Report
Nicolas David

Capgemini : Prudence accrue pour les prochains trimestres mais confiance sur les marges

>Croissance org T3 2023 de 2.0%, en ligne avec les attentes. Bookings solides - Capgemini a publié hier avant Bourse, un CA T3 en croissance org. de 2.0%, proche des attentes (css : 2.0%; ODDO BHF : 2.4%), marquant un ralentissement limité par rapport au T2 (+4.7% org. au T2). Toutes les régions ralentissent et affichent une croissance légèrement inférieure à nos attentes, à l'exception de la région APAC, qui affiche un rebond inattendu. L'Amérique du Nord est mainten...
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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