Core Insights - Atos has been recognized as a Leader in the ISG Provider Lens™ 2025 for Cybersecurity – Services and Solutions in the United States, marking its fifth consecutive year in this position [1][2] - The recognition highlights Atos' integrated, end-to-end cybersecurity capabilities, which include advisory strength, advanced security operations, and deep technical expertise [2] Group 1: Recognition and Market Position - Atos has maintained its leadership position in the U.S. cybersecurity market for five consecutive years from 2021 to 2025 [1] - The ISG Provider Lens™ report emphasizes the complexity of the U.S. cybersecurity landscape, where organizations face sophisticated threats and regulatory requirements [2] Group 2: Key Quadrants of Recognition - In the Strategic Security Services quadrant, Atos is noted for its structured consulting approach that aligns cybersecurity strategies with business objectives [3] - The Technical Security Services quadrant highlights Atos' expertise in hybrid cloud security, identity and access management, and infrastructure protection [4] - In the Next-Generation SOC/MDR Services quadrant, Atos is recognized for its AI-driven security operations model, which includes advanced analytics and multi-vector threat detection [5] Group 3: Operational Capabilities - Atos processes over 31 billion security events daily and supports more than 2,000 clients globally, showcasing its extensive operational capabilities [9] - The company operates a global network of 17 Security Operations Centers (SOCs) and employs over 6,500 cybersecurity experts [7] Group 4: Strategic Vision - Atos aims to help organizations build secure digital foundations that support long-term growth, resilience, and innovation in an evolving cyber risk landscape [9] - The company is committed to a secure and decarbonized future, providing tailored AI-powered, end-to-end solutions across various industries [12]

17 February 2026 Midcap Research When AI threatens the moat #3 - The next shoes to drop Marie Line Fort +33 1 42 13 85 21 marie-line.fort@bernsteinsg.com Philippe Lorrain +33 1 42 14 75 16 philippe.lorrain@bernsteinsg.com Flavien Baudemont +33 1 42 14 81 51 flavien.baudemont@bernsteinsg.com Derric Marcon +33 1 58 98 06 30 derric.marcon@bernsteinsg.com Harry Martin, CFA +44 20 7676 8965 harry.martin@bernsteinsg.com William Woods +44 20 7676 6806 william.woods@bernsteinsg.com Richard Nguyen +33 1 42 13 54 22 ...

on 20-Feb-2026 20 February 2026 European Technology/Software AI disruption radar - Want to try it yourself? Richard Nguyen +33 1 42 13 54 22 richard.nguyen@bernsteinsg.com Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Derric Marcon +33 1 58 98 06 30 derric.marcon@bernsteinsg.com Specialist Sales Kiran Shah +44 20 3547 1533 kiran.shah@bernsteinsg.com This report includes minor clarifications following recent feedback from companies and investors. See the Disclosure Appendix of this re ...

Core Insights - The focus of sustainability efforts by European enterprises is shifting from regulatory compliance to achieving measurable financial and operational outcomes [1] - European firms are aligning their strategies with the renewable energy transition to manage energy exposure, support decarbonization, and capture new growth opportunities [1] Group 1: Sustainability Practices - Enterprises are investing in integrated environmental, social, and governance (ESG) data architectures that connect sustainability information across various functions such as finance, procurement, HR, and operations [1] - Organizations are seeking solutions for supply chain and product-level transparency to gain deeper insights into carbon emissions and workforce practices [1] - Digital sustainability solutions are being adopted as the region's energy mix shifts toward renewables and emissions decline [1] Group 2: Market Trends and Provider Insights - The digital sustainability market in Europe is maturing, with providers focusing on clear, outcome-driven use cases [1] - Enterprises are looking for providers that can deliver concrete environmental, social, and economic outcomes through transparent, data-driven models [1] - The report evaluates 70 unique providers across three quadrants, naming leaders such as Accenture, Capgemini, and IBM in multiple categories [1] Group 3: Technology and Data Integration - By integrating sustainability data with real-time decision-support tools, organizations are gaining visibility into industrial processes, which supports cost control and reduces environmental impact [1] - Providers are facilitating this shift with data-driven blueprints and operating models that clarify roles and responsibilities across various functions [1] - The deployment of GenAI is noted for producing qualitative narratives for corporate sustainability reporting [1]

