth across all segments, with substantial investments from the European Union to enhance industrial readiness [10]. - Manufacturers face increasing pressure to scale operations and adapt to changing geopolitical and supply chain realities [11]. Challenges with Legacy Systems - Many organizations operate with fragmented and aging system landscapes, leading to a lack of visibility and limited interoperability [13]. - The limitations of legacy systems are evident in production delays, rising costs, and inefficiencies [17]. Benefits of Modernization - Organizations that have begun to modernize their ERP systems report significant improvements, including up to 60% reduction in engineering change process time and up to 80% reduction in time to prepare shop orders [18][16]. - The modernization process is not merely an upgrade but a strategic shift that enhances enterprise-wide integration and data continuity [8][16]. Digital Core for A&D - Capgemini's Digital Core for Aerospace and Defense Manufacturing integrates PLM, ERP, and MOM/MES into a single architecture, enabling real-time feedback and cross-functional interoperability [20]. - Key capabilities include native integration with core processes, end-to-end visibility, and AI-augmented processes to enhance productivity [22]. Composable Architecture - The shift from monolithic ERP architectures to composable architectures allows for modular extensions and better integration of advanced technologies [24]. - Composable architectures facilitate faster innovation cycles and ensure enterprises remain agile and compliant in a rapidly evolving landscape [25].