Core Insights - DXC Technology reported Q1 FY2026 GAAP revenue of $3.16 billion and non-GAAP EPS of $0.68, both exceeding analyst expectations [1][5] - Year-over-year, GAAP revenue declined by 2.4%, and non-GAAP EPS fell by 9.3% [5][10] - The company experienced strong bookings growth, reaching $2.8 billion, up 14% year-over-year, marking the third consecutive quarter of double-digit growth [6][10] Financial Performance - GAAP revenue for Q1 FY2026 was $3.16 billion, surpassing estimates by $80.9 million, while non-GAAP EPS was $0.68, exceeding estimates by $0.01 [1][5] - Free cash flow (non-GAAP) increased significantly to $97 million, up from $45 million in Q1 FY2025, reflecting a 115.6% increase [2][7] - Net income on a GAAP basis was $16 million, down from $26 million in Q1 FY2025, with GAAP diluted EPS decreasing from $0.14 to $0.09 [5][9] Business Segments - Consulting and Engineering Services saw a 32% increase in bookings but a 2.7% decline in revenue, with profit margin dropping from 9.6% to 8.4% [6][9] - Global Infrastructure Services bookings grew by 4%, while revenue fell by 3.5% year-over-year [6] - Insurance Services revenue increased by 5.4% year-over-year, but segment profit fell by 25%, reducing the margin to 10.5% [6][9] Strategic Focus - The company is focusing on integrating AI and advanced data analytics into its services, enhancing cybersecurity capabilities, and expanding its talent pool [4][8] - Management emphasized the importance of building a stronger client pipeline and streamlining sales processes [4][10] - A major contract was secured with Carnival Cruise Line for technology management across its fleet, showcasing the company's capabilities in infrastructure [8] Future Outlook - Management raised full-year guidance for non-GAAP diluted EPS to a range of $2.85–$3.35 for FY2026, while expecting organic revenue to decline by 3.0% to 5.0% [10][11] - For Q2 FY2026, non-GAAP EPS is projected between $0.65 and $0.75, with revenue expected to be approximately $3.15–$3.18 billion [10] - The company aims for approximately $600 million in free cash flow (non-GAAP) for FY2026 and plans to continue share repurchases [11]

Core Insights - Atos Group has published its 2025 half-year financial report, which includes the activity report, financial statements, auditor's review, and responsible person's statement [2][4]. Company Overview - Atos Group is a global leader in digital transformation with approximately 70,000 employees and annual revenue of around €10 billion, operating in 67 countries under two brands: Atos for services and Eviden for products [4]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, and is committed to a secure and decarbonized future [4]. - Atos Group provides tailored AI-powered, end-to-end solutions across various industries [4]. Purpose and Commitment - The purpose of Atos is to design the future of the information space, supporting knowledge, education, and research in a multicultural approach [5]. - The company aims to contribute to scientific and technological excellence while enabling customers, employees, and society to live and work sustainably in a secure information environment [5].

Core Insights - Vertiv (VRT) shares have increased by 1.1% following the release of its second-quarter 2025 results, driven by strong organic sales growth and robust performance across regional segments [1][10] - Year-to-date, Vertiv shares have risen by 28.4%, outperforming the broader Zacks Computer and Technology sector, which increased by 11.5% [2] Financial Performance - In the trailing 12 months, organic orders for Vertiv grew approximately 11%, with a book-to-bill ratio of 1.2 for Q2 2025, indicating strong future prospects [4] - The backlog increased by 7% sequentially and 21% year-over-year, reaching $8.5 billion [4] - For 2025, Vertiv expects revenues between $9.925 billion and $10.075 billion, with organic net sales growth projected at 23% to 25% [12] - For Q3 2025, revenues are anticipated to be between $2.510 billion and $2.590 billion, with organic net sales growth expected in the range of 20% to 24% [13] - The Zacks Consensus Estimate for Q3 2025 earnings is currently at 96 cents per share, reflecting a year-over-year increase of 26.32% [14] Strategic Partnerships - Vertiv has partnered with Oklo to co-develop advanced modular power and thermal management solutions for data centers powered by Oklo's nuclear reactors [6][7] - The collaboration aims to enhance energy efficiency and environmental performance in next-generation AI-driven data centers [7] - In May 2025, Vertiv expanded its portfolio with NVIDIA, aligning with NVIDIA's AI roadmap to deploy 800 VDC power architectures [8][11] Competitive Landscape - Despite its growth, Vertiv faces stiff competition from companies like Super Micro Computer and Hewlett-Packard Enterprise, which are enhancing their capabilities for AI data center deployments [16] - Super Micro Computer has seen a significant share price increase of 93.5% year-to-date, indicating strong competition in the market [17] Valuation - Vertiv is currently trading at a trailing 12-month Price/Book ratio of 20.81X, compared to the broader sector's 10.62X, suggesting it may be overvalued [18] Conclusion - Vertiv is experiencing growth driven by its strong product portfolio and strategic partnerships, but faces challenges from competition and valuation concerns [20]

