BLUE BELL, Pa., Feb. 4, 2026 /PRNewswire/ -- Unisys (NYSE: UIS) has been named a Leader in ISG's 2025 Advanced Analytics and AI Services Provider Lens®. This marks the second consecutive year Unisys has been named a Leader, excelling across two key quadrant reports in the U.S.: 1) Data Science and AI Services – Midsize, and 2) Data and Analytics Modernization – Midsize. This recognition highlights the company's growing industry influence in delivering governed, operational AI and scalable data modernization ...

Core Insights - The rise of AI and remote work presents significant compliance challenges for HR leaders, necessitating effective strategies to manage these issues [1][11] - Experts predict that AI will be at the center of many compliance risks in 2026, emphasizing the need for proactive measures [2][11] Compliance Risks - Key compliance risks identified include AI governance, worker classification, remote jurisdictional risks, data privacy, and employee monitoring [3] - The overuse of AI raises concerns about data leaks and privacy, as highlighted by the Mobley vs. Workday lawsuit [4] Importance of Auditing - Regular audits, both internal and external, are crucial for understanding AI usage and ensuring compliance [5] - Complacency can lead to significant compliance issues, making it essential for HR to scrutinize existing systems and practices [3] Remote Work Challenges - AI complicates remote work by enabling risks such as impersonation and false credentials, which can be exploited by malicious actors [6] - HR professionals can mitigate these risks through diligent practices like reviewing interview records and tracking employee locations [7] AI Overreliance - Overreliance on AI can lead to a lack of human oversight, resulting in potential legal issues and stagnation in employee growth [9][10] - Companies must balance AI utilization with the development of employee skills to avoid future leadership crises [10] Future Outlook - The discussion underscores the importance of diligence and awareness in HR practices to navigate the evolving landscape of compliance driven by AI [11]

Core Insights - Unisys has been recognized as a leader in the 2025 Multi Public Cloud Services Provider Lens® report, marking the sixth consecutive year of such recognition by ISG [1][2] Group 1: Leadership Recognition - The report evaluates providers' capabilities in public cloud services, including migration, consulting, transformation, managed services, and financial operations services [1] - Unisys received seven leader designations across five quadrants in four regions, showcasing its strong market presence and innovative solutions [3][4] Group 2: Client-Centric Approach - The company emphasizes a client-first strategy, focusing on tools and solutions that facilitate cloud transformations for businesses [3] - Unisys integrates AI-driven innovation and automation into its offerings, particularly in regulated sectors, enhancing security and governance [4][7] Group 3: Service Offerings - Unisys provides tailored cybersecurity and compliance solutions for the U.S. Public Sector, ensuring the protection of sensitive data [7] - The company offers comprehensive cloud assessments and customizable FinOps solutions in Brazil, aimed at improving visibility and control over cloud expenditures [7]

Core Insights - Unisys has been recognized as a Leader in the 2025 Advanced Digital Workplace Services report by NelsonHall for the sixth consecutive year, highlighting its strengths in AI capabilities, Microsoft-focused offerings, and scalable digital workplace solutions [1][3]. Group 1: Recognition and Leadership - Unisys has been named a Leader in the overall market by the NelsonHall Vendor Evaluation and Assessment Tool (NEAT), particularly excelling in Build Services Capabilities, Run Services Capabilities, and AI Capabilities [1][2]. - The recognition in the new AI Capabilities category underscores Unisys's vision and execution in delivering advanced digital workplace solutions [3]. Group 2: Investment and Innovation - Unisys continues to invest in its intellectual property and accelerators for digital workplace services, including the Service Experience Accelerator (SEA) technology framework, which facilitates a secure transition to a GenAI-led environment [4]. - The company is also focusing on enhancing frontline worker capabilities across various sectors and field services to support AI-enabled enterprises [4][8]. Group 3: Strategic Partnerships and Capabilities - The partnership between Unisys and Microsoft aims to enhance data governance, security, and digital workplace solutions, leveraging AI for improved client digital adoption and business outcomes [8]. - Unisys offers broad capabilities in experience management, low-code automation, virtual desktop infrastructure, meeting room modernization, collaboration tools, and identity and access management [8]. Group 4: Future Plans - Unisys plans to double the size of its field services business by the end of 2027, indicating a strong growth strategy in this area [8].

Summary of Conference Call Transcript Company Overview - The company discussed is Unisys, focusing on its ECS (Enterprise Computing Solutions) and L&S (Lifecycle Services) segments, particularly the ClearPath product line. Key Points and Arguments Financial Performance - The ECS segment is expected to maintain a margin of around 70%, with annual revenue projected at approximately $400 million, indicating strong cash flow and profitability [2][19]. - The Digital Workplace Solutions (DWS) segment includes five key solutions, with a consistent margin profile expected in the low to mid-20% range [8][10]. - The total addressable market (TAM) for CANI (Cloud Applications and Infrastructure) is estimated at $600 billion, with a compound annual growth rate (CAGR) of 10%-12%, while DWS has a TAM of $150 billion with a CAGR of 5%-8% [10]. AI Integration - AI is viewed as a benefit to the business, enhancing consumption and operational efficiency, particularly through the ClearPath Forward operating system [3][12]. - Real-world applications of AI include the Generative and Agentic AI in the service desk solution, which improves customer service efficiency and knowledge management [12][14]. Competitive Landscape - Unisys claims minimal competition in the ClearPath Forward platform, with IBM's Z Series being the closest alternative, but they do not typically lose clients to competitors [5][17]. - The competitive environment is described as historically competitive, with increased pricing pressure due to AI's impact on revenue [17]. Margin Improvement Strategies - The company has improved its margin profile by approximately 600 basis points over the last few years and sees further opportunities for enhancement through offshore delivery and AI adoption [18][19]. - The current revenue mix is 80% recurring, which stabilizes the business but may limit margin potential compared to a more consultative approach [19]. Growth Outlook - Unisys anticipates a normalized growth rate of 3%-5% CAGR for the overall company, with some segments expected to grow faster [20]. Pension Management - The company has reduced pension liabilities by $2.5 billion over five years and aims for full defeasance of the pension plan within three to five years [22][25]. - Recent transactions have improved cash flow and mitigated pension contribution volatility, which is expected to enhance net leverage [23][24]. Capital Allocation - Future capital allocation priorities include business growth, potential equity buybacks, and debt reduction once pension issues are resolved [26]. Market Perception - The company believes that the market undervalues its ECS and L&S segments, which could be worth more than the current market cap based on discounted cash flows [28][29]. - There is a need for improved communication with investors to clarify the company's value proposition and operational improvements [29]. Additional Important Insights - The company emphasizes the importance of maintaining pricing discipline amidst competitive pressures and the need for transparency in communicating its growth story to investors [17][29].

