In the consulting industry’s era of AI upheaval, even job titles aren’t safe from change. Deloitte is preparing to overhaul job titles for its U.S. workforce as part of a sweeping “modernization” effort, as originally reported by Business Insider. According to an internal presentation seen by BI, the firm is shifting away from a workforce structure that was originally designed for “traditional consulting profiles,” a model the firm now deems outdated. Deloitte confirmed the coming change in a statement t ...

Key Points The company's global head of equity strategy believes quantum computing could undermine Bitcoin's role as a form of digital gold. Older crypto addresses could be particularly vulnerable to quantum threats. There's disagreement about how big the quantum risk is and how soon it will arrive. 10 stocks we like better than Bitcoin › Christopher Wood, global head of equity strategy at Jefferies Financial Group, just cut Bitcoin (CRYPTO: BTC) from his model portfolio. Wood was early to the c ...

Core Viewpoint - Michelin has appointed Bénédicte de Bonnechose as Chief Financial Officer, effective June 1, 2026, succeeding Yves Chapot [1]. Group 1: Appointment Details - Bénédicte de Bonnechose will take over as CFO of the Michelin Group on June 1, 2026 [1]. - She has been a member of the Michelin Executive Committee since January 1, 2021, overseeing Urban and Long-Distance Transportation Business lines and the European region [2]. - Prior to her current role, she served as Deputy Group Chief Financial Officer since April 2019 [2]. Group 2: Professional Background - Bénédicte de Bonnechose has over 25 years of experience within the Lafarge Group, holding various financial and operational leadership positions [3]. - She was President of LafargeHolcim France and Belgium from 2015 to 2018 [3]. - Before joining Michelin, she worked for four years at Deloitte in the Industrial and Retail sectors [3].

Core Insights - Holafly has launched a new solution called Holafly Plans for Business, designed specifically for international companies, offering a permanent global data plan for mobile teams [1][2] - This service addresses a common pain point for global companies, allowing businesses to adjust data allowances as needed without incurring fixed costs or long-term commitments [1][2] - The launch coincides with an increase in international business travel, with over half of professionals reporting higher travel frequency in 2025 compared to the previous year [2] Group 1 - Holafly Plans for Business eliminates the hassle of reconfiguring connections for each trip, ensuring employees remain connected globally without service interruptions [1] - The plan allows businesses to automatically upgrade data allowances during travel and only charges for actual usage, with no fees during months without travel [1][2] - The Always On service is offered at a discounted rate for new enterprise clients, ensuring basic data access even during off-peak times [2] Group 2 - Holafly is a leading eSIM provider for travelers, covering over 200 destinations and boasting a Trustpilot rating of 4.6/5 with over 15 million satisfied users [3] - The company aims to eliminate uncertainties in international mobile data management for businesses, allowing teams to stay connected regardless of location [2]

Core Insights - European power and utilities companies are increasing investments in advanced analytics and AI-enabled operations to achieve grid modernization, decarbonization, and digitalization [1][2] Investment Trends - Utilities are expanding renewable generation and investing in grid infrastructure in response to stricter clean energy regulations and decarbonization targets [2][5] - Grid investment remains the top priority for European utilities as networks adapt to higher renewable penetration and electrification [6] Operational Changes - Enterprises are moving beyond commodity electricity procurement to pursue new, value-driven revenue models by partnering on demand response, storage, and grid-interactive platforms [3][4] - Utilities are modernizing their transmission and distribution networks and digitalizing grid operations to enhance resilience and integrate renewable energy sources [4][5] Technology Adoption - Providers are supporting utilities by modernizing grids and strengthening integration between IT and operational systems, utilizing data analytics and AI for improved forecasting and operational coordination [3][4] - Decarbonization planning is becoming more structured and investment-driven, with enterprises relying on consulting support for technology choices and investment priorities [5] Market Dynamics - The report evaluates 39 providers across four quadrants: Enterprise Asset Management, Process and Customer Experience Management, Smart Metering and Grid Modernization, and Technology, Transformation and Consulting [8] - Accenture, Capgemini, Cognizant, Deloitte, IBM, Infosys, NTT DATA, TCS, and Wipro are named as Leaders in four quadrants each, indicating strong market positions [9] Customer Experience - Capgemini is recognized as the global ISG CX Star Performer for 2025 among power and utilities service providers, achieving the highest customer satisfaction scores [10]

Core Insights - The economic potential of AI can be significantly enhanced by pairing technology investment with continuous learning, potentially adding between $4.8 trillion and $6.6 trillion to the U.S. economy by 2034, which is about 15% of the current U.S. GDP at the lower estimate [1][2] Group 1: AI and Productivity - Companies are investing billions in AI infrastructure, but there are limited examples of productivity gains that benefit workers and drive return on investment [2] - The current focus on replacing workers with AI creates uncertainty in workplaces, while the broader economic uplift from AI remains elusive [2][3] - A critical "learning gap" is identified as the main barrier preventing full utilization of AI's potential by both employers and employees [2][4] Group 2: Human Skills and AI Adoption - The lack of human skills to work alongside AI technologies is seen as the biggest obstacle to successful AI adoption [3] - Addressing the skills gap is essential for supporting workers, boosting their confidence, and achieving desired ROI outcomes for businesses [3][4] - According to the World Economic Forum, 59% of the global workforce will require reskilling by 2030, highlighting the urgency of addressing the learning gap [4] Group 3: Learning Framework - Pearson's report proposes a new approach to workplace learning that integrates technology deployment with skill building, termed the DEEP Learning Framework [4][6] - The framework includes actionable steps such as diagnosing task-level augmentation plans and embedding learning into the workflow [6] - Employers risk missing productivity gains if they focus solely on technology deployment without considering the human aspect of AI adoption [4]

