Capgemini dévoile une nouvelle organisation pour intégrer Altran
La constitution d'un leader mondial des services digitaux et de la technologie n'est pas une sinécure pour Capgemini. Ce dernier a choisi de procéder par étapes pour intégrer le groupe Altran, remodelant d'abord son organisation commerciale avant de s'attaquer au délicat chantier social.
C'est au compte-gouttes que le groupe dirigé par Aiman Ezzat livre les contours de la future organisation du leader européen des services informatiques Capgemini, acquéreur du géant de l'ingénierie Altran en 2019. Après l'ère Paul Hermelin, ancien patron de "Cap", le groupe essaie encore de cultiver une fibre "paternaliste", qui était sa marque de fabrique pendant plusieurs décennies. Cela devient très compliqué alors que le géant du conseil regroupe 270 000 salariés dans le monde, dont 25 000 en France. Une certitude, l'intégration du leader de l'ingénierie Altran se déploiera sur toute l'année 2021, avec un calendrier retardé par rapport aux annonces.
Une force commerciale unique dans l'ingénierie
Première étape, fusionner l'essentiel des activités d'Altran du groupe de Dominique Cerutti dans la Global Business Line (GBL) Digital Engineering & Manufacturing Services France (Capgemini DEMS, ex-Sogeti High Tech) de Capgemini, où quelques complémentarités devraient fonctionner à plein. DEMS est en effet présent dans l'automobile, à l'inverse d'Altran. Issue du grand remodelage opéré en 2018, cette GBL (8 000 salariés) avait, en toute logique, vocation à se marier avec Altran. Rebaptisée ER&D, elle permettra d'entériner, dès le 1er janvier, une force commerciale unique dans l'ingénierie et de mettre fin à un fonctionnement qui a vu les deux groupes - encore en 2020 - entrer parfois en concurrence sur les mêmes appels d'offres.
Dans les finances, l'arbitrage risque d'être plus compliqué. Altran s'est implanté sur ce segment dans de nombreux pays, mais c'est également le terrain de chasse de la Strategic Business Unit (SBU) des services financiers de Capgemini. Les effectifs seront groupés début 2021 dans une nouvelle Market Unit.
Côté Capgemini, les deux autres grosses entités opérationnelles, Infra (5 000 salariés) et Appli (15 000 salariés), deux GBL issues d'une partition en 2018, seront également reliftées. Trois business Unit sectorielles vont être créées en France. MALS rassemblera les contrats noués dans l'aéronautique, la défense et l'automobile ; TMT prendra en charge l'énergie et les utilities tandis qu'une troisième BU embrassera un portefeuille assez large, allant des services publics - titulaire des contrats décrochés avec les ministères - aux transports, en passant par les services. Ces trois BU sectorielles, qui auront chacune leur "big boss", seront également accompagnées d'une BU spécialisée sur les activités cyber et le cloud.
Pas le même niveau de transparence
Force est de constater que le niveau d'informations n'est pas le même dans les deux groupes. Si les élus du personnel d'Altran ont eu droit à une présentation relativement précise de la future intégration, leurs homologues de Capgemini ont eu très peu d'éléments. Résultat : les interrogations diverses y vont bon train. Quid notamment du destin d'Altran Digital, division dans l'escarcelle de Pascal Brier, DGA en charge de l'innovation ? Dédiée à la gestion de projets informatiques (IA, internet des objets, etc.), cette dernière n'a a priori pas vocation à intégrer la GBL ER&D (ex-DEMS) de Capgemini. Rien n'a encore filtré sur son sort.
La différence d'ADN entre les deux sociétés n'a pas facilité la tâche de l'état-major de Capgemini, qui avait comme figure avancée Hubert Giraud, nommé en juillet vice-président exécutif et seul homme à appartenir aux "Comex" des deux entreprises (LLA du 15/04/20).
D'un côté, Altran dispose d'un fonctionnement dans l'Hexagone assis sur un découpage régional. Ses sept agences, indépendantes opérationnellement, disposent toutes de leurs fonctions support propres (paie, RH...). De l'autre, Capgemini a fait sa grande mue en 2018, sur la base d'un schéma d'organisation appelant à une restructuration par métiers, avec une diminution du nombre de sociétés dans chaque pays (LLA du 03/05/18).
Des doublons en perspective
A l'arrivée, beaucoup d'incertitudes demeurent sur la possibilité d'intégration des salariés des fonctions support d'Altran dans les différentes sociétés du groupe d'Aiman Ezzat. La peur du doublon est déjà palpable alors que le volet social du rapprochement entre les deux groupes ne sera bouclé, au mieux, qu'à la rentrée 2021.
