Atos SE Investor Day Transcript - Thomson StreetEvents

Atos SE Investor Day Transcript

Atos SE Investor Day Transcript - Thomson StreetEvents
Atos SE Investor Day Transcript
Published Jun 07, 2023
42 pages (34356 words) — Published Jun 07, 2023
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of ATOS.PA corporate analyst meeting

  
Brief Excerpt:

...Good morning, and welcome to this Atos Analyst Day focused on Tech Foundations. We thank you very much for being here today as we have got, sorry, some exciting updates to share with you. I'm Thomas Guillois. I'm the Head of IR for Atos. And I'm going to walk you through our agenda for today. So Nourdine and his management team are going to present on where we stand in our plan to refocus, recover and rebound. Then the go-to-market strategy. Then the business lines within Tech Foundations. The comprehensive plan -- transformation plan that's being executed. And lastly, our revised financial plan for 2026. We'll have 1 Q&A session after the presentations, and we will finish with a cocktail lunch that will be served downstairs at around 1:00 p.m. So we hope you enjoy this event, and I will now leave the floor to our group CEO and co-CEO, in charge of Tech Foundations, Mr. Nourdine Bihmane. Nourdine Bihmane ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Atos SE
Ticker
ATOS.PA
Time
10:59am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Nicolas David - ODDO BHF Corporate & Markets, Research Division - Analyst : This is Nicolas David from ODDO BHF. I have three question from my side as well. Thank you for sharing some information regarding the impact of GenAI Generative AI. Could you also share what impact did you take into your margin improvement target? And is it completely new compared to June last year? Or did you already have some impact expected back then? Second topic is regarding, again, the hybrid cloud. I understand that you have hired the former CEO of CloudReach. That mean that you are going to address that directly and not partner with [Evidian] and CloudReach? And so a bit of explanation would be interesting. And maybe a question regarding that is, why not putting CloudReach inside DevCo in the first place? And my last question is, you mentioned that growing the hybrid cloud business will come with some CapEx. Could you share a target for midterm CapEx to sale ratio and as well compare it to what you had in '22 in terms of CapEx to sales? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 07, 2023 / NTS, ATOS.PA - Atos SE Investor Day

Table Of Contents

Full Year 2023 Atos SE Earnings Call Transcript – 2024-03-26 – US$ 54.00 – Edited Transcript of ATOS.PA earnings conference call or presentation 26-Mar-24 7:00am GMT

Q3 2023 Atos SE Corporate Sales Call Transcript – 2023-10-26 – US$ 54.00 – Edited Transcript of ATOS.PA sales update conference call or presentation 26-Oct-23 6:00am GMT

Atos SE Investor Update Transcript – 2023-10-16 – US$ 54.00 – Edited Transcript of ATOS.PA conference call or presentation 16-Oct-23 6:00am GMT

Atos SE Analyst and Investor Conference Call Transcript – 2023-08-01 – US$ 54.00 – Edited Transcript of ATOS.PA conference call or presentation 1-Aug-23 6:00am GMT

Half Year 2023 Atos SE Earnings Call Transcript – 2023-07-28 – US$ 54.00 – Edited Transcript of ATOS.PA earnings conference call or presentation 28-Jul-23 7:00am GMT

Q1 2023 Atos SE Corporate Sales Call Transcript – 2023-04-27 – US$ 54.00 – Edited Transcript of ATOS.PA sales update conference call or presentation 27-Apr-23 6:00am GMT

Full Year 2022 Atos SE Earnings Call Transcript – 2023-03-01 – US$ 54.00 – Edited Transcript of ATOS.PA earnings conference call or presentation 1-Mar-23 7:00am GMT

Atos SE Q3 2023 Earnings Call Transcript – 2022-10-26 – US$ 54.00 – Edited Transcript of ATOS.PA earnings conference call or presentation 26-Oct-22 6:00am GMT

Half Year 2022 Atos SE Earnings Call Transcript – 2022-07-27 – US$ 54.00 – Edited Transcript of ATOS.PA earnings conference call or presentation 27-Jul-22 6:00am GMT

Atos SE Capital Markets Day Transcript – 2022-06-14 – US$ 54.00 – Edited Transcript of ATOS.PA corporate analyst meeting</ 14-Jun-22 10:59am GMT

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MLA:
Thomson StreetEvents. "Atos SE Investor Day Transcript" Jun 07, 2023. Alacra Store. May 16, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Atos-SE-Investor-Day-T15563896>
  
APA:
Thomson StreetEvents. (2023). Atos SE Investor Day Transcript Jun 07, 2023. New York, NY: Alacra Store. Retrieved May 16, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Atos-SE-Investor-Day-T15563896>
  
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