The global IT services industry is going through an innovative shift brought about by innovation in cloud computing, artificial intelligence, cybersecurity, and digital transformation services. In this competitive landscape, Atos has emerged as a strong contender, positioning itself to surpass Capgemini and secure the title of the 5th largest global IT service provider by 2035. This blog explores Atos' evolution from 2014 to 2024, compares its growth trajectory against Capgemini, and outlines the strategic moves that will enable Atos to achieve this ambitious milestone. We will also present statistical growth analysis, expansion in markets, and general trends of industries and indicate what opportunities exist on the inside to fuel the ascendancy of Atos.
Over the ten years under review, Atos has been able to exhibit impressive growth in financials, with annual revenues enhancing from about €8.6 billion in 2014 to more than €11 billion in 2024. The company has made significant advancements through acquisitions, expansion into emerging markets, and a keen focus on its cloud and cybersecurity solutions. Through 2024, Atos was able to raise its market share to 2.8%, indicating steady steady ascension to the top ranks in the IT services sector.
Atos has been very aggressive with M&A, where it continues to expand its services and geography. Some of these notable acquisitions include Bull in 2014, which Atos acquired to further the cloud and high-performance computing market. In 2018, Atos acquired Syntel, which had a significant digital services and AI capability building strength. Eviden in 2023 further positioned Atos in cybersecurity and big data capabilities. M&A has enabled Atos to create a fairly aggressive growth portfolio.
Capgemini is ahead of Atos with a stronger global footprint and higher revenue figures. Still, Atos has been continually closing the gaps in several other key areas. The comparison made in revenue and market share between the two is as follows: 2024 Revenue figures for Capgemini stood at €22.3 billion with a 4.3% market share, while Atos succeeded to reach €14.5 billion in revenue with a 2.8% market share. While Capgemini is strong in Europe and expanding in North America and APAC, Atos is leading in Europe and gaining traction in Latin America and the Middle East.
For the two companies, industry-specific services also are a major differentiating factor. Capgemini has a stronghold on financial services, automotive, and retail, whereas Atos is gaining market share rapidly in healthcare, cybersecurity, and government IT solutions. These strategic focus areas position Atos well for continued growth.
In order to gain on Capgemini, Atos has focused on six strategic areas. Accelerating its cloud transformation has been done by making significant investments in multi-cloud as well as hybrid cloud services. It has allied with major providers, such as Microsoft Azure, AWS, and Google Cloud, among others. The company has drastically concentrated on strengthening cyber security-also focusing on its Eviden business and acquisition of trusted security firms to enhance expertise.
Atos has also been a leader in AI and data-driven solutions, deploying AI-driven automation for enterprises and enhancing big data analytics capabilities. The company is committed to sustainability and green IT, implementing eco-friendly data centers and reducing carbon footprints in cloud operations. Geographic expansion into North America and APAC, along with strengthening Latin American partnerships, has further bolstered its global reach. Additionally, Atos is prioritizing talent acquisition and innovation by hiring top-tier AI, cloud, and cybersecurity experts while establishing R&D hubs for IT innovation.
Atos has developed a robust expertise in high-performance computing (HPC), offering advanced solutions that power some of the world’s most complex computational tasks. Through its leadership in supercomputing, Atos delivers solutions that help businesses solve data-intensive challenges, particularly in sectors like scientific research, healthcare, and automotive. The company’s collaboration with organizations like the European High-Performance Computing Joint Undertaking (EuroHPC JU) and U.S. Department of Energy highlights its ability to manage large-scale supercomputing infrastructure and bring cutting-edge capabilities to clients. Atos’ focus on HPC allows it to address industries that require high levels of computational power, helping them to run simulations, optimize processes, and perform rapid analyses that are critical to their operations.
