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WORLDLINE : announces a contemplated strategic announcement
Globenewswire· 2025-07-29 16:45
Core Viewpoint - Worldline is strategically divesting its Mobility & e-Transactional Services (MeTS) business line and selected Financial Services activities to Magellan Partners, aiming to refocus on its core payment services [1][2][3]. Company Overview - Worldline, a global leader in payment services, generated €4.6 billion in revenue in 2024 and is focused on enhancing its digital payment solutions [17]. - Magellan Partners, founded in 2008, specializes in consulting and technology, with an expected revenue of approximately €420 million in 2025 [9][18]. Transaction Details - The proposed enterprise value for the transaction is up to €410 million, with a binding offer of €400 million plus a contingent consideration of €10 million based on 2025 performance [4][5]. - The MeTS business line is projected to have a turnover of approximately €450 million in 2024 and includes around 3,800 employees across several countries [3][21]. Strategic Rationale - The divestment will simplify Worldline's operations, allowing for optimized resource allocation and increased focus on core payment activities [5]. - The separation is expected to enhance the growth potential of MeTS under Magellan Partners, leveraging their expertise in technology and consulting [6][10]. Market Positioning - The integration of MeTS into Magellan Partners aims to create a European leader in consulting and technology, with a combined workforce of over 6,700 employees and a turnover of €900 million in 2025 [11]. - The new entity will focus on delivering advanced digital services across various sectors, including health and public services [9][10]. Future Outlook - The transaction is expected to close by the end of the first half of 2026, subject to customary approvals and social processes [15][19]. - Both companies express confidence that the collaboration will drive innovation and growth, enhancing their service offerings in the digital transformation space [12][13].
毕马威解码企业AI转型:从“不敢转”如何到“智速转”
Xin Hua Cai Jing· 2025-07-29 15:11
新华财经北京7月29日电(记者闫鹏)28日,2025世界人工智能大会期间,毕马威中国举办"人工智能驱 动创新商业文明生态论坛"。论坛聚焦技术前沿、企业转型与产业重构三大维度,从破解企业"不敢转、 不会转"的实践困局出发,着力为全球AI(人工智能)深水区探索提供可复用的中国方案。毕马威中国 及人工智能领域的专家、企业领袖、学界和政界代表等齐聚一堂,探讨人工智能技术前沿发展及机遇挑 战。 论坛上,毕马威中国首次公开全球调研成果与前沿AI工具——毕马威智速转型平台(KPMG Velocity Platform),现场解读《新智启新质:生成式AI赋能产业变革的实践与路径》,并正式启动第十届中国 金融科技企业双50评选。 AI驱动商业文明新范式 解锁企业高效转型密码 作为论坛的重要亮点之一,毕马威中国在此次论坛上首次公开发布了"智速转型平台(KPMGVelocity- Platform)"。该平台覆盖企业转型全生命周期的智能引擎,结合毕马威中国的行业洞察、人工智能、数 据、ESG(环境、社会与治理)、信息安全的转型资产等资源,通过AI赋能的平台交付,整合了方法 论、资产、赋能工具和技术等。 这一平台核心价值在于支持多模 ...
安永大中华区人工智能与数据咨询服务联席主管合伙人陈剑光:衡量AI Agent“好用”的关键指标,需兼顾技术效能与业务价值
Mei Ri Jing Ji Xin Wen· 2025-07-29 14:37
OpenAI发布具备自主思考能力的ChatGPT智能体;零一万物发布企业级Agent智能体"万仔"……一时之 间,AI Agent(AI智能体)正从概念加速落地,国内外科技巨头纷纷布局。 7月28日,在2025世界人工智能大会暨人工智能全球治理高级别会议(WAIC 2025)上,安永大中华区 发布AI Agent产品——安永智能问答3.0。安永大中华区人工智能与数据咨询服务联席主管合伙人陈剑光 在接受《每日经济新闻》记者(以下简称NBD)采访时表示,衡量AI Agent"好用"的关键指标,需兼顾 技术效能与业务价值。 陈剑光强调,AI Agent是否"好用",技术上需关注准确性、响应速度等指标,业务上则需关注效率提 升、成本优化、风控增强等实际价值,需体现对业务目标的支撑度。 除此之外,不同行业的Agent 需求差异显著。 不过,各行业在人事、行政等职能部门存在共性需求,核心是提升运营效率。 谈Agent应用:存在两大核心痛点 NBD:目前企业在落地Agent应用时,最常遇到的痛点是什么?从您的实践经验来看,这些痛点背后的 核心原因是什么? 这些痛点的背后,核心原因在于双重壁垒。一是技术整合壁垒。打通异构系统 ...
