Core Insights - Atos has integrated generative artificial intelligence into the Selartag® cellar management application, significantly enhancing the efficiency of wine record creation and inventory management [2][3][6] Group 1: AI Integration and Benefits - The generative AI feature reduces the time required to create wine records by 90%, allowing users to list a bottle in just seven seconds [2][5] - The average data completeness rate has increased to 88% from 53% prior to the AI implementation, improving the quality of the Selartag® application database [2][5] - The AI feature corrects spelling errors and eliminates duplicate entries, thus reducing administrative tasks for sommeliers [2][5][7] Group 2: Development and Implementation - The AI feature was developed in six months using Amazon Bedrock, showcasing a rapid deployment process [2][6] - The Selartag® application was developed in partnership with AWS, which provides secure cloud hosting for the solution [8] Group 3: User Experience and Functionality - Users can now take a photo of a wine bottle label to pre-fill its characteristics, streamlining the data entry process [5][9] - The application includes features such as tracking bottle movements in real-time, which enhances inventory management and data entry reliability [9] Group 4: Company Overview - Atos is a global leader in digital transformation with approximately 78,000 employees and annual revenue of around €10 billion [10] - The company specializes in cybersecurity, cloud services, and high-performance computing, providing tailored solutions across various industries [10][11]

Core Viewpoint - Atos SE has moved its Q1 2025 revenue release date to April 17, 2025, to align with its liquidity reporting obligations to creditors [1][2]. Revenue Release Details - The Q1 2025 revenue press release will now be issued on April 17, 2025, at 07:30 am (CET – Paris) and will include the estimated liquidity position as of March 31, 2025 [2]. - There will be no conference call on the release day, and the company will not provide indications on its 2025 financial objectives [2]. Upcoming Events - April 17, 2025: First quarter 2025 revenue release [3] - May 14, 2025: Capital Markets Day [3] - June 13, 2025: Annual General Meeting [3] - August 1, 2025: First semester 2025 results [3] Company Overview - Atos is a global leader in digital transformation with approximately 78,000 employees and annual revenue of around €10 billion [4]. - The company is the European leader in cybersecurity, cloud, and high-performance computing, providing tailored end-to-end solutions across 68 countries [4]. - Atos is committed to decarbonization and aims to provide secure and sustainable digital solutions for its clients [4].

Core Viewpoint - The imposition of "Liberation Day" tariffs by President Trump has led to significant declines in major stock indexes, raising concerns about potential economic impacts, particularly on inflation and the risk of recession or stagflation in the U.S. economy [1][3]. Economic Impact - A baseline tariff of 10% will be applied to all imports starting April 5, with rates potentially rising to 54% depending on the tariffs imposed by other countries on U.S. exports [2]. - Economists express concerns that these tariffs could exacerbate inflation, which remains high despite a 1% interest rate cut by the Federal Reserve last year [3]. Investment Strategy - In light of market volatility, investment in low-beta stocks with high dividend yields is recommended as a strategy to mitigate risks and provide regular income [4]. - If market conditions improve, these stocks are expected to capture upside potential, while their low-beta nature can help minimize losses during downturns [4]. Utility Sector Overview - The utility sector is characterized by mature and fundamentally strong companies that provide essential services, making them less sensitive to economic cycles [6]. - Utilities are known for stable earnings and cash flows, which enable consistent dividend payments, appealing to income-oriented investors [7]. Recommended Utility Stocks - Five low-beta, high-yielding utility stocks are highlighted for their strong growth potential and positive earnings estimate revisions: Atmos Energy Corp. (ATO), WEC Energy Group Inc. (WEC), Exelon Corp. (EXC), CMS Energy Corp. (CMS), and CenterPoint Energy Inc. (CNP) [5][8]. Atmos Energy Corp. (ATO) - ATO benefits from rising natural gas demand and has a long-term investment plan to enhance pipeline reliability [12]. - The company is expanding its renewable natural gas operations and has a current dividend yield of 2.24% with expected revenue and earnings growth rates of 16.5% and 5.1%, respectively [14]. WEC Energy Group Inc. (WEC) - WEC's strategic investments in infrastructure and renewable assets are expected to support its growth and help achieve net carbon neutrality by 2050 [15]. - The company has a current dividend yield of 3.28% and expected revenue and earnings growth rates of 9.2% and 8.5%, respectively [17]. Exelon Corp. (EXC) - EXC is focused on strengthening its transmission and distribution infrastructure, with initiatives aimed at grid modernization [18]. - The expected revenue and earnings growth rates for EXC are 3.4% and 6.4%, respectively, with a current dividend yield of 3.48% [19]. CMS Energy Corp. (CMS) - CMS plans to invest $20 billion in infrastructure upgrades and clean energy generation from 2025 to 2029 [20]. - The expected revenue and earnings growth rates for CMS are 7.3% and 7.8%, respectively, with a current dividend yield of 2.91% [21]. CenterPoint Energy Inc. (CNP) - CNP is poised to benefit from increasing electricity demand and is investing in infrastructure upgrades to support long-term growth [23]. - The expected revenue and earnings growth rates for CNP are 3.2% and 8%, respectively, with a current dividend yield of 2.38% [26].

