Unisys Corporation New · NYSE:UIS
Unisys Corporation New — Unisys — Investor Day (June 2026)
83 slides from Unisys Corporation New's investor day presentation, Jun 2, 2026
Slide 1: used.
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Slide 2: Unisys Investor Day agenda
Unisys Investor Day | June 2 Welcome & strategic direction Digital Workplace Solutions Mike Thomson Patrycja Sobera & Weston Morris Future-ready solutions & services Go-to-market strategy Chris Arrasmith Joel Raper & Teresa Poggenpohl Enterprise Computing Solutions Finance overview Sean Tinney Deb
Slide 3: 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 c
Slide 4: Mike Thomson, CEO and President
Mike Thomson | CEO and President
Slide 5: Speaker and agenda
Speaker and agenda About Unisys Progress report Strategic vision Unisys AI framework Mike Thomson CEO and President Key takeaways
Slide 6: A global mission-critical IT services and solutions partner
A global GLOBAL PRESENCE REVENUE mission-critical • Blue Bell, PA headquarters • 120+ countries where Unisys • ~$2.0B | FY25 annual revenue • Diversified by industry, IT services and services clients geography, and client solutions partner • 700+ clients • 100+ ecosystem partners A HERITAGE OF INNOV
Slide 7: A foundation fortified over the past three years
STRATEGIC DIRECTION Stood up Launched Reset market agentic AI-enabled perception application solutions factory A foundation fortified over Climbed Streamlined the past analyst rankings Upskilled workforce operating model three years Improved Expanded pre-pension profitability free cash flow
Slide 8: Our strategy, evolved
STRATEGIC DIRECTION Our strategy, evolved From a foundational growth framework to an AI-First operating model 2023 C O R E E L E M E N T S O F S T R A T E G Y 2026 P R I O R I T I E S F O R T H E N E X T C H A P T E R Addressable market growth New adjacencies Solution development AI embedded, not b
Slide 9: Client imperatives driving growth
STRATEGIC DIRECTION CLIENT IMPERATIVES DRIVING GROWTH AI-First solution and service mindset Outcome-based results Trusted strategic partnership Speed, agility and continuous improvement
Slide 10: Why now? The agentic inflection point
STRATEGIC DIRECTION Why now? “Agentic AI is emerging as a strategic inflection The agentic point. This new class of AI isn’t just speeding up innovation. It’s reshaping how work gets done, how people contribute, and how inflection point industries will grow in the years ahead.” $450B 33% 10x 44% Eco
Slide 11: The Unisys AI framework
STRATEGIC DIRECTION The Unisys AI framework Develop Transform Orchestrate Develop the Apply AI to Orchestrate foundation for transform AI securely, enterprise AI operations responsibly, at scale We help clients define We help clients We run hybrid and and create the implement foundational transforme
Slide 12: Things to take home
STRATEGIC DIRECTION 01 02 Reinventing as a Accessing a larger leader in future state, market opportunity mission-critical through an integrated IT solutions, built AI framework and for an agentic world go-to-market model 03 04 things to Evolving our Reaching positive free take home workforce throug
Slide 13: Chris Arrasmith, Chief Operating Officer
Chris Arrasmith | Chief Operating Officer
Slide 14: Speaker and agenda
Speaker and agenda Unisys AI transformation AI capabilities and solutions AI-powered workforce Strategy and partnerships Chris Arrasmith Chief Operating Officer The Unisys edge
Slide 15: Unisys AI transformation
FUTURE-READY SOLUTIONS & SERVICES Unisys AI transformation Strategy and AI-First. Full-stack. Partner-enabled. partnerships Built for scale. Flexible, full-stack and expanding Agentic AI-powered solutions workforce Creating systems Human capital + of action digital labor
Slide 16: Unisys AI capabilities at the core
FUTURE-READY SOLUTIONS & SERVICES Unisys AI capabilities at the core Integrated enterprise AI embedded in our portfolio Strategy and Data Process Engineering for AI AI AI that delivers value High-impact business outcomes infused with security and flexibility at the core Agentic AI Responsible Modern
Slide 17: AI-led solutions driving client value
FUTURE-READY SOLUTIONS & SERVICES AI-led solutions driving client value From infrastructure readiness to agentic deployment — solution alignment to client AI journey stages Develop Transform Orchestrate AI Infrastructure Agentic Workflow AI Managed Assessment Deployment Services Data Environment Int
Slide 18: Building AI-First capabilities and delivery
