Report
Gautier Le Bihan ...
  • Nicolas Thorez

2CRSI : A strategic plan that offers a fine outlook but still no publication for the consolidated accounts planned

>A welcome strategic presentation in a market where AI is performing  - The presentation of 2CRSI’s strategic plan was keenly awaited. For the last year, between the disposal of Boston in summer 2023  and the announcements of new contracts (including the mega contract), the share has had a rough ride, reaching lows due to the lack of visibility, strategy, trajectory and confidence. In the presentation, 2CRSi explained that the AI market is currently booming. 2023 saw ...
Underlying
2CRSI SA

2Crsi SA. 2Crsi SA is a France-based company, which serves as a manufacturer of server solutions and other data storage device wholesaler. Its portfolio of solutions includes Data Centers, which provides customers with smarter storage; Independent Software Vendors (ISV), which enables users to create solutions that optimize customers' data experience; Industries, which provides information technology (IT) equipment for a number of industries, including the aerospace, petroleum, oil & gas and healthcare sectors, among others. Additionally, 2Crsi manufactures a range of products, which includes servers, storage solutions, converged platform, appliances and micro clusters. Its customers include OVH, Free, Dassault Group, CGG Veritas, and many independent software vendors, data centers, distributors, and other businesses, among others.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Gautier Le Bihan

Nicolas Thorez

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