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Atos — Q1 2026 Earnings Presentation

29 slides from Atos's earnings presentation, Apr 21, 2026

  1. Slide 1: Atos Group Q1 2026 Performance

    Atos Group Q1 2026 Performance April 21, 2026

  2. Slide 2: Today's presenters

    Today’s presenters Philippe Salle Jacques-François de Prest Group Chairman & CEO Group CFO 2 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  3. Slide 3: Disclaimer

    Disclaimer 3 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  4. Slide 4: Today's agenda

    Today’s Today’sagenda agenda Q1 2026 Business highlights Q1 2026 Performance Operating Revenue by performance Segment Q1 2026 Liquidity position Outlook Questions & Answers

  5. Slide 5: Q1 2026 Business highlights

    01 Q1 2026 Business highlights Philippe Salle

  6. Slide 6: A gradual start, with fundamentals moving in the right direction

    A gradual start, with fundamentals moving in the right direction 6 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  7. Slide 7: Gradual start to 2026 with improving commercial momentum and continued strong liquidity

    Gradual start to 2026 with improving commercial momentum and continued strong liquidity Notes: (1) Group’s baseline for establishing future ambition: for all years, excluding the estimated impact of Advanced Computing activities, South America operations and Ideal GRP divestitures ; (2) Net change i

  8. Slide 8: 3-year Genesis target savings completed, now extended

    3-year Genesis target savings completed, now extended to generate further efficiencies • • • • • • • • • 8 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  9. Slide 9: Workforce evolution reflecting Genesis execution

    Workforce evolution reflecting Genesis execution -7% -3% 63 193 1 490 61 282 - 78 -1 919 58 771 -1 404 -2 511 Voluntary attrition rate Q1 2026 = 12.4% 9 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  10. Slide 10: Strong orderbook momentum, proving out success of commercial strategy reset

    Strong orderbook momentum, proving out success of commercial strategy reset… Increase in BtB up 4pts renewal rate Good traction in cloud, vs strong Q1 2025 Qualified pipeline* in Q1 26 cyber and data & AI with strong up 900m+ business lines contribution from in Q1 2026 94% with growing North America

  11. Slide 11: Atos Group reimagined: update on our three pillars of growth

    Atos Group reimagined: update on our three pillars of growth ➢ Launched 4 Sovereign Agentic AI Studios ➢ Developing state-of-the-art Atos ➢ Launch of next-gen hub for advanced in US, UK, Germany and France… Sovereign Cloud platform, to be launched threat intelligence: Atos Threat Research in July… C

  12. Slide 12: Q1 2026 Revenue performance

    02 Q1 2026 Revenue performance Philippe Salle

  13. Slide 13: Q1 2026 revenue evolution

    Q1 2026 revenue evolution 2 068 2 067 1 993 -1 -6 - 68 1 844 - 150 1 640 - 203 13 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  14. Slide 14: Q1 2026 Group organic growth & revenue by geo

    Q1 2026 Group organic growth & revenue by geo • • 14 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  15. Slide 15: Atos Germany, Austria & Central Europe declines with ramp-downs

    Atos Germany, Austria & Central Europe declines with ramp-downs but rebalancing on future growth • • •

  16. Slide 16: Atos North America book-to-bill at 160%

    Atos North America book-to-bill at 160%, demonstrating ongoing commercial recovery • • •

  17. Slide 17: Atos France facing short-term headwinds

    Atos France facing short-term headwinds mainly due to public sector on hold during quarter • • •

  18. Slide 18: Atos UK & Ireland firming up the organic growth trajectory

    Atos UK & Ireland firming up the organic growth trajectory initiated in Q4 2025 • •

  19. Slide 19: Atos Int'l Markets driven by contract ramp-down

    Atos Int’l Markets driven by contract ramp-down and some MET later-than-expected starts, with limited impact • • • •

  20. Slide 20: Atos Belux, Netherlands & Nordics: strong commercial momentum

    Atos Belux, Netherlands & Nordics: strong commercial momentum with existing client base • • •

  21. Slide 21: Eviden revenue down vs high comparables in 2025

    Eviden revenue down vs high comparables in 2025 and slower activity on Vision AI • • •

  22. Slide 22: Q1 2026 Liquidity position

    03 Q1 2026 Liquidity position Jacques-François de Prest

  23. Slide 23: Strong liquidity position at the end of Q1

    Strong liquidity position at the end of Q1 Legend Variation in Payments received in advance of invoice payment Undrawn revolving credit Cash Closing at date +31 Incl. restructuring and Bull 23 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  24. Slide 24: Outlook

    Outlook Philippe Salle Group Chairman & CEO ATOS

  25. Slide 25: Atos at go-forward perimeter: global, diversified, resilient

    Atos at go-forward perimeter*: global, diversified, resilient 2025 revenue by business Lines €7.1B Cloud & Modern Infrastructure Digital Applications Digital Work- Smart Plat- Regional offers 20% Cyber . Ser- FY25 Revenue 28% 21% Place 10% forms 8% vices 5% (March YTD FX) €312M 2025 revenue by geogr

  26. Slide 26: Confirmed financial ambition at go-forward perimeter

    Confirmed financial ambition at go-forward perimeter

  27. Slide 27: Q&A Session

    Q&A Session ATOS

  28. Slide 28: Q&A Session

    Q&A Session Philippe Salle Jacques-François de Prest Group Chairman & CEO Group CFO 28 | 21/04/2026 | Q1 26 Performance | © Atos - for external use

  29. Slide 29: Thank You!

    Thank You! For more information Please contact: investors@atos.net Atos is a registered trademark of Atos SE. © 2026 Atos. Confidential information owned by Atos, to be used by the recipient only. This document, or any part of it, may not be reproduced, copied, circulated and/or distributed nor quot

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