专访安永李菁:AI技术为上市公司ESG报告质量提升提供强大支撑
Zheng Quan Ri Bao Wang· 2025-07-29 12:47
在此背景下,《证券日报》记者专访了安永大中华区ESG可持续发展主管合伙人李菁,就中国上市公司ESG报告特点、本 土实践特色、未来生态变化及AI技术的应用等话题展开深入交流。 企业ESG实践体现可持续发展战略 从A股市场看,李菁表示,当前上市公司ESG报告呈现出"快速扩容、结构分化"的鲜明特点。随着沪深交易所相关指引发 布,A股上市公司ESG报告披露率持续提升,覆盖行业不断拓展,头部企业报告质量已能与国际接轨。同时,A股市场对ESG信 息整合度正逐步提升,越来越多企业将ESG报告与年报、社会责任报告形成联动,体现可持续发展战略一体化的趋势。 本报记者 张文湘 见习记者 占健宇 随着"双碳"目标推进、可持续发展理念深入人心,ESG(环境、社会与治理)已成为企业高质量发展的重要衡量维度,上 市公司ESG报告的质量与实践成效也愈发受到市场关注。在2025世界人工智能大会期间,AI(人工智能)技术与各行业的融合 应用成为热议焦点,ESG领域亦不例外。 对于未来几年中国ESG生态的变化,李菁认为将迎来一系列结构性变化,深刻影响企业ESG实践路径。 政策层面,ESG信息披露规范性将进一步提升,制度体系更完善,从披露标准到监 ...
探索落地新实践:毕马威中国在2025世界人工智能大会期间召开新商业文明生态论坛
智通财经网· 2025-07-29 05:47
Core Insights - The forum organized by KPMG China during the 2025 World Artificial Intelligence Conference focused on leveraging AI to drive business innovation and transformation, addressing the challenges enterprises face in adopting AI technologies [1][2] - KPMG China introduced the KPMG Velocity Platform, a new AI-driven tool designed to support enterprises throughout their transformation journey, integrating various resources and methodologies [7][10] Group 1: AI as a Strategic Driver - AI is recognized as a critical driver for industrial upgrading and high-quality economic development, with countries globally accelerating their AI strategies [2] - The Chinese government has elevated AI to a national strategic level, implementing comprehensive policies to promote orderly development in the AI sector [2] Group 2: AI Transformation Framework - AI-driven transformation is characterized by deep value creation, innovative thinking, and emotional synergy, requiring a structured approach through the stages of empowerment, integration, and evolution [3] - KPMG has accumulated numerous case studies and solutions to enhance the efficiency and sustainability of enterprise transformations [3] Group 3: Industry Applications and Challenges - AI is delivering significant benefits to enterprises, including cost reduction, enhanced data-driven decision-making, and improved analytical capabilities [4] - Many enterprises still lack clear AI strategies and implementation plans, which are essential for realizing continuous value creation [4] Group 4: Financial Services and AI - The financial services sector is undergoing rapid evolution due to AI, transitioning from a supportive tool to an advisory expert role [9] - Financial institutions need to strengthen foundational models and support industry-specific applications to find strategic advantages in the AI landscape [9] Group 5: Capital Market Dynamics - The investment landscape for AI is expected to remain consistent with 2024, with increased interest in robotics and AI software applications [8] - AI and high-tech industries are contributing new momentum to the global IPO market, with many AI companies planning IPOs for further growth [8]
直击WAIC 2025 | 专访德勤TMT行业主管合伙人程中:有效的AI治理范式应从被动向主动转变
Mei Ri Jing Ji Xin Wen· 2025-07-28 13:49
"过去一年,我们看到一种趋势:企业已从追问要不要做生成式AI,转向如何做得更好。"程中认为,真正的竞争在于谁能更快将技术转化为业务流程的实际 增效,其中,聚焦至关重要,需优先投资可验证回报的实际案例。 德勤科技、媒体、电信行业主管合伙人程中 图片来源:企业供图 企业AI投资需经历漫长阵痛期 每经记者|张韵 每经编辑|魏官红 "在生成式AI(人工智能)的热潮下,价值挖掘与风险防控的失衡已成为企业必须跨越的鸿沟。""2025世界人工智能大会"期间,德勤中国提出,技术狂奔与 风险管理的落差,本质是传统框架难以适配新变量。 如何让生成式AI的潜力真正转化为可持续的商业价值?德勤科技、媒体、电信行业主管合伙人程中在接受《每日经济新闻》记者(以下简称NBD)专访时 表示,生成式AI治理并非是可暂缓的选项,企业须尽快行动起来。人员上明确权责、提升素养,流程上贯穿全生命周期控险合规,技术上借平台破解黑箱 难题,三者协同才能在竞争中占据主动。 NBD:在企业的AI化重构过程中,推动AI迈向真正能被财务报表验证的ROI(投资回报率)闭环需要经历怎样的阵痛期? 程中:AI化重构过程通常有四个阶段。企业起初需要建立AI战略愿景,这个 ...
