Unisys Corporation New · NYSE:UIS
Unisys Corporation New — Unisys — Investor Day (October 2025)
25 slides from Unisys Corporation New's investor day presentation, October 2025
Slide 1: ClearPath Forward Overview
ClearPath® Forward Overview Investor Presentation Chris Arrasmith Chief Operating Officer Sean Tinney SVP and GM Enterprise Computing Solutions
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Unisys ca
Slide 3: Welcome and Agenda
Welcome and Agenda Modern Mainframe • ClearPath® Forward ecosystem • Modern features and capabilities Market Perspective • Industry corroboration • Results delivered Client Journey • Mission-critical partner Sean Tinney • Integrated ecosystem SVP and GM Enterprise Computing Solutions Market Validity
Slide 4: ClearPath Forward – The Modern Ecosystem
ClearPath® Forward – The Modern Ecosystem Unmatched reliability delivered with the agility and intelligence needed in a digital-first world Traditional ClearPath® Forward Business Attribute Mainframe Modern Ecosystem Impact Deployment On-prem only On-prem + cloud integration Optimized deployment and
Slide 5: ClearPath Forward Portfolio
ClearPath® Forward Portfolio Secure, scalable operating systems designed to protect and scale core business processes Deployment Options* CPF Ecosystem Application Environment** Today’s CPF runs seamlessly in AWS and Azure, a Evolve and enhance applications with capabilities private cloud, or on tra
Slide 6: What Is An Operating System?
What is An Operating System? A software system that interfaces between users and hardware to execute programs Interface Layers Operating Systems Ecosystem What is CPF? Users Unisys Proprietary Secure, high-speed and volume compute environments Designed for mission-critical workloads Continuously ada
Slide 7: ClearPath Forward Delivers – Every Day, Around the Globe
ClearPath® Forward Delivers – Every Day, Around the Globe Global leaders depend on CPF security and stability for critical transactions Enterprise Business Demands Batch Processing Volume Transaction Processing Regulated and Sensitive Workloads • High-volume, quick turn processing needs • Large-scal
Slide 8: What Are Deployment Options?
What Are Deployment Options? The various methods used to connect to applications, services, or APIs Unisys Environment Enterprise Hosted on a owned and private cloud managed environment Deployment Options On-premises Today’s CPF runs seamlessly in AWS Private Cloud and Azure, a private cloud, or on
Slide 9: What Are Application Environments?
What Are Application Environments? User-defined collections of resources that host applications Applications Environment Evolve and enhance applications with capabilities ranging from Unisys Applications sophisticated data analysis to modern development Partner Applications The CPF ecosystem include
Slide 10: What Are the Unisys Value-added Solutions?
What Are the Unisys Value-added Solutions? Value-added solutions support application development and data sharing Value-added Solutions* The ClearPath® Forward ecosystem includes solutions designed to support contemporary application development as well as data sharing to and from the CPF environmen
Slide 11: What Are Services?
What Are Services? A range of offerings that enhance an enterprise via expertise, support, or hosting services ClearPath® Forward Professional and Managed Services** Services for Optimal Results Enterprise experts maximize business outcomes through a comprehensive range of services from technical su
Slide 12: ClearPath Forward Portfolio
ClearPath® Forward Portfolio Secure, scalable operating systems designed to protect and scale core business processes Deployment Options* CPF Ecosystem Application Environment** Today’s CPF runs seamlessly in AWS and Azure, a Evolve and enhance applications with capabilities private cloud, or on tra
Slide 13: ClearPath Forward—Today and Tomorrow
ClearPath® Forward—Today and Tomorrow Mainframes play a vital, global role in revenue-driving transactions—today and in the future Market Outlook IDC Perspective Gartner Perspective 70%+ 90%+ 95% 30% 70%+ of Fortune 500 90%+ of Fortune 500 Mainframes support 95% By 2030, mainframe end users will inc
Slide 14: ClearPath Forward Service Journey – Cruise Line
ClearPath® Forward Service Journey – Cruise Line Partnering with an industry leader to support a remarkable growth journey Objectives Past Present Future • Support aggressive growth and expansion goals • Increase efficiency and operational productivity 1972 2024 2027-2033 1 Used Ship 29 Ships +5 Shi
Slide 15: System Touchpoints – Cruise Line
System Touchpoints – Cruise Line Schedules Destinations Onboard Services Ships Selection Set Sail Messaging Amenities Traveler Options Dates Mobile Excursions Room Type Web Query Price POS Agency Register Purchases Direct Surveys Welcome Post-sail Offers Interaction Specials Details Payment Messagin
Slide 16: System Touchpoints – Mortgage Processing
System Touchpoints – Mortgage Processing Origination Settlement Servicing Documentation Securitization and Customer Service Application Underwriting Funding Loan Management Closure and Review Contracting and Support Documentation Provide Contract Loan Structuring Default Lead Generation Property Val
Slide 17: Why is ClearPath Forward So Persistent?
