European IT Services: Q1 2025 Takeaways - Tariffs Hurt on Discretionary IT Spending
European IT services firms face recession in Q1 due to economic uncertainty and tariffs. AI expected to drive growth but current revenues are modest.
278 Views
Nemetschek (NEM GR): Strengthening the AI Roadmap with Google Cloud
Nemetschek partners with Google Cloud to embed AI, reported strong revenue growth for Q1 2025 despite EBITDA impact, and remains a fast-growing...
290 Views
Capgemini (CAP FP): False Start?
Q1 2025 shows stabilisation for Capgemini, but growth lags global peers due to revenue mix and sector exposure. Strategic drivers include GenAI,...
163 Views
Dassault Systèmes (DSY FP): Siemens Finally Moves onto Biovia’s Territory
Siemens acquires Dotmatics for $5.1bn, expanding into life sciences and challenging industry leaders like Dassault Systèmes.
440 Views
Capgemini (CAP FP): Back to BPO?
BPO provider WNS is reported exploring potential sale, with Capgemini possibly able to afford but unlikely to align strategically. GenAI reshapes...
911 Views