The earnings call presented a mix of positive and negative elements. Revenue growth and improved guidance, stabilization in Digital Workplace Solutions, and strategic pension plan actions are positive aspects. However, challenges in Cloud, Applications & Infrastructure Solutions, delayed contract signings, and cash flow issues present concerns.

Company Guidance -

Q3 2025

In the Unisys Corporation Second Quarter 2025 Earnings Conference Call, the company provided several key metrics and updates. They reported a 12% sequential increase in revenue and a 10% rise in their Ex-L&S solutions, with total company revenue up 1% year-over-year. The Digital Workplace segment showed improvement with a stabilization of volume declines in lower-margin services and increases in higher-value services. The company also raised its full-year profitability outlook and highlighted a 15% increase in new business TCV for the first half of 2025 compared to the previous year. Furthermore, Unisys reported a backlog of $2.9 billion, up 5% year-over-year, and emphasized their focus on operational efficiency and AI adoption, which contributed to a non-GAAP operating profit margin increase to 7.6%. They also discussed their strategic move to reduce U.S. pension volatility, which is expected to enhance cash flows and leverage reduction over the next five years.

Revenue Growth and Improved Guidance

Second quarter reported revenue increased 12% sequentially and 1% year-over-year, exceeding expectations. Full-year profitability guidance was raised due to continued strong performance in License and Support revenue and operational efficiencies.

Digital Workplace Solutions Stabilization

The Digital Workplace segment saw 13% sequential growth, driven by new business and higher-value infrastructure services. Declines in PC-related services have stabilized.

Pension Plan Strategy

Unisys issued $700 million in senior secured notes to refinance debt and made a $250 million discretionary pension contribution, reducing U.S. pension deficit, and improving cash flows over the next five years.

Innovative AI and Service Offerings

AI integration has increased automation in service delivery, with significant improvements in the Service Experience Accelerator leading to a better client experience and cost efficiencies.

New Business and Client Wins

First half new business Total Contract Value grew 15% year-over-year. Notable client expansions include IT support for a U.S. hospital system and data center management for a global financial institution.

Unisys (UIS) Earnings, Revenues Date & History

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UIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.03 / -	-0.08	―	―	―
Jul 30, 2025	2025 (Q2)	-0.28 / 0.19	0.16	18.75% (+0.03)
Apr 30, 2025	2025 (Q1)	-0.22 / -0.05	0.04	-225.00% (-0.09)
Feb 18, 2025	2024 (Q4)	0.30 / 0.33	0.51	-35.29% (-0.18)
Oct 29, 2024	2024 (Q3)	0.13 / -0.08	-0.33	75.76% (+0.25)
Aug 05, 2024	2024 (Q2)	>-0.01 / 0.16	-0.09	277.78% (+0.25)
May 07, 2024	2024 (Q1)	-0.02 / 0.04	0.51	-92.16% (-0.47)
Feb 21, 2024	2023 (Q4)	0.20 / 0.51	1.22	-58.20% (-0.71)
Nov 06, 2023	2023 (Q3)	-0.52 / -0.33	0.05	-760.00% (-0.38)
Aug 01, 2023	2023 (Q2)	-0.47 / -0.09	0.24	-137.50% (-0.33)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

UIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$4.06	$4.13	+1.72%
Apr 30, 2025	$3.97	$4.05	+2.02%
Feb 18, 2025	$6.69	$5.94	-11.21%
Oct 29, 2024	$5.38	$7.20	+33.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.