Quadient Sa (NPACF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening, everyone, and welcome to Quadient's first quarter 2026 revenue call. I'm Laura Paxton, Head of Investor Relations at Quadient, and I'm here today with Geoffrey Godet, CEO, and Laurent Dupassage, CFO. We will have a short presentation followed by a Q&A, and then you can submit your questions in writing through the web or ask questions live by dialing into the conference call. The presentation and press release are now available on our website at invest.quodient.com, and the replay of the call will also be available on our website. Thank you very much for joining us this evening. I will now hand over to you, Geoffrey. Thank you, Laurent, and welcome, Laurent. Good evening, everyone. Starting on slide five, so let me start with a brief reminder of some of the key dynamics shaping our performance as we entered 2026. As you remember, as I have outlined during our full year results, we continue to operate in an environment that has been driven by key structural trends, right? So, first one is the acceleration of digitalization, supported in particular by AI and the Involucing Mandate. And the second one is the ongoing structural evolution of the mail market. Along the side of our full year result in 2025, we also announced a major realization of the Executive Committee, with a very clear intention. Align the leadership with our operational priorities, and most importantly, put our digital automation platform at the center of the company, with the clear goals to accelerate both growth and innovation. Now, this has already enabled a sharper and more coordinated go-to-market approach, and particularly when it comes to e-innovating in Europe. invoicing is not just a one-size-fits-all rollout, right? It requires local execution aligned with country-specific regula...