Unisys (UIS) 16th Annual East Coast IDEAS Conference summary

Company overview and business model

• Headquartered in Blue Bell, Pennsylvania, with over 150 years of history and a global presence in 120+ countries, serving 700+ clients and 100+ ecosystem partners.

• Serves a diversified client base, with top 50 clients averaging 20 years of partnership and high renewal rates, supported by ~15,000 associates and ~8,000 engineers across 30+ countries.

• Operates through segments including Digital Workplace Solutions, Cloud, Applications & Infrastructure, and Enterprise Computing Solutions, with ClearPath as a key operating system.

• Revenue is well-diversified by segment, geography, and client sector, generating ~$2.0B in FY25 and limiting macroeconomic exposure.

• Maintains a capital-light strategy, leveraging partnerships with major OEMs and technology providers such as AWS, Dell, Lenovo, Microsoft, and Google Cloud.

Solutions, innovation, and AI integration

• Portfolio includes Digital Workplace Solutions, Technology Solutions & Services, Cloud, Applications & Infrastructure, and Enterprise Computing Solutions.

• ClearPath ecosystem offers secure, scalable operating systems supporting AI workflows, with deployment options across public/private cloud and on-premises.

• Focused on expanding higher-margin services in hybrid cloud, application transformation, and security, with AI as a core enabler.

• Digital Workplace Solutions are evolving with agentic and generative AI to automate service desk and field services, improving efficiency and margins.

• Recognized as a leader in Digital Workplace and AI services by Gartner, ISG, and awarded by TIME, Newsweek, Forbes, and Financial Times.

Artificial intelligence strategy and market trends

• Agentic AI is expected to create $450B in economic value by 2028, with 33% of enterprise software applications containing agentic AI.

• AI framework emphasizes developing foundational models, transforming operations, and orchestrating secure, scalable AI ecosystems.

• Mainframe workloads are projected to double again, driven by AI integration and increased demand for secure, high-availability platforms.

• ClearPath operating system is positioned for AI-driven workload growth, with clients increasingly integrating AI workflows.