)
Visual
test
Unisys
Unisys (UIS) investor relations material
Unisys 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Financial performance and segment outlook
ECS/L&S segment maintains stable 70% margins, with annual revenue around $400 million and strong cash flow.
FY24 revenue was ~$2B, with adjusted EBITDA of ~$290M and free cash flow of ~$55M.
Ex-L&S gross margin improved to 17.6% in FY24, with overall gross margin at 29.2%.
IT services (DWS and CA&I) have margin profiles in the low- to mid-20% range, with opportunities for further improvement through efficiency and technology adoption.
Recurring revenue mix is about 80%, providing stability, though consulting work could increase margins at the cost of consistency.
AI integration, digital strategy, and competitive positioning
AI is viewed as a net benefit, driving consumption by leveraging decades of structured data for analytics and telemetry.
Generative and agentic AI are embedded in service desk solutions, automating knowledge management and improving client support.
Focus on digital agility, AI-driven automation, and cloud transformation to enable smarter decisions and fuel growth in a $1.6T global IT services market growing at 8.4% CAGR through 2029.
Recognized by industry analysts and partners for leadership in digital workplace, cloud, AI, and cybersecurity services.
DWS and CA&I segments face competition from major IT service providers, but differentiated solutions and recent recognition in Gartner's Magic Quadrant support strong positioning.
Growth opportunities and market dynamics
CA&I segment has a larger addressable market ($600B) and higher growth potential (10%-12% CAGR) compared to DWS ($150B, 5%-8% CAGR).
Company-wide normalized growth is targeted at 3%-5% CAGR, with some segments expected to outperform.
Expanding addressable markets, especially in the mid-market, and modernizing client applications with AI and edge technologies.
Targeting ~150bps annual Ex-L&S gross margin expansion through higher-value solutions, AI-driven efficiency, and contract optimization.
The company aims to shift its revenue mix to include more consulting for higher margins.
ClearPath: How is market share maintained?
IT services margins: What drives future gains?
Pension resolution: Impact on valuation and capital?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- MATAS
Record Q3 for Matas, but KICKS declined as consumers traded down; guidance maintained. - SVIK
Profitability and cash flow surged in 2025, led by fuel and waste tech growth and no dividend proposed. - NOD
Q4 2025 delivered strong revenue and margin growth, with a positive outlook for Q1 2026. - BUFAB
Record-high margins and strong Q4 results support optimism for growth in 2026. - SLP
Record 2025 growth: rental income +43%, profit +46%, SEK 800m share issue, 95% sustainable financing. - RBX
Order book up 8% to R30.44bn, but profit and EPS declined; outlook remains positive. - AFRY
Q4 margin and utilization gains, strong backlog, and stable dividend despite market headwinds. - GEM
Losses narrowed, costs cut, and Bitcoin strategy adopted as political delays continue. - BTE
Post-Eagle Ford sale, focus shifts to Canadian growth, capital returns, and operational efficiency. - CPG
Q1 organic revenue up 7.3%, strong new business, and 2026 profit growth guidance reaffirmed.
Next Unisys earnings date
Q4 202520 Feb, 2026
Unisys
Next Unisys earnings date
Q4 202520 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Unisys Corporation provides digital transformation services, including cloud computing, cybersecurity, data analytics, and enterprise software. The company serves government agencies, financial institutions, and commercial enterprises with IT solutions and managed services. The company is headquartered in Blue Bell, Pennsylvania, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage