Core Insights - Capgemini has become the Official Technology Partner for the Tour de France and Tour de France Femmes avec Zwift until 2029, focusing on driving innovation in professional cycling through technology and AI [2][5][8] Group 1: Partnership Details - The partnership includes 14 international cycling events, such as La Vuelta, Paris-Roubaix, and five standalone women's races, enhancing the global cycling community [2][4] - Capgemini will leverage its expertise in digital innovation and AI to support these events over the next five years, aiming to enhance performance insights and engage fans [5][6] Group 2: Impact on Fan Engagement - In 2024, the Tour de France achieved over 1 billion TV viewed hours across 190 countries, with nearly 100 million website visits and 1.6 billion social media impressions, indicating a strong fan engagement potential [5] - The partnership aims to promote new digital solutions to enhance the fan experience and engage new communities [8][9] Group 3: Capgemini's Broader Strategy - This partnership expands Capgemini's sports sponsorship portfolio, emphasizing technological innovation and high performance [6][7] - Capgemini operates in over 50 countries, targeting regions with strong cycling fanbases, which will help promote the cycling events internationally [6][10]

Press contact:Fahd PashaTel.: +1 647 860 3777E-mail: Fahd.Pasha@capgemini.com North America high-net-worth individual population surges, while Europe and Middle East shrink U.S. led the world in growth in its millionaire population, adding 562,000 to reach 7.9 millionUltra-high net worth individual population rises by 6.2% worldwide High-net-worth individuals now allocate 15% of their portfolios to alternative investments, including cryptocurrencies Paris, June 4, 2025 – The Capgemini Research Institute’s W ...

Business, meet agentic AI The reason agentic and autonomous systems are transformative is because they allow users of technology to shift from defining the solution to simply stating their problem. For the entirety of our history with computing, if we wanted to make a computer do something we needed to describe in great detail how to solve that problem, either by programming it ourselves or relying on experts who could. That was, by definition, an exclusive arrangement where only people who understood techn ...

Core Insights - Capgemini has expanded its strategic partnership with Mistral AI and SAP to provide secure, scalable generative AI solutions for regulated industries, aiming to enhance operational efficiency and business outcomes [1][5][7] - The collaboration focuses on creating a trusted environment for deploying custom AI solutions, particularly for sectors with stringent data requirements such as financial services, public sector, aerospace & defense, and energy & utilities [1][2][4] Industry Trends - Enterprises are increasingly adopting business AI to optimize processes and decision-making, with generative AI driving significant business value and competitive advantage [2] - Organizations in regulated industries face challenges in accessing AI benefits, necessitating advanced generative AI models that function within secure environments like the SAP Business Technology Platform [2] Collaboration Details - Capgemini will provide over 50 pre-built custom business AI use cases, validated by SAP and leveraging Mistral AI models, categorized by industry and process [3][4] - The collaboration emphasizes responsible and ethical AI design, ensuring data security and regulatory compliance while fostering innovation [3][4] Use Cases - Specific use cases include augmented field workers in aerospace and defense, drone-based inspections for predictive maintenance in energy and utilities, and intelligent indirect purchasing across various industries [6] Recognition and Achievements - Capgemini received the 2025 SAP Pinnacle Award for Business AI Innovation in the Customer AI use case category, highlighting its leadership in delivering AI-powered solutions [9]

Core Insights - IBM and Accenture are key players in digital transformation and consulting, focusing on technology and business processes powered by AI and cloud architecture [1][2][3] IBM's Position - IBM's Consulting business is experiencing growth in technology consulting, supply chain, and business application transformations, leveraging AI technologies and a broad partner ecosystem [4][5] - The IBM Consulting Advantage platform provides industry-specific AI assistants, enhancing the delivery of solutions and accelerating time to value [4] - IBM's collaboration with SAP aims to integrate generative AI in the retail sector, improving productivity and business transformation [5] - Despite these strengths, IBM faces challenges with a 10.5% year-over-year decrease in consulting signings due to macroeconomic uncertainty and competition from firms like Accenture [6] - IBM is addressing these challenges through innovation and acquisitions, including the purchase of Hakkoda Inc. to enhance its data consultancy capabilities [7] Accenture's Position - Accenture benefits from increased spending on application modernization, cloud enablement, and cybersecurity, driving demand for its managed services [8] - The company emphasizes building a robust digital core through cloud, data, and AI, and collaborates with major tech firms to enhance its competitive edge [9][10] - Accenture has seen steady customer growth, particularly in the finance sector, and is actively acquiring companies to enter high-growth areas [10] - However, integration risks from acquisitions and competition from IBM and others may impact organic growth [11] Financial Estimates and Performance - The Zacks Consensus Estimate for IBM's 2025 sales and EPS indicates year-over-year growth of 5.5% and 6%, respectively, with positive trends in EPS estimates [12] - For Accenture, the 2025 sales and EPS estimates imply growth of 5.41% and 6.11%, but the EPS estimate for 2026 has been trending downward [12] - Over the past year, IBM's stock has increased by 50.5%, while Accenture's has only gained 3.1% [14] - IBM's shares trade at a forward P/E ratio of 23.02, slightly lower than Accenture's 23.95 [15] Investment Outlook - Both companies hold a Zacks Rank 3 (Hold), but IBM's technology portfolio and recent performance suggest it may be a more attractive investment option at this time [16][17]

