Unisys (UIS) Small-Cap Growth Virtual Investor Conference summary

Company overview and business segments

• Operates in IT solutions with a focus on software development, proprietary software, and services across four segments: Digital Workplace, Cloud, Applications & Infrastructure, and Enterprise Computing Solutions (ECS).

• Digital Workplace leads in productivity solutions, integrating AI for support and maintenance, and is recognized as a global leader.

• Cloud, Applications & Infrastructure segment serves government, financial, travel, and tech sectors, focusing on cloud management and modernization.

• ECS centers on proprietary solutions like ClearPath Forward, generating stable, high-margin revenue, with new AI and quantum offerings emerging.

• Logistics Optimization leverages AI and quantum for airline cargo, building on 40 years of industry experience.

Revenue streams and business model

• License and Support (L&S) is about 20% of revenue, mainly from ClearPath Forward, with lumpy but stable income due to multi-year licensing deals.

• Ex-L&S solutions, including IT services and SaaS offerings, are a strategic growth focus, differentiated by AI integration and modernization.

• Transitioning legacy clients to modern solutions is driving growth and improving profitability in Ex-L&S.

• SaaS-based logistics solutions are expected to contribute to Ex-L&S growth.

Technology and innovation

• AI is embedded across all solutions, with 122 active AI-driven projects enhancing client offerings, internal processes, and cost efficiency.

• Quantum annealing is used in logistics optimization, providing a competitive edge in airline cargo.

• Strong engineering culture positions the company to capitalize on the shift toward engineered, AI-driven IT solutions.