CGEMY News and Press, Capgemini SE ADR From 07/17/23

2023-07-17 10:20:01 ET Summary As with any new digital technology, generative AI will create new incremental demand for IT services companies. In some cases, it will be the catalyst for wider digital transformation demand, but this will be the exception. For IT service compani...

2023-06-15 00:30:00 ET Summary More companies are discovering that policies promoting diversity, equity, and inclusion are good for business. HR departments often get stuck in familiar hiring patterns. Biases are perhaps one of the biggest obstacles to building a diverse workf...

2023-05-31 02:27:38 ET Summary Capgemini remains a solid investment with a forecasted total RoR of 40-50% for 2025E and above, due to its consistent profitability, strong demand for its services, and expanding operating margin. Despite recent decline, the company is undervalued an...

2023-05-17 00:00:00 ET Summary Markets are being shaped by disparate trends from falling energy prices to rising interest rates. During first-quarter earnings season, company reports indicated that these crosscurrents are intensifying business challenges—and making it harde...

2023-04-19 01:41:42 ET Summary The company's focus on cost control and efficiency, as well as trimming fat and tidying vendor relationships, could improve profitability and drive revenue growth. Infosys' pipeline of deals is jam-packed and potential mergers and acquisitions add to...

2023-04-18 09:00:00 ET Summary I believe there is an opportunity in shares of IBM as they look 30-40% undervalued compared to different valuation metrics against their peers. IBM has shed its legacy businesses and isn't the same company it was as its focus has shifted to cloud and...

2023-04-12 23:59:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...

2023-03-29 15:05:26 ET Summary This portfolio uses historical performance and qualitative business traits to determine low-risk assets. These assets are leading their class and represent sectors that offer lower volatility. Backtesting proves that the constituents outperform t...

Capgemini SE (CAPMF) Q4 2022 Earnings Conference Call February 21, 2023 2:00 AM ET Company Participants Aiman Ezzat - Chief Executive Officer Olivier Sevillia - Chief Operating Officer Carole Ferrand - Chief Financial Officer Conference Call Participants Am...

Summary Digital transformation is a buzzword but it has substance, and companies are needing both the soft and the hard elements of the tech consulting services Capgemini offers. Q4 growth is still good at double-digit rates in revenue, and book to bill revenues in Q4 are higher than th...