Core Points - Thierry Delaporte has been appointed as the new Group Chief Executive Officer of Sodexo, effective November 10, 2025, following a thorough selection process [1] - The governance structure will evolve with the separation of the roles of Chairwoman and CEO, with Sophie Bellon transitioning to a non-executive Chairwoman role [2] - The Lead Director position will be maintained, with Gilles Pélisson succeeding Luc Messier as Lead Independent Director, effective November 10, 2025 [3] Leadership Transition - Sophie Bellon expressed gratitude for the efforts of Sodexo teams and emphasized readiness for a new growth chapter, highlighting confidence in Thierry Delaporte's leadership [4] - Gilles Pélisson noted that Delaporte's appointment is the result of a structured process, emphasizing his extensive experience and fit with Sodexo's values [4] - François-Xavier Bellon stated that the dissociation of governance is a significant step forward and expressed excitement for Delaporte's leadership [4] Thierry Delaporte's Background - Delaporte has a strong international leadership background, having held various roles across Europe, the U.S., South America, and Asia-Pacific, with expertise in financial leadership and operational transformation [5] - He has held CFO roles at Capgemini and served as CEO of Wipro Ltd., where he led significant strategic repositioning and growth [6][8] - Delaporte is also committed to social impact, co-founding an organization focused on youth inclusion and serving on the Board of Saint-Gobain [8] Company Overview - Sodexo, founded in 1966, is a global leader in sustainable food and facilities management services, aiming to improve quality of life and contribute to social progress [10] - The company operates in 45 countries, serving 80 million consumers daily, and has consolidated revenues of 23.8 billion euros for fiscal 2024 [13] - As of June 30, 2025, Sodexo's market capitalization stands at 7.7 billion euros, and it is recognized as the number one France-based private employer worldwide [13]

Core Points - Capgemini has launched its twelfth Employee Share Ownership Plan (ESOP) and initiated a share buyback to neutralize shareholder dilution associated with this plan [2][4] - The share buyback agreement allows Capgemini to repurchase up to 2.7 million shares at a maximum average price of 250 euros per share, with the aim of cancellation [3][11] - The share buyback is designed to offset the dilution from a capital increase reserved for employees, which will increase employee shareholding by 1.58% of existing share capital [4] Summary by Sections Employee Share Ownership Plan - Capgemini's ESOP aims to enhance employee ownership and is supported by a dedicated share buyback to mitigate dilution effects [2][4] Share Buyback Agreement - The company has entered into a share buyback agreement with an investment services provider, allowing for the repurchase of shares up to a limit of 2.7 million shares [3][11] - The buyback will be executed at a maximum average price of 250 euros per share, calculated based on volume-weighted average daily share prices over a specified period [11] Financial Impact - The share buyback operation is expected to have no material impact on the Group's cash position and will not significantly dilute existing shareholders [4]

Group 1: Market Performance - French stocks are experiencing a positive trend, with the benchmark CAC 40 reaching a six-month high at 8,060.52, up 93.57 points or 1.17% [1] - The rise in the CAC 40 is attributed to strong buying in the auto sector and easing concerns about a potential U.S. government shutdown [1] Group 2: Company-Specific Developments - Stellantis shares increased by 7.1% following stronger than expected U.S. sales figures, alleviating concerns over potential tariff impacts on demand [2] - Morgan Stanley noted a turnaround in Stellantis' market share, with U.S. sales momentum strengthening in September [2] - Other companies such as Thales, LVMH, Renault, and Airbus also saw gains ranging from 1.4% to 4.2% [2] - Worldline shares surged by 9.3% after announcing a strategic partnership with YeePay, a Chinese payment provider in the airline and travel sector [3] - Companies like Capgemini, Michelin, Societe Generale, and Accor also reported impressive gains [3] Group 3: Economic Indicators - Euro Area's seasonally adjusted unemployment rate rose to 6.3% in August from a record low of 6.2% in July, indicating a slight increase in unemployment [4]

