Atos - Registration Document 2016

B Atos positioning and strategy B.2

Market sizing and competitive landscape [G4-8] et [G4-13]

Market size and Atosmarket share in Europe

B.2.3

European IT champion. Atos market shares in each main country and line of business services are presented below, reflecting the positioning of Atos as the The figures are based on Gartner’s 2016 estimates on yearly external IT spending for Business Professional Services.

Market size

Atos

Growth vs. 2015

Weight

Market share

2016

2016

(in € billion)

United Kingdom & Ireland

89 43 33 52 19 36

33% 16% 12% 19%

4.5% 4.9% 3.1% 3.8% 4.5% 4.8% 4.0%

1.9 2.1 2.1 1.5 0.4 0.9 0.0

2.1% 4.8% 6.5% 2.8% 2.3% 2.5% 0.0%

Germany

France

Benelux & The Nordics

Iberia

7%

Central & Eastern Europe

13%

Rest of Europe

1

1%

Europe

274

100%

8.9

3.2%

(IT Outsourcing) IT management/Infrastructure 1 Consulting & Implementation 2

106 129

39% 47% 15%

3.5% 4.9% 4.4%

3.8 3.5 1.6

3.6% 2.7% 4.0%

Process management 3

40

Based on 2016 statutory revenue in Europe. Infrastructure & Data Management Division excluding BPO. 1 Business & Platform Solutions and Big Data & Cybersecurity Divisions. 2 Include BPO & Worldline. 3 Gartner Service line Forecast 2016 Q3 ( Consulting, Implementation, IT Outsourcing): IT Services End-User Spending by Geography in Constant Currency, 2014-2020 (Constant 2016 Dollars)

software 19.4% or $5.8 billion, storage 17.3% or $5.2 billion 18.5% or $5.6 billion. The largest spending product class components are Servers representing 37% or $11.1 billion, 56.1% or $16.9 billion of the market, followed by the government sector 25.4% or $7.6 billion and the academia 6.8% from 2016 to 2020. The three largest economic sectors in the HPC market are firstly industrial buyers who represent up 5.1% from 2015 (CAGRs using 2015 as a base), with the global HPC technology market value expected to grow at market, which including servers, storage, services, software, networks and other products reached $30.1 billion in 2016 , and Services 10.2% or $3.1 billion. With the growing need to expand to meet demand the Hyperscale segment, involving Performance Computing (HPC) technology market. The HPC Atos is one of the market leaders in Europe in the High • such as Google, Amazon, or Baidu. large-scale infrastructures for Internet activities requiring the use of HPC technologies for efficiency at scale, at companies

in other markets where the Company is now perceived as a key player: security consulting services Market as a way to acquire skills and expertise needed to address challenges. Atos is also competing Increasing trust in service providers as strategic partners is a key factor in the growth of the already strong information Consulting and implementation remains the largest market. in the information security market, Atos has been ranked by • PAC as one of the top three leading security IT services spending on information security will reach € 94.2 billions in 2016, an increase of +8.4% over 2015, according to Gartner. providers in Europe, the Middle East & Africa. Worldwide for technology providers; breaches. Security testing, IT outsourcing, and identity and access management present the biggest growth opportunities The increase in spending is being driven by government initiatives, increased legislation and high-profile data

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