Q3 2021 Revenue

Bezons, October 21, 2021

Disclaimer
This document contains forward-looking statements that involve risks and uncertainties, including references, concerning the Group's
expected growth and profitability in the future which may significantly impact the expected performance indicated in the forwardlooking statements. These risks and uncertainties are linked to factors out of the control of the Company and not precisely estimated,such as market conditions or competitor's behaviors. Any forward-looking statements made in this document are statements about
Atos’ beliefs and expectations and should be evaluated as such. Forward-looking statements include statements that may relate to
Atos’ plans, objectives, strategies, goals, future events, future revenues or synergies, or performance, and other information that is nothistorical information. Actual events or results may differ from those described in this document due to a number of risks anduncertainties that are described within the 2020 Universal Registration Document filed with the Autorité des Marchés Financiers (AMF)
on April 7, 2021 under the registration number D.21-0269 and the Amendment to the 2020 Universal Registration Documents filed with
the AMF on July 30, 2021 under number D.21-0269-A01. Atos does not undertake, and specifically disclaims, any obligation orresponsibility to update or amend any of the information above except as otherwise required by law. This document does not containor constitute an offer of Atos’ shares for sale or an invitation or inducement to invest in Atos’ shares in France, the United States ofAmerica or any other jurisdiction.
Revenue organic growth is presented at constant scope and exchange rates.
Industries include Manufacturing (Aerospace, Automotive, Chemicals, Consumer Packaged Goods (Food & Beverage), Discrete
Manufacturing, Process Industries, Services and Siemens), Financial Services & Insurance (Insurance, Banking & Financial Services,and Business Transformation Services), Public Sector & Defense (Defense, Education, Extraterritorial Organizations, Public
Administration, Public Community Services and Major Events), Telecom, Media & Technology (High Tech & Engineering, Media, andTelecom), Resources & Services (Energy, Retail, Transportation & Hospitality, and Utilities) and Healthcare & Life Sciences(Healthcare and Pharmaceutical).
Regional Business Units include North America (USA, Canada, Guatemala and Mexico), Northern Europe (United Kingdom & Ireland,Belgium, Denmark, Estonia, Belarus, Finland, Lithuania, Luxembourg, The Netherlands, Poland, Russia and Sweden), Central Europe(Germany, Austria, Bulgaria, Bosnia, Croatia, Czech Republic, Greece, Hungary, Romania, Serbia, Slovenia, Slovakia, Israel, andSwitzerland), Southern Europe (France, Andorra, Spain, Portugal and Italy) and Growing Markets including Asia-Pacific (Australia,China, Hong Kong, India, Japan, Malaysia, New Zealand, Philippines, Singapore, Taiwan, and Thailand), South America (Argentina,Brazil, Chile, Colombia, Uruguay, and Peru), Middle East & Africa (Algeria, Benin, Burkina Faso, Egypt, Gabon, Ivory Coast, Kenya,
Kingdom of Saudi Arabia, Madagascar, Mali, Mauritius, Morocco, Qatar, Senegal, South Africa, Tunisia, Turkey and UAE), Major Eventsand Global Delivery Centers.

2Agenda

1 Q3 2021 Highlights
2 Group Transformation Update
3 Q3 2021 Financial Performance
4 Conclusion and Q&A
3

SECTION 1

Q3 2021 Highlights

Q3 2021
Key Figures
Revenue

Digital, Cloud, Security& Decarbonization

Headcount€ 2,666m

52%

106,665

of Q3 revenue+1,857 vs end of June 2021

Order entry

Backlog

Weighted pipeline€ 2,399m€ 23.4bn€ 7.4bn

BtB at 90%

2.1 years of revenue

7.9 months of revenue

0.0% at cc.

5

Q3 2021
Main Wins

6Manufacturing

Financial Services& Insurance

Public Sector& Defense

Telecom, Media& Technology

Resources& Services

Healthcare& Life Sciences

German Automotive

US Global Insurer

Public Authority

European High TechleaderLarge European
Utility

North American
leader in HealthCare

Digitaltransformation
on S/4 Hana
Cloud

Migration to
Public Cloud
combining Atos,
Syntel, andMaven Wave
capabilities

Dev Ops andintegration to
support DigitaltransformationDigitaltransformation
embarking
Cloud, SecurityandDecarbonization

Distribution
Network
Managementand Control
combining SAP &Atos Energysolutions

Digital tool
development toenhance patientexperienceBusiness shift to growth areas accelerating>70%

Digital, Cloud,Security, andDecarbonization in %of Group revenue

Q3 Highlights

Mid-term>70% of pipeline in Digital, Cloud,Security and Decarbonization52%

in Q3 2021

46%

in 202040%

in 2019
7

Big Data & Cybersecurity:+25% revenue growth at cc.

