Atos, promesse d’avenir sur fond de casse sociale / Netflix veut séduire les annonceurs / Uber revient à la charge sur le covoiturage

Atos has announced a transformation plan targeting €10 billion in revenue and a 10% operating margin by 2028. The company will focus on AI and data, investing €600 million in R&D and startups. A new Data & AI division will consolidate 10,000 employees, up from the current 2,000. However, 2025 revenue is projected to decline by 11% to €8.5 billion. Asset sales are lagging, and a social plan has been initiated to reduce workforce in declining areas. Leadership remains volatile with a seventh CEO in four years.

Netflix is shifting its focus from subscriber acquisition to attracting advertisers, with 94 million active users on its ad-supported offering, a 20 million increase over six months. Priced at $7.99, this model aims to capture advertising budgets, positioning Netflix as a premium media platform with high engagement among 18-34 year-olds, competing with linear TV and social platforms.

CoreWeave, an AI infrastructure provider specializing in Nvidia GPU rentals, reported $981.6 million in Q1 revenue, a 420% increase year-over-year, surpassing expectations. Despite a net loss of $314 million, the company forecasts up to $5.1 billion in revenue by 2025, driven by major contracts with OpenAI and Microsoft. Currently, no equivalent to CoreWeave exists in France, highlighting a gap in infrastructure capabilities.

Databricks has acquired Neon, a startup focused on serverless Postgres databases, for approximately $1 billion. Neon's technology allows automated database creation, cloning, and testing by AI agents without human intervention. This acquisition enhances Databricks' stack to support AI-native applications with a scalable, serverless infrastructure and usage-based billing.

Investment group RAISE has restructured its governance by establishing a Supervisory Board led by co-founders Clara Gaymard and Gonzague de Blignières, along with an operational Board of six historical partners. This transition, planned over the past year, aims to solidify the group's independence, sustain its responsible investment model, and support international expansion with €2 billion under management.

Addactis has acquired the insurance division of namR, a specialist in climate data and building vulnerability. This acquisition enhances Addactis' Data & AI division with six data scientists and integrates data covering 36 million buildings in France, aiming to refine climate risk assessments and provide decision-making tools for insurers addressing insurability challenges.

Penzilla : Raised €3.2 million to modernize corporate retirement management. Akeno : Secured €4.5 million to automate real-time industrial planning. Samaya AI : Raised $43.5 million to develop AI-driven financial analysis.

D’après FrenchWeb.