Report
Nicolas David

Capgemini : The recovery firms up but at a modest pace

>A gradual improvement in growth, in the absence of a rebound in discretionary spending - The downward adjustment to the guidance for FY 2024 growth (between -1% and -2% org. vs 0% to 2% org. previously) stems from: i/ the absence of a rebound in discretionary spending, in a still difficult macroeconomic environment; ii/ a slower-than-expected recovery in the banking sector; iii/ a difficult situation in auto and aero, due to a wait-and-see attitude prompted by differ...
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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