New breakthroughs achieved with Cloud and Digital partners
Advanced Consulting Partner
Managed Services Partner•••

New Mainframe Migration
New status ‘Level 1’ MSSPNew offers in Marketplace

Global Alliance Partner
Regulatory compliance in FS•

813 times Gold partner
Managed Services PartnerCenter of excellence for digitaltransformation in Financial
Services thanks to Edifixio•••

Extension to Azure Sentinelwith Paladion
Specialization for SAP on Azure
New offers in Marketplace

Global Platinum partner
SAP Partner Managed Cloud••Successful completion of Atos SAP
migration to Rise
Positioned as a Leader inSAP Cloud Migration Services

11 Global Specialization
Managed Services Partner••••

New Partnership step-up
Rewarded as ‘Global Social
Impact’ Partner for 2020
Specialization for SAP on GCP
New offers in Marketplace

Platinum partner
Global reach established••Partnership strengthened with
Profit4SF, Eagle Creek, andEdifixio recently acquired
EU/US reach created withhigh customer satisfaction

Strategic Alliance Partner
100% European multi-cloud
Extension to Public Sector /Healthcare
BullSequana in OVH data centers
130 data centers able to host data inSecNumCloud managed by Atos•••

Established Elite Partnerstatus••

Immediate Elite partnership
through Visual BI acquisition
New customer use cases onAWS, Azure and GCPSecurity in Q3: leveraging Atos customer base and bolt-onacquisition synergies

Fast growing
revenue andstrong pipeline+36%
revenue growth at cc.

Key wins acrossIndustries andGeographies

German car manufacturer
US Insurance, EU High Tech leader,French Ministry, Middle East Bank

Technology
leadership

Artificial
Intelligence andSovereignty

Moved up to #2 Worldwide in Managed Security Services
9Decarbonization: on plan to exit 2021 with c. € 100m run-rate
Recent achievements
31%

Revenue growth in Q3

1stWorld-first carbon neutral detection
and response cyber services

1stPartnership with BASF to lead
Product Carbon Footprint methodology
Active engagement with COP26
and 11th Annual Sustainability Researchand Report launch
Launch of JCI partnership

10Key Wins to dateLocal central bank in EU
Company in luxury

Advisory Services
for Net ZeroAssessment and consulting

Car manufacturer
Tyre supplier

Telekom Austria

European High Techplayer

Green Factory –Digital solutions to reduce
Energy consumption
Digitized carbon footprint andESG reporting for OT
Digital Decarbonization
Assessment andDecarbonization Level
Agreement

Strong Anticipation and Actions in an active HR environment
Accelerate hiring to acceleratetransformation

Train experts and multiply skills
Total digital certifications (YTD): 61,384+66% vs 2019

Doubled recruiter capacity
Q3 2021 hiring: +90% vs Q3 2019

Foster employee engagement
Internal First Program to acceleratecareer paths
Specific compensations
vs external market
Group attrition at 16% LTM

11Record Hiringsupporting Group
Transformation:+1.4% net organic
in Q3

Cloud Boost Program
All Sales and Solution Architects
externally certified in 2021

Empower all employees
LEAP program
launched to develop & promotecompany culture
Flexible balance between
working from home & office

SECTION 2Group TransformationUpdate

North America and Germany on track to deliver their specific plans
North America

Positive sequential growth Q3 vs Q2

Germany

Restructuring program started in July
200+ agreements already signed+33% Order Entry in Digital & Cloud vs Q2
66% of new hires in Digital, Cloud,Application, and Cybersecurity

400+ expected by year end of which 200+ departures
Reminder:Total program of 1,300 people for € 180m
Impact: +100bps on Group operating margin mid-term>1,100 Cloud certified employees byyear-end (750 end of Q3)
13

Program to look for partners to optimize Group assets (1/2)

UnifiedCommunications &Collaboration

c.0.6 billion euro
revenuec. 6%
operating margin

14

Status update

Advanced discussions ongoingProgram to look for partners to optimize Group assets (2/2)
Looking for partners on commoditized
technology and service layers:•••

Data centers•
Legacy compute & storage •Networks•

Infrastructure fullfillment
Maintenance
Infra projects

Formal process ongoing
Indications of interest received
Separation in progress

Datacenter hosting
and associated activitiesc. 1.2 billion euro
revenuec. 0%
operating margin

Full focus on Data & Applications
on Hybrid Multi-Cloud:•••15Overall Orchestration
Private Cloud
Public Cloud•••Middleware
Databases & Applications
Data analytics, AI, andautomation

