Quadient Sa (NPACF) Q1 2026 Earnings Call

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WEBVTT 00:00:01.516 -- 00:00:06.946 Good evening, everyone, and welcome to Quadient's first quarter 2026 revenue call. 00:00:06.946 -- 00:00:11.754 I'm Laura Paxton, Head of Investor Relations at Quadient, and I'm here today with Geoffrey 00:00:11.754 -- 00:00:16.863 Godet, CEO, and Laurent Dupassage, CFO. We will have 00:00:16.863 -- 00:00:21.872 a short presentation followed by a Q&A, and then you can submit your questions in 00:00:21.872 -- 00:00:27.183 writing through the web or ask questions live by dialing into the conference call. 00:00:27.183 -- 00:00:32.366 The presentation and press release are now available on our website at invest.quodient.com, 00:00:32.789 -- 00:00:36.993 and the replay of the call will also be available on our website. 00:00:36.993 -- 00:00:38.794 Thank you very much for joining us this evening. 00:00:38.794 -- 00:00:41.858 I will now hand over to you, Geoffrey. 00:00:41.858 -- 00:00:45.061 Thank you, Laurent, and welcome, Laurent. Good evening, everyone. 00:00:45.061 -- 00:00:50.166 Starting on slide five, so let me start with a brief reminder of some of the 00:00:50.166 -- 00:00:55.145 key dynamics shaping our performance as we entered 2026. 00:00:55.145 -- 00:00:59.669 As you remember, as I have outlined during our full year results, we continue to operate 00:00:59.669 -- 00:01:03.113 in an environment that has been driven by key structural trends, right? 00:01:03.113 -- 00:01:07.157 So, first one is the acceleration of digitalization, 00:01:07.157 -- 00:01:11.000 supported in particular by AI and the Involucing Mandate. 00:01:11.000 -- 00:01:16.245 And the second one is the ongoing structural evolution of the mail market. 00:01:16.245 -- 00:01:21.330 Along the side of our full year result in 2025, we also announced a major 00:01:21....