Atos is at the forefront of quantum computing, investing heavily in this transformative technology. Quantum computing has the potential to revolutionize industries by solving problems that traditional computers cannot efficiently handle, such as optimizing supply chains, enhancing drug discovery, and improving financial modeling. Atos’ work with quantum computing technologies includes collaborations with leading players in the field, such as Google and IBM. The company’s quantum initiatives are aimed at preparing businesses for the future of computing by providing early access to quantum capabilities. By positioning itself as a pioneer in quantum computing, Atos is differentiating itself from competitors who have yet to make quantum computing a central part of their service offerings.
Artificial intelligence (AI) and machine learning are at the core of Atos' digital transformation services. Atos offers AI-driven solutions that allow businesses to automate processes, gain predictive insights, and enhance decision-making. The integration of AI into Atos' high-performance computing, cloud, and edge computing solutions helps clients extract actionable insights from large data sets, allowing them to optimize their operations and create more intelligent business models. Atos' AI solutions are particularly strong in industries such as healthcare, where AI is used for predictive analytics, and in manufacturing, where AI optimizes production lines and supply chains. By effectively combining AI with its other technological offerings, Atos can deliver next-generation solutions that provide a significant competitive advantage for its clients.
Atos has a strong focus on providing hybrid cloud solutions, allowing businesses to combine public, private, and on-premises cloud infrastructures based on their unique needs. Atos’ hybrid cloud offerings help businesses gain greater flexibility, scalability, and control over their data, while ensuring secure and optimized performance. The company also supports multi-cloud environments, enabling clients to leverage the best features of different cloud providers (e.g., Amazon Web Services, Microsoft Azure, Google Cloud) to create more customized and resilient cloud architectures. Atos’ deep expertise in hybrid and multi-cloud environments allows it to provide businesses with cloud solutions that are tailored to their specific requirements, helping them optimize costs, improve performance, and maintain high levels of security.
With growing concerns over data breaches and cyberattacks, Atos places a strong emphasis on cybersecurity solutions to protect its clients’ digital assets. The company offers a wide range of cybersecurity services, including threat detection, data protection, identity management, and vulnerability assessments. Atos’ approach to cybersecurity is built around advanced technologies, including AI and machine learning, to identify and mitigate risks in real-time. As more businesses migrate to digital platforms, the need for robust cybersecurity becomes increasingly critical, and Atos’ proven ability to deliver secure, compliant, and resilient solutions helps it maintain a competitive edge.
Atos is committed to sustainability, with a strong focus on reducing the carbon footprint of its operations and helping clients achieve their own sustainability goals. The company is dedicated to achieving carbon neutrality by 2028 and offers a range of green IT solutions that help businesses optimize energy consumption, reduce waste, and make more environmentally friendly decisions. Atos’ sustainable offerings include energy-efficient data centers, cloud optimization for lower energy usage, and solutions that enable clients to track and reduce their environmental impact. This commitment to sustainability not only helps Atos differentiate itself in a competitive market but also aligns with the growing global demand for eco-conscious business practices.
Atos differentiates itself by providing end-to-end digital transformation solutions tailored to the specific needs of various industries, including healthcare, manufacturing, retail, and government. The company’s expertise spans multiple digital technologies, including cloud, AI, blockchain, and IoT, enabling it to deliver customized solutions that enhance business operations, streamline processes, and drive innovation. Atos has developed industry-specific frameworks and solutions, such as smart manufacturing and digital health solutions, that address unique industry challenges. By focusing on sector-specific needs, Atos can offer more relevant and effective solutions, helping businesses gain a competitive edge in their respective markets.
Atos' strength lies not only in its technological innovations but also in its ability to provide comprehensive IT services and consulting. From strategic planning to systems integration, cloud migration, and post-implementation support, Atos offers a full suite of services to help businesses navigate complex digital transformations. The company’s consulting expertise enables clients to make informed decisions about their digital strategies and choose the right technologies to support their long-term goals. Atos’ consultative approach, combined with its advanced technological capabilities, ensures that businesses are equipped to adapt to ever-evolving digital landscapes.