FUTURE-READY SOLUTIONS & SERVICES Building AI-First capabilities and delivery Evolving workforce versus reducing workforce AI workforce Outcome-based AI workflow AI output Domain strategist delivery lead architect validator translator
Slide 19: AI technology stack
AI Frontier Models LLMs Data & Infrastructure Cloud/GPU compute technology Inference Private AI stack Model hosting Data governance Simplifying a complex AI ecosystem for our clients Develop the foundational models, data and compute that power enterprise- grade AI. Transform operations with agents,
Slide 20: End-to-end AI from edge to cloud to data center
FUTURE-READY SOLUTIONS & SERVICES 1 End-to-end AI from edge to cloud to data center 2 Security and governance built into every layer 3 Proven enterprise delivery at global scale 4 Depth of industry and process knowledge 5 Agile and practical AI for real-world enterprise outcomes
Slide 21: 21 global leader rankings, 42 total global reports
21 global leader rankings | 42 total global reports Company Awards LEADER in Advanced Analytics and AI Services LEADER in Advanced Digital Workplace Services TIME World’s Best Companies of 2025 LEADER in Generative AI Services LEADER in Cloud Infrastructure Mgmt Services India’s Best Employers of 20
Slide 22: Enterprise Computing Solutions (ECS)
Enterprise Computing Solutions (ECS)
Slide 23: Speaker and agenda
Speaker and agenda Solution portfolio Market opportunity AI at the core Demo: Digital System Administrator Sean Tinney SVP and General Manager Enterprise Computing Solutions Client value and outcomes
Slide 24: Solution portfolio
ENTERPRISE COMPUTING SOLUTIONS Solution portfolio 68% ClearPath License and Support portfolio revenue1 11% portfolio revenue1 Business Process 21% Outsourcing Services portfolio revenue1 ClearPath Managed Services
Slide 25: AI is driving, not replacing, mainframe workloads
ENTERPRISE COMPUTING SOLUTIONS AI is driving, not replacing, mainframe workloads Mainframe workloads have doubled over 15 years and will double again, accelerated by AI. Every new AI use case lands on the core. WORKLOAD GROWTH WHY NOW ~6% Mainframe market 5-year CAGR through 2033 — and accelerating
Slide 26: ClearPath ecosystem market momentum
ENTERPRISE COMPUTING SOLUTIONS ClearPath ecosystem market momentum Where it matters What’s driving IT Why ClearPath wins Market verticals Market forces Our alignment • High-volume, data-sensitive • Security and cyber-resilience • Designed for mission-critical industries • Regulatory pressure and wor
Slide 27: ClearPath ecosystem strategy – capturing the market
ENTERPRISE COMPUTING SOLUTIONS ClearPath ecosystem strategy – capturing the market Develop Transform Orchestrate Client growth engine Tech tied to business Future of work • AI at the core, modernizing outcomes • Comprehensive managed at the edge • Faster application creation services • Workload and
Slide 28: ClearPath ecosystem roadmap
ENTERPRISE COMPUTING SOLUTIONS ClearPath ecosystem roadmap Core tenets: Security | Performance | Interoperability Now Near-term Long-term Enhancements and extensions to continue providing clients with confidence in ClearPath security Security Crypto discovery Post-quantum readiness Predictive securi
Slide 29: AI at the core – power without limits
ENTERPRISE COMPUTING SOLUTIONS AI at the core – power without limits 1 AI-driven integration AI value realization 2 Extending the ecosystem around Increasing accuracy, maximizing code ClearPath while maintaining data generation, and accelerating speed to security and integrity value on strategic AI
Slide 30: ClearPath Digital System
ClearPath Digital System
Slide 31: Incident resolution
ENTERPRISE COMPUTING SOLUTIONS Traditional AI-enabled 1 1 Incident Incident Incident 3 3 resolution Hours Minutes Traditional versus AI-enabled* 10 1 Engineers Engineer $$$ $
Slide 32: Value and outcomes for our clients
ENTERPRISE COMPUTING SOLUTIONS Value and outcomes for our clients 99.999+% $56T Security ClearPath system Annual US interbank ClearPath provides the security needed by availability for payments processed maximum uptime today’s clients and is ready for the challenges of the post-quantum world 700+M $
Slide 33: Client transformation in action
ENTERPRISE COMPUTING SOLUTIONS Client transformation in action
Slide 34: Cloud, Applications, & Infrastructure (CA&I)
Cloud, Applications, & Infrastructure (CA&I)
Slide 35: Speaker and agenda
Speaker and agenda Market opportunity Future-ready vision Solution portfolio Demo: AIOps in action: Unisys Intelligence Accelerator Manju Naglapur Senior VP and GM Cloud, Applications & Client value and outcomes Infrastructure