Core Insights - Eviden, a business unit of Atos Group, has achieved standard-level qualification from the French National Agency for Information Systems Security (ANSSI) for its Trustway IP Protect product, confirming its reliability and effectiveness in securing sensitive communications and data [1][4]. Group 1: Product Features and Compliance - Trustway IP Protect provides secure connectivity for businesses, protecting sensitive information from threats and ensuring the confidentiality and integrity of IP flows [2]. - The product is based on a cryptographic module developed in France and meets IPSec standards, with plans to support post-quantum algorithms through a partnership with CryptoNext Security [2][3]. - The ANSSI qualification process involves a rigorous assessment of cybersecurity solutions, ensuring compliance with ANSSI requirements and establishing the credibility of the supplier [3]. Group 2: Certifications and Market Position - The recent ANSSI qualification follows the EAL4+ Common Criteria certification obtained in December 2024, reinforcing Trustway IP Protect's status as a trusted solution for critical infrastructure security [4]. - With this qualification, regulated organizations can confidently deploy Trustway IP Protect, adhering to strict regulatory requirements [4]. Group 3: Company Overview - Eviden is a leader in digital transformation with a focus on data-driven solutions, boasting an annual revenue of approximately €5 billion and a workforce of 41,000 employees across more than 47 countries [5]. - Atos Group, the parent company of Eviden, is a global leader in digital transformation with around 78,000 employees and an annual revenue of approximately €10 billion, recognized as a European leader in cybersecurity and cloud services [6].

Industry Overview - Natural gas distribution companies transport natural gas from production regions to consumers across the U.S., with a significant underground pipeline network [1][3] - The demand for natural gas is expected to rise, particularly during winter for heating and summer for electricity generation [1] Future Prospects - Natural gas production volumes are projected to increase in 2025, benefiting companies like Atmos Energy Corporation, Southwest Gas Corporation, New Jersey Resources Corporation, and Chesapeake Utilities [2][4] - The U.S. Energy Information Administration (EIA) forecasts a 16.7% year-over-year increase in U.S. liquefied natural gas (LNG) export volumes in 2025, with a further 14.2% increase expected in 2026 [4] Financial Environment - The Federal Reserve's recent interest rate cut of 100 basis points to a range of 4.25-4.5% is expected to benefit capital-intensive utilities by reducing borrowing costs [5] - Utilities are investing approximately $37 billion annually to enhance the reliability of natural gas distribution and transmission systems [6] Market Performance - The Zacks Utility Gas Distribution industry ranks 57, placing it in the top 23% of 245 Zacks industries, indicating strong near-term prospects [7][8] - Over the past year, the Gas Distribution industry has gained 11.2%, outperforming the S&P 500's 8.6% but lagging behind the Utility sector's 15% growth [9] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 10.41X, which is lower than the S&P 500's 16.63X and the sector's 15.65X [11] Company Highlights - **Atmos Energy Corporation**: Plans to invest $3.7 billion in fiscal 2025 to strengthen infrastructure, with a current dividend yield of 2.25% [14][15] - **Southwest Gas Corporation**: Aims to invest $4.3 billion from 2025-2029, with a current dividend yield of 3.45% [18] - **New Jersey Resources Corporation**: Focuses on infrastructure upgrades, with a current dividend yield of 3.67% [20][21] - **Chesapeake Utilities Corporation**: Plans to invest $1.5-$1.8 billion over five years, with a current dividend yield of 2.56% [23][24]

Core Insights - Atos Group has appointed Pierre-Yves Jolivet as Executive Vice-President and Head of Eviden and Cyber Business, indicating a strategic move to enhance leadership in these critical areas [1][5] - Pierre-Yves Jolivet brings extensive experience from Thales, where he led the Cyber Digital Business Line, showcasing his expertise in cybersecurity and defense sectors [2][5] - Atos is recognized as a global leader in digital transformation with approximately 78,000 employees and annual revenue around €10 billion, emphasizing its significant market presence [5] Company Overview - Atos operates in 68 countries, providing tailored end-to-end solutions across various industries, and is the European leader in cybersecurity, cloud, and high-performance computing [5] - The company is committed to decarbonization services and products, aiming to create a secure and sustainable digital environment for its clients [5][6] - Atos's mission includes supporting knowledge, education, and research development while promoting scientific and technological excellence in a multicultural context [6]

