Quadient S.A. (NPACY) Q4 2026 Earnings Call Transcript

Anne-Sophie Jugean
Head of Investor Relations

Good evening, and welcome to Quadient’s Full Year 2025 Results Presentation. I am Anne-Sophie Jugean, Quadient’s Head of Investor Relations. Today’s presentation will be hosted by Geoffrey Godet, CEO; and Laurent Du Passage, CFO. The agenda for today’s call is on Slide 3. As usual, there will be an opportunity to ask questions at the end of the presentation. You can submit your questions in writing through the web or ask questions live by dialing into the conference call.

Thank you very much. And with that, over to you, Geoffrey.

Geoffrey Godet
CEO & Director

Thank you, Anne-Sophie. Good evening, everyone. So let me start by setting out the market context for Quadient. Over the past few years, we’ve been operating in an environment shaped by powerful structural trends. In 2025, these trends did not change in nature, but they accelerated simultaneously reaching a new level of momentum. So the first one is there is, in ’25, a marked step change in artificial intelligence. Rapid advances in AI are accelerating digitalization across industries and reinforcing the long-term demand for software solution. This is not a short-term phenomenon.

AI is fundamentally reshaping how enterprise automate, secure and scale mission-critical workflows, well beyond any single use — sorry, any single use case and regulatory cycle. What customers increasingly require our software platform that can deliver value quickly, integrate AI natively, including agents and responsibly into system of records and reliably operate within complex legal, regulatory and data security environment. In this context, AI-driven digitalization spans our entire digital portfolio from