Feb 13 - French IT services group Capgemini reported full-year revenue that surpassed the growth range it communicated in October, driven by a strong finish to the year and contributions from recently acquired business units.
On a constant currency basis, group revenue rose 3.4% to 22.47 billion euros in 2025, topping the company’s prior guidance of 2% to 2.5% growth. The fourth quarter showed a marked pickup, with sales increasing 10.6% year-on-year after the consolidation of newly acquired WNS and Clou4C, which Capgemini said made a "significant contribution" following their integration into the group.
Capgemini’s leadership highlighted the growing role of artificial intelligence in demand for its services. Group CEO Aiman Ezzat reported that generative and agentic AI together represented more than 10% of group bookings in the quarter, compared with about 5% earlier in the year. The company provided an exchange rate reference of $1 = 0.8432 euros for context on currency conversion.
The results reflect a combination of organic acceleration in the final quarter and the impact of acquisitions consolidated into group results. Capgemini’s published figures indicate the fourth-quarter lift was materially affected by the inclusion of WNS and Clou4C, underlining the contribution of recent deal activity to near-term top-line performance.
Beyond the headline numbers, the company’s disclosure of AI-related booking share signals a shift in client demand toward generative and agentic AI-enabled business process services. The jump in AI’s share of bookings from around 5% earlier in the year to above 10% in the quarter points to a rapid change in the composition of new work secured by the firm.
Capgemini’s results stand as a snapshot of the company’s performance through 2025, with the fourth quarter and acquisition consolidations driving reported growth above prior internal targets. The company did not provide additional forward guidance in the items summarized here.
Details
- Full-year revenue: 22.47 billion euros (2025), up 3.4% at constant exchange rates.
- October guidance: 2% to 2.5% growth - actual exceeded this range.
- Fourth-quarter sales: +10.6%, with WNS and Clou4C making a significant contribution after consolidation.
- AI bookings: generative and agentic AI accounted for more than 10% of group bookings in the quarter, up from around 5% earlier in the year.
- Exchange rate reference: $1 = 0.8432 euros.
This account is based on the figures and statements released by the company for the period indicated.