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Company profile

Capgemini

IT services and consulting · Paris, France · capgemini.com

Capgemini is a global business and technology transformation firm with a large services footprint across cloud, data, AI, engineering, operations. Its current direction emphasizes AI-led transformation, cloud modernization, sovereign and regulated-industry solutions, deeper partner-led delivery.

Strategic priorities

Cloud and AI led growth

Management says growth is being driven by demand for cloud, data and AI, the company says it validated its cloud and AI strategy in Q1 2026.

FY 2025 results cite strong demand for cloud, data and AI; Q1 2026 revenues say the quarter validates the cloud and AI strategy.

FY 2025 Results

Agentic and enterprise AI expansion

Capgemini is positioning around scaled enterprise AI deployment rather than experimentation.

The company announced a 2026 capital markets direction centered on the agentic AI revolution and said agentic AI represented a step change in value creation.

2026 Capital Markets Day: Capgemini poised to capture the full value of the Agentic AI revolution

Sovereign and regulated cloud offerings

The company is emphasizing sovereign cloud options for clients with strict compliance and data control requirements.

Capgemini said its sovereign-ready cloud and AI solutions are available on the AWS European Sovereign Cloud and expanded a secure sovereign cloud partnership with Google Cloud.

Sovereign-ready cloud and AI innovation set to scale for European enterprises with Capgemini solutions on the AWS Sovereign Cloud

Partner ecosystem and large transformation deals

Capgemini relies on a broad partner ecosystem and large multiyear client commitments.

Q1 2026 commentary said the company deepened partnerships with hyperscalers, strengthened AI relevance, secured major transformational deals including a five year extension with McDonald’s.

Q1 2026 revenues

AI program

Capgemini presents itself as an AI powered transformation partner and says AI is central to its growth model. Public 2026 disclosures highlight enterprise AI deployment, agentic AI, partnerships around frontier model deployment, secure AI solutions, AI upskilling. The company also said 2025 learning hours were elevated with a particular focus on AI related upskilling.

Technology posture

Capgemini is pursuing a cloud first, AI enabled, partner led technology posture with emphasis on regulated and sovereign deployments.

Cloud
5/5
AI
5/5
Data
4/5

Public disclosures emphasize cloud migration, AI hyper automation, data modernization, sovereign cloud, partner integrated delivery.

Technology vendor categories

Cloud
AWS, Google Cloud, n/a
AI
OpenAI, NVIDIA, Mistral AI, n/a
Data
Databricks, Informatica, Snowflake, n/a
ERP
SAP, n/a
CRM
Salesforce, Adobe, n/a
Security
Fortinet, Thales, n/a

Recent developments

Sources

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Evidence confidence 87/100. Generated 2026-07-03 from public sources.