Core Insights - Atos has been recognized as a Leader in Digital Sustainability IT Solutions and Services in Europe by ISG, highlighting its strong position in the market for sustainable digital transformation [1][2]. Group 1: Market Evaluation - ISG evaluated over 35 providers to establish a benchmark for digital sustainability, with Atos achieving a top-tier leadership position [2]. - The evaluation focuses on sustainability solutions across core IT foundations, including consulting, engineering, IT, and managed services aimed at enhancing environmental and social sustainability [3]. Group 2: Sustainable IT Solutions - Atos offers a comprehensive sustainable IT portfolio, including the Sustainable Digital Workplace, and has formed strategic partnerships with SAP, Microsoft, and Greenspector to assist enterprises in measuring, optimizing, and decarbonizing their technology [5]. - The company is noted for its innovative decarbonization-level agreements in IT outsourcing, committing to measurable emissions reductions over time [5]. Group 3: Social Impact and Accessibility - The evaluation also acknowledges Atos' efforts to address the social impact of IT, including solutions that improve accessibility for employees with disabilities and neurodiversity [4]. - Atos' partnership with the UK Department for Environment, Food and Rural Affairs (DEFRA) exemplifies its commitment to creating environmentally sustainable digital workplaces, utilizing circular economy principles [6]. Group 4: Leadership Statements - Atos expresses pride in the recognition from ISG, emphasizing its commitment to digital decarbonization and the responsible use of technologies [7]. - The partnership with DEFRA is highlighted as a successful example of how Atos supports customers in their digital transformation towards sustainability [8]. Group 5: Unique Offerings - Atos differentiates itself through its delivery of IT solutions designed for sustainability, including circular workplace services, high-performance computing, green software engineering, and responsible AI capabilities [9]. - The company operates globally with approximately 63,000 employees and annual revenue of around €8 billion, focusing on cybersecurity, cloud, and high-performance computing [10].

Core Insights - Atos has been recognized as Best-In-Class in IT/OT Cybersecurity Services by PAC Innovation Radar for 2025, highlighting its strong market position and extensive OT security services [1][2] - The report emphasizes Atos' international capacity, deep-rooted OT expertise, and the support of dedicated OT Security Operations Centers and a vulnerability operations center [1][2] - Atos employs 6,500 cybersecurity professionals and has a robust portfolio of cybersecurity products and services, reinforcing its leadership in securing critical infrastructures [1][4][6] Company Overview - Atos Group operates with approximately 63,000 employees and generates annual revenue of around €8 billion, functioning in 61 countries under the Atos and Eviden brands [8] - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to providing AI-powered, end-to-end solutions across various industries [8] - Atos aims to design the future of the information space, supporting knowledge, education, and research while promoting sustainable development in a secure information environment [9] Cybersecurity Services - Atos offers an integrated blend of strategic consulting, solution integration, and continuous managed security services, processing over 31 billion security events daily through a global network of 17 security operations centers [6] - The cybersecurity services are designed to ensure robust data protection, regulatory compliance, and business continuity across all sectors [6] - Under the Eviden brand, Atos provides a sovereign portfolio of cybersecurity products focused on data encryption, identity and access management, and digital identity, all developed in compliance with high European certification standards [5]

Core Insights - The intelligent automation landscape in Europe is evolving with increased technological sophistication, competition, and service development [1][2] Group 1: Intelligent Automation Trends - Enterprises are transitioning from basic robotic process automation (RPA) to integrated automation that combines AI and process management tools [2][3] - Organizations are utilizing data-driven discovery tools like process mining to identify inefficiencies before implementing automation [3] - The demand for intelligent enterprise automation (IEA) remains steady, with a focus on compliance, sustainability, and flexible pricing models [6] Group 2: AI and Automation Technologies - Providers are investing in AI-powered bots capable of executing complex workflows, with a growing number of use cases [3] - Agentic AI is facilitating advanced intelligent enterprise automation, with companies deploying AI agents that operate with contextual awareness across various functions [3] - There is a preference for small language models (SLMs) that enhance large language model (LLM) capabilities with domain-specific data [3] Group 3: Governance and Ethical Considerations - Responsible AI is becoming a central concern, with organizations focusing on decision-making accuracy and human oversight [4] - Emphasis is placed on governance frameworks, ethical AI practices, and compliance to manage risks associated with automation [4] Group 4: Human-Machine Collaboration - Human-machine collaboration is critical, with hybrid teams of humans and autonomous systems delivering business outcomes [5] - The integration of autonomous systems requires new roles, skills, and structured change management [5] Group 5: Market Evaluation and Key Players - The report evaluates 43 providers across three quadrants: Intelligent Enterprise Automation, AIOps, and Next-Gen Automation [8] - Accenture, Atos, Capgemini, Infosys, T-Systems, and Vivicta are recognized as Leaders in all three quadrants [9] - LTIMindtree is named the global ISG CX Star Performer for 2025, achieving the highest customer satisfaction scores [10]

