Report
Nicolas David

Sopra Steria Group : Surperformance dans les Services IT et meilleure maîtrise sur SBS

>Un ton raisonnablement confiant - Nous étions en roadshow à Londres avec le CEO de Sopra Steria. La performance S1 s’est révélée meilleure qu’attendu grâce à la signature de licences initialement attendues au S2 (5 M€) et à des investissements en France repoussés vers le S2. Les perspectives restent bonnes dans les Services IT pour le S2 car la demande reste globalement soutenue même si un ralentissement est à attendre en raison d’effets de base plus difficiles. La ...
Underlying
Sopra Steria Group SA

Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.

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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