Business retained:
Fast growing segment
supporting GroupTransformation

Continued bolt-on acquisitions strategy

19 Acquisitions since January 1st, 2020
Q1 2020

Q2 2020

Q3 2020

Google CloudSAP forEnergy & Utilities

Salesforce

AI & Machine
Learning

Cyber & IoT Security

Managed Detection &Response

Salesforce& Cloud

DigitalCybersecurity
Consulting

Salesforce

Cloud

Q2 2021

Q3 2021

CyberProducts

Product Lifecycle
Management

Big Data, AI & ML

Product Lifecycle
Management

Big Data &Analytics

Edge, Big Data& Analytics

Snowflake

Cybersecurity
Consulting

Cybersecurity
Consulting

Decarbonization

Q1 2021

Q4 2020

Security

Decarbonization> € 400 million based on yearly 2020 revenue
16Transforming our Culture through “LEAP”

Ramp-up across the organization

Identity

Leadership

Environment

Movement

Alignment across all geographies and organization levels
Collaboration Groups focused on 4 priority areas of action
Co-creation through employee events
17

SECTION 3

Q3 2021 Financial
PerformanceQ3 2021
Revenue evolution by Industry€MRevenue
Q3 2021

Q3 2020*% YoY, CCManufacturing

518

469

+10.4%

Financial Services & Insurance

524

512

+2.3%

Public Sector & Defense

553

628

-11.9%

Telecom, Media & Technology

355

363

-2.0%

Resources & Services

383

378

+1.5%

Healthcare & Life Sciences

333

317

+5.1%

2,666

2,666

0.0%

Total
* At constant currency
19Quarterly revenue trend by Industry
Revenue growth at constant currency
Q4 2020

Q1 2021

Q2 2021

Q3 2021

Manufacturing

-7.9%

-6.7%

+1.8%

+10.4%

Financial Services & Insurance

-0.8%

+7.4%

+3.1%

+2.3%

Public Sector & Defense

+5.5%

-3.2%

-3.8%

-11.9%

Telecom, Media & Technology

-6.2%

-5.0%

+1.8%

-2.0%

Resources & Services

-8.6%

-6.2%

-2.5%

+1.5%

Healthcare & Life Sciences

+4.3%

+3.4%

+0.3%

+5.1%

Total

-2.1%

-1.9%

0.0%

0.0%

20

YoY growthrate
Q4 vs Q3

Q3 2021
Performance by Regional Business Unit
€MRevenue
Q3 2021

Q3 2020*% YoY, CC

North America

617

625

-1.3%

Northern Europe

674

700

-3.8%

Central Europe

619

631

-1.8%

Southern Europe

556

520

+7.0%

Growing Markets

201

191

+4.9%

2,666

2,666

0.0%

Total

* At constant currency
21

Quarterly revenue trend by Regional Business Unit
Revenue growth at constant currency
Q4 2020

Q1 2021

Q2 2021

Q3 2021

North America

-3.1%

-9.4%

-1.9%

-1.3%

Northern Europe

+0.7%

+6.2%

0.0%

-3.8%

Central Europe

-5.1%

-8.5%

-10.3%-1.8%

Southern Europe

-1.0%

+1.9%

+13.1%+7.0%

Growing Markets

-1.5%

+5.1%

+5.6%

+4.9%

Total

-2.1%

-1.9%

0.0%

0.0%

22

YoY growthrate
Q4 vs Q3

Revenue drivers: Q4 growth vs Q3 growth
Contracts ramp-up
in Northern Europe
High Performance
Computer deal
flow normalizing

Business mix(high growth areasvs others)
23

Comparable basis for
Texas DIR contract

Increased capacity
for Application
projects

Q3 2021
Headcount Evolution
104,808+372+8,019106,665(5,659)(875)+1,857 staff increase
o/w +1,485 organic>100% in offshore countries

Headcount asof 30/06/21

24

Scope

HiringLeavers

Restructuring, Headcount as
dismissals & of 30/09/21
transfers

SECTION 4

Conclusion and Q&A

2021 Objectives Confirmed

Revenue growth(at constant currency)

StableOperating margin(% of revenue)

c.6.0%

Free cash flow / Cash conversion

Positive26

Q&A

Thank you!

Atos, the Atos logo, Atos|Syntel are registered trademarks of the Atos group. October
2021. © 2021 Atos. Confidential information owned by Atos, to be used by therecipient only. This document, or any part of it, may not be reproduced, copied,circulated and/or distributed nor quoted without prior written approval from Atos.