Atos SE (OTCPK:AEXAY) Q3 2025 Sales Call October 21, 2025 2:00 AM EDT Company Participants Philippe Salle - Chairman of the Board & CEO Jacques-François de Prest - CFO & Member of Executive Board Conference Call Participants Frederic Boulan - BofA Securities, Research Division Nicolas David - ODDO BHF Corporate & Markets, Research Division Laurent Daure - Kepler Cheuvreux, Research Division Sam Morton Presentation Operator Ladies and gentlemen, welcome to the Atos Group Third Quarter 2025 Performance. The call will be structured in 2 parts.
French IT group Atos reported a sharp drop in quarterly revenue on Monday, owing to key contract losses, and said it would only target acquisitions from 2026.
French IT group Atos on Thursday reported a decline in orders and revenue for the first half of the year, attributing the drop to subdued commercial activity in France and a challenging market environment.
Atos SE, a multinational IT conglomerate, has restructured, paying off debt and gaining a stable credit rating, positioning itself for recovery. Despite a declining market cap since 2018, Atos' recent restructuring and new CEO Philippe Salle's investment signal stability and growth potential. Atos has also announced significant corporate streamlining as a part of its "Genesis" plan on Capital Markets Day, providing a long-term outlook of 5-7% CAGR.
Atos reported a drop in first-quarter revenue on Thursday, hit by a lower order entry in 2024 due to a sharp reduction of business process outsourcing activities in Britain, but signalled more orders coming from clients.
French IT group Atos has won a five-year contract worth 150 million pounds ($193.5 million) with Britain's Department for Environment, Food and Rural Affairs, the company said on Wednesday.
Atos said on Friday it is launching a reverse stock split as the French IT group aims to restore investor confidence after completing a financial restructuring plan last year to overcome a crushing debt crisis.
Atos missed its annual revenue forecast on Wednesday, dented by contract terminations and market weakness, but saw improved order intake following a restructuring plan that restored client confidence and averted financial collapse.
French IT firm Atos on Monday entered negotiations with the government for the potential acquisition of its advanced computing activities for an enterprise value of 500 million euros ($524 million), the group said in a press release.
The troubled IT firm said it would issue new shares in its latest move to reduce debt.
Atos said on Tuesday it had signed an agreement to sell its Worldgrid business unit to Alten for 270 million euros ($293.7 million) on an enterprise value basis, in a transaction expected to close before end-2024.
France stepped up efforts on Friday to protect Atos , the country's struggling and debt-ridden software company which is undergoing a restructuring.