Group 1 - Capgemini announced the departure of William Rozé, CEO of Capgemini Engineering, effective July 31, 2025, to pursue other projects [1] - Aiman Ezzat, CEO of Capgemini, expressed gratitude for Rozé's contributions, particularly in building Capgemini Engineering into a market leader and integrating Altran [2] - William Rozé joined Capgemini in 2020 through the acquisition of Altran and became CEO of Capgemini Engineering in 2021 [2] Group 2 - Capgemini is a global business and technology transformation partner with 350,000 team members in over 50 countries [3] - The company reported global revenues of €22.1 billion for the year 2024 [3]

Core Insights - Atos has confirmed its full-year 2025 targets and reported half-year 2025 financial results, showing initial benefits from its Genesis transformation plan despite a challenging environment [1][2][3] Financial Performance - Group revenue for H1 2025 was €4,020 million, a decrease of 17.4% compared to H1 2024 [3][5] - Operating margin reached €113 million, reflecting a 15% increase year-on-year, with an operating margin percentage of 2.8% [3][6] - Net income attributable to the Group was a loss of €696 million, an improvement from a loss of €1,941 million in H1 2024 [3][26] - Free cash flow improved to -€96 million from -€593 million in H1 2024 [3][27] Genesis Transformation Plan - Over 50% of the restructuring target has been incurred by the end of June 2025, with significant progress in cost base reset impacting profitability [4][24] - The operating margin improved by 80 basis points year-on-year, driven by cost-cutting initiatives and improved contract management [4][12] Segment Performance - Atos SBU revenue decreased by 17.9% to €3,603 million, while Eviden SBU revenue fell by 11.9% to €417 million [5][8] - The operating margin for Atos SBU improved by 18% year-on-year, while Eviden SBU reported a negative operating margin of -€33 million [6][17] Order Entry and Backlog - Order entry for H1 2025 reached €3.3 billion, with a book-to-bill ratio of 83%, up from 73% in H1 2024 [20][21] - The full backlog at the end of June 2025 was €12 billion, representing 1.5 years of revenue [21] Debt and Cash Management - Net debt as of June 30, 2025, was €1,681 million, a reduction from €4,218 million [5][28] - The financial leverage ratio stood at 4.0x [28] Strategic Developments - Atos signed a share purchase agreement with the French State for the sale of its Advanced Computing activities for an enterprise value of €410 million [31][32] - The transaction is expected to close in H1 2026, following the completion of the carveout [33]

Core Insights - DXC Technology Company reported $3.16 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 2.4% [1] - The earnings per share (EPS) for the same period was $0.68, down from $0.74 a year ago, but exceeded the consensus EPS estimate of $0.64 by 6.25% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $3.07 billion by 2.92% [1] Revenue Performance - Total revenues experienced a year-over-year change of -2.4%, which was better than the three-analyst average estimate of -5.1% [4] - Global Infrastructure Services (GIS) revenues were reported at $1.6 billion, showing a year-over-year change of +2.6%, compared to the three-analyst average estimate of $1.47 billion [4] - The year-over-year change for GIS was -3.5%, which also outperformed the average estimate of -6.1% based on three analysts [4] Stock Performance - Shares of DXC Technology have returned -14% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance against the broader market in the near term [3]

Financial Data and Key Metrics Changes - The company reported total revenue of $3.2 billion, a decline of 4.3% year-over-year on an organic basis, which was at the high end of guidance [20][5] - Adjusted EBIT margin was 6.8%, down modestly by 10 basis points year-over-year [21] - Non-GAAP diluted EPS was $0.68, down from $0.75 in the first quarter of the previous year, primarily due to lower adjusted EBIT and higher taxes [22] - Free cash flow generated was $97 million, compared to $45 million in the same quarter last year [25] Business Line Data and Key Metrics Changes - Consulting and Engineering Services (CES), representing 39% of total revenue, declined 4.4% year-over-year on an organic basis, but bookings grew by 32% year-over-year with a strong book-to-bill ratio of 1.2 [22][23] - Global Infrastructure Services (GIS), which accounts for 51% of total revenue, declined 5.7% year-over-year organically, with a book-to-bill ratio of 0.7 due to deferred large deals [23] - Insurance, representing 10% of total revenue, grew 3.6% year-over-year organically, driven by growth in software and volume-based increases in existing accounts [24] Market Data and Key Metrics Changes - Strong bookings were observed in Europe and Asia Pacific, with book-to-bill ratios well above one, driven by public sector strength and solid deal flow in manufacturing and retail [6] - The company expects to maintain a trailing twelve-month book-to-bill ratio above one, supported by a healthy pipeline and steady deal inflows [6] Company Strategy and Development Direction - The company is focusing on integrating AI into client operations, ensuring it is a core component of business strategy [10] - A strategic partnership with Boomi was announced to enhance AI-driven integration automation, aiming to streamline operations and improve decision-making [13][14] - The leadership team is being strengthened with experienced talent to drive growth and sharpen market focus [6][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year guidance despite economic uncertainties, with expectations for narrowing declines in CES as larger contracts ramp up [42][43] - The company is committed to sustainable profitable growth and is taking deliberate steps to strengthen its balance sheet while minimizing new financial lease originations [25][26] - Management acknowledged the need for improvement in organic revenue growth and is focused on driving consistent bookings growth [16][17] Other Important Information - The company has been recognized by Gartner as an emerging leader in generative AI consulting and implementation services [11] - The company is investing in training over 50,000 engineers in generative AI to enhance its capabilities [10] Q&A Session Summary Question: Can you discuss free cash flow expectations for fiscal 2026? - Management expressed confidence in the guidance provided, noting improvements in working capital and potential benefits from new tax legislation [32][34] Question: What are the expectations for bookings in Q2? - The pipeline for Q2 is strong, with solid growth expected in non-mega deals, particularly in CES [36][37] Question: Can you elaborate on the fiscal 2026 revenue growth outlook? - Management maintained a cautious outlook due to economic uncertainty but expects narrowing declines in CES and solid performance in insurance [40][43] Question: How is AI impacting competitive positioning? - AI presents a significant opportunity for the company, enhancing its ability to deliver value to clients and improve operational efficiency [50][51] Question: What is the company's strategy regarding low-margin contracts? - The company aims to negotiate better terms during renewals rather than exiting contracts, focusing on mutual benefits [68] Question: How is the company approaching AI investments? - The company is pursuing both organic and inorganic strategies, focusing on learning and scaling AI applications across operations [70][71] Question: What is the readiness of enterprises to leverage AI solutions? - Many enterprises are still in the early stages of readiness, requiring significant work on data and processes before fully leveraging AI [86][89]

