Report
Nicolas David

Capgemini : The trajectory in Q4 2019 should not be extrapolated

>A stronger-than-expected inflection in demand in Q4 - We did a road show in Paris with Carole Ferrand, Capgemini’s CFO.Capgemini had already noted that the market was less buoyant in Q3 in certain segments: UK, banking sector in the US and Europe, automotive in Germany. At the time the weakness was limited, pretty much in line with what was anticipated and therefore manageable with respect to the full-year guidance. More recently, the group has seen more sudden ...
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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