Why is ClearPath® Forward So Persistent? Replicating the CPF environment is costly and introduces significant migration risks ClearPath® Forward Migration Challenges Mission-critical Platform Application Modernization Powers the most demanding, mission-critical business processes that Rarely matches
Slide 18: CPF 2050 Long-term Roadmap
CPF 2050 Long-term Roadmap Improve performance and drive modernization without the cost, complexity, or risk of a services journey ClearPath® Forward – Future-state Roadmap Roadmap Capabilities Client Impact Run anywhere—dynamic deployment with Ensures optimal resource utilization and cost efficienc
Slide 19: Key Takeaways
Key Takeaways Modern Mainframe • ClearPath® Forward ecosystem • Modern features and capabilities Market Perspective • Industry corroboration • Results delivered Client Journey • Mission-critical partner Chris Arrasmith • Integrated ecosystem Chief Operating Officer Market Validity • CPF next-gen cap
Slide 20: unisys.com
unisys.com © 2025 Unisys Corporation. All rights reserved. The material in this document reflects information available at the point in time at which this document was prepared as indicated by the date in the document properties. This content is provided for general information purposes only, does n
Slide 21: Appendix
Appendix unIsyS © 2025 UNISYS CORPORATION. ALL RIGHTS RESERVED. CONFIDENTIAL AND PROPRIETARY INFORMATION, — 21
Slide 22: Financial View
Financial View ECS REVENUE - 2024 ($628M) LICENSE & SUPPORT (L&S) REVENUE TREND License and Support (L&S) Specialized Services and Compute (SS&C) $500 $429M $432M $430M $400 $300 $200 $100 31% $0 2023 2024 2025E 69% Initial Forecast Amount Over Forecast L&S Revenue Trends • Revenue will fluctuate ba
Slide 23: ClearPath Delivers – Security
ClearPath® Delivers – Security Unparalleled data security as recognized and reported by NIST NATIONAL VULNERABILITY DATABASE Operating System Number of Vulnerabilities Date of Last Vulnerability Compromised User Data Unisys ClearPath® OS 2200 0 - No Unisys ClearPath® MCP 5 01/12/2022 No OpenVMS 39 0
Slide 24: License & Support and Ex-L&S Revenue & Gross Profit
License & Support (“L&S”) and Excluding License & Support (“Ex-L&S”) Revenue & Gross Profit $M 1Q23 2Q23 3Q23 4Q23 FY 23 1Q24 2Q24 3Q24 4Q24 FY 24 1Q25 2Q25 L&S REVENUE $ 136.9 $ 80.8 $ 67.1 $ 144.3 $ 429.1 $ 93.2 $ 82.1 $ 104.5 $ 151.7 $ 431.5 $ 71.1 $ 87.6 EX-L&S REVENUE 379.5 396.0 397.5 413.3 1,
Slide 25: Definitions
Definitions Industry Terms Acronym Definition Application Programming Interface API A set of protocols, routines, and tools for building software and applications Artificial Intelligence AI Enables machines to perform tasks; learn from data, recognize patterns, make decisions, solve problems Disaste