Financial Data and Key Metrics Changes - The company reported a record second quarter revenue of $101 million, representing a year-over-year growth of 21.7% [4][28] - Non-GAAP EBITDA for the quarter was $12.7 million, within the guidance range [28] - GAAP net income was $5.3 million, or $0.06 per share, compared to a net income of $2.9 million in the previous quarter [35] Business Line Data and Key Metrics Changes - The retail vertical contributed 29.2% of total revenues, growing 10.4% year-over-year but declining 6.2% sequentially [30] - The finance vertical accounted for 25.1% of total revenues, doubling year-over-year and growing 1.4% sequentially [31] - Technology, Media, and Telecommunications (TMT) represented 24.9% of revenues, with a growth of 6.7% quarter-over-quarter and 8.4% year-over-year [32] Market Data and Key Metrics Changes - The company experienced a decline in the number of customers, with 194 customers in the second quarter, down from 204 in the previous quarter [33] - The top five customers contributed 37.5% of total revenues, slightly down from 38.5% year-over-year [33] Company Strategy and Development Direction - The company is focusing on an AI-first approach, integrating AI into all aspects of its business, including service offerings and talent management [5][6] - Recent acquisitions, particularly in banking and financial services, are expected to enhance industry expertise and customer engagement [7][8] - The company aims to leverage its unique market position in AI and data, with 23% of its organic revenue coming from AI and data practices [6][37] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth pipeline despite macroeconomic uncertainties, highlighting a strong demand for AI-native partners [6][7] - The company anticipates continued growth in AI-related business, expecting this segment to increase in the coming quarters [37] Other Important Information - The company ended the quarter with a total headcount of 5,013, up from 4,926 in the previous quarter [32] - Cash and cash equivalents totaled $336.8 million, an increase from $325.5 million in the previous quarter [35] Q&A Session Questions and Answers Question: Can you discuss the pipeline and deal conversion pace? - Management indicated a robust pipeline and expressed optimism for the second half of the year, with significant opportunities in AI and data projects [41][50] Question: How should we think about the pricing climate and hiring plans? - The company noted competitive pricing in innovative projects and emphasized the importance of maintaining a skilled workforce while optimizing costs [46][52] Question: How is AI changing the nature of work and hiring? - Management highlighted the need for training in AI context engineering and the importance of senior engineers in overseeing AI agents [57][60] Question: What is the outlook for partner growth? - The company is focusing on innovation and partnerships, particularly with hyperscalers and robotics companies, to drive growth [93][96] Question: When can we expect stabilization in client count? - The decline in client count is primarily due to rationalization efforts post-acquisitions, with a focus on enterprise customers [100][101]

LUXEMBOURG, July 31, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced it will release results for the second quarter ended June 30th, 2025 on Thursday, August 14th, 2025 after the close of regular market hours. For more information, please visit www.globant.com Investor Relations Contact: Arturo Langa, Globant [email protected] +1 (877) 215-5230 Media Contact: Gregorio Lascano, Globant [email prot ...

Exhibit 99.1 ASHBURN, Va., July 31, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC) today reported results for the first quarter fiscal 2026. "We delivered first quarter results at the high end of our guidance for both organic revenue growth and adjusted EBIT margin, with non-GAAP EPS exceeding expectations. For the third straight quarter, we reported double digit bookings growth, a clear sign we are connecting better with clients," said DXC Technology President and CEO, Raul Fernandez. "We're embedding AI a ...