UIS Unisys Corp - 8-K

EX-99.1
2
tm2616122d1_ex99-1.htm
EXHIBIT 99.1

Exhibit 99.1

Unisys Investor Day | June 2
Welcome & strategic direction​ Mike Thomson
Future-ready solutions & services
Chris Arrasmith
Enterprise Computing Solutions
Sean Tinney
Cloud, Applications & Infrastructure
Manju Naglapur
Break
Digital Workplace Solutions
Patrycja Sobera & Weston Morris
Go-to-market strategy
Joel Raper & Teresa Poggenpohl
Finance overview
Deb McCann
Q&A
Facilitated by Mike Thomson
Closing remarks
Mike Thomson

Disclaimer
Forward-Looking Statements
This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the
Private Securities Litigation Reform Act of 1995. Unisys cautions readers that the assumptions forming the basis for forward-looking statements include many factors that are beyond Unisys’ ability to control
or estimate precisely, such as estimates of future market conditions, the behavior of other market participants and that TCV is based, in part, on the assumption that each of those contracts will continue for
their full contracted term. Words such as “anticipates,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “believes,” “should” and similar expressions may identify forward-looking statements
and such forward-looking statements are made based upon management’s current expectations, assumptions and beliefs as of this date concerning future developments and their potential effect upon
Unisys. There can be no assurance that future developments will be in accordance with management’s expectations, assumptions, and beliefs or that the effect of future developments on Unisys will be those
anticipated by management. Forward-looking statements in this presentation include, but are not limited to any projections or expectations of revenue growth, margin expansion, achievement of operational
efficiencies and savings, effective use of technology, investments in our solutions and artificial intelligence adoption and innovation, TCV and Ex-L&S (Technology Solutions & Services) New Business TCV, the
impact of new logo signings, backlog, book-to-bill, full-year 2026 revenue growth and profitability guidance, including constant currency revenue, Ex-L&S (Technology Solutions & Services) constant currency
revenue growth, L&S (ClearPath) revenue, non-GAAP operating profit margin, free cash flow generation and the assumptions and other expectations made in connection with our full-year 2026 financial
guidance, three-year financial targets, including total company revenue growth, Ex-L&S (Technology Solutions & Services) gross margin expansion, operating profit, free cash flow, L&S (ClearPath) revenue, L&S
(ClearPath) gross margin, Ex-L&S (Technology Solutions & Services) revenue and operating expenses and other expectations made in connection with our three-year financial targets, the reduction of
uncertainty and volatility of cash requirements, including pension contributions, our pension liability, debt extinguishment, future economic benefits from net operating losses and statements regarding future
economic conditions, our strategy or performance.
Additional information and factors that could cause actual results to differ materially from Unisys’ expectations are contained in Unisys’ filings with the U.S. Securities and Exchange Commission (SEC),
including Unisys’ Annual Reports on Form 10-K and subsequent Quarterly Reports on Form 10-Q, recent Current Reports on Form 8-K, and other SEC filings, which are available at the SEC’s website,
http://www.sec.gov. Information included in this presentation is representative as of the date of this presentation only and while Unisys periodically reassesses material trends and uncertainties affecting
Unisys’ results of operations and financial condition in connection with its preparation of management's discussion and analysis of results of operations and financial condition contained in its Quarterly and
Annual Reports filed with the SEC, Unisys does not, by including this statement, assume any obligation to review or revise any particular forward-looking statement referenced herein in light of future events,
except as required by applicable law.
Non-GAAP Information
This presentation includes certain non-GAAP financial measures that exclude certain items such as pension and postretirement expense; goodwill impairment charge, foreign exchange (gains) losses, debt
extinguishment, certain legal and other matters related to professional services and legal fees, including legal defense costs, associated with certain legal proceedings; environmental matters related to
previously disposed businesses; and cost-reduction activities and other expenses that the company believes are not indicative of its ongoing operations, as they may be unusual or non-recurring. The
inclusion of such items in financial measures can make the company’s profitability and liquidity results difficult to compare to prior periods or anticipated future periods and can distort the visibility of trends
associated with the company’s ongoing performance. Management also believes that non-GAAP measures are useful to investors because they provide supplemental information about the company’s
financial performance and liquidity, as well as greater transparency into management’s view and assessment of the company’s ongoing operating performance.
Non-GAAP financial measures are often provided and utilized by the company’s management, analysts, and investors to enhance comparability of year-over-year results. These items are uncertain, depend on
various factors, and could have a material impact on the company's GAAP results for the applicable period. These measures should not be relied upon as substitutes for, or considered in isolation from,
measures calculated in accordance with U.S. GAAP. A reconciliation of these non-GAAP financial measures to the most directly comparable financial measures calculated and reported in accordance with
GAAP can be found in Unisys’ filings with the SEC except for financial guidance and other forward-looking information since such a reconciliation is not practicable without unreasonable effort as the company
is unable to reasonably forecast certain amounts that are necessary for such reconciliation. This information has been provided pursuant to the requirements of SEC Regulation G.