Core Insights - The Capgemini Research Institute report indicates that two-thirds of public sector organizations are currently exploring or using generative AI initiatives to enhance public services, with 90% planning to adopt agentic AI within the next 2-3 years [2][3] - Despite the enthusiasm for AI, public sector organizations face significant challenges related to data readiness, trust, compliance, and data management, which hinder their ability to fully leverage AI technologies [2][5][6] AI Adoption and Expectations - Public sector organizations have high expectations for AI, with 39% planning to evaluate agentic AI feasibility, 45% intending to explore pilot programs, and 6% aiming to scale existing initiatives within the next 2-3 years [3] - The report highlights that 64% of organizations have progressed to pilot or scaled deployments, with higher adoption rates in defense (82%), healthcare (75%), and security (70%) sectors [3] Data Readiness Challenges - A significant barrier to AI adoption is data security concerns (79%) and limited trust in AI outputs (74%), with only 36% of organizations in the EU prepared to comply with the EU AI Act [5] - Only 12% of public sector organizations consider themselves very mature in activating data, and just 21% have the necessary data to train and fine-tune AI models [6][8] Data Sharing and Governance - Data sharing is essential for AI adoption, yet 65% of organizations are still in the planning or pilot stages of data sharing initiatives, complicating the deployment of AI [7] - The rise of Chief Data Officers (CDOs) and Chief AI Officers (CAIOs) reflects the growing importance of data governance, with 64% of organizations having a CDO and 27% appointing a CAIO [9] Research Methodology - The report is based on a survey conducted by the Capgemini Research Institute involving 350 public sector organizations across various segments and levels of government, providing a comprehensive view of AI adoption in the public sector [10]

Investment Rating - The report indicates a positive outlook for service providers that adapt to generative AI (genAI) technologies, suggesting a shift towards asset-based, solution-driven, and outcome-oriented business models [3][7]. Core Insights - Generative AI is significantly disrupting professional services, with providers facing pressure to reduce costs and improve efficiency. Clients are expecting up to 30% price reductions in project costs, prompting providers to innovate their delivery models [3][12]. - The report highlights that service providers must reinvent their business models to remain competitive in the AI era, focusing on automation and AI-powered delivery platforms to enhance productivity and quality [6][21]. - Major investments are being made by service providers in AI capabilities, with companies like IBM, Accenture, and PwC committing billions to enhance their AI service offerings [17][19]. Summary by Sections Disruption and Response - Service providers are on the front lines of genAI disruption, needing to adapt quickly to client demands for faster, cheaper, and higher-quality services [6][11]. - Providers are expected to build genAI-powered delivery platforms to automate tasks and improve service quality, which is crucial for maintaining competitiveness [21][23]. AI-Fueled Factors - Four key factors driving change include client expectations for lower costs, providers' lagging delivery capabilities, the slow emergence of AI computing services, and the need for new business models anchored in AI [11][12][14]. - Providers are making significant investments to build AI ecosystems and partnerships, which are essential for future business models [26][30]. New Service Offerings - The traditional time-and-materials pricing model is being challenged, with a shift towards managed service-as-software offerings that leverage AI to enhance operational efficiency [31][34]. - New AI services are emerging to reengineer business processes, focusing on automation and real-time data optimization [32][34]. Strategic Recommendations - Companies are encouraged to negotiate not just for lower prices but also for value-added services that can enhance their operational capabilities [38][41]. - Emphasis is placed on the importance of developing AI governance and leadership practices to effectively manage AI integration within organizations [42].