Booz Allen (BAH) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-25 14:30
Financial Performance - For the quarter ended June 2025, Booz Allen Hamilton (BAH) reported revenue of $2.92 billion, down 0.6% year-over-year [1] - EPS for the quarter was $1.48, an increase from $1.38 in the same quarter last year [1] - The reported revenue was a surprise of -0.54% compared to the Zacks Consensus Estimate of $2.94 billion, while the EPS surprise was +1.37% against a consensus estimate of $1.46 [1] Key Metrics - Booz Allen's total backlog stood at $38.27 billion, below the two-analyst average estimate of $40.23 billion [4] - Revenue from U.S. Government Defense Clients was $1.52 billion, slightly below the estimated $1.53 billion, but represented a year-over-year increase of +7.1% [4] - Revenue from U.S. Government Civil Clients was $923 million, which was lower than the average estimate of $973.22 million, reflecting a year-over-year decline of -13.2% [4] - Revenue from U.S. Government Intelligence Clients was $484 million, slightly above the average estimate of $483.07 million, with a year-over-year increase of +5% [4] Stock Performance - Shares of Booz Allen have returned +11.5% over the past month, outperforming the Zacks S&P 500 composite's +4.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]
Booz Allen Hamilton (BAH) Surpasses Q1 Earnings Estimates
ZACKS· 2025-07-25 12:56
Group 1: Earnings Performance - Booz Allen Hamilton reported quarterly earnings of $1.48 per share, exceeding the Zacks Consensus Estimate of $1.46 per share, and up from $1.38 per share a year ago, representing an earnings surprise of +1.37% [1] - The company posted revenues of $2.92 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 0.54%, and a decrease from year-ago revenues of $2.94 billion [2] - Over the last four quarters, Booz Allen has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - Booz Allen shares have declined approximately 10.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.60 on revenues of $3.06 billion, and for the current fiscal year, it is $6.39 on revenues of $12.24 billion [7] Group 3: Industry Context - The Consulting Services industry, to which Booz Allen belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Booz Allen was unfavorable ahead of the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6]
FTI Consulting (FCN) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-24 14:05
FTI Consulting (FCN) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.87 per share. This compares to earnings of $2.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.90%. A quarter ago, it was expected that this business advisory firm would post earnings of $1.79 per share when it actually produced earnings of $2.29, delivering a surprise of +27.93%.Over the last four quarter ...
FTI sulting(FCN) - 2025 Q2 - Earnings Call Transcript
2025-07-24 14:02
Financial Data and Key Metrics Changes - The company reported revenues of $943.7 million for Q2 2025, a slight decrease from $949.2 million in the prior year quarter, but a sequential increase of $45.4 million or 5.1% from Q1 2025 [32] - Adjusted EBITDA for Q2 2025 was $111.6 million or 11.8% of revenue, compared to $115.9 million or 12.2% of revenues in the prior year quarter [34] - Earnings per share (EPS) decreased to $2.13 from $2.34 in the prior year quarter, but increased sequentially from $1.74 in Q1 2025 [33] Business Line Data and Key Metrics Changes - Corporate Finance and Restructuring achieved record revenues of $379.2 million, a 9% increase year-over-year, with adjusted segment EBITDA of $81.7 million or 21.5% of segment revenue [36] - Forensic and Litigation Consulting (FLC) revenues increased by 10% to $186.5 million, with adjusted segment EBITDA rising to $31.2 million or 16.7% of segment revenues [38] - Economic Consulting revenues decreased by 17% to $191.7 million, with adjusted segment EBITDA dropping to $14.2 million or 7.4% of segment revenues [41] - Technology segment revenues fell by 27.9% to $83.6 million, with adjusted segment EBITDA decreasing to $5.3 million or 6.3% of segment revenues [43] Market Data and Key Metrics Changes - The company noted a slowdown in demand for M&A related services, particularly impacting the technology segment due to regulatory changes [50] - The economic consulting segment faced challenges from lower demand for antitrust services, particularly in EMEA [50] Company Strategy and Development Direction - The company is focused on investing in talent and capabilities across its diverse business segments, despite facing headwinds in certain areas [52] - Management emphasized the resilience of the company's diverse portfolio, which allows for growth even when specific segments face challenges [52] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 has been a challenging year, with several negative factors impacting performance, yet the company has delivered solid results [5][8] - The outlook for the second half of the year includes expectations for gradual improvement in demand for M&A related services and continued strength in corporate finance and restructuring [50] Other Important Information - The company repurchased approximately 3.3 million shares in the first half of 2025, with $309.3 million remaining under its stock repurchase authorization [47] - The effective tax rate for Q2 2025 was 22%, compared to 18.2% in the prior year quarter [34] Q&A Session Summary Question: Can you elaborate on the divergence between economic consulting and technology segments? - The strength in economic consulting was primarily due to non-M&A related activity, while technology faced challenges from paused or canceled second requests [58] Question: What is the timeline for assessing the commercial capability of newly hired professionals? - It is expected that a better sense of their commercial capability will emerge in about a year [62] Question: What is driving the growth in the restructuring environment? - The growth is attributed to the best restructuring professionals globally and factors such as tariff impacts and liability management exercises [66] Question: Will the pace of hiring senior professionals continue through the end of the year? - The company has hired more senior professionals in the first half of the year than ever before and will continue to hire when great talent is available [73] Question: How do you assess the overall impact of US regulatory changes? - The overall impact is seen as more headwinds than tailwinds, particularly affecting the FLC and technology businesses [78]