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Rachael Stormonth

Rachael is Executive Vice President, Research, at NelsonHall. She has global responsibility for research programs including the flagship Vendor Intelligence Program, which delivers the most comprehensive vendor intelligence in the form of Key Vendor Assessments, Quarterly Updates, and Daily Vendor Tracker. She also consults widely with NelsonHall clients.

Capgemini - Quarterly Update

Quarterly Update

by Rachael Stormonth

published on Oct 31, 2018

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Report Overview:

NelsonHall's quarterly update on Capgemini provides a snapshot of developments at Capgemini in the last quarter.

Who is this Report for:

NelsonHall’s Quarterly Update on Capgemini provides a snapshot of developments at the company in the last quarter. It accompanies NelsonHall’s more comprehensive Key Vendor Assessment program.

Both programs are designed for:

  • Marketing, sales and business managers developing strategies to target service opportunities within the BPO/IT Services markets
  • Sourcing managers monitoring the capabilities of existing suppliers of IT and BPO services and identifying vendor suitability for these services
  • Consultants advising clients on vendor selection
  • Vendor marketing, sales and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the BPO/IT services sector.

Scope of this Report:

The report provides a quarterly update on Capgemini, looking at financial performance and key developments during the period.

It accompanies NelsonHall’s Key Vendor Assessment program which looks at Capgemini’s IT and BPO offerings, capabilities, and market and financial strengths, including:

  • Identification of the company’s strategy, emphases and new developments
  • Revenue breakdowns
  • Analysis of the company’s offerings and key service components
  • Analysis of the profile of the company’s client base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s strengths, weaknesses and outlook.

Key Findings & Highlights:

Q3 2018 Performance: North America, digital boosted by LiquidHub

Digital and Cloud now account for 45% of group revenue.

The largest geography, North America, delivered another quarter of double digit growth, though the rate of organic growth has slowed.

The U.K. returns to growth, as expected, as the impact of the Aspire contract ramp down expires.

Consulting and Application Services boosted by acquisitions; Business Services disappoints.

Q3 book-to-bill slips to 0.87, YTD BTB steady at 1.0.

Revenue guidance for 2018 improves to CC revenue growth of ‘at least 7.5%’, of which around 5.7% organic.

Launch of Capgemini Invent

In a major portfolio development, Capgemini has subsumed Capgemini Consulting and LiquidHub and other recent consulting and CX specialist acquisitions plus design and innovation capabilities from several other units, into a new global service line. The unit has six practices that go beyond digital marketing to include digital manufacturing and digital operations.

Two bolt-on acquisitions in France and Italy will help build the Capgemini Invent GSL in Europe.

The Leidos commercial cybersecurity unit acquisition is expected to complete in Q4.

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