Enfin, à Paris ainsi qu'en province, la taille des directions locales respectives dictera la rationalisation des coûts immobiliers. A Grenoble, Capgemini dispose par exemple de grands locaux et devrait rapatrier en son sein les collaborateurs d'Altran, dont l'établissement est beaucoup plus petit. Dans la ville voisine de Chambéry, le rapport de taille est inverse.
WhatsApp is now delivering roughly 100 billion messages a day
WhatsApp, the popular instant messaging app owned by Facebook, is now delivering roughly 100 billion messages a day, the company’s chief executive Mark Zuckerberg said at the quarterly earnings call Thursday.
For some perspective, users exchanged 100 billion messages on WhatsApp last New Year’s Eve. That is the day when WhatsApp tops its engagement figures, and as many of you may remember, also the time when the service customarily suffered glitches in the past years. (No outage on last New Year’s Eve!)
At this point, WhatsApp is just competing with itself. Facebook Messenger and WhatsApp together were used to exchange 60 billion messages a day as of early 2016. Apple chief executive Tim Cook said in May that iMessage and FaceTime were seeing record usage, but did not share specific figures. The last time Apple did share the figure, it was far behind WhatsApp’s then usage (podcast). WeChat, which has also amassed over 1 billion users, is behind in daily volume of messages, too.
In early 2014, WhatsApp was being used to exchange about 50 billion texts a day, its then chief executive Jan Koum revealed at an event.
At the time, WhatsApp had fewer than 500 million users. WhatsApp now has more than 2 billion users and at least in India, its largest market by users, its popularity surpasses those of every other smartphone app including the big blue app.
“This year we’ve all relied on messaging more than ever to keep up with our loved ones and get business done,” tweeted Will Cathcart, head of WhatsApp.
Sadly, that’s all the update the company shared on WhatsApp today. Mystery continues for when WhatsApp expects to resume its payments service in Brazil, and when it plans to launch its payments in India, where it began testing the service in 2018. (It has already shared big plans around financial services in India, though.)
“We are proud that WhatsApp is able to deliver roughly 100B messages every day and we’re excited about the road ahead,” said Cathcart.
- Total SE (TOTB TH) +1.8%
- Total Says It’s Doing Fine at $40 Oil as Profit Beats Estimates
- BP (BPE5 TH) +1.6%
- Prudential (PRU TH) +0.9%
- Siemens (SIE TH) -1.8%
- Munich Re (MUV2 TH) -1.9%
- Aroundtown (AT1 TH) -1.9%
- CTS Eventim (EVD TH) -2%
- Enel (ENL TH) -2%
- Umicore (NVJP TH) -2.2%
- ING (INN1 TH) -2.5%
- Orange (FTE TH) -2.8%
- AMS (DQW1 TH) -3.5%
- Dialog Semi (DLG TH) -3.5%
- Apple’s U.S. Listed Suppliers Fall After iPhone Revenue Miss
DAX:
- RWE (RWE TH) -0.9%
- Orsted a Buy, RWE Upgraded on Offshore Wind Outlook: Jefferies
- Merck KGaA (MRK TH) -0.9%
- Deutsche Telekom (DTE TH) -1.6%
- Continental AG (CON TH) -1.6%
- Continental CEO Degenhart to Resign, Citing Health Reasons (2)
- Infineon (IFX TH) -1.7%
- Apple’s U.S. Listed Suppliers Fall After iPhone Revenue Miss
- Daimler (DAI TH) -1.9%
- Siemens (SIE TH) -2.1%
MDAX:
- Fraport (FRA TH) -1.9%
- Frankfurt Airport to Have Less Than 20m Passengers This Yr: FAZ
- Aroundtown (AT1 TH) -2.2%
- Duerr (DUE TH) -2.5%
- Aixtron (AIXA TH) -2.6%
- Grenke (GLJ TH) -3.2%
SDAX:
- Global Fashion Group (GFG TH) +2.1%
- Leoni (LEO TH) -1.1%
- Borussia Dortmund (BVB TH) -1.3%
- DWS (DWS TH) -1.3%
- Corestate (CCAP TH) -1.5%
- Krones (KRN TH) -1.8%
This is it. Harley-Davidson has been teasing us with the prospect of their own in-house electric bicycles for over two years. And today the bar-and-shield motorcycle manufacturer has finally announced its new dedicated electric bicycle brand known as Serial 1 Cycle Company.
The brand’s name is an homage to the very first motorcycle ever built by Harley-Davidson in 1903, named “Serial Number One.”
Back then, motorcycles were essentially just bicycles with a small engine placed in front of the pedals.
And so it is fitting that the company’s first electric bicycle is a nod to that very first H-D motorcycle. Check out both in the video below to see how well they nailed the tribute.
As Serial 1 Cycle Company’s brand director Aaron Frank explained in a statement provided to Electrek:
When Harley-Davidson first put power to two wheels in 1903, it changed how the world moved, forever. Inspired by the entrepreneurial vision of Harley-Davidson’s founders, we hope to once again change how cyclists and the cycling-curious move around their world with a Serial 1 eBicycle.
