Capgemini : Difficile d’extrapoler la trajectoire du T4 2019
>Une inflexion de la demande plus forte qu’anticipé au T4 - Nous étions en roadshow sur Paris avec Carole Ferrand, CFO de Capgemini.Capgemini avait déjà constaté que le marché était moins porteur au T3 sur certains marchés : RU, secteur bancaire aux USA et en Europe, Auto en Allemagne. Il s’agissait alors d’une faiblesse limitée, assez conforme aux attentes et donc gérable par rapport à la guidance annuelle. Plus récemment, le groupe a observé des coupes plus sou...Capgemini is a consulting and IT services provider. Co. works closely with technology partners at the cutting edge of innovation in major trends such as: Cloud, Big Data and mobility. Co. offers its clients skills in a variety of fields, such as digital transformation and digital customer experience, Cloud, Big Data, mobility, testing, cyber security, application management. In addition, Co. helps its clients enhance their performance and sharpen their competitive edge by offering them a range of skills grouped around four major businesses: Consulting Services through Capgemini Consulting, Technology Services (TS), Local Professional Services through Sogeti, and X Outsourcing Services (OS).
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.
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