Mike Thomson | CEO and President

About Unisys
Progress report
Strategic vision
Unisys AI framework
Mike Thomson
Speaker and agenda
Key takeaways
CEO and President

A HERITAGE OF INNOVATION
• Roots dating back over 150 years
• Became Unisys in 1986
• Servicing our top 50 clients
for an average of 20 years
CLIENT-FIRST WORKFORCE
• ~15K associates
• ~8K engineers
• 30+ countries
GLOBAL PRESENCE
• Blue Bell, PA headquarters
• 120+ countries where Unisys
services clients
• 700+ clients
• 100+ ecosystem partners
INDUSTRY RECOGNIZED
• 21 global leader rankings
• 42 global report placements
REVENUE
• ~$2.0B | FY25 annual revenue
• Diversified by industry,
geography, and client
A global
mission-critical
IT services and
solutions partner

A foundation
fortified over
the past
three years
STRATEGIC DIRECTION
Reset market
perception
Launched
AI-enabled
solutions
Stood up
agentic
application
factory
Climbed
analyst
rankings
Upskilled
workforce
Streamlined
operating
model
Expanded
profitability
Improved
pre-pension
free
cash flow

Our strategy, evolved
From a foundational growth framework to an AI-First operating model
2023 CORE ELEMENTS OF STRATEGY 2026 PRIORITIES FOR THE NEXT CHAPTER
Addressable market growth
Solution development
ClearPath Services and Industry Solutions
Land and expand
Margin expansion
Operational excellence
New adjacencies
AI embedded, not bolted on
ClearPath as a pillar of enterprise AI
Drive pipeline through precision targeting and partnership engine
Complete the agentic-first workforce transformation
Unlock free cash flow — and consider returning capital
WHAT'S CHANGED
SINCE 2023
ClearPath
AI at the core of the platform, and
modernization without disruption
Depth, not breadth, of partnerships
Targeted focus on OEMs, hyperscalers
and frontier-model providers
AI-augmented delivery
Mix of digital and human labor
delivering at scale
Enhanced capital flexibility
Refinanced and upsized debt, mitigated
pension volatility, path to FCF generation
STRATEGIC DIRECTION

AI-First solution and service
mindset
Outcome-based results
Trusted strategic partnership
Speed, agility and continuous
improvement
CLIENT IMPERATIVES
DRIVING GROWTH
STRATEGIC DIRECTION

STRATEGIC DIRECTION
“Agentic AI is emerging as a strategic inflection
point. This new class of AI isn’t just speeding
up innovation. It’s reshaping how work gets
done, how people contribute, and how
industries will grow in the years ahead.”
$450B
Economic value
created by
agentic AI by
20281
33%
Of enterprise
software
applications will
contain agentic
AI by 20282
10x
Increase in
AI agents by
20273
44%
Agentic AI
market CAGR
over next
decade4
Why now?
The agentic
inflection point

