Core Insights - Eviden and Almaviva have formed a strategic partnership to advance the deployment of Cooperative Intelligent Transport Systems (C-ITS) in Italy, aiming to enhance cross-border interoperability and support the national C-Roads Italy program [1][2]. Group 1: Partnership Objectives - The partnership focuses on deploying C-ITS technologies that facilitate vehicle communication with infrastructure and other road users, which is expected to reduce road accidents and congestion while promoting cleaner transport [2]. - C-Roads Italy is part of a broader EU initiative that coordinates C-ITS deployments across over 20 Member States, highlighting the collaborative effort in enhancing European mobility [2]. Group 2: Technological Contributions - Almaviva will distribute Eviden's C-ITS Public Key Infrastructure (PKI) across Italy, which is essential for secure communications in intelligent transport systems [3][4]. - Eviden's PKI solution is designed to ensure message authentication, integrity, and confidentiality, thereby establishing a robust digital trust domain for C-ITS [4][5]. Group 3: Service Offerings - Eviden's C-ITS PKI will be available as a Software as a Service (SaaS) offering within Almaviva's MOOVA platform, providing local support and operations for public and private sector clients in Italy [6]. - The collaboration is backed by over a decade of partnership between Eviden and Almaviva, ensuring a strong foundation for the deployment of these technologies [6]. Group 4: Company Profiles - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on cybersecurity, mission-critical systems, and AI [8]. - Almaviva is a leading Italian ICT group with over 40 years of experience and pro forma revenues exceeding €1.4 billion, employing more than 40,000 people globally [11].

Core Insights - The ARPEGE surface-to-air RADAR threat simulation system, developed by Eviden, was deployed during a NATO Tactical Leadership Program exercise in November 2026 at Los Llanos Air Base in Spain [1][2] - The ARPEGE system has been operational since 2022 and is designed to meet the specific needs of NATO's armed forces in high-intensity environments [2][4] - The system includes a central command post and remote light vehicles that simulate radar threats, allowing for realistic training scenarios for fighter pilots [2][3] Company Overview - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on mission-critical systems and advanced technologies [7] - The company employs over 4,500 professionals and holds more than 2,100 patents, providing innovative solutions in AI, computing, security, and data applications [7] - Avantix, a business unit of Eviden, specializes in electronic warfare and signals intelligence solutions for various operational environments [8][9] Product Details - The ARPEGE system is part of the Mobile Radar Threat Simulator (MRTS) portfolio, which is scalable and adaptable to next-generation radar signals and systems [4] - The modular design of the ARPEGE system allows for quick deployment and operation across different training areas, enhancing its flexibility [3][4] - The system's capabilities include simulating real-world radar emissions that trigger aircraft self-protection systems, allowing for comprehensive pilot assessments during training [2][5]

Core Insights - Eviden has inaugurated the first national training platform for the SCORPION Combat Information System (SICS) for the Belgian Army, marking a significant step in military modernization [1][3] - The SICS serves as the digital backbone for the new generation of CaMo vehicles, enhancing operational capabilities through real-time information sharing [2][4] Company Overview - Eviden, a brand of Atos Group, specializes in cybersecurity products, mission-critical systems, and vision AI, generating approximately €1 billion in revenue and operating in 36 countries [11] - Atos Group, the parent company, is a leader in digital transformation with around 63,000 employees and annual revenue of about €8 billion, focusing on cybersecurity, cloud, and high-performance computing [12] Training and Implementation - The Belgian Defense has established three specialized SICS training platforms to prepare military personnel for the digital environment of CaMo [6][7] - Training is conducted at two levels: operational military personnel receive training on validated equipment, while system administrators and technical profiles focus on configuration and network architecture [7] - The training platforms were operational between June and autumn 2025, with a designed lifespan of 15 to 20 years [8] Strategic Importance - The commissioning of SICS is a milestone in the strategic partnership between Belgium and France, emphasizing the importance of information in modern military operations [3][10] - Major General Lieven Vanheste highlighted the goal of transforming the Belgian armed forces into an information-enhanced army to improve combat capabilities [10]

