Financial Data and Key Metrics Changes - Revenue for Q3 2025 was reported at CAD 4.1 billion, an increase of 11.4% year-over-year, or 7% when excluding foreign exchange impacts [4][10] - Adjusted EBIT was CAD 666 million, up 10.5% year-over-year, with a margin of 16.3%, a slight decrease of 10 basis points [10] - Adjusted net earnings were CAD 470 million, an increase of CAD 30 million year-over-year, with a margin of 11.5% [10][11] - The company generated CAD 487 million in cash from operations, representing 11.9% of total revenue [11] Business Line Data and Key Metrics Changes - Revenue growth was primarily driven by business acquisitions and strong performance in the financial services sector, with constant currency revenue growth in financial services at 9.6% [5][6] - IP revenue represented 20.6% of total revenue, with growth in six of eight proximity segments [6] - Bookings in the quarter exceeded CAD 4 billion, resulting in a book-to-bill ratio of 101% [7][9] Market Data and Key Metrics Changes - North American operations grew by 7.4%, while European segments saw growth of 6.6% [5] - The Asia Pacific offshore delivery revenue increased by 6.4% [5] - The government sector showed strong demand with a Q3 book-to-bill ratio of 112% [16] Company Strategy and Development Direction - The company continues to focus on a "build and buy" profitable growth strategy, emphasizing capital deployment in line with this strategy [14][28] - CGI's strategic partnerships with large technology companies are yielding positive results, with bookings from these partnerships increasing by 120% year-over-year [40] - The company is actively pursuing mergers and acquisitions, with a robust pipeline of potential targets [27][55] Management's Comments on Operating Environment and Future Outlook - Management noted macroeconomic uncertainties impacting client decision-making, particularly in Europe, but expressed optimism about future growth as tariffs stabilize [20][93] - There is a strong expectation for increased client spending in the financial services sector, with year-over-year bookings up by over CAD 400 million [15] - The company anticipates that the integration of recent acquisitions will enhance margins in the future [46] Other Important Information - CGI has CAD 2.7 billion in capital resources readily available for growth initiatives [13] - The Board of Directors approved a quarterly cash dividend of CAD 0.15 per share, payable on September 19, 2025 [12] Q&A Session Summary Question: Can you talk about organic growth in different segments? - Management indicated challenges in some areas due to tariffs but noted good organic growth in the financial sector, particularly in North America [34][36] Question: Can you provide insights on the partnership strategy? - The company has invested in partnerships with large technology firms, which is paying off with increased revenues [37][40] Question: What are the margin expansion strategies beyond restructuring? - Integration of recent acquisitions is expected to improve margins, particularly in the UK and U.S. [44][46] Question: How does CGI differentiate itself in vendor consolidation trends? - CGI's client-centric approach and willingness to co-invest in processes are key differentiators [48][51] Question: What is the outlook for acquisitions in the current environment? - Management remains optimistic about the acquisition environment, noting lower valuations and a robust pipeline of targets [55][56] Question: Is there a shift from cost-cutting to modernization in U.S. Federal government? - Management confirmed that discussions are shifting towards modernization and automation, moving beyond just cost-cutting [58][59] Question: Can you discuss the growth in the APAC business unit? - North America is a significant driver, with growing activities in Germany and India also contributing to growth [61][62] Question: How is CGI applying AI internally? - CGI is leveraging AI to improve productivity and deliver savings to clients, which is expected to increase headcount productivity [70][71] Question: What are CGI's priorities for IP beyond AI? - The company is embedding AI in various platforms, including ERP systems, and is seeing strong momentum in government sector IP [76][77]

For the three months ended June 30, 2025 and 2024 July 30, 2025 Third Quarter Fiscal 2025 Financial results and highlights Forward-Looking Information and Statements Our presentations contain "forward-looking information" within the meaning of Canadian securities laws and "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and other applicable United States safe harbours. All such forward-looking information and statements are made and disclo ...

Core Insights - Atos successfully delivered a comprehensive suite of digital services, including the AI-powered GAUDI content repository, for the European Youth Olympic Festival (EYOF) Skopje 2025, enhancing efficiency, accessibility, engagement, and security for all stakeholders involved [1][6][8] Digital Services Provided - Atos implemented a cloud-based Entries & Accreditation System that streamlined management processes and registered over 4000 participants across two simultaneous events [2] - The official Skopje 2025 website served as a central portal for event information, including schedules, results, and volunteer details, ensuring comprehensive engagement for visitors [3] - A mobile app was developed to keep users informed with the latest news, competition schedules, and exclusive content, enhancing user experience during the event [4] GAUDI Content Repository Features - GAUDI offers an AI-powered platform for managing and accessing digital content, allowing users to request content through natural language queries and providing ready-to-use video clips [5] - The system automatically generates clips and highlights, creates ready-to-share posts, adapts content for various devices, and integrates photos, enhancing the overall experience for users [6] Company Background and Experience - Atos has over 30 years of experience in serving partners and customers in major events, demonstrating flexibility and technology excellence across various scales of events [8] - The company has been involved with the Olympic Movement since 1992 and is the Official Digital Technology Partner for multiple prestigious sporting events, showcasing its long-standing commitment to the sports industry [9][11]

Core Insights - Science Applications International Corp. (SAIC) has formed a strategic alliance with Google Public Sector to implement "AI at the Edge" solutions, utilizing Google Distributed Cloud [1][4] - The collaboration aims to enhance mission outcomes for government clients by integrating SAIC's technology expertise with Google Cloud's AI and machine learning capabilities [4][7] Company Overview - SAIC is a Fortune 500 mission integrator with a focus on technology and innovation across defense, space, civilian, and intelligence markets, generating annual revenues of approximately $7.5 billion [5][8] - The company employs around 24,000 personnel and is headquartered in Reston, Virginia [8] Strategic Alliance Details - The alliance will involve training and certifying 1,000 SAIC personnel in Google Cloud technologies, supported by a dedicated Learning Consultant from Google Cloud [3] - SAIC is positioned as one of the first system integrators to market Google Distributed Cloud, enhancing its capability to deliver impactful solutions [2] Key Benefits of the Collaboration - The partnership aims to provide tactical edge solutions that meet specialized requirements such as low latency and high bandwidth [6] - It will enable secure, scalable AI solutions that ensure access to mission-critical applications even in disconnected environments [6][7] - The collaboration is expected to accelerate innovation by co-developing AI solutions tailored to specific customer needs [7]

Cognizant is a data and AI model training partner, long trusted by large digital native pioneers to help train some of the most advanced AI /ML models in the world "At Cognizant, we're committed to helping our clients accelerate their AI innovation at scale. By launching AI Training Data Services, we're advancing this commitment and providing enterprises with the high-quality, multi-modal data they need to build sophisticated AI solutions," said Ravi Kumar S., CEO of Cognizant. "In leveraging this specializ ...

Core Insights - Atos has been recognized for the fifth time as a Supplier Engagement Leader by the Carbon Disclosure Project (CDP) for its leadership in corporate supply chain engagement on climate change and environmental issues [1] - The company focuses on tackling its Scope 3 emissions, which account for 95.5% of its greenhouse gas (GHG) footprint, by collaborating with suppliers to enhance their sustainability performance [2] - Atos aims to engage more suppliers on sustainability issues and support them in their decarbonization efforts to meet GHG emission reduction targets [3] Company Overview - Atos Group is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [4] - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to a secure and decarbonized future [4] - Atos provides tailored AI-powered, end-to-end solutions for various industries, emphasizing sustainable development and technological excellence [5]