Core Insights - Boardwalktech Software Corp. has appointed Miles Ravitz to its corporate advisory board to enhance partnerships and strengthen risk and compliance benefits in its offerings [1][2][3] - Mr. Ravitz brings over 20 years of experience in financial services, focusing on risk management and regulatory compliance, which will support Boardwalktech's growth in the financial sector [2][3] - The company has developed a patented Digital Ledger Technology Platform that allows multiple parties to work on the same data simultaneously, enhancing data management efficiency [4] Company Strategy - The appointment of Mr. Ravitz is part of Boardwalktech's broader strategy to secure partnerships with leading technology and professional services organizations [1] - The company aims to close new license deals with financial institutions by leveraging Mr. Ravitz's expertise and industry connections [2][3] Product Offering - Boardwalktech's digital ledger technology is unique in the market, allowing for collaborative enterprise information management applications with full integration into existing enterprise systems [4] - The platform is currently utilized by Fortune 500 companies for mission-critical applications, indicating its reliability and effectiveness in managing structured and unstructured data [4]

Core Insights - Capgemini is leading a paradigm shift in mainframe modernization with a new automated offering that enables organizations to unlock value from legacy systems at unprecedented speed and accuracy [1][3] - The new approach utilizes generative and agentic AI to convert legacy mainframe applications into modern, agile, and cloud-friendly formats, enhancing cost savings, agility, and data quality [1][2] Group 1: Automated Mainframe Application Refactoring - The automated refactoring process involves using tools to convert legacy applications, such as those written in COBOL, into modern architecture, supported by generative AI assistants and AI agents [2] - This offering includes rigorous automated testing to ensure faster, higher-quality transformations and reduced business risks [2] Group 2: Market Position and Client Success - Capgemini's automated approach provides a comprehensive understanding of an enterprise's legacy landscape, enabling complete refactoring of mainframe applications for greater efficiency [3] - The company has delivered tangible results for blue-chip clients, including a major life insurance firm in the USA, by significantly accelerating the conversion to a modernized Policy Admin System [3] Group 3: Recognition and Experience - Capgemini was named a leader in The Forrester Wave™: Application Modernization and Multicloud Managed Services, Q1 2025 [4] - The company has over 55 years of experience in delivering complex mainframe modernization programs and possesses deep domain knowledge and understanding of industry regulations [3]

Market Overview - The market size of China's human resources digitalization is expected to reach approximately 30.3 billion yuan in 2024, with a year-on-year growth of 13.2%. By 2027, the market size is projected to reach 48.4 billion yuan, with an average compound annual growth rate of 16.9% over the next three years [1][3]. Product Iteration - Leading integrated vendors are inclined to utilize PaaS platforms to build flexible development frameworks that support on-demand customization and rapid iteration [2][3]. - AI applications are expanding from recruitment and assessment to training scenarios, evolving from intelligent interaction to smart suggestions, and from industry models to proprietary enterprise models [2][3]. Current State of HR Management - In most enterprises, the HR department plays a leading role in transformation, shifting its focus towards maximizing the value of human capital [6][7]. Digital Transformation Planning - Currently, 97% of enterprises have begun digital transformation efforts, primarily initiated by HR departments. There is a gradual shift from bottom-up to top-down transformation, indicating a strategic shift from efficiency in talent management to strategic human capital management [7][9]. Focus Areas in Digitalization - The core focus of human resources digitalization is on top-level design and technological implementation, with an emphasis on process innovation and iteration. Over half of the enterprises believe that the key to digitalization lies in system architecture and process optimization, while attention to mid-to-late stage operations remains insufficient [9]. Globalization of HR Systems - For enterprises going overseas, safety and compliance are critical, including personal information protection and adherence to local labor laws. The digitalization of HR should be phased, starting with overseas team expansion and progressing to a hybrid employment model [12][16]. Industry-Specific HR Needs - Retail: The retail industry, characterized by a high proportion of part-time workers (nearly 60%), requires flexible scheduling and real-time training due to seasonal fluctuations in workforce demand [18][20]. - Manufacturing: The manufacturing sector emphasizes rapid onboarding and performance calculation for blue-collar workers, alongside a focus on training for high-level talent due to the low overall digitalization level [24][25]. - Internet: Internet companies benefit from a mature digital infrastructure, requiring agile, integrated talent systems to support rapid business iteration and employee growth [28][29]. Trends in Digitalization - Enterprises are increasingly shifting from personnel management to performance management, with over half planning to increase AI investment by 5-30% annually. The focus is on enhancing employee experience and operational efficiency through automation and personalization [62][65]. Competitive Strategies of Vendors - HR digitalization vendors are focusing on mid-sized enterprises, offering integrated solutions for large enterprises, while niche vendors leverage their scene advantages [38]. The evolution of product matrices involves horizontal integration of product modules and vertical development of PaaS foundations [35].