Report
Nicolas Thorez

Wavestone : Une dose de prudence supplémentaire, mais un mini warning à relativiser

>Retour sur les éléments qui ont conduit à la révision de la guidance de MOC - A l’occasion de notre forum TMT, P. Imbert (CEO) et L. Stoupy (CFO) sont revenus sur les raisons qui ont poussé le groupe à abaisser (légèrement) son objectif annuel de MOC de 15% à c. 14.5% la semaine dernière. En effet, la demande s’est finalement révélée plus faible qu’attendu début 2023. Ce constat, couplé à une forte hausse des effectifs sur l’année (>1100 recrutements bruts), induit u...
Underlying
Wavestone SA

Wavestone SA, formerly Solucom SA, is a France-based company active in the information technology (IT) sector. It provides infrastructure consultancy services in the fields of telecommunications and networks, Strategy & management, IT transformation, IT Governance, IT architecture and Security & risk management. The Company operates through subsidiaries: Arcome, which offers marketing and technological innovation services for global companies in the information technology industry; Idesys, offerring consultancy services in the management and governance fields; New'Arch, which provides consultancy services in technical architecture of information systems; KLC, which offers consultancy services in information system and industrial investments for corporate clients; Cosmosbay-Vectis that offers business development and transformation consulting, and Xceed Group Ltd, which provides computer related services, among others.

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 Thorez

ResearchPool Subscriptions

Get the most out of your insights

Get in touch