The COVID-19 pandemic has given IT services providers, such as Capgemini, the silver lining of an increasing number of companies expediting a move to the cloud to adapt better to a new flexible or exclusively remote working model.
Capgemini said its digital and cloud services, which represented 65% of its business in October-December period, grew around 15% in 2020.
The French consulting and IT services provider expects its operating margin to be back at pre-COVID-19 levels in 2021 to between 12.2%-12.4%, slightly above the 12.1% consensus view.
\"With all the positive signs we see in our activity, we expect a progressive improvement over the first half of the year, and we hope to come back to our mid-term growth objectives at the end of the year,\" Chief Executive Aiman Ezzat said in a call with reporters.
Capgemini's full-year 2020 operating margin dropped less-than-feared to 11.9% from 12.3% the previous year.
\"Regarding the result it's slightly above expectations in terms of profitability,\" ODDO BHF analyst Nicolas David said.
In a call with analysts, Ezzat said Capgemini still aimed for double-digit growth of digital and cloud services in 2021.
In December, U.S. rival Accenture<\/a> raised its guidance thanks to an extended work-from-home period boosting its digital and cloud services.
Capgemini also provided guidance that 2021 revenue would increase 7%-9% in constant currency terms from the 2020 figure of 15.85 billion euros, ($19.07 billion) which was up 12.2%. This increase was helped by the consolidation of Altran, a smaller rival Capgemini bought last year, offsetting the pandemic's impact on growth, CFO Carole Ferrand said in the analyst call.
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凯捷对盈利前景乐观,在家工作的促进云服务
COVID-19大流行了IT服务提供商,如凯捷,越来越多的企业的一线希望加快移动到云计算更好的适应一个新的灵活的或专门远程工作模型。
凯捷周三表示,盈利能力将超出市场预期,2021年之后,该集团公布全年业绩符合共识,推动增长数字和云服务。
COVID-19大流行了IT服务提供商,如凯捷,越来越多的企业的一线希望加快移动到云计算更好的适应一个新的灵活的或专门远程工作模型。
凯捷表示,其数字和云服务,在10 - 65%的业务代表,2020年增长15%左右。
法国咨询和IT服务提供商预计其营业利润率在2021年回到pre-COVID-19的水平达到12.2%至-12.4%,略高于12.1%的共识。
”,我们看到在我们的活动的所有积极的迹象,我们预计今年上半年逐步改进,我们希望回到我们的中期增长目标在今年年底,”首席执行官Aiman Ezzat在与记者的电话说。
凯捷2020年全年的营业利润率下降低于预期水平从11.9%降至12.3%。
“关于结果略高于预期的盈利能力,”奥多BHF银行分析师尼古拉斯·大卫说。
在与分析师的电话,说Ezzat凯捷仍计划在2021年两位数的增长数字和云服务。
去年12月,美国的竞争对手埃森哲咨询公司上调指导由于延长在家工作的时间增加其数字和云服务。
凯捷也提供了指导,2021年营业收入将增长7% - -9%不变货币计算从158.5亿年的2020欧元(190.7亿美元),增长了12.2%。增加得益于Altran的整合,规模较小的竞争对手凯捷去年买,抵消大流行对经济增长的影响,首席财务官卡罗尔费兰德的分析师的电话。
COVID-19大流行了IT服务提供商,如凯捷,越来越多的企业的一线希望加快移动到云计算更好的适应一个新的灵活的或专门远程工作模型。
凯捷表示,其数字和云服务,在10 - 65%的业务代表,2020年增长15%左右。
法国咨询和IT服务提供商预计其营业利润率在2021年回到pre-COVID-19的水平达到12.2%至-12.4%,略高于12.1%的共识。
”,我们看到在我们的活动的所有积极的迹象,我们预计今年上半年逐步改进,我们希望回到我们的中期增长目标在今年年底,”首席执行官Aiman Ezzat在与记者的电话说。
凯捷2020年全年的营业利润率下降低于预期水平从11.9%降至12.3%。
“关于结果略高于预期的盈利能力,”奥多BHF银行分析师尼古拉斯·大卫说。
在与分析师的电话,说Ezzat凯捷仍计划在2021年两位数的增长数字和云服务。
去年12月,美国的竞争对手埃森哲咨询公司上调指导由于延长在家工作的时间增加其数字和云服务。
凯捷也提供了指导,2021年营业收入将增长7% - -9%不变货币计算从158.5亿年的2020欧元(190.7亿美元),增长了12.2%。增加得益于Altran的整合,规模较小的竞争对手凯捷去年买,抵消大流行对经济增长的影响,首席财务官卡罗尔费兰德的分析师的电话。
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