Capgemini Se Ord (CAPMF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to the CAP Gemini Q3 2025 Revenues Webcast and Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1 and 1 on your telephone. You will then hear an automatic message advising your hand is raised. To answer your question, please press star 1 and 1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Ayman Esad, CEO. Sir, please go ahead. Thank you, good morning, and thank you for joining us for this Q3 2025 revenue call. Today I'm joined by our CFO, Miri Bagat. So let's go straight to it. Q3 was a strong quarter. for the group better than expected, and this performance is a result of our team's mobilization, the targeted actions initiated end of last year, and the relevance of our AI-powered business and technology partner positioning. Even in a demanding environment that remains largely unchanged, our performance increased steadily in 2025. The group generated revenues of $5,393,000,000, up 2.9%, year-on-year at constant currency. This is 2.2 points improvement compared to the second quarter of 2025 growth rate of 0.7%. And this improvement has been pretty broad-based. Booking total is $5,161,000,000 in Q3 2025, an increase of 1.5% at constant exchange rate. Now, this represents a book-to-bill ratio of 0.96 for the period in line with traditional seasonality. So the content currency growth rate improved across most regions, businesses, and sectors. By geography, North America recorded the strongest acceleration, reaching 7% year-on-year at constant currency. Growth rates al...