Atos - Registration Document 2016

B Atos positioning and strategy

B.2 Market sizing and competitive landscape [G4-8] et [G4-13]

large regional fluctuations. Although the combination of North and South America represents the largest overall growth it’s important to note some Argentina reaching a growth of 13.3%. Growth in North America was at 5.7% but South America saw • greater increases with and average rise of 7.5% with disrupt the global IT market. None the less, heightened economic and political uncertainty across Western Europe is Brexit shocked the currency markets. However, this didn’t • bring 2016 Enterprise Software growth in the region, down expected to reduce purchases of Enterprise Software “add-on” functionality in the near term; particularly the UK. This will approximately 0.7% to 6.7%. However, this will only be a postponement resulting pent-up demand from 2017 through Looking at the 2016 IT services market, Atos is ranked number 8 in the world and second largest IT business Services Company in Europe with a market share of around 4%. Atos is the number 1 European IT service provider in Europe just behind IBM. Atos is one of the few companies able to cover all the European geographies. In the largest European countries, the main Wipro). this is still predominantly in the UK (TCS, Cognizant, Infosys and Fujitsu (UK), T-Systems (Germany) and Indra (Spain). Indian based players start to have significant presence in Europe, but competitors of Atos are IBM, HP, Accenture, Capgemini, CGI and some local champions with strong regional footprint like Capita, In 2016, major industry analyst firms have assessed Atos capabilities and positioned Atos as follow: european leader in Hybrid Cloud; • B.2.2

cloud services and exit actions. that, within the next 18 months, follow-on actions for Brexit will increase spending in ITO sub-segments, most likely in 2019 for the acquisition of these add-ons, many of which are tied to digital business initiatives. Additionally, we believe 0.6% and Austria at 2.4%. Dynamics of growth in Key European geographies is described below. On the lower growth end we see Greece with a growth of • 15.1%, followed by China at 9.7%, and Singapore and Saudi Arabia at 7.7%. At the slower growth end we see South Korea For the rest of the world India is growing the fastest at • with 1.2%, Taiwan 1.5%, Thailand 1.9%, and Turkey with a 2.7% spending growth. european leader server market particularly in high • performance computing HPC; european leader in Workplace management; • High-Security Government Grade; Management. Hoox is in Atos most important category: positioned #2 worldwide for High-Security Mobility • positioned #6 worldwide for Security Consulting Services; • positioned Top 9 worldwide out of Top 10 Information Security • Consultants; niche Player for Identity and Governance Administration, • worldwide; niche player for Managed Security Services, worldwide; •

B

Competitive landscape and new expected position of Atos

niche Player for Integrated Systems, worldwide; • niche Player for Modular Servers, worldwide. •

Atos | Registration Document 2016

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