+ In the loop
Atos targets 10 billion euros in turnover in 2028… by backing at 8.5 billion this year
Atos presents a transformation plan for 10 billion euros in turnover and 10 % operating margin by 2028, focusing on AI, data, and 600 million euros in investments in R&D and startups. A new Data & IA pole will bring together 10,000 employees, compared to 2,000 today.
But the reality is more brutal, the revenues expected in 2025 drop from 11 % to € 8.5 billion, the asset sales are skating, and a social plan is triggered to reduce the workforce in declining activities. In parallel, management remains unstable, with a seventh CEO in four years. A gamble, between restructuring, promises to revive and pressure from creditors.
Netflix is no longer the sole conquest of subscribers, and now wants to seduce advertisers
With 94 million active users on its offer with advertising, or +20 million in six months, Netflix moves its center of strategic gravity. Proposed at $ 7.99, this formula aims less the acquisition of new subscribers than the capture of advertising budgets.
Netflix reposition its advertising offer as a full -fledged strategic lever, with an explicit message to advertisers: Come and capture attention where it is the most qualitative. By highlighting the power of its coverage over 18-34 year olds and high attention rates on mid-rolls, the platform asserts itself as a premium media, a credible competitor of linear TV and social platforms. For brands, the issue is no longer the scope, but useful commitment, and Netflix intends to capture this budget line.
Coreweave exceeds expectations and aims at 5 billion turnover in 2025
IA Coreweave infrastructure supplier, specializing in NVIDIA GPU rental for artificial intelligence models, recorded $ 981.6 million in turnover in T1 (+420 % over a year), largely exceeding forecasts. Despite a net loss of $ 314 million, the company provides up to $ 5.1 billion in turnover in 2025, carried by major contracts with Openai and Microsoft. Note that no equivalent of Coreweave exists on date in France, a good example of a hole in the racket of our infrastructure.
Databricks buys Neon for 1 billion and strengthens in the generative AI
Databricks announces the acquisition of Neon, a startup specializing in postgres Serverless databases, for around 1 billion dollars. Designed for automated uses, Neon technology allows IA agents to create, clone or test databases without human intervention. This type of infrastructure, self-scalp and without server management, becomes central to the era of applications A-native. For Databricks, the challenge is to offer a complete stack capable of following the rate of autonomous agents, based on the opening of the postgre ecosystem and on a invoicing to use.
RAISE renews its governance to accelerate its growth and internationalization
The investment group drew reorganizes its governance by creating a supervisory board, chaired by its co -founders Clara Gaymard and Gonzague of Blignières, and an operational board made up of six historic partners. Prepared for more than a year, this transition aims to consolidate the independence of the group, perpetuate its responsible investment model and support its international expansion. With 2 billion euros under management and a unique value sharing model, RAISE intends to strengthen its pioneer position of committed finance.
Addactis integrates Namr to build its climate offer
Addactis announces the acquisition of Namr’s insurance activity, a specialist in climate data and the vulnerability of buildings. The operation strengthens its Data & IA division with six data scientists and the integration of data covering 36 million buildings in France. Objective: Refine the assessment of climatic risks and propose decision -making tools to insurers in the face of territorial insurability challenges.
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- GPT-4.1, Gemini, the battle to seduce the developers is launched
- Uber returns to carpooling
- Parrot joins the Blue Uas list, a strategic step on the American institutional market
+ Why Quantum Matters, with OVHCLOUD
Quantum: quoly wants to become the European Nvidia thanks to silicon
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+ Fundraising
Penzilla raises 3.2 million euros to modernize corporate retirement
The Munichoise startup Penzilla raised 3.2 million euros in Seed from Acadian Ventures, Delin Ventures, Robin Capital, Motive Ventures and Wenvest Capital. Founded in 2022, it develops a SaaS platform which centralizes the management of corporate pension plans (BAV), with integrations with HR and pay tools (Personio, DateV, etc.). Already used by Lacoste and Prosiebensat.1, the solution promises to reduce costs, legal risks and to enhance salaried advantages. This funding aims to accelerate its growth and strengthen its position on the German market.
AKENO raises 4.5 million euros to automate industrial planning in real time
The Hamburgian startup Akeno raised 4.5 million euros in SEED from CUSP Capital, TS Ventures and Another.VC to accelerate the deployment of its Planning Planning Planning based on AI. Its solution makes it possible to automatically adjust industrial schedules in real time, by integrating machine data, availability of materials and production hazards. Already used by BASF COATTES AND SUCHEMICAL, it targets the sectors of chemistry, pharmacy and food.
Samaya Ai raises $ 43.5 million to develop financial analysis by specialized AI
Startup Samaya AI, founded in 2022 by former researchers from Google Brain, Meta, AWS and Allen Institute, raised $ 43.5 million to New Enterprise Associates, with the support of Eric Schmidt, Yann Lecun, David Siegel and Marty Chavez. His first product automates research and financial analysis for actors like Morgan Stanley.
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- Paris-Saclay Spring will bring together on the campus of the Polytechnic Institute in Paris in Palaiseau, the key players in innovation in the Paris-Saclay territory, the first Deeptech cluster in Europe.
🥐 previous edition of the Good Morning Frenchweb:
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- Coinbase is available for $ 2.9 billion / Amazon combined with Riyad / Y combinator accuses Google of braking innovation in tech
- Softbank struggles to start funding from Stargate / US lighten the prices on small Chinese parcels / What your investors really earn
- Meta drops the Israeli startup NSO / Tiktok sanctioned from 530 million euros / why Elon Musk does not let go
- OPENAI is attacking online shopping / The United States criminalizing Deepfake pornography / conversion optimization becomes more strategic than the acquisition
- Pass lap at 20 billion dollars for Elon Musk / Shein Counter-attack in the face of the Anti Fast-Fashion / Deliveroo law is about to fall into the bag of …
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