Capgemini will incur restructuring costs of approximately €700 million over two years to accelerate its pivot toward artificial intelligence services. The French technology consulting firm announced the workforce adaptation plan as part of its strategy to position itself as a catalyst for enterprise-wide AI adoption. The majority of restructuring costs are expected in 2026, tied to country-specific workforce and skills initiatives.

The restructuring comes as Capgemini reported €22.5 billion in 2025 revenues, up 1.7% from the prior year, with fourth-quarter growth accelerating to 10.6% at constant exchange rates. Generative and agentic AI accounted for more than 10% of group bookings in the fourth quarter, with total bookings reaching €24.4 billion. The company's net debt surged to €5.3 billion at year-end, reflecting €3.8 billion deployed for acquisitions, primarily the purchase of WNS.

For 2026, Capgemini forecasts revenue growth of 6.5% to 8.5% at constant exchange rates, with acquisitions contributing an estimated 4.5 to 5 percentage points. The company guided to an operating margin of 13.6% to 13.8% and organic free cash flow of €1.8 billion to €1.9 billion. The board recommended a dividend of €3.40 per share, unchanged from the prior year.