The new e-bike brand from H-D actually began life as a skunkworks project in Harley-Davidson’s Product Development Center.
As the company explained, they began with “a small group of passionate motorcycle and bicycle enthusiasts working with a single focus to design and develop an eBicycle worthy of the Harley-Davidson name.”
Ultimately, they decided along with H-D to spin off the brand into a dedicated electric bicycle company that could focus purely on delivering a premium e-bike product and experience.
In addition to Aaron Frank, other major players from H-D’s in-house e-bike program that made the jump to Serial 1 Cycle Company include Jason Huntsman, president; Ben Lund, vice president; and Hannah Altenburg, lead brand marketing specialist.

Serial 1 will officially debut its first electric bicycle models for consumers in March 2021. For now, the company is showing off its first prototype model, which the brand describes as “a styling exercise, not necessarily intended for mass production.”
This prototype has been styled after that original 1903 Serial Number One motorcycle from Harley-Davidson. But interestingly, we can see that it shares the same frame as one of the original three electric bicycle prototypes that I spied last year at the 2019 EICMA Milan Motorcycle Show.
That means that while this specific styling likely won’t see showroom floors, the bike it is based on very well may be here this spring.
As we’ve previously seen, the design includes a mid-drive motor, a belt drive system that looks very much like a Gates Carbon Drive setup (which would make sense, as Harley-Davidson’s other belt-driven motorcycles including the all-electric LiveWire also uses belt drive systems from Gates), frame-integrated headlights and taillights, thru-axle wheel hubs, what appear to be Tektro dual-piston hydraulic disc brakes on 203 mm rotors, a Brooks leather saddle, and beautifully wrapped leather handgrips.
I’m still left with many questions. Will these parts make it onto Serial 1 Cycle Company’s production models? What power level is the motor? What is the battery capacity? How much will the e-bikes cost?
For these questions and more, we still have no answers. But at least now we have a better idea of when to expect answers, and who we will be receiving them from. Stay tuned, because as soon as Serial 1 has more details for us, we’ll be back to share them with you.
Fresh concerns about the outlook for technology giants led to a selloff in U.S. and European equity futures and Asian shares on Friday. Treasuries rallied and the yen strengthened.
Nasdaq 100 contracts fell over 2.5% following a string of reports from the likes of Amazon.com Inc. and Apple Inc., with the iPhone maker down more than 4% in after-hours trading. Shares tumbled across Asia, with stocks in South Korea and Japan faring worst. Benchmark Treasury yields fell back toward 0.8% and the dollar steadied. The yuan pushed higher amid month-end adjustments.
The S&P 500 had earlier bounced back a day after its biggest rout in four months, with investors encouraged by better-than-forecast economic data even as they kept a wary eye on growing coronavirus infections. Crude oil declined.
US After Hours GOOG +5.9%; TWTR -16.9%, AAPL -4.7%, FB -2.1%, AMZN -2%, SBUX -1.4%; TRUP +16.3% up big as AFL takes a stake
Nikkei -1.35% Hang Seng -1.45% CSI -1.18% Shanghai -0.86% Shenzen -1.58%
Eur$1.1680 +0.22% CNH 6.6897 CNY 6.6893 JPY 104.18 GBP 1.2910 CHF 0.9142 RUB 79.0490 TRY 8.2778 WTI$ 35.44 -2%
S&P -2.00% Nasdaq -2.43% EuroStoxx -1.60% FTSE -0.90% Dax -1.72% SMI -1%
Macro :
- Jack Ma’s Ant IPO Lures $2.8 Trillion in Growing Investor Frenzy
- Germany Prepares Rules to Foster Stock Options for Startups
- U.S. Stocks Face 20% Slide With Contested Election, BofA Says
- Ant’s Hong Kong IPO Retail Offer 154x Oversubscribed: HKEJ
- Ant’s Retail Offer for Shanghai Listing 872.31 Times Subscribed
