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18 Mar 2025
TMT Conference 2025 - what are the companies saying?

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TMT Conference 2025 - what are the companies saying?
SAP SE (SAP:ETR), 0 | Sopra Steria Group (SOP:EPA), 0 | Sopra Steria Group SA (SOP:PAR), 0 | Amadeus It Group (AMS:BME), 0 | Amadeus IT Group SA Class A (AMS:MCE), 0 | OVH Groupe SAS (OVH:PAR), 0
- Published:
18 Mar 2025 -
Author:
Slowinski Stefan SS | Castillo-Bernaus Ben BC | Mao Ines IM -
Pages:
22 -
Debut BNPP Exane TMT conference in London sees 48 corporates and 250 investors attend.
Software and IT Services feedback
We hosted SAP, Amadeus, Sopra Steria and OVH in this sub-segment of TMT. Individual feedback reports from the conference can be found here: SAP , Amadeus, Sopra Steria, OVH. In this report we provide a ''sector wrap'' of the Software and IT Services companies hosted.
The key topics discussed for each Company were: SAP; Business Warehouse / Data Cloud opportunity and cost efficiency, Amadeus; readx from the three US airline warnings on the day and revenue p/booking outlook in Air Distribution, Sopra Steria: its defence exposure and growth drivers in H2''25, and OVH: sovereign cloud opportunity and RandD roadmap.
Date for your diary: Mon-Tue 9-10 March 2026. After a successful debut TMT conference held in London last week, we have pencilled in 2026 already. Next year will be even bigger. Thank you to corporates and investors for helping make the event a success.