Group 1 - Cosmian announces a strategic partnership with Eviden to create a joint offering that integrates Eviden's sovereign HSMs with Cosmian's crypto-agile KMS [1][4] - The new solution ensures total control of encryption keys through a 100% sovereign infrastructure, enhancing security for various deployment environments [2][5] - The native integration of certified HSM and crypto-agile KMS provides organizations with high security levels while maintaining scalability and operational flexibility [3][5] Group 2 - The partnership aims to empower French and European companies to maintain control over sensitive data across different deployment environments [4] - Eviden emphasizes the commitment to providing maximum security and agility for enterprises, particularly in highly regulated sectors [5][7] - Cosmian has been a leader in next-generation cryptography since 2018, offering solutions for securing public cloud and confidential AI [6]

Core Insights - Atos has been awarded a five-year contract worth £150 million by the UK Department for Environment, Food and Rural Affairs (DEFRA) to enhance end user services for its 34,000 employees across the UK [2][3]. Group 1: Contract Details - The contract aims to transform DEFRA's service desk and end user services into a unified, agile service, improving quality and efficiency through modern technologies such as AI, machine learning, analytics, and automation [3]. - Atos will implement environmentally friendly practices, including repairing and refurbishing hardware, minimizing packaging, and donating unused devices to charities [4]. Group 2: Company Background - Atos is recognized as a leader in digital transformation, employing approximately 78,000 people and generating annual revenue of around €10 billion [6]. - The company has been positioned as a Leader in Gartner's 2024 Magic Quadrant for Outsourced Digital Workplace Services for the eighth consecutive year, highlighting its expertise in providing best-in-class services [6]. Group 3: Strategic Focus - Atos emphasizes a sustainable digital workplace, offering over 20 "Tech for Good" services that focus on social value, accessibility, and data analytics [5]. - The company's mission includes supporting the development of knowledge, education, and research while promoting a secure and sustainable information space [7].

Core Insights - Atos has successfully partnered with Special Olympics International as the key Technology Partner for the World Winter Games Turin 2025, delivering critical IT services to ensure the event's success [1][5][11] Group 1: Event Overview - The World Winter Games took place from March 8 to 16, 2025, featuring approximately 1,500 athletes and Unified partners from 100 nations, alongside 2,000 volunteers and over 500 media representatives [2] - Atos provided essential services for 9 sports and activities, including Alpine Skiing, Cross Country Skiing, and Figure Skating, among others [3] Group 2: Atos' Role and Services - Atos delivered a range of IT services, including competition management, data processing, and Timing and Scoring integration, ensuring a seamless experience for athletes and organizers [3][5] - The company utilized its expertise from the Sport Technology Center of Excellence in Spain to monitor and support the Global Games System throughout the competition [6] Group 3: Strategic Partnership - The partnership with Special Olympics is aimed at achieving digital transformation goals, enhancing the competitive experiences of athletes through advanced digital tools [8] - Atos has been involved with the Olympic Movement since 1992 and continues to provide digital technology services for various major sporting events [11][13] Group 4: Company Profile - Atos is a global leader in digital transformation with approximately 82,000 employees and annual revenue of around €10 billion, specializing in cybersecurity, cloud, and high-performance computing [13][14] - The company is committed to decarbonization and providing tailored end-to-end solutions across various industries [13]

Core Insights - Atos Belgium successfully implemented the Eviden Product Carbon Footprint Platform at Venator, marking the completion of a project that started in October 2023 and concluded in December 2024 [1] - The Eviden PCF Platform automates the carbon footprint calculation for Venator's product portfolio, integrating seamlessly with its IT systems [2] - The collaboration involved close teamwork and expertise in Life Cycle Assessment (LCA) to ensure accurate PCF calculations [3] Company Insights - Atos is a global leader in digital transformation with approximately 82,000 employees and annual revenue of around €10 billion, focusing on cybersecurity, cloud, and high-performance computing [6] - Venator is a global manufacturer of chemical products, committed to sustainability and innovation, providing pigments and additives that enhance product life and reduce energy consumption [9] Industry Insights - The Eviden PCF Platform is seen as a significant advancement for the chemical industry, aiding in the reduction of greenhouse gas emissions towards net zero [5] - The platform's methodology is based on ISO14067:2018 and aligns with best practices for LCA calculation in the chemical industry, supporting companies in achieving their ESG goals [4]