Core Insights - Unisys Corporation (UIS) is focusing on Device Subscriptions Service (DSS) as a growth driver within its Digital Workplace Solutions (DWS) segment, aligning innovations with client needs such as cost optimization and security [1][9] - The company has established a solid pipeline of DSS opportunities, leading to new client investments, including contracts for 380,000 devices with a global tech company and 21,000 devices with a biotech client [2][9] - Unisys has added technology partners Easy Vista and Freshworks to enhance its DWS ecosystem, expecting an increase in DSS signings in the latter half of the year [3][9] Competitive Landscape - Unisys is competing in the device-as-a-service (DaaS) market against major players like HP Inc. and Dell Technologies, both of which have established subscription-based hardware platforms [4] - HP's DaaS model offers bundled solutions with analytics-driven fleet management, targeting large enterprises for operational efficiency [5] - Dell's APEX and ProSupport services provide robust endpoint security and automation, emphasizing flexibility and integration similar to Unisys' approach [6][7] Financial Performance - Unisys shares have increased by 22.4% over the past three months, outperforming the industry growth of 5% [8] - The company's current valuation is attractive, with a forward 12-month price-to-earnings (P/E) ratio of 5.23X, indicating a discount compared to industry peers [11] - The Zacks Consensus Estimate predicts a year-over-year earnings increase of 28.9% for 2025 and 120.7% for 2026, with stable earnings estimates over the past month [13]