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
: Thank you for this very detailed presentation of the results. I've got several questions. Firstly, with Airbus. Thank you for the detail. EUR 70 million
in revenue with this for the second quarter or -- what are you expecting for the second half of the year? Is this a plateau or are you seeing an
acceleration here?
My second question in regards to U.K. Organic growth is obviously very strong. But if we exclude from this [business], the visas, obviously, that
were stopped in Q1. So the trend is not as strong in Q2. What's the momentum here? Obviously, we've got ramp-up with the Ministry of Defence,
SSCL. Is there any more information that we should have in mind? And what can we expect for the second half? Have you signed a new contract
with the Ministry of Defence? Is it significant?
And then last question is banking software and more specifically, financing software. Are you going to be more active in sales terms, especially
with Cassiopae with the new versions? How is the pipeline for this activity?
Question: Nicolas David - ODDO BHF Corporate & Markets, Research Division - Analyst
: Okay. So obviously, with Airbus, we saw that the situation was a little bit anxious after the first quarter. But in terms of guidance, are you feeling a
little bit more reassured with regards to Airbus' environment and the plans that they might have for the future?
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JULY 29, 2021 / 7:00AM, SOPR.PA - Half Year 2021 Sopra Steria Group SA Earnings Call
Question: Nicolas David - ODDO BHF Corporate & Markets, Research Division - Analyst
: Okay. Very clear. Now for SFT, I just want to understand the subscription model, which is obviously -- which is generating less significant growth
than the licenses model. But what can we expect? Perhaps you might be more active in terms of sales. Will we see an acceleration in this growth
progressively in the second half?
Question: Gregory K. Ramirez - Bryan Garnier & Co Ltd, Research Division - Analyst
: I just wanted to come to growth factors, growth in the second half. We're seeing it locked at 8%, if we extrapolate this information. So organic
growth in France above 10%, but then in the U.K., there will be the MoD contract and its impacts. So I'm just trying to put this information together.
So seeing growth 8%, does this mean that despite everything, there will be an acceleration in growth in Other Europe despite the Sparda contract,
as well as continued growth in Other Solutions and then a very good second half of the Sopra Banking Software?
Question: Gregory K. Ramirez - Bryan Garnier & Co Ltd, Research Division - Analyst
: For Other Solutions?
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JULY 29, 2021 / 7:00AM, SOPR.PA - Half Year 2021 Sopra Steria Group SA Earnings Call
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