Group 1 - Unisys will participate in the Needham Growth Conference on January 13, 2026, in New York City, with CEO Mike Thomson presenting and hosting meetings with investors [1][2] - The company's presentation is scheduled for 3:45 p.m. EST, and a live webcast along with a replay will be available on the Unisys investor website [1] - Virtual investor meetings will also be hosted by Unisys management on January 15 and 16, 2026, for interested investors [2] Group 2 - Unisys is a global technology solutions company that provides services in cloud, AI, digital workplace, logistics, and enterprise computing [3] - The company has been assisting clients in pushing boundaries for over 150 years [3]

Core Viewpoint - Unisys Corporation is viewed as an attractive investment opportunity with a compelling risk-reward profile, supported by optimistic EBITDA projections for the coming years [1][3]. Financial Performance - In Q3 2025, Unisys reported a significant net loss of $309 million, which included a one-time, non-cash pension expense of $228 million [3]. - Quarterly revenue declined by 7.4% year-over-year, attributed to light license and support renewals and a broader market pause in IT project spending [3]. - Despite the revenue decline, management remains confident in achieving profitability targets and is on track to meet or exceed the midpoint of its improved non-GAAP operating profit margin guidance of 8% to 9% [4]. Strategic Initiatives - Unisys is undergoing a strategic pivot to reinvent itself as a next-generation IT solutions provider, focusing on higher-value solutions and expanding into the midmarket [2]. - The company aims to improve revenue quality and margin expansion by leveraging its legacy in mission-critical infrastructure alongside new capabilities in AI and advanced cloud services [2]. Revenue Expectations - Unisys has raised its revenue expectations for the License and Support/LNS business to $430 million, which is $40 million above original projections, driven by a 15% year-over-year increase in Total Contract Value (TCV) [4].

Company Overview - Unisys has been recognized as a Leader in the 2025 IDC MarketScape for European Human-First Digital Workplace Services, following a similar recognition in 2023 [1][2] - The company focuses on delivering technology solutions that create personalized and sustainable experiences for employees, emphasizing a data-driven approach [2][3] Industry Insights - The IDC MarketScape report highlights Unisys' ability to extend digital workplace capabilities to frontline and blue-collar employees through tailored device subscriptions and advanced communication tools [2] - Unisys employs a sophisticated XLA 3.0 framework that utilizes real-time data and behavioral analytics to align workplace technology performance with organizational objectives [2][4]

Core Insights - Unisys has been awarded the Enterprise & AI Innovation Award by Plug and Play, highlighting its commitment to collaboration and leadership in transformative AI solutions [1][3] - The company is recognized for its agile and systematic approach to innovation, actively engaging with startups and industry peers to create new growth opportunities [2] Company Performance - This marks the second time Unisys has received the Enterprise & AI Innovation Award, having previously won in 2023, showcasing its continuous evolution over more than 150 years in business [3] - Unisys is noted for delivering market-leading solutions that help clients unlock their full potential through various technology offerings, including cloud, AI, and digital workplace solutions [5] Industry Engagement - Unisys participates in the Plug and Play ecosystem by conducting regular deal flows and pilots with startups and partners, fostering a dynamic exchange of ideas and technologies [2] - The recognition from Plug and Play emphasizes the importance of collaboration and curiosity in driving innovation within the technology sector [3]

Core Insights - The report by Unisys highlights that organizations leveraging AI-enabled digital workplace services are achieving higher ROI, innovation, and employee retention amid economic uncertainty [1][2] Group 1: Performance Gap - Organizations investing in employee-centric AI-powered digital workplace services are twice as likely to exceed sales and revenue expectations compared to those that cut back [2] - An elite group termed "Productivity Leaders" demonstrates that prioritizing AI solutions and employee experience leads to measurable business results, while "Late Adopters" struggle [2] Group 2: Leadership Divide - IT leaders prioritize operational efficiency and are twice as likely as business executives to cite ROI, compliance, and productivity as key outcomes [5] - Business leaders focus on employee productivity, with only 32% believing digital tools work equally well for remote and in-office workers, compared to 67% of IT leaders [5] Group 3: AI-Enabled Support - Productivity Leaders recognize that generative AI (genAI) not only delivers business outcomes but also transforms how organizations manage technology disruptions [6] - 87% of Productivity Leaders consider genAI critical during downtime, compared to 35% of Late Adopters, and 92% report it reduces both downtime and IT workload [7] Group 4: Employee Experience - Productivity Leaders prioritize understanding employee needs when implementing AI solutions, with 96% aware of what employees want from technology, compared to 72% of Late Adopters [8] - They achieve greater gains in innovation (91% vs. 17%), improved cybersecurity (98% vs. 42%), and ROI (99% vs. 41%) [9]