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Last updated : 01/10/2026 - 11h11
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Thales Launches Five Cybersecurity Solutions, Including Partnership with Google Cloud

At its Thales Cyber Summit, the defense and electronics group presented a series of cybersecurity innovations, including a partnership with Google Cloud.

The announcement is part of what the group describes as an acceleration of its positioning in this market, as artificial intelligence and quantum computing are redefining the nature of threats.


Thales Launches Five Cybersecurity Solutions, Including Partnership with Google Cloud

Five Solutions Launched at Thales Cyber Summit

At the Thales Cyber Summit, organized around the theme "Halfway is no way", the group announced the launch of five solutions designed to address the evolving cyber threat landscape.

These notably include Luna 8, a hardware security module based on post-quantum cryptography, and CipherTrust Data Security Posture Management, an AI-optimized solution for identifying and protecting sensitive data.

The group also presented Sentinel Envelope+, software protection against AI-generated attacks, as well as a new comprehensive cybersecurity approach combining technologies, real-time threat intelligence, and expertise.

Partnership with Google Cloud on Agentic AI

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Thales announced a partnership with Google Cloud aimed at securing organizations' agentic AI operations, through the Thales AI Security Fabric solution.

According to Philippe Vallée, Deputy Chief Executive Officer, Cybersecurity & Digital Identity at Thales, "cybersecurity has never been more central to building more sustainable and resilient societies". The executive added that cybersecurity "is not just about protecting ourselves from the future, but about giving current society the means to engage with it with confidence".



Sector Aéronautique et Défense › Défense


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Context

Period
  • Period: S1 2026
Key reported figures
  • Revenue: 10 949 millions d'euros
  • Quarterly revenue: 10 949 millions d'euros
  • Revenue growth: 6,7 %
  • EBITDA: 1 150 millions d'euros
  • Net income: 485 millions d'euros
  • Free cash flow: 1 865 millions d'euros
  • 519,2 millions d'euros
Risks mentioned
  • Résiliation du programme F126 par l'Allemagne : charge exceptionnelle de 450 M€, impact de 331 M€ sur le résultat net
  • Annulation d'une commande de deux satellites géostationnaires, impact d'environ -150 M€ sur les ventes Spatial
  • Marge Cyber & Digital en baisse à 10,9 % contre 14,4 %, notamment dans les Paiements et l'Identité/Biométrie
Opportunities identified
  • 18 grandes commandes de plus de 100 M€ pour 4 850 M€, dont 11 au deuxième trimestre
  • Carnet de commandes Défense de 41,1 milliards d'euros, soit environ 3,2 années de chiffre d'affaires
  • Très forte progression au Proche et Moyen-Orient (+202 % en organique en prises de commandes)
Outlook / guidance
  • Expected revenue: 23 600 millions d'euros
  • Management commentary: Organic sales growth expected between +6% and +7%, corresponding to sales of €23.3 to €23.6 billion; Adjusted EBIT margin expected between 12.6% and 12.8%

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.

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