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    Arun Seshadri • BNP Paribas

    Arun Seshadri is the Credit Desk Analysts Head (US) at BNP Paribas, leading credit research and analysis with a focus on major US corporates and financial institutions. He is recognized for overseeing coverage of leading companies in the US credit sector and has contributed to BNP Paribas's strong risk-adjusted returns through disciplined credit selection and market insight. Seshadri has built his career with BNP Paribas, advancing to his current leadership role after years of experience in credit research and risk management. He holds relevant securities registrations and professional credentials as verified by FINRA BrokerCheck.

    Arun Seshadri's questions to Unisys Corp (UIS) leadership

    Arun Seshadri's questions to Unisys Corp (UIS) leadership • Q1 2025

    Question

    Arun Seshadri asked about any potential broad strategic shifts under new CEO Mike Thomson's leadership and inquired about the quality of the sales pipeline and backlog, particularly how it's being assessed amid macro uncertainty.

    Answer

    CEO and President Mike Thomson stated that he does not expect significant strategic changes, emphasizing a continued focus on execution in three key areas: expanding market awareness, ensuring solution distinction, and developing associates. Regarding the pipeline, Thomson explained that a rigid qualification process at the front end ensures high quality, making any 'culling' unnecessary. He noted that the pipeline is not only growing but is also more mature, with deals in later stages, which provides better visibility for forecasting.

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    Arun Seshadri's questions to Unisys Corp (UIS) leadership • Q4 2024

    Question

    Arun Seshadri from BNP Paribas asked for quantification of the higher renewal TCV expected in 2025, whether pushed renewals from 2024 impacted the book-to-bill ratio, and how broad-based the L&S revenue strength is across the customer base.

    Answer

    Michael Thomson, President and COO, confirmed that a couple of deals pushing from late 2024 into 2025 impacted the book-to-bill ratio and contributed to a stronger renewal TCV outlook for 2025, which he described as a more 'normalized' year. He emphasized that the favorable L&S performance is a broad-based trend across the entire client base, reflecting increased consumption and a desire for longer contracts, not a one-off event. CFO Deb McCann also confirmed the 2025 cash flow guidance includes a $25 million legal settlement payment.

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    Arun Seshadri's questions to Unisys Corp (UIS) leadership • Q3 2024

    Question

    Arun Seshadri asked for more detail on the Ex-L&S new business pipeline and the outlook for returning to growth. He also inquired about the attach rate of Ex-L&S services to L&S revenue.

    Answer

    President and COO Mike Thomson stated that the significant increase in backlog and the strong renewal schedule provide high confidence in the Ex-L&S growth trajectory. He noted that recent margin improvements on a flat revenue base will be amplified by this expected top-line growth. Regarding attach rates, Thomson highlighted particular success in attaching applications modernization services from the CA&I and Specialized Services segments to the core ClearPath Forward client base.

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