Atos has established itself as a global leader in cybersecurity, offering a wide range of solutions to protect businesses and organizations from an ever-evolving landscape of cyber threats. With the increasing frequency and sophistication of cyberattacks, organizations across industries are recognizing the need for advanced cybersecurity solutions that not only protect their data but also enable them to maintain operational integrity and comply with regulatory standards. Atos’ cybersecurity expertise is built around a comprehensive suite of services, leveraging cutting-edge technologies, industry knowledge, and a strong commitment to proactive threat management.
Atos provides a broad spectrum of cybersecurity solutions that address the full lifecycle of security needs. These include threat detection, risk management, data protection, identity and access management, vulnerability assessments, incident response, and disaster recovery. The company's services are designed to safeguard sensitive information, ensure business continuity, and provide a secure digital environment for clients across industries, including finance, healthcare, manufacturing, and government.
One of the core elements of Atos' cybersecurity strategy is its ability to integrate a variety of security solutions to create a holistic security framework for organizations. Atos not only focuses on traditional cybersecurity measures such as firewalls and antivirus solutions but also incorporates advanced technologies like artificial intelligence (AI) and machine learning to enhance threat detection and incident response. This approach allows the company to provide tailored security measures that are capable of addressing the unique needs of each client while adapting to evolving threats.
Atos has placed significant emphasis on incorporating artificial intelligence (AI) and machine learning into its cybersecurity offerings. AI-powered cybersecurity tools enable real-time threat detection and analysis, helping organizations identify potential vulnerabilities before they can be exploited by attackers. These tools leverage large datasets to detect patterns and anomalies that may indicate a cyber threat, allowing for faster and more accurate responses to incidents. AI also plays a role in automating repetitive tasks, such as monitoring network traffic or filtering out spam, freeing up security teams to focus on more complex security challenges.
Moreover, Atos' use of machine learning enables its systems to continually learn from past data, improving their ability to predict and prevent future cyberattacks. By using AI-driven cybersecurity tools, Atos helps organizations stay ahead of malicious actors and reduce the risks associated with cyber threats.
Atos’ cybersecurity expertise extends to proactive threat intelligence, which involves identifying and analyzing potential threats before they materialize into full-scale attacks. The company’s threat intelligence services provide clients with up-to-date information on emerging cybersecurity threats, allowing them to strengthen their defenses and respond swiftly to potential risks.
Atos also offers robust incident response services, which are critical for minimizing damage during a cyberattack. When a breach occurs, the company’s cybersecurity experts are ready to provide rapid containment, investigation, and remediation. Their ability to identify the root cause of a breach and develop an effective recovery plan ensures that businesses can quickly resume operations with minimal disruption. Atos’ incident response capabilities are supported by a dedicated Security Operations Center (SOC), which operates 24/7 to monitor and respond to security incidents globally.
As businesses increasingly adopt cloud-based infrastructures, cloud security has become a crucial component of Atos’ cybersecurity offering. Atos provides cloud security solutions designed to safeguard cloud environments, ensuring that data is protected from unauthorized access, breaches, and loss. The company’s cloud security offerings include encryption, secure access controls, data loss prevention, and identity management. These solutions are designed to support organizations in securing both public and private cloud environments, with a strong emphasis on compliance with industry regulations and standards such as GDPR.
Atos also specializes in securing hybrid cloud infrastructures, which involve the integration of private and public cloud resources. The company’s ability to create secure hybrid cloud solutions allows businesses to enjoy the flexibility and scalability of the cloud while maintaining the necessary security measures to protect sensitive data.
Cybersecurity is not only about protecting data but also about ensuring compliance with local and international regulations. Atos helps organizations navigate complex regulatory environments, such as the General Data Protection Regulation (GDPR), Health Insurance Portability and Accountability Act (HIPAA), and Payment Card Industry Data Security Standard (PCI DSS). The company’s expertise in regulatory compliance allows businesses to meet the stringent security requirements necessary for safeguarding customer data and avoiding costly fines and reputational damage.