Core Insights - Atos has been recognized as a Leader in the IDC MarketScape for Managed Detection and Response (MDR) services in the Middle East, reflecting its commitment to delivering managed security services in the region [1][4] Company Overview - Atos has over 25 years of experience in the Middle East, significantly enhancing regional cyber resilience with an expanded Security Operations Centre (SOC) footprint, including operations in Saudi Arabia and a newly launched AI-driven SOC in Qatar [2] - The company operates a global network of 17 SOCs, which provide local monitoring and first-line response, along with specialist global capabilities such as Digital Forensic and Incident Response (DFIR) [3][8] Service Differentiation - Atos's MDR platform integrates diverse telemetry sources and automated triage, connecting with DFIR functions to support incident response, which is particularly beneficial for highly regulated environments [4] - The company focuses on serving medium and large enterprises, as well as public sector organizations, by delivering differentiated services that reinforce trust and resilience [4] Leadership Statements - Marc Veelenturf, Head of Middle East & Turkey at Atos, emphasized the importance of combining local presence with global expertise to strengthen cyber resilience while meeting regulatory requirements [5] - Amit Roy, Global Head of Growth for Cybersecurity Services at Atos, highlighted the company's ability to translate global cybersecurity expertise into local actionable outcomes, leveraging advanced threat intelligence and continuous innovation [5] Cybersecurity Capabilities - Atos Group employs over 6,500 cybersecurity experts and holds 205 cybersecurity patents, providing end-to-end, AI-powered security solutions to help organizations navigate the evolving threat landscape [6] - Under the Eviden brand, Atos offers a sovereign portfolio of cybersecurity products focused on data encryption, identity and access management, and digital identity, all developed in compliance with high European certification standards [7] Operational Scale - Atos processes over 31 billion security events daily and serves more than 2,000 trusted customers, ensuring robust data protection and regulatory compliance across various sectors [8]

Core Insights - Bull has officially launched as a new brand focused on advanced computing and AI, aiming to shape a responsible digital world through sustainability and innovation [2] - The transition to a private, independent company is a strategic milestone for Bull, following a share purchase agreement with the French State, expected to close in the first half of 2026 [3] - Bull employs over 2,500 engineers and experts, leveraging a strong European heritage and extensive R&D capabilities, including 1,500 patents, to drive innovation in AI and data control [4][5] Company Overview - Bull is part of the Atos Group, specializing in High-Performance Computing, Artificial Intelligence, and Quantum innovations, with a commitment to delivering hardware, software, and strategic services [7] - The company is unique in Europe for its ability to design, manufacture, and deploy both hardware and software, while also providing services that enhance enterprise value and scientific research [5] - Bull's integrated technology stack includes chip integration, AI platforms, and applications, ensuring robust performance in critical sectors like defense and energy [6] Strategic Vision - The mission of Bull is to reconnect with its technological heritage to deliver powerful, sustainable, and sovereign computing solutions that empower nations and industries [7] - The company aims to minimize total cost of ownership while maximizing green HPC performance, promoting secure and sustainable AI at scale [6] - Bull's focus on innovation is driven by a commitment to advancing progress for the benefit of the planet, aligning with global sustainability goals [4][5]

Core Insights - The company has exceeded its cash and profitability targets for FY 2025, achieving a revenue target of over €8 billion, specifically estimated at €8,001 million [4][6] - The book-to-bill ratio for Q4 2025 was 122%, indicating a positive commercial momentum and alignment with expectations for year-end order entry levels [6][7] Revenue Performance - Group revenue for Q4 2025 is estimated at €2,004 million, reflecting a -9.3% organic decline compared to Q4 2024, primarily due to contract losses and a weak market environment [2][6] - The Atos Strategic Business Unit (SBU) generated estimated revenue of €1,738 million in Q4 2025, down -9% organically compared to Q4 2024, while the Eviden SBU's revenue decreased by -11.2% to €265 million [3][6] Full-Year Financials - For FY 2025, the Atos SBU's revenue is estimated at €6,963 million, a -16.2% organic decline compared to FY 2024, whereas the Eviden SBU's revenue is estimated to have increased by +6.7% to €1,039 million [4][6] - The estimated net change in cash for FY 2025 is limited to approximately €-327 million, which is above the target, and the company maintained a strong liquidity position of €1,707 million at year-end [6][10] Commercial Activity - Order entry reached €2,444 million in Q4 2025, with notable acceleration in North America, Germany, and Benelux, benefiting from a customer relationship agreement with Siemens AG [7][6] - The Atos SBU's book-to-bill ratio was 106%, while the Eviden SBU achieved a book-to-bill ratio of 229%, significantly up from the previous year due to a major contract [13][6] Outlook - The company expects to exceed its profitability target for FY 2025 with an operating margin above €340 million, representing over 4% of revenues [11] - Financial targets for FY 2026 will be communicated on March 6, 2026, alongside the release of audited financial statements for FY 2025 [11]

