Capgemini Reports Mixed 2025 Results Amid AI Push and Restructuring Costs
Event summary
- Capgemini reported €22.465 billion in revenues for 2025, up +1.7% year-on-year, with constant currency growth of +3.4%.
- Generative AI accounted for over 10% of Group bookings in Q4 2025.
- The company announced €700 million in restructuring costs over the next two years to adapt its workforce and skills.
- Capgemini targets revenue growth of +6.5% to +8.5% at constant exchange rates for 2026.
The big picture
Capgemini's 2025 results reflect a strategic pivot towards AI and digital transformation, driven by strong demand for cloud, data & AI services. The company's restructuring efforts aim to align its workforce with these growth areas, while acquisitions like WNS strengthen its position in intelligent operations. However, the mixed financial performance highlights the challenges of navigating a complex macroeconomic environment.
What we're watching
- AI Integration
- How Capgemini's focus on AI-driven business and technology transformation will impact its market position.
- Restructuring Impact
- Whether the €700 million restructuring plan will successfully adapt the workforce to meet evolving client demands.
- Revenue Growth
- The pace at which Capgemini can sustain its targeted revenue growth of +6.5% to +8.5% in 2026.
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