By integrating compliance frameworks into its cybersecurity solutions, Atos ensures that clients remain compliant with regulations, even as they adapt to new security threats and changing business landscapes. This proactive approach helps businesses mitigate the risks associated with non-compliance, reducing the likelihood of legal and financial penalties.
In addition to its technical solutions, Atos provides cybersecurity consulting services that help organizations assess their security posture and develop strategies for improving their defenses. The company works closely with clients to understand their specific needs and design custom security frameworks that align with their business objectives.
Atos also offers cybersecurity training to ensure that employees are equipped with the knowledge and skills needed to identify and respond to cyber threats. This training includes everything from basic awareness programs to more advanced cybersecurity certifications, helping organizations build a culture of security within their workforce. By educating employees on best practices and potential threats, Atos helps businesses reduce the human factor in cybersecurity breaches, which remains one of the most significant risks to organizational security.
Atos operates a global network of Security Operations Centers (SOCs), which are designed to provide round-the-clock monitoring and protection against cyber threats. These SOCs are staffed by a team of cybersecurity experts who use advanced monitoring tools and threat intelligence feeds to detect and respond to potential security incidents in real-time. By providing continuous oversight, Atos helps businesses identify and address emerging threats before they cause significant damage.
Several macroeconomic trends favor Atos’ growth, including the acceleration of digital transformation, with enterprises shifting IT spending toward AI, cloud, and automation. The increase in government IT spending has led to Atos securing large public sector contracts, while the cybersecurity market boom is projected to reach €200 billion by 2030. These factors contribute significantly to Atos' growth potential.
Atos has carved a niche in advanced computing, particularly in high-performance computing (HPC) and quantum computing. The company's focus on these areas has led to significant advancements, providing clients with cutting-edge solutions for complex computational challenges. This specialization distinguishes Atos from competitors like Capgemini, which have a more generalized service offering.
Atos has demonstrated a strong commitment to sustainability, integrating eco-friendly practices into its operations and service offerings. The company invests in developing sustainable solutions, aligning with global trends toward environmental responsibility. This focus not only enhances Atos's brand reputation but also appeals to clients seeking partners with shared values.
Atos's role in securing communications for the French military and secret services underscores its strategic importance and trust at the governmental level. Such partnerships highlight the company's capabilities in handling sensitive and critical projects, a domain where Capgemini has less visibility.
Atos has been at the forefront of smart manufacturing initiatives, leveraging Industry 4.0 technologies to drive digital transformation in the manufacturing sector. By focusing on data utilization and advanced analytics, Atos helps clients achieve greater efficiency and competitiveness. This innovative approach provides a competitive edge over firms with less emphasis on manufacturing solutions.
Atos has embarked on strategic transformation initiatives aimed at refocusing its operations and enhancing profitability. These efforts are designed to improve the company's competitive position and drive sustainable growth. While challenges remain, such proactive measures demonstrate Atos's commitment to adapting and thriving in a dynamic market landscape.
In summary, Atos's specialization in advanced computing, commitment to sustainability, strategic government partnerships, innovative approach to smart manufacturing, and ongoing transformation initiatives collectively position the company favorably compared to Capgemini. These factors highlight Atos's strengths and its potential to meet the evolving needs of clients in the digital age.
Projections indicate that Atos is on track to surpass Capgemini by 2035. In 2025, Atos' revenue is expected to reach €16.0 billion, while Capgemini’s will stand at €23.5 billion. By 2028, Atos is anticipated to reach €18.5 billion in revenue, narrowing the gap with Capgemini at €25.0 billion. In 2031, Atos is projected to achieve €22.0 billion, compared to Capgemini’s €26.2 billion. Finally, by 2035, Atos is expected to surpass Capgemini, reaching €28 billion in revenue, while Capgemini will be at €27.8 billion, making Atos the 5th largest IT service provider globally.
However, Atos must overcome certain challenges, including talent shortages in AI and cloud domains, competitive pressure from giants like Accenture, IBM, and TCS, and market volatility that may arise due to economic shifts and IT budget constraints.