Transform
We help clients define
and create the
foundational elements
needed to transform
their technical debt and
securely scale their IT
ecosystems.
The Unisys AI framework
Orchestrate
We run hybrid and
transformed IT
ecosystems at scale,
with a continuous-improvement mindset.
We help clients
implement foundational
AI elements that
translate into
measurable business
outcomes.
Develop
Develop the
foundation for
enterprise AI
Apply AI to
transform
operations
Orchestrate
AI securely,
responsibly, at scale
STRATEGIC DIRECTION

© 2026 UNISYS CORPORATION. ALL RIGHTS RESERVED. CONFIDENTIAL AND PROPRIETARY INFORMATION. 12
STRATEGIC DIRECTION
things to
take home
Reinventing as a
leader in future state,
mission-critical
IT solutions, built
for an agentic world
Evolving our
workforce through
AI-First capabilities
and delivery
Reaching positive free
cash flow inflection
and transforming
capital structure
01 02
03 04
Accessing a larger
market opportunity
through an integrated
AI framework and
go-to-market model

Chris Arrasmith | Chief Operating Officer

Unisys AI transformation
AI capabilities
and solutions
AI-powered
workforce
Strategy and
partnerships
Chris Arrasmith
Chief Operating Officer
Speaker and agenda
The Unisys edge

Agentic
solutions
Creating systems
of action
Unisys AI
transformation
AI-First. Full-stack. Partner-enabled.
Built for scale.
Strategy and
partnerships
Flexible, full-stack
and expanding
AI-powered
workforce
Human capital +
digital labor
FUTURE-READY SOLUTIONS & SERVICES

Unisys AI capabilities at the core
Integrated enterprise AI embedded in our portfolio
Strategy and
Engineering
Data
for AI
Process
AI
Agentic
Modernization
AI
Infrastructure
Responsible
AI
AI that
delivers value
High-impact business
outcomes infused with
security and flexibility
at the core
FUTURE-READY SOLUTIONS & SERVICES

Develop Transform Orchestrate
FUTURE-READY SOLUTIONS & SERVICES
AI-led solutions driving client value
From infrastructure readiness to agentic deployment — solution alignment to
client AI journey stages
AI Infrastructure
Assessment
Data Environment
Readiness
AI Governance
Framework
Agentic Workflow
Deployment
Intelligent Service
Desk
Employee
Experience AI
AI Managed
Services
Security and
Compliance Layer
Continuous
Optimization

Building AI-First capabilities
and delivery
AI workforce
strategist
Outcome-based
delivery lead
AI workflow
architect
Domain
translator
AI output
validator
Evolving workforce versus reducing workforce
FUTURE-READY SOLUTIONS & SERVICES

Frontier Models
LLMs
Inference
Model hosting
Agentic Industry
Outcomes
AI agents
Vertical AI use cases
Digital workforce
Data & Infrastructure
Cloud/GPU compute
Private AI
Data governance
AIOps &
Orchestration
Integration
Retrieval Augmented Generation models
Token optimization
Simplifying a complex
AI ecosystem for our
clients
Develop the foundational
models, data and compute
that power enterprise-grade AI.
Transform operations with
agents, RAG and vertical
use cases tuned
to each industry.
Orchestrate the full stack
end-to-end so models,
data, and workflows deliver
measurable outcomes at
scale.
AI
technology
stack

End-to-end AI
from edge to cloud to data center
Security and governance
built into every layer
Proven enterprise delivery
at global scale
Depth of industry
and process knowledge
Agile and practical AI
for real-world enterprise outcomes
1
2
3
4
5
FUTURE-READY SOLUTIONS & SERVICES

21 global leader rankings | 42total global reports
TIME
World’s Best Companies of 2025
India’s Best Employers of 2025
NEWSWEEK
2025 GLOBAL Top 100 Most Loved Workplaces®
FORBES
2025 America’s Best Employers For Engineers
FINANCIAL TIMES
Best Employers Asia Pacific 2026
DELL TECHNOLOGIES AWARDS
2025 Global Alliances Growth Partner Of The Year
2025 Americas Expansion Partner Of The Year
2025 APJ Acquisition Partner Of The Year
HDI GLOBAL SERVICE AND SUPPORT AWARDS
2025 Best Service Improvement