Quadient S.A. (NPACY) This fall 2026 Earnings Name Transcript

Anne-Sophie Jugean
Head of Investor Relations

Good night, and welcome to Quadient’s Full 12 months 2025 Outcomes Presentation. I’m Anne-Sophie Jugean, Quadient’s Head of Investor Relations. As we speak’s presentation will probably be hosted by Geoffrey Godet, CEO; and Laurent Du Passage, CFO. The agenda for at present’s name is on Slide 3. As normal, there will probably be a possibility to ask questions on the finish of the presentation. You may submit your questions in writing via the online or ask questions reside by dialing into the convention name.

Thanks very a lot. And with that, over to you, Geoffrey.

Geoffrey Godet
CEO & Director

Thanks, Anne-Sophie. Good night, everybody. So let me begin by setting out the market context for Quadient. Over the previous few years, we have been working in an atmosphere formed by highly effective structural tendencies. In 2025, these tendencies didn’t change in nature, however they accelerated concurrently reaching a brand new degree of momentum. So the primary one is there may be, in ’25, a marked step change in synthetic intelligence. Fast advances in AI are accelerating digitalization throughout industries and reinforcing the long-term demand for software program answer. This isn’t a short-term phenomenon.

AI is basically reshaping how enterprise automate, safe and scale mission-critical workflows, properly past any single use — sorry, any single use case and regulatory cycle. What prospects more and more require our software program platform that may ship worth shortly, combine AI natively, together with brokers and responsibly into system of information and reliably function inside advanced authorized, regulatory and knowledge safety atmosphere. On this context, AI-driven digitalization spans our total digital portfolio from