One of ATOS' standout features is its deep expertise in high-performance computing (HPC). While Capgemini also has a strong presence in the IT services space, ATOS has built a solid reputation for providing cutting-edge supercomputing solutions. The company's specialization in HPC enables it to offer highly scalable and powerful computing systems, including supercomputers and cloud clusters, which are used for solving complex problems in industries such as scientific research, healthcare, and finance. By focusing on HPC, ATOS can cater to sectors requiring high computational power, positioning itself as the go-to provider for data-intensive workloads.
Moreover, ATOS has collaborated with organizations like the European Commission’s EuroHPC JU and the U.S. Department of Energy, enabling it to gain a competitive edge in supercomputing projects and large-scale data analytics. By continuing to invest in the development and deployment of HPC systems, ATOS can maintain its leadership in this space and outperform Capgemini, which has not placed as much emphasis on supercomputing as a core service offering.
ATOS has recognized the potential of quantum computing as a transformative technology and is actively investing in it. While quantum computing is still in its infancy, the potential it holds for solving problems that are currently intractable for classical computers, such as optimizing supply chains or accelerating drug discovery, is immense. ATOS is positioning itself as a leader in this space by developing quantum computing solutions and working with major players in the quantum field, such as Google and IBM.
By focusing on quantum computing, ATOS can differentiate itself from Capgemini, which has yet to make quantum computing a significant part of its core services. As quantum technologies evolve, ATOS' forward-looking approach in this emerging area can place it ahead of Capgemini in terms of delivering next-generation solutions to clients. Being an early adopter of quantum computing can provide ATOS with a first-mover advantage in this rapidly growing market, especially in industries such as pharmaceuticals, logistics, and material science, where quantum computing can unlock groundbreaking capabilities.
Artificial intelligence (AI) and automation are at the heart of digital transformation, and both ATOS and Capgemini have invested heavily in these technologies. However, ATOS can outperform Capgemini by deepening its integration of AI and automation with other advanced computing services like HPC and quantum computing. This combination can enable ATOS to offer tailored AI solutions that are not only scalable but also optimized for high-performance workloads.
ATOS has a strong track record in AI and machine learning, particularly in healthcare and industrial applications. By focusing on AI-driven innovation, ATOS can provide clients with advanced automation solutions, predictive analytics, and intelligent decision-making capabilities. This enhanced focus on AI, especially when integrated with cloud computing and edge technologies, can provide ATOS with a unique value proposition compared to Capgemini, whose AI solutions, though robust, are generally more generalized and less specific to high-performance environments.
Cloud adoption is one of the biggest trends in the IT services industry, and both ATOS and Capgemini are positioned to capitalize on this shift. However, ATOS has a distinctive advantage when it comes to offering hybrid cloud solutions. ATOS’ hybrid cloud approach combines public and private cloud models to provide clients with the flexibility, scalability, and security they need. By focusing on hybrid cloud adoption and partnering with major cloud service providers such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, ATOS can deliver customized solutions that cater to specific client needs.
Capgemini, while also offering cloud services, may struggle to match ATOS' hybrid cloud expertise and specialized focus. By continuing to refine its hybrid cloud capabilities, ATOS can position itself as the ideal partner for businesses looking for more complex, secure, and scalable cloud infrastructures.
Sustainability is a growing concern for companies across industries, and ATOS has made significant strides in positioning itself as a leader in green IT. By offering energy-efficient data centers, carbon-neutral operations, and sustainable cloud computing solutions, ATOS has demonstrated its commitment to addressing environmental concerns through its services. This eco-conscious approach can attract clients who are increasingly prioritizing sustainability in their business models.
Although Capgemini has also made efforts in sustainability, ATOS has positioned itself as a frontrunner in the green technology space. By continuing to innovate and invest in sustainable technology, ATOS can outperform Capgemini, especially in industries where environmental responsibility is a top priority.
At the heart of ATOS' strategy is a customer-first approach. The company has focused on creating customized solutions that directly address the unique challenges faced by its clients. This high degree of personalization can be a key differentiator compared to Capgemini’s more standardized offerings. By working closely with clients to understand their specific needs, ATOS can deliver more tailored solutions that foster long-term relationships and customer loyalty. This approach allows ATOS to gain an edge over Capgemini, especially in sectors requiring specialized expertise, such as healthcare, automotive, and government services.
In conclusion, ATOS can outperform Capgemini by capitalizing on its specialized capabilities in HPC, quantum computing, AI, and hybrid cloud solutions. By furthering its commitment to sustainability and continuing to offer customer-centric, tailored services, ATOS is well-positioned to lead in the global IT services and consulting market. With a focus on innovation and emerging technologies, ATOS can differentiate itself and secure a competitive edge in an increasingly digital and interconnected world.
With an established presence across industries, ATOS stands out for its specialization in advanced computing, making significant strides in sectors like AI, quantum computing, and data analytics. This specialization enables businesses, governments, and organizations to unlock new capabilities, optimize processes, and enhance overall performance.
One of ATOS' core strengths is its expertise in high-performance computing (HPC). HPC solutions enable organizations to tackle complex, data-intensive problems by providing the computational power necessary to perform simulations, analyses, and calculations at remarkable speeds. ATOS' HPC offerings are widely used in industries such as scientific research, healthcare, and automotive, helping organizations make data-driven decisions faster and more effectively. The company’s advanced computing solutions include powerful supercomputers, optimized clusters, and a range of scalable infrastructure that can be customized to suit specific business requirements.
A prominent example of ATOS' leadership in HPC is its collaboration with top-tier research institutions and technology providers. The company is responsible for the design, integration, and management of some of the world’s most advanced supercomputing systems. Its partnership with the European Commission's European High-Performance Computing Joint Undertaking (EuroHPC JU) exemplifies its role in advancing supercomputing capabilities in Europe. ATOS' participation in these initiatives allows the company to contribute to groundbreaking developments in fields such as climate modeling, drug discovery, and materials science.
Cloud computing is another area where ATOS excels, offering businesses a robust platform to scale computing resources, store and process data, and access innovative software solutions. ATOS integrates advanced cloud architectures, combining private, public, and hybrid cloud models to meet diverse business needs. By leveraging cloud computing and automation, ATOS helps clients reduce infrastructure costs, increase flexibility, and enhance collaboration across teams. Additionally, ATOS uses cutting-edge AI and machine learning technologies to offer advanced analytics and predictive insights, driving business growth and operational efficiency.
Another area of specialization for ATOS is quantum computing, where the company is leading the charge in preparing organizations for the next frontier of computation. Quantum computing promises to revolutionize industries by solving problems that are currently intractable for traditional computers, such as optimizing supply chains, developing new materials, and unlocking more powerful algorithms. ATOS has actively invested in quantum technologies and research to equip its clients with tools for leveraging quantum capabilities. Through partnerships with research institutions and collaborations with major quantum computing players, ATOS is at the forefront of bringing this emerging technology into practical application.
Furthermore, ATOS has made substantial investments in AI and data analytics, enhancing its portfolio of advanced computing solutions. By integrating AI into HPC, cloud, and data platforms, ATOS empowers businesses to automate processes, predict trends, and derive actionable insights from massive data sets. The company’s AI-driven tools are designed to support industries in making intelligent decisions, improving service delivery, and streamlining operations. With a keen focus on digital transformation, ATOS leverages AI to revolutionize business models across sectors, from finance to healthcare and beyond.
Atos has evolved from a European IT provider into a global force, strategically positioning itself to surpass Capgemini by 2035. Through aggressive acquisitions, AI-driven solutions, cybersecurity innovations, and sustainable IT initiatives, Atos is on a clear trajectory to claim its place as the 5th largest global IT service provider. While challenges remain, the company’s commitment to innovation and market expansion ensures that Atos is well-equipped to capitalize on future opportunities. The next decade will be crucial in determining Atos’ rise, but one thing is clear-Atos is here to challenge the status quo.
