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Unisys BofA Securities Leveraged Finance Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities Leveraged Finance Conference 2025 summary2 Dec, 2025
Business overview and segment performance
Operates two main segments: License & Support (L&S, ClearPath Forward) and ex-L&S (Digital Workplace Solutions and Cloud, Applications & Infrastructure).
L&S is about 20% of revenue, highly profitable, and supports mission-critical operations for clients in travel, financial services, and transportation.
L&S revenue is usage-based, with contracts averaging 4.5–5 years and revenue recognized upfront, causing year-to-year lumpiness.
Ex-L&S (80% of revenue) includes IT outsourcing, device management, and cloud services, with contracts ranging from short-term projects to 3–5 year outsourcing deals.
Ex-L&S segment faced headwinds from IT budget constraints, government funding delays, and client hesitancy around AI, leading to a 2025 revenue guide reduction.
Financial guidance and margin outlook
2025 L&S revenue guidance raised to $430 million, driven by hardware refreshes and increased consumption; gross margin expected around 70%, slightly lower this year due to hardware.
L&S revenue for 2026–2028 expected to average $400 million annually, reflecting renewal timing, not business decline.
Ex-L&S revenue guided to decline ~4% year-over-year in 2025, with profit guidance and cash flow maintained through cost controls.
SG&A reductions accelerated, with full-year benefits expected in 2026; further cost takeout remains a focus.
Impact of AI and technology trends
AI adoption is increasing client consumption in L&S, supporting upside in usage-based contracts.
AI is being infused into digital workplace solutions, improving help desk efficiency, reducing labor costs, and enhancing competitiveness.
In cloud services, AI accelerates application development and coding, benefiting both clients and margins.
What AI-driven L&S consumption upside?
How will AI offset ex-L&S headwinds?
Cash use strategy given ongoing headwinds?
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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.
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