Core Insights - Atos has been recognized for the fifth time by the Carbon Disclosure Project (CDP) for its leadership in corporate supply chain engagement on climate change and environmental issues [1] - The company aims to continue engaging more suppliers on sustainability issues and support them in their decarbonization journey to meet its greenhouse gas (GHG) emission reduction targets [3] Company Sustainability Efforts - Atos addresses its Scope 3 emissions, which account for 95.5% of its GHG footprint, by collaborating with suppliers to assess and enhance their sustainability performance [2] - In 2024, 75% of Atos Group's spending was directed towards suppliers who had undergone a sustainability assessment [2] - Suppliers can demonstrate their commitment to climate action by signing a contract clause that requires them to measure and report their emissions and commit to science-based climate targets [2] Company Overview - Atos Group is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [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 provides tailored AI-powered, end-to-end solutions for various industries [4]

Core Insights - Capgemini Group's performance showed improvement in Q2 2025, with a solid book-to-bill ratio of 1.08 and stable operating margin at 12.4% [3][10] - Client demand is primarily driven by efficiency and cost optimization, with significant traction in cloud, data & AI, and digital core services [4][9] - The company has narrowed its constant currency growth outlook for 2025 to between -1% and +1% [5][36] Financial Performance - H1 2025 revenues were €11,107 million, a decrease of 0.3% year-on-year on a reported basis, but a slight increase of 0.2% at constant exchange rates [6][7] - Operating profit for H1 2025 was €976 million, down 15% year-on-year, with an operating margin of 8.8% [11][53] - Net profit attributable to the Group was €724 million, reflecting a 13% decline compared to H1 2024, with basic earnings per share at €4.26 [12][54] Regional Performance - North America revenues increased by 1.6% year-on-year, with an operating margin of 16.3% [14][50] - The UK and Ireland region saw a revenue increase of 6.0%, although the operating margin decreased to 18.1% [15][50] - France experienced a revenue decline of 5.0%, while the operating margin improved to 10.0% [16][50] - Asia-Pacific and Latin America region revenues grew by 8.7%, driven by strong performance in Financial Services [18][50] Business Segment Performance - Strategy & Transformation services grew by 1.3%, while Applications & Technology services increased by 2.6% [19][52] - Operations & Engineering revenues decreased by 1.5% [19][52] Cash Flow and Debt - Organic free cash flow for H1 2025 was €60 million, down from €163 million in H1 2024 [13][55] - Capgemini's net debt stood at €2.8 billion as of June 30, 2025, unchanged from the previous year [26][57] Strategic Initiatives - Capgemini announced the acquisition of WNS for $76.50 per share, expected to enhance its capabilities in Agentic AI-powered Intelligent Operations [28][29] - A share buyback program of €2 billion has been approved, to be funded by organic free cash flow [31] Sustainability Efforts - Capgemini updated its ESG policy, reinforcing its commitment to sustainable growth and responsible business practices [32][34] - The company received an Ecovadis Platinum rating for its sustainability achievements [33]

暂停处理公告显示，对神州新桥的暂停事由为"投标提供虚假材料"。具体违规情况是：经调查，神州新桥在参加项目编号2024-JH05-W1001采购活动中，涉 嫌存在违规失信行为。 齐鲁晚报·齐鲁壹点记者于军队采购网了解到，7月28日，东华软件（002065.SZ）旗下的北京神州新桥科技有限公司（下称"神州新桥"）上榜军队采购暂停 名单，处理部门为海后采购和资产管理局。 国家企业信用信息公示系统显示，北京神州新桥科技有限公司成立于2001年，法定代表人吕兴海，注册资本50000万元人民币，由东华软件股份公司全资持 股。东华软件股份公司亦成立于2001年，法定代表人薛向东，注册资本320548.2375万元人民币，2006年8月在深圳主板上市。 | | 本报告期 | 上年同期 | 本报告期比上年同期 | | --- | --- | --- | --- | | | | | 增减(%) | | 营业收入(元) | 3.108.657.365.16 | 3.210.004.505.34 | -3.16% | | 归属于上市公司股东的净利润(元) | 55,238,978.09 | 70,756,091.25 | -21.9 ...

When I shared my previous Celestica (NYSE: CLS ) writeup , there was significant hype around the stock, with the RSI soaring above 80. Additionally, the share price had climbed above Wall Street's consensus target levels. As a result, I decided to stop Coming from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companie ...