Core Insights - North American power and utilities companies are increasingly adopting AI and data-driven technologies to modernize operations and enhance customer responsiveness amid green energy mandates and cost pressures [1][2][3] Industry Trends - Utilities are transitioning from reactive to predictive and proactive operating models due to the complexity introduced by distributed energy resources (DERs), electric vehicles, and customer expectations for digital services [2][3] - The integration of AI, generative AI, and machine learning is central to improving grid and asset performance, with applications in outage forecasting, predictive maintenance, and workforce optimization [3][4] Technology Adoption - Digital innovation is enabling better infrastructure management, with advanced analytics helping to extend asset life and improve service-level agreement compliance [4] - Utilities are deploying DER management systems, advanced distribution management platforms, and virtual power plants to manage bidirectional power flows and enhance network resilience [4] Customer Engagement - There is a modernization of customer engagement as utilities respond to increasing demand for transparency, with upgrades to customer information systems supporting flexible payment plans and personalized insights [5] - AI-enabled contact centers and automated tools are enhancing customer interactions and reducing service costs [5] Strategic Insights - Utilities that align their asset, grid, and customer modernization efforts around shared data platforms are achieving faster operational improvements [6] - The report highlights growing investments in cybersecurity and compliance technologies, as well as the use of digital twins and IoT data for long-term infrastructure planning [6] Provider Evaluation - The report evaluates 35 providers across four quadrants: Enterprise Asset Management, Process and Customer Experience Management, Smart Metering and Grid Modernization, and Technology, Transformation and Consulting [9] - Leading companies identified include Accenture, Capgemini, Cognizant, Deloitte, HCLTech, IBM, Infosys, TCS, and Wipro, with others recognized as Rising Stars and leaders in specific quadrants [10][11]

Summary of Conference Call Transcript Company Overview - The company discussed is Unisys, focusing on its ECS (Enterprise Computing Solutions) and L&S (Lifecycle Services) segments, particularly the ClearPath product line. Key Points and Arguments Financial Performance - The ECS segment is expected to maintain a margin of around 70%, with annual revenue projected at approximately $400 million, indicating strong cash flow and profitability [2][19]. - The Digital Workplace Solutions (DWS) segment includes five key solutions, with a consistent margin profile expected in the low to mid-20% range [8][10]. - The total addressable market (TAM) for CANI (Cloud Applications and Infrastructure) is estimated at $600 billion, with a compound annual growth rate (CAGR) of 10%-12%, while DWS has a TAM of $150 billion with a CAGR of 5%-8% [10]. AI Integration - AI is viewed as a benefit to the business, enhancing consumption and operational efficiency, particularly through the ClearPath Forward operating system [3][12]. - Real-world applications of AI include the Generative and Agentic AI in the service desk solution, which improves customer service efficiency and knowledge management [12][14]. Competitive Landscape - Unisys claims minimal competition in the ClearPath Forward platform, with IBM's Z Series being the closest alternative, but they do not typically lose clients to competitors [5][17]. - The competitive environment is described as historically competitive, with increased pricing pressure due to AI's impact on revenue [17]. Margin Improvement Strategies - The company has improved its margin profile by approximately 600 basis points over the last few years and sees further opportunities for enhancement through offshore delivery and AI adoption [18][19]. - The current revenue mix is 80% recurring, which stabilizes the business but may limit margin potential compared to a more consultative approach [19]. Growth Outlook - Unisys anticipates a normalized growth rate of 3%-5% CAGR for the overall company, with some segments expected to grow faster [20]. Pension Management - The company has reduced pension liabilities by $2.5 billion over five years and aims for full defeasance of the pension plan within three to five years [22][25]. - Recent transactions have improved cash flow and mitigated pension contribution volatility, which is expected to enhance net leverage [23][24]. Capital Allocation - Future capital allocation priorities include business growth, potential equity buybacks, and debt reduction once pension issues are resolved [26]. Market Perception - The company believes that the market undervalues its ECS and L&S segments, which could be worth more than the current market cap based on discounted cash flows [28][29]. - There is a need for improved communication with investors to clarify the company's value proposition and operational improvements [29]. Additional Important Insights - The company emphasizes the importance of maintaining pricing discipline amidst competitive pressures and the need for transparency in communicating its growth story to investors [17][29].

So, how bad is the credit crunch in the U.S., and would a 10% cap on interest rates help or harm American consumers?Unsurprisingly, financial institutions also have no interest, so to speak, in a 10% cap (5), with a group of major banking associations and organizations releasing a joint statement claiming the move would “reduce credit availability and be devastating for millions of American families and small businesses,” driving many “toward less regulated, more costly alternatives.”But it’s unclear how mu ...

Core Insights - Pearson and Deloitte have formed an alliance to co-develop talent, leadership, and workforce development solutions for global enterprises and government organizations [1][2] Group 1: Collaboration Details - The collaboration will leverage both companies' industry-specific experience to create products addressing market needs such as AI learning and leadership development [2] - New learning capabilities will be developed, including AI-enhanced solutions for skills intelligence, content delivery, assessment, and credentialing [3] Group 2: Strategic Importance - The partnership aims to help organizations adapt to evolving talent demands and generate a competitive edge [3] - Deloitte will assist Pearson in accelerating AI adoption and innovation across its portfolio while also utilizing Pearson's AI-powered learning products internally [4] Group 3: Leadership Commentary - Omar Abbosh, CEO of Pearson, emphasized the need for continuous and adaptive learning in the rapidly changing workplace [4] - Joe Ucuzoglu, Deloitte Global CEO, highlighted the importance of developing a future-ready workforce as a strategic priority for organizations [4]