Core Perspective - Atos Group has signed a binding agreement to sell its South American operations to Brazilian company Semantix, which is part of Atos's Genesis Transformation plan aimed at sustainable growth and improved profitability [1][4]. Group 1: Transaction Details - The sale involves approximately 2,800 professionals across Brazil, Argentina, Chile, Colombia, Uruguay, and Peru [1]. - The transaction is expected to close in the coming months, pending fulfillment of closing conditions [3]. Group 2: Strategic Implications - This divestment allows Atos to refocus on core geographies and assets, particularly in AI and cloud-enabled solutions [1]. - Semantix will expand its portfolio and become one of South America's largest AI & Data Enterprise services providers, enhancing its geographic coverage and technology ecosystem [2]. Group 3: Leadership Changes - Nelson Campelo, currently Head of Atos South America, will become CEO of Semantix, while Leonardo Santos Poça D'água will transition to Executive Chairman, focusing on long-term strategy and innovation [3]. Group 4: Market Impact - The agreement is seen as a historic milestone for the technology market in Brazil, positioning Semantix as a leading regional player with enhanced capabilities in delivering AI solutions to regulated sectors [4].

Core Viewpoint - Atos Group has signed a binding agreement to sell its South American operations to Semantix, aiming to accelerate its Genesis Transformation plan and refocus on core areas such as AI and cloud solutions [1][4]. Group 1: Transaction Details - The sale involves approximately 2,800 professionals across Brazil, Argentina, Chile, Colombia, Uruguay, and Peru [1]. - The transaction is expected to close in the coming months, pending fulfillment of closing conditions [3]. Group 2: Strategic Implications - This divestment is part of Atos's strategy to return to sustainable growth and improved profitability by concentrating on core geographies and assets [1]. - The acquisition will enhance Semantix's portfolio, making it one of South America's largest AI and Data Enterprise services providers [1][2]. Group 3: Leadership Changes - Nelson Campelo, currently Head of Atos South America, will become the CEO of Semantix, while Leonardo Santos Poça D'água will transition to Executive Chairman [3]. Group 4: Vision and Commitment - The merger is seen as a new growth cycle for both companies, with a focus on delivering enhanced value to clients and society [4]. - Semantix aims to leverage Atos's operational strength to expand its capabilities in regulated sectors such as financial services and healthcare [4].

Core Viewpoint - Atos Group has signed a binding agreement to sell Ideal GRP, a Nordic business, to MAIT Group as part of its transformation plan aimed at sustainable growth and improved profitability [1][3] Group 1: Company Overview - Atos Group is a global leader in AI-powered digital transformation with approximately 67,000 employees and annual revenue of around €10 billion, operating in 61 countries [4] - Ideal GRP, founded in 1992, operates under the Eviden brand and is active in Finland, Sweden, Norway, Denmark, and Estonia, generating approximately €20 million in annual revenue and employing around 80 people [2] Group 2: Transaction Details - The sale of Ideal GRP is part of Atos Group's 'Genesis' transformation plan, which focuses on core assets such as AI, cloud-enabled, and secure solutions [3] - The transaction is expected to close in the coming weeks, pending the fulfillment of all closing conditions [3] Group 3: Strategic Implications - The divestment allows Ideal GRP to complement MAIT Group's expertise in lifecycle management and supports MAIT Group's ambition to expand its activities in the Nordic region [3]

Core Insights - Atos has launched a joint research program titled "Forensics of Intelligent Systems" aimed at securing AI systems against manipulation, in collaboration with various research institutions and the Cyberagentur [1][5][6] Group 1: Project Overview - The research project will develop prototype methods and tools for legally sound detection of manipulations in continuously learning AI systems, including a simulation environment for testing forensic methods [4] - Existing AI models will undergo simulated attacks to identify legally usable traces, and AI algorithms will be adjusted for early detection of manipulations [4] Group 2: Strategic Importance - The initiative enhances state integrity, meets societal expectations for trustworthiness, and increases economic security in a field marked by technical uncertainties [6] - Atos positions itself as a committed partner in AI, focusing on trust, transparency, and European sovereignty through this research project [6] Group 3: Organizational Background - The Cyberagentur, founded in 2020, aims to implement innovative cybersecurity projects with high disruption potential, contributing to Germany's National Security Strategy [7] - Atos Group, with approximately 67,000 employees and annual revenue of around €10 billion, is a leader in digital transformation and cybersecurity [9]