Quadient Sa (NPACF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening and welcome to Quadian's full-year 2025 results presentation. I am Anne-Sophie Jujan, Quadian's Head of Investor Relations. Today's presentation will be hosted by Geoffrey Godet, CEO, and Laurent Dupassage, CFO. The agenda for today's call is on slide 3. As usual, there will be an opportunity to ask questions at the end of the presentation. You can submit your questions in writing, through the web, or ask questions live by dialing into the conference call. Thank you very much. And with that, over to you, Geoffrey. Thank you, Anne-Sophie. Good evening, everyone. So, let me start by setting out the market context for Quadient. Over the past few years, we've been operating in an environment shaped by powerful structural trends. In 2025, these trends did not change in nature, but they accelerated simultaneously, reaching a new level of momentum. So the first one is there is in 2025 a marked step changed in artificial intelligence. Rapid advances in AI are accelerating digitalization across industries and reinforcing the long-term demand for software solutions. This is not a short-term phenomenon. AI is fundamentally reshaping how enterprise, automate, secure, and scale mission-critical workflows well beyond any single use case and regulatory cycle. What customers increasingly require are software platforms that can deliver value quickly, integrate AI natively, including agents, and responsibly into system of records, and reliably operate within complex legal, regulatory, and data security environments. In this context, AI-driven digitalization spans our entire digital portfolio from CCM to AP and AR. And of course, compliance-driven workflows, which enhance both the value of our solutions and the breadth of use cases we can address. The second trend, also co...