Core Insights - Unisys Corporation is strategically repositioning itself in the AI-driven IT services sector through its ClearPath Forward 2050 strategy, focusing on AI, automation, and data-driven intelligence across its offerings [1][11] - The company is addressing enterprise challenges such as data fragmentation and low productivity by leveraging AI technologies, exemplified by its Service Experience Accelerator [2][11] - Unisys is developing agentic-AI frameworks to enhance decision-making and service delivery, creating new revenue opportunities in endpoint management and AI-enabled infrastructure [3][11] AI Innovations - The Service Experience Accelerator utilizes generative AI and workflow automation to improve service desk operations, gaining traction among clients [2] - The intelligence accelerator connects siloed datasets, providing secure and real-time insights, which enhances service delivery [3] Industry Positioning - Unisys is recognized as a "disruptor" in the AI Services sector and is investing in post-quantum cryptography and threat detection solutions [4] - The company competes with major players like C3.ai, Palantir Technologies, and IBM, each with unique AI strategies [6] Financial Performance - Unisys shares have increased by 12% over the past three months, while the industry has grown by 20.1% [9] - The stock has risen by 22.4% in three months, with projected earnings per share (EPS) growth of over 120% for 2026 [11] - The current valuation shows a forward price-to-earnings ratio of 4.73X, indicating a discount compared to industry peers [12] Earnings Estimates - The Zacks Consensus Estimate predicts a year-over-year earnings increase of 28.9% for 2025 and 120.7% for 2026 [14] - Current estimates for EPS in 2025 and 2026 are 0.58 and 1.28, respectively, reflecting significant growth potential [16]

Key Takeaways UIS trades at 4.92X forward P/E, far below the industry average of 29.36X and sector's 26.09X. Contract wins for 380K and 21K devices highlight growing traction in device subscription services. The 2025 EPS estimate rose from 25 cents to 58 cents, indicating 28.9% growth and analyst confidence.Unisys Corporation (UIS) is trading at a steep discount relative to its peers, with a forward 12-month price-to-earnings (P/E) ratio of just 4.92X. This is significantly below the industry average of 2 ...

Unisys (UIS) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Company Participants Michaela Pewarski - Vice President, Investor RelationsMike Thomson - CEO & PresidentDebra McCann - Executive VP & CFORod Bourgeois - Head of Research Conference Call Participants Anja Soderstrom - Senior Equity Research AnalystArun Seshadri - Head - US Credit Desk Analysts Operator Please note this event is being recorded. I would now like to turn the conference over to Mikayla Paworski, Vice President of Investor Relations. Pl ...

Unisys (UIS) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Company Participants Michaela Pewarski - Vice President, Investor RelationsMike Thomson - CEO & PresidentDebra McCann - Executive VP & CFORod Bourgeois - Head of Research Conference Call Participants Anja Soderstrom - Senior Equity Research AnalystArun Seshadri - Head - US Credit Desk Analysts Operator Please note this event is being recorded. I would now like to turn the conference over to Mikayla Paworski, Vice President of Investor Relations. Pl ...

Unisys (UIS) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Speaker0 Please note this event is being recorded. I would now like to turn the conference over to Mikayla Paworski, Vice President of Investor Relations. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone. Thank you for joining us. Yesterday afternoon, Unisys released its first quarter twenty twenty five financial results. I'm joined this morning to discuss those results by Mike Thompson, our CEO and President and Deb McCann, ou ...