- The New Haven for Global Investors May Be Emerging-Market Stocks
Keep an eye on :
- AF FP : KLM Bailout Threatened By Salary Cut Standoff: Telegraaf
- ATC NA : Altice USA 3Q Revenue Misses Estimates
- AKBMME NO : Aker Biomarine 3Q Net Income $2.39M
- AMUN FP : Amundi 3Q Net Inflows EU34.7B
- BBVA SM : BBVA 3Q Net Income Beats Estimates
- BCP PL : BCP 9-Month Net Income Falls 46% on Additional Impairments
- BMPS IM : Italy in Talks With Paschi on $1.75 Billion Capital Increase
- BPM IM : Giorgio Girondi Raises Stake in Banco BPM to 5%: Consob Filing
- BRNL NA : Brunel 3Q Revenue EU209.6M
- CABK SM : CaixaBank 3Q Net Income Beats Estimates
- CO FP : Casino Hurt by Lack of Tourists Shopping in French Supermarkets
- CON GY : Continental AG Says CEO Degenhart to Resign
- EDP PL : EDP 9M Net Income EU422M
- EUCAR FP : Hertz Plans $4B More Borrowing to Revive Vehicle Fleet: DJ
- EPR NO : Europris 3Q Adjusted Ebitda Beats Estimates
- EQNR NO : Equinor Considers 3 Floaters for Barents Sea Project: Upstream
- FER SM : Ferrovial 9M Net Loss EU498M Vs. EU104.0M Y/y
- FSKRS FH : Fiskars 3Q Revenue Beats Estimates
- FLS DC : FLSmidth Delays Payments to Suppliers to Help Liquidity: Borsen
- FFARM NA : Forfarmers Sees FY Underlying Ebitda, Net ‘Comfortably’ Up Y/Y
- FRA GY : Frankfurt Airport to Have Less Than 20m Passengers This Yr: FAZ
- GVNV NA : GrandVision Continues to Back EssLux in Getting Regulatory Nod
- HOFI SS : Hoist Finance 3Q Pretax Profit Beats Estimates
- BAER SW : Julius Baer to Set up Wealth Management JV in China: Reuters
- KIN BB : Kinepolis 3Q Adjusted Ebitda Positive; Net Profit Negative
- KOG NO : Kongsberg 3Q Ebitda Beats Estimates
- KOA NO : Kongsberg Automotive 3Q Adjusted Ebit EU13.9M Vs. EU13.9M Y/y
- LHN SW : LafargeHolcim 3Q Recurring EBIT Beats Estimates
- LONN SW : Lonza, AstraZeneca to Manufacture Covid-19 Antibody Combination
- LU US : China Fintech Firm Lufax Said to Raise $2.4 Billion in U.S. IPO
- LUNE SS : Lundin Energy 3Q Ebitda Beats Estimates
- NOVOB DC : Novo Nordisk 3Q Ebit Misses Estimates
- PRX NA : Prosus to Buy up to $5b in Naspers, Prosus Shares
- PROX BB : Proximus 3Q Adjusted Revenue Beats Estimates
- RIB GY : RIB Software 3Q Oper Ebitda EU13.7M
- SAF FP : Safran Confirms FY Outlook, 3Q Sales Drop 45%
- SGO FP : Saint-Gobain 3Q Organic Sales +3.2%
- SNBN SW : SNB 9M Profit CHF15.1B
- STCBV FH : Stockmann 3Q Net Sales Beat Estimates
- SREN SW : Swiss Re 9M Net Loss $691M Vs. Profit $1.34B Y/y
- TEF SM : Telefonica Received Interest for Stakes in Tech Units, COO Says
- UBI FP : Ubisoft Cuts FY Net Bookings Forecast
- VRLA FP : Verallia SA Sees FY Adj. Ebitda About EU590m, Est. EU552.7m
- VIS SM : Viscofan 3Q Ebitda EU58.7M
- VOLVB SS : Volvo to Sell UD Trucks to Isuzu For SEK20b as Part of JV Deal
- VOW3 GY : Porsche CFO ‘Confident’ in Achieving Double-Digit Profit Margin
>>> Up
* Boohoo Raised to Neutral at Credit Suisse; PT 300 pence
* Deutsche Boerse Raised to Buy at LBBW; PT 165 euros
* LIFCO RAISED TO BUY FROM HOLD AT HANDELSBANKEN; PT SEK750
* Metso Outotec Raised to Overweight at Morgan Stanley
* RWE Raised to Buy at Jefferies; PT 40 euros
* Shell Raised to Equal-Weight at Barclays; PT 1,500 pence
* Siltronic Raised to Buy at Deutsche Bank; PT 90 euros
* Sodexo Raised to Buy at Citi; PT 70 euros
* Spar Nord Raised to Buy at SEB Equities; PT 61.70 kroner
* Takkt Raised to Buy at LBBW; PT 10.50 euros
>>> Down
* BASF Cut to Add at AlphaValue
* Swisscom Cut to Underweight at Barclays; PT 450 Swiss francs
>>> Initiation
* Ideagen Rated New Buy at Shore Capital; PT 260 pence
* Neoen Rated New Neutral at Citi; PT 45.30 euros
* Orsted Rated New Buy at Jefferies
>>> Call
* Casino’s 3Q Sales Provide ‘Little Reassurance,’ Jefferies Says
* Metso Outotec Raised as Morgan Stanley Sees Good Setup Into 2021
* Orsted a Buy, RWE Upgraded on Offshore Wind Outlook: Jefferies