Slide 36: CA&I market opportunity and growth drivers
CLOUD, APPLICATIONS & INFRASTRUCTURE CA&I market opportunity and growth drivers Growing CA&I and AI markets $1.0T 5.3% CAGR $2.6T ~30% CAGR Total market for CA&I1 Expected CA&I growth1,2 Total market for AI3 Expected AI growth2,3 Targeting highest-growth segments AI growth opportunity AI-driven infr
Slide 37: Our evolution
CLOUD, APPLICATIONS & INFRASTRUCTURE Our evolution 2020-2024 2025 & beyond Target Client-initiated Market demand addressed with 2025 – Intelligence market expansion rapid value assessments beyond supercycle Financial Unit model + Outcome-based model model milestones Managed Solutions Develop, transf
Slide 38: AI embedded across solutions and services
CLOUD, APPLICATIONS & INFRASTRUCTURE AI embedded Industrialized Outcome-based Build AI fluency across solutions delivery models engagements align across associates and services, drive efficiency, delivery to measurable to scale our agentic secure by design consistency and lower business and advantag
Slide 39: Solutions for the future
CLOUD, APPLICATIONS & INFRASTRUCTURE Solutions for the future Reimagined portfolio to drive client success Priority solutions Future-ready portfolio & delivery model We help clients Hybrid Cloud Develop Transform Orchestrate Transformation & Managed Services AI-infused solution portfolio Application
Slide 40: Powering delivery through our AI framework
CLOUD, APPLICATIONS & INFRASTRUCTURE Powering delivery through our AI framework Client Modern experience | Streamlined workflows | Intelligent systems | Hyper-productivity outcomes AI control tower Develop Guardrails Embed AI-driven software development life cycle • Agent catalog • Security and comp
Slide 41: Delivering enterprise-scale outcomes
CLOUD, APPLICATIONS & INFRASTRUCTURE Delivering enterprise-scale outcomes
Slide 42: Critical applications modernized, scaling to hundreds with AI
INDUSTRIAL TECHNOLOGY Critical applications modernized, scaling + to hundreds with AI Cloud migration first, then AI-driven automation at scale
Slide 43: Savings with full-scale cloud transformation
COMMERCIAL REAL ESTATE $ in savings M with a full-scale cloud transformation, 24/7 SOC, and 150+ automated workflows
Slide 44: Internal systems integrated
FINANCIAL SERVICES internal systems integrated via 280 application programming interfaces, automation, and DevOps to achieve transformation
Slide 45: Delivering with leading partners. Recognized by analysts.
CLOUD, APPLICATIONS & INFRASTRUCTURE Delivering with leading partners. Recognized by analysts. Key partners Analyst recognition 30+ Partners 10 23 Leader rankings* Total reports*
Slide 46: Digital Workplace Solutions (DWS)
Digital Workplace Solutions (DWS)
Slide 47: Speakers and agenda
Speakers and agenda Market opportunity Demo: Service Experience Accelerator in action Solution portfolio Client value and outcomes Patrycja Sobera Weston Morris SVP and General Manager, Sr. Director, Strategy, Digital Workplace Solutions Digital Workplace Solutions Future ready
Slide 48: Positioned for growth
DIGITAL WORKPLACE SOLUTIONS Positioned Market forces for growth Achieving ROI from AI: Turning clients’ AI 1 investments into measurable business value Managing rising device costs: Reducing total 2 cost of ownership across the device life cycle Experience-driven productivity: Linking employee 3 exp
Slide 49: AI ROI through technology, people and security
DIGITAL WORKPLACE SOLUTIONS AI ROI through Contain endpoint Proactive Data technology, costs without experience sovereignty people and sacrificing management that during instability security productivity drives business outcomes
Slide 50: More than an inconvenience
DIGITAL WORKPLACE SOLUTIONS more than an inconvenience
Slide 51: Solutions for the future
DIGITAL WORKPLACE SOLUTIONS Solutions for the future We empower and support the digital, physical, and human workplace Priority solutions Future-ready portfolio We help clients Experience-as-a-Service Develop Transform Orchestrate Agentic Service Desk AI-infused solution portfolio and professional s
Slide 52: Delivering client value and measurable business outcomes
DIGITAL WORKPLACE SOLUTIONS We focus on delivering client value and measurable business outcomes
Slide 53: Employees achieving ROI from AI
CONSTRUCTION CLIENT STORY Employees achieving ROI from AI Increasing AI adoption and productivity Facilitated a prompt-a-thon with senior executives to support key business challenges and build leadership alignment for scaled adoption across the workforce.
