Cegedim S.A. (0DYQ) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a04263-af03-78b1-afb3-5335391a78dc Created: 2026-08-27T08:43:45.611Z Duration: 1242.48 Channels: 1 00:00:00.240 -- 00:00:02.720 So good evening. Thank you for attending it. 00:00:02.720 -- 00:00:05.120 So it's about the revenue in Q1 00:00:05.279 -- 00:00:07.120 twenty twenty six first quarter. 00:00:13.115 -- 00:00:15.115 So the revenue on this 00:00:15.355 -- 00:00:16.315 first quarter 00:00:16.555 -- 00:00:20.474 stood at €159,600,000 00:00:20.875 -- 00:00:24.235 a slight decrease by 1% on reported data, 00:00:24.314 -- 00:00:25.675 0.8% 00:00:25.675 -- 00:00:26.474 like for like. 00:00:27.260 -- 00:00:30.380 The difference between both is the currency impact 00:00:30.380 -- 00:00:33.340 only. There's no scope effect on this quarter. 00:00:34.140 -- 00:00:36.140 So this decline is 00:00:36.380 -- 00:00:37.820 mainly explained by 00:00:38.620 -- 00:00:41.580 negative comparison effects at the Cloud and Support 00:00:41.580 -- 00:00:42.300 business unit. 00:00:42.755 -- 00:00:45.075 And, more specifically, in its outsourcing 00:00:45.155 -- 00:00:47.555 activities. We had anticipated 00:00:47.555 -- 00:00:49.555 it. It's not a surprise. 00:00:50.355 -- 00:00:52.195 It comes from two main 00:00:53.235 -- 00:00:54.195 points, I would say. 00:00:54.930 -- 00:00:57.250 The first one is the end of this 00:00:57.250 -- 00:00:58.130 significant 00:00:58.370 -- 00:00:59.810 outsourcing contract 00:01:00.210 -- 00:01:01.810 that we had talked during 00:01:02.130 -- 00:01:03.330 2025 00:01:03.570 -- 00:01:06.450 and that ended on April one last year. 00:01:06.450 -- 00:01:08.450 So we still have this quarter this comparison 00:01:08.450 -- 00:01:09.410 for this first quarter. 00:01:10.265 -- 00:01:12.905 And the sec...