Report
Nicolas David

Capgemini : Guidance de croissance incluant désormais une reprise nettement plus limitée de l’activité au S2… ce qui risque aussi de peser sur le S1 2025

>Des résultats S1 2024 mitigés à cause de l’Europe - Des résultats S1 2024 de Capgemini nous retenons les éléments suivants : i/ une croissance org T2 de -2.3%, légèrement en dessous des attentes, pénalisée par l’absence de réelle reprise en Europe (-1.1% au T2 24 vs -1.8% au T1 24) alors que la reprise a été nettement plus visible en Amérique du Nord, baisse du CA limitée à -3.7% au T2 (vs -7.1 % au T1). Ce chiffre fait ressortir une croissance org q/q de +1.4%, sen...
Underlying
Capgemini SE

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).

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
Nicolas David

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