Core Insights - Atos has achieved Scopism SIAM Assured status as both a SIAM Service Provider and a SIAM Consultancy and Advisory Organization, marking it as the first organization globally to attain this dual accreditation [1][2][7] Group 1: Recognition and Leadership - The dual accreditation underscores Atos' leadership in Service Integration and Management (SIAM) and its commitment to excellence, innovation, and governance across complex service ecosystems [2][4] - Scopism SIAM Assured program is a globally recognized accreditation that validates an organization's SIAM capabilities through a rigorous assessment process [3][5] Group 2: Benefits of Accreditation - The recognition enhances trust and differentiation in customer engagements, streamlining procurement processes and providing an industry-recognized proof of excellence [4][6] - As a Scopism SIAM Assured Partner, Atos gains a seat on the SIAM Leadership Council, allowing it to influence the strategic direction of SIAM globally [8] Group 3: Company Overview - Atos Group operates with approximately 63,000 employees and annual revenue of around €8 billion, focusing on digital transformation across 61 countries [9][10] - The company is recognized as a leader in cybersecurity, cloud, and high-performance computing, committed to a secure and decarbonized future [10]

Core Insights - German enterprises are increasingly adopting cloud services tailored for AI workloads to support their growing AI deployments, focusing on features, computing power, and storage capacity [1][2] Cloud Adoption Trends - As companies transition AI from pilot projects to core operations, they are reevaluating the role of cloud platforms, emphasizing cost optimization, data protection, and industry-specific use cases [2][3] - The growth of public cloud services is now driven by the integration of AI technologies rather than just faster time to market or enhanced customer experience [2] Sovereign Cloud Expectations - There is a shift towards sovereign cloud capabilities, with German enterprises demanding stronger control over data, compliance, and legal certainty, leading to increased demand for local data residency solutions [3] - Hyperscalers are responding by expanding regional data centers and aligning their offerings with local regulations while enhancing security controls [3] Cost Optimization Focus - German companies are prioritizing cloud cost optimization due to budget constraints and economic uncertainty, leading to a demand for greater financial transparency and immediate savings [4] - Providers are offering structured cost-management approaches and optimization frameworks to help enterprises align cloud investments with business priorities [4] Integrated Solutions for SMEs - Small and midsize enterprises in Germany are increasingly seeking comprehensive cloud and IT solutions that encompass strategy, transformation, and ongoing operations [5] - There is a preference for integrated offerings from single providers that combine advisory capabilities with reliable managed services [5] Cybersecurity and Sustainability - German enterprises are focusing more on cybersecurity and sustainability as risk exposure and regulatory expectations rise, often partnering with providers to protect assets and meet climate goals [6] Provider Evaluation - The 2025 ISG Provider Lens Multi Public Cloud Services report evaluates 100 unique providers across various service categories, highlighting leaders and rising stars in the market [7][9] - Deutsche Telekom/T-Systems is recognized as a leader in seven quadrants, while other notable companies like Accenture and Microsoft lead in multiple categories [8] Customer Experience Recognition - LTIMindtree is named the global ISG CX Star Performer for 2025 among multi public cloud service providers, achieving the highest customer satisfaction scores in ISG's Voice of the Customer survey [10]

Core Insights - Atos has formed a strategic partnership with Graia to enhance multilingual support in the workplace through real-time voice translation technology [2][3] - This collaboration aims to position Atos as a leader in AI-powered workplace innovation, facilitating seamless communication for over 5 million users in more than 100 languages [4][5] Company Overview - Atos Group operates with approximately 67,000 employees and generates annual revenue of around €10 billion, focusing on digital transformation across 61 countries [8] - The company is recognized as a European leader in cybersecurity, cloud services, and high-performance computing, committed to providing AI-powered solutions tailored for various industries [8] Technology and Implementation - Graia's technology will be integrated into Atos' service desk operations, allowing for natural communication in users' native languages while ensuring quality through automated call scoring and culturally sensitive prompts [3][6] - The initial implementation will focus on multilingual support, with future expansions planned for inclusive onboarding and training within Atos' Digital Workplace [4][5] Market Impact - The partnership is expected to eliminate language barriers, accelerate issue resolution, and empower diverse teams, ultimately enhancing client satisfaction with hyper-localized services [5][7] - Clients from sectors such as finance, utilities, retail, and healthcare have shown strong interest in pilot projects utilizing this technology [7]