Slide 54: Product releases YoY
MANUFACTURING CLIENT STORY Product releases YoY Revenue generating activity Our manufacturing client reclaimed 49,000 employee hours, enabling them to quadruple their product releases in Q4 of last year.
Slide 55: Expanding field services into higher-value opportunities
DIGITAL WORKPLACE SOLUTIONS High-end PREMIUM Infrastructure Servers Storage Routers/ DC Liquid Switches Cooling Multi-site Expanding field Deployment Parking Airport Edge Point of Sale services into Biometrics higher-value Traditional opportunities Enterprise Support User Support Device Smart Meetin
Slide 56: Shaping the industry
DIGITAL WORKPLACE SOLUTIONS Shaping the industry We’re reimagining digital workplace solutions and shaping the future Analyst leader recognition Award recognition Industry memberships 9 Leader Rankings* 12 Total reports* Dell Technologies Global Alliances Americas 75+ Partners Data Center
Slide 57: Joel Raper and Teresa Poggenpohl
Joel Raper, Chief Commercial Officer Teresa Poggenpohl, Chief Marketing Officer
Slide 58: Speakers and agenda
Speakers and agenda Growing with AI at our core AI-driven sales organization Marketing strategy Joel Raper Teresa Poggenpohl Chief Commercial Officer Chief Marketing Officer
Slide 59: AI at our core – partner-supported growth built around client needs
GO-TO-MARKET STRATEGY AI at our core – partner-supported growth built around client needs AI through us AI with us AI for us MODERNIZING CORE UNISYS SOLUTIONS ENABLING CLIENT OUTCOMES WITH AI ESTABLISHING UNISYS AS ‘CLIENT ZERO’ Embedded AI for enhanced Enabling client innovation Evolving to an AI-F
Slide 60: Sales engine 2.0: Rewiring for scalable growth
GO-TO-MARKET STRATEGY Sales engine 2.0: 01 02 Rewiring for Guided selling with AI-enabled embedded whitespace scalable growth intelligence discovery By 2029, sales organizations with AI-driven enablement functions will 03 04 achieve 40% faster sales stage Insight-orchestrated Outcome-based velocity
Slide 61: Accelerating client acquisition through tech
GO-TO-MARKET STRATEGY Accelerating client acquisition through tech Intent Precision Personalized Predictive signals targeting journeys analytics Powered by AI
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Slide 63: Client stories convert
GO-TO-MARKET STRATEGY Client stories convert 18x higher clickthrough rate 4x higher dwell time
Slide 64: Tailored experiences, tangible results
GO-TO-MARKET STRATEGY Tailored experiences, tangible results ACCOUNT-BASED MARKETING • Influence key stakeholders with personalized, targeted messaging and thought leadership • Position Unisys to win strategic new business and secure renewals CLIENT EXAMPLE: Global biotechnology company Consistent,
Slide 65: Deb McCann, Chief Financial Officer
Deb McCann, Chief Financial Officer
Slide 66: Speaker and agenda
Speaker and agenda 2023 Investor Day report card 2026 Investor Day targets Capital allocation priorities Deb McCann Why Unisys Chief Financial Officer
Slide 67: Our portfolio of solutions with new terminology
FINANCE OVERVIEW Our portfolio of solutions with new terminology NEW NAME NEW NAME Technology Solutions & Services ClearPath (formerly Ex-L&S) (formerly L&S) Cloud, Applications Digital Workplace Enterprise Computing & Infrastructure Solutions (DWS) Solutions (ECS) (CA&I) Specialized Services ClearP
Slide 68: 2023 Investor Day report card
FINANCE OVERVIEW 2023 Investor Day report card Delivering strong progress against our 2023 Investor Day expectations 2023 INVESTOR DAY TARGETS EXPECTED RESULTS* ClearPath ~$360M revenue ~$425M revenue (2024-2026 average) ~65% gross margin ~70% gross margin Technology Solutions & Services Revenue 5%
Slide 69: Revising financial guidance
FINANCE OVERVIEW (5.0%) to (3.5%) 9.0% to 11.0% Revising From (6.5%) to (4.5%) Constant Currency Non-GAAP Operating Profit Margin financial Revenue Growth • Revenue growth guidance translates to reported revenue growth of (2.0%) to guidance (0.5%) based on exchange rates as of April 30, 2026 • Assum
Slide 70: Technology Solutions & Services Revenue Growth Opportunity
