Capgemini Shifts Strategy to Accelerate AI-Led Growth in 2026

Capgemini is advancing its business strategy to address growing demand for artificial intelligence and digital transformation services, as reflected in its latest financial results and forward-looking plans.

The company stated it is shifting toward enterprise-wide adoption of AI, with a focus on transformation programs, intelligent operations, and sovereignty-related initiatives to support its growth objectives for 2026.

Capgemini reported full-year 2025 revenue of approximately €22.47 billion, representing a 3.4 % increase at constant exchange rates and surpassing its previous guidance. The company’s 2025 results also indicate strong demand for cloud, data and AI services, as well as digital business process services, with a higher number of large transformational deals secured during the year.

To prepare its workforce for AI-driven demand, Capgemini expects restructuring costs of around €700 million over the next two years, with most of these expenses anticipated in 2026. The company is integrating AI capabilities across its service portfolio and strengthening its partner ecosystem to help clients scale AI from initial experiments to organization-wide programs.

What the numbers show

• 2025 revenue reached €22.47 billion, a 3.4 % year-on-year rise at constant rates
• Restructuring costs are projected at approximately €700 million over two years
• 2026 revenue growth is forecast at 6.5 % to 8.5 % at constant exchange rates
• Operating margin for 2026 is expected to be between 13.6 % and 13.8 %
• Organic free cash flow for 2026 is targeted at €1.8 billion to €1.9 billion

Looking ahead, Capgemini forecasts revenue growth of about 6.5 % to 8.5 % at constant exchange rates for 2026. The company also projects an operating margin between 13.6 % and 13.8 %, with organic free cash flow estimated at €1.8 billion to €1.9 billion for the year.

The company’s 2026 growth strategy includes expanding its offerings in sovereignty-focused cloud and AI solutions. Capgemini stated it is working with major cloud providers such as AWS, Google, and Microsoft to enhance its portfolio and address client needs in these areas.

Capgemini confirmed it is helping clients move from limited AI trials to broad enterprise implementations. The company’s approach involves integrating AI across its service lines and building partnerships to support clients’ digital transformation objectives.

These strategic steps are intended to position Capgemini to meet rising demand for digital and AI-driven business solutions, while adapting its workforce and operations to new market requirements.

* This article is based on publicly available information at the time of writing.