Capgemini Deepens Partnership with Microsoft on Sovereign Solutions
Capgemini has announced an expansion of its strategic partnership with Microsoft to provide clients with an integrated managed cloud service offering, aimed at incorporating sovereignty, compliance, and business continuity into digital and business transformations.
The partnership aims to enable Capgemini to offer end-to-end sovereign solutions that help clients accelerate the adoption of the Microsoft Sovereign Cloud portfolio and artificial intelligence technologies. The collaboration builds on Capgemini's deep industry expertise and Microsoft's sovereign cloud capabilities. Capgemini plans to assist clients in defining and operationalizing their digital sovereignty strategy, including comprehensive assessments, risk exposure evaluations, and the delivery of recommendations tailored to specific needs.
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Capgemini plans to develop industry-specific solutions covering financial services, public sector, defense, telecommunications, life sciences, manufacturing, and critical national infrastructure. These solutions are based on four pillars: sovereignty by design in digital transformation and artificial intelligence, intelligent risk and compliance management, operational continuity and resilience, as well as automated data protection through AI-powered cyber defense and encryption services.
A Longstanding Collaboration
Capgemini and Microsoft have maintained a partnership spanning over two decades and have supported clients across various industries in their cloud transformations. In 2024, Capgemini and Orange launched Bleu, a jointly created trusted cloud partner in France to meet the specific cloud needs of the French State, public agencies, hospitals, regional authorities, Operators of Vital Importance, and Operators of Essential Services, utilizing Microsoft's cloud technologies.
SectorLogiciels et services numériques›Services IT et conseil
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 12 082 millions d'euros
Quarterly revenue: 12 082 millions d'euros
Revenue growth: 8,8 %
EBITDA margin: 12,5 %
Net income: 498 millions d'euros
Free cash flow: 37 millions d'euros
6 454 millions d'euros
Guidance from the release
Forts de cette dynamique, nous relevons notre objectif de croissance à taux de change constants pour l'ensemble de l'année à environ +8,5 % à +9,0 %
Outlook / guidance
Expected revenue: 24 431 millions d'euros
Management commentary: Perspectives pour l'exercice 2026 : pour l'exercice 2026, le Groupe vise désormais les objectifs financiers suivants : une croissance à taux de change constants du chiffre d'affaires de l'ordre de +8,5 % à +9,0 % (contre précédemment de +6,5 % à +8,5 %) ; une marge opérationnelle comprise entre 13,6 % et 13,8 % (inchangée).
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
