Atos SE (AEXAF) Q4 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everybody. Thank you for joining us this morning for 24 financial results. I'm with Jacques François, the group CFO. So on page three, of course, you have the normal, I would say, disclaimer. There is nothing new on this one. So on page four on the agenda, today I will share with you some key messages. Then I will go on the business highlights. On 2024, Jacques François then will take the lead for the 24 financial results. And then I will come back with key takeaways. And of course, we're going to take some Q&A after that. So with the allies first, so let's start on the page, which is number six. So I would say first on Q4, I think the good news is the I would say, commercial activity on Q4. As you can see, the Q4 book-to-bill, in fact, is very strong, about 110%, and stronger, in fact, than Q4 2023. We signed, in fact, a lot of multi-year contracts. It's both renewals in terms of contracts and wins. In the second point, We have a 2024 revenue organic evolution operating margin and free cash flow is roughly in light with the outlook that we have communicated in October, which I think is very important in terms of, I would say, confidence. In terms of M&A update, we finalized the sale of World Grid. It has been done in the year of 2024 and we received the cash, in fact, before the end of the year. As you know, in November, we received a non-binding offer from the French state for the potential acquisition of what we call the advanced computing activities. And we have launched the self-process of the mission critical system. In fact, this month in March, if we have, I would say, the right level, I would say, of price, we will probably sign something during the summer. for a closing probably at the end of the year or beginning of next year. Finally, I woul...