FINANCE OVERVIEW Technology Solutions & Services Revenue Growth Solutions Growth Opportunity Expected to be the drivers of growth inflection Positioning ourselves for growth inflection | Target: 3-5% 3-year CAGR* Digital Workplace $M $1,586 $1,577 Data Center & Enhanced Field Services $1,512 $1,522
Slide 71: Continuing Technology Solutions & Services margin expansion
FINANCE OVERVIEW Continuing Technology Higher margin mix shift Solutions & Services margin Increasing volumes and new business signings in higher expansion value solutions with accretive margin profile 200+ bps Improved efficiency with AI and optimization Over the next three years ~ Agentic AI and a
Slide 72: Improving structural SG&A efficiency
FINANCE OVERVIEW Improving structural SG&A efficiency Building a leaner, agentified organization aligned to growth Transforming Targeting 150 bps AI-powered core G&A functions reduction • Deploying AI across core G&A functions to drive In SG&A as a % of revenue from productivity, streamline processe
Slide 73: Bringing it all together
FINANCE OVERVIEW Bringing it all together Inflecting to positive growth, expanding profitability, and enhancing free cash flow Total company* Total company gross Operating Free Cash revenue growth margin expansion Profit Flow 2 % - 4% ~100 bps 12% to 14% ~$50M Three-year CAGR from Over the next thre
Slide 74: Capital allocation priorities
FINANCE OVERVIEW Simplify the balance sheet, improve net leverage ratio and credit rating Advance growth through disciplined capital deployment Consider a capital return program over the long term © 2026 UNISYS CORPORATION. ALL RIGHTS RESERVED. CONFIDENTIAL AND PROPRIETARY INFORMATION. 74
Slide 75: Deleveraging as a core focus
FINANCE OVERVIEW Pension contributions expected to translate to ~$240M Deleveraging as of deficit reduction from 2025 to year-end 2029 a core focus 1400 1200 1000 Execution of our strategy 800 $M improves our leverage 600 position 400 200 0 2023 2024 2025 2026E 2027E 2028E 2029E Puts us in a positio
Slide 76: Continuing our pension strategy
FINANCE OVERVIEW Continuing our Benefits achieved through recent debt pension strategy raise and pension actions • Removed substantially all pension volatility • Enabled further annuity purchase transactions • Reduced GAAP pension deficit and contributions • Actions cash flow accretive over next 5 y
Slide 77: Why Unisys is a compelling investment
FINANCE OVERVIEW Why Unisys is a compelling investment An inflection point – from deleveraging to durable free cash flow Transformed Near-term Medium-term Unlocked Unisys catalysts value shareholder value +$3 / share from ~$200M targeted Recognized leader with Growth inflection Sustained growth step
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Slide 79: Things to take home
CLOSING THOUGHTS 01 02 Reinventing as a Accessing a larger leader in future state, market opportunity mission-critical through an integrated IT solutions, built AI framework and for an agentic world go-to-market model 03 04 things to Evolving our Reaching positive free take home workforce through A
Slide 80: Thank You
Thank You Contact Us investor@unisys.com
Slide 81: Definitions of Non-GAAP Financial Metrics
Definitions of Non-GAAP Financial Metrics Non-GAAP operating profit – This measure excludes pretax pension and postretirement expense, pretax goodwill impairment charge and pretax charges or gains associated with certain legal matters related to settlements, professional services and legal fees, inc
Slide 82: Definitions of Other Metrics
Definitions of Other Metrics ClearPath – Represents software license and related support services, primarily ClearPath Forward , within the company's ECS segment. Technology Solutions & Services – These measures exclude revenue, gross profit and gross profit margin in connection with software licens
Slide 83: unisys.com
unisys.com © 2026 Unisys Corporation. All rights reserved. Unisys and other Unisys products and services mentioned herein, as well as their respective logos, are trademarks or registered trademarks of Unisys Corporation. All brands and products referenced in this document are acknowledged to be trad