Core Insights - The European Central Bank (ECB) has selected Portuguese startup Feedzai to assist in fraud prevention for its upcoming digital euro currency, with a contract valued at up to 237.3 million euros ($278.69 million) [1][3] - The project aims to enhance the euro zone's financial autonomy from the United States, particularly in response to the dominance of Visa and Mastercard and the rise of stablecoins [4] Company Overview - Feedzai specializes in artificial intelligence and processes approximately $8 trillion in payments annually for clients, including Novobanco and Wio Bank [5] - The company recently secured $75 million in funding from various investors, including Lince Capital and Iberis Capital [5] Project Details - The four-year agreement with the ECB includes an option to extend for up to 15 years, with an estimated value of 79.1 million euros and a maximum cap of 237.3 million euros [3] - Feedzai, along with its subcontractor PwC, will develop an AI model to assess the fraud risk of digital euro payments based on customer behavior and transaction history [2] Legislative Context - The ECB is currently awaiting legislative approval for the digital euro, which it anticipates receiving by mid-next year, aiming for a launch in 2029 [4]

Core Points - The European Central Bank (ECB) has concluded framework agreements for the digital euro procurement procedures [1] - Giesecke+Devrient (G+D), in partnership with Nexi and Capgemini, has been selected as the first ranked tenderer for providing an end-to-end solution for the digital euro [1] Summary by Category Digital Euro Development - The ECB is advancing the preparation of a digital euro by finalizing framework agreements for five procurement procedures [1] - The selected partnership aims to deliver a comprehensive solution for the implementation of the digital euro [1]

Core Insights - Women We Admire has announced The Top 50 Women Leaders of New York for 2025, highlighting the city's role as a cultural and commercial powerhouse with over 20 million residents [1] Group 1: Honorees - Shilpa Bangera, President and Global Head of Payments at Adyen, is recognized for her leadership in fintech, focusing on growth, innovation, and teamwork [2] - Emma Andrews, Vice President of Global Patient Advocacy at Pfizer, is honored for her efforts in embedding the patient perspective in company initiatives, aiming to improve patient outcomes [3] - Vynessa Alexander, Senior Vice President at Infor, is acknowledged for her extensive experience in technology and operations management, guiding young professionals in their career growth [4] Group 2: Additional Honorees - The list includes notable leaders from various industries such as Sherry Cassano (Pfizer), Jennifer Remling (Warner Bros. Discovery), and Marissa Tracey (Deutsche Bank), showcasing a diverse range of sectors represented [6] Group 3: Organization Overview - Women We Admire aims to recognize and inspire women leaders across various fields, circulating content to over 70,000 individuals and businesses [7]

Core Insights - Capgemini has acquired 100% of SEIMAF, enhancing its nuclear engineering capabilities in Europe, particularly in France and the UK, amidst a growing demand for nuclear energy [1][2] - SEIMAF, founded in 1994, employs over 100 skilled engineers and technicians, with a focus on productivity improvement in the nuclear, energy, and industrial sectors, with approximately 75% of its team specializing in nuclear [2][3] - The acquisition positions Capgemini as a strategic partner for industrial clients, leveraging SEIMAF's expertise to support energy transition and industrial growth [3][4] Company Overview - Capgemini is a global business and technology transformation partner with a workforce of 350,000 across more than 50 countries, reporting global revenues of €22.1 billion in 2024 [4] - The company focuses on helping organizations transition to a digital and sustainable world, offering end-to-end services from strategy and design to engineering, powered by capabilities in AI, cloud, and data [4]

Core Insights - PTC has launched new AI offerings in its ServiceMax and Servigistics solutions to enhance service lifecycle management [1][2] - The advancements in AI aim to improve efficiency in field service management and service supply chain optimization [1][3] ServiceMax Enhancements - The latest ServiceMax AI features include orchestrated multi-agent execution, AI-driven process automation, and a new Knowledge API for document connectivity [2][3] - These enhancements are designed to streamline workflows for various roles within service organizations, improving work order execution and parts queries [2][6] Servigistics Advancements - Servigistics has strengthened its AI capabilities, focusing on troubleshooting, root-cause analysis, and continuous improvement in service parts planning [3][4] - A new AI Assistant will be available in October 2025, aimed at improving forecast accuracy and accelerating planning cycles [3][4] Industry Context - Organizations face pressure to maintain equipment functionality and customer satisfaction while managing costs [4] - AI-powered capabilities from Servigistics enable faster, smarter decision-making, leading to reduced manual effort and improved service performance [4][6] PTC's Broader AI Portfolio - The new SLM AI solutions are part of PTC's extensive AI offerings across the Intelligent Product Lifecycle, which includes various AI tools for product data management [4][5] - PTC supports manufacturers in leveraging product data to enhance efficiency, reduce costs, and improve product quality [4][5]

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]