Summary of Unisys ClearPath Forward Investor Education Event Company Overview - **Company**: Unisys - **Focus**: ClearPath Forward operating systems and ecosystem, which includes ClearPath Infrastructure, Products, Industry Solutions, and Services [2][4] Key Points and Arguments ClearPath Forward Ecosystem - ClearPath Forward is a vital part of Unisys, providing secure, high-volume data processing environments for clients [5][11] - The ecosystem supports various industries, including finance and travel, with capabilities for real-time processing and high transaction volumes [16][17] - ClearPath Forward accounts for approximately 20% of Unisys's annual revenue [10] Client Relationships and Market Position - Unisys has long-standing relationships with ClearPath clients, often spanning decades, indicating strong client retention and loyalty [6][41] - Over 90% of Fortune 500 financial institutions rely on mainframes, highlighting the importance of ClearPath in enterprise operations [25][26] Technological Advancements - The ClearPath ecosystem is evolving to include AI capabilities, quantum computing-resistant security, and enhanced data processing features [10][38] - Future developments will focus on zero trust architecture, quantum-safe cryptography, and AI-driven threat detection [38] Financial Performance - ClearPath Forward's revenue has shown consistent growth, with projections increasing from $365 million to $400 million [67] - The company maintains a high renewal rate of over 95%, indicating strong client satisfaction and minimal churn [68] Deployment Options - ClearPath offers multiple deployment options, including on-premise, private cloud, public cloud, and hybrid solutions, allowing clients flexibility in managing their data and applications [18][19] Value-Added Solutions - Unisys provides around 30 solutions to enhance data access and utilization, including ePortal, Data Exchange, and A/B Suite, which support AI and analytics [22][23] Important but Overlooked Content - The ClearPath Forward ecosystem is designed to minimize risks associated with service migrations, ensuring clients can modernize without significant disruptions [41] - The total cost of ownership for replicating the ClearPath environment is high, making it a less attractive option for clients considering migration [35] - The integration of AI into the ClearPath ecosystem is seen as a way to unlock further value from existing data, enhancing operational efficiency [27][59] Conclusion - Unisys's ClearPath Forward is positioned as a foundational offering that combines security, performance, and resilience, essential for critical enterprise workloads [42] - The company is committed to ongoing modernization and technological advancements to meet future client needs while maintaining its core strengths [39][42]

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]