ClearPath® Forward

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Unisys (NYSE:UIS) Earnings Call Presentation
2025-10-09 18:00
ClearPath® Forward Overview - ClearPath® Forward (CPF) is a modern ecosystem delivering unmatched reliability, agility, and intelligence in a digital-first world[13] - CPF offers optimized deployment and compute through on-premise and cloud integration[13] - CPF provides secure, scalable operating systems designed to protect and scale core business processes[14, 47] Market Position and Performance - In 2024, Enterprise Computing Solutions (ECS) revenue reached $628 million, with License and Support (L&S) contributing 69% and Specialized Services and Compute (SS&C) making up 31%[89, 90, 95] - L&S revenue for 2024 was $431.5 million, slightly over the initial forecast of $429 million in 2023[93, 99] - The industry estimates a 3-year average L&S revenue of approximately $400 million starting in 2026[96] - The industry maintains an overall annual client retention rate of approximately 95%[96] Security and Reliability - ClearPath® OS 2200 has 0 vulnerabilities reported in the National Vulnerability Database, ensuring no compromised user data[21, 98] - CPF achieves 99999+% availability for maximum uptime[21] Future Outlook - The industry anticipates a 30% increase in mainframe end users by 2030 due to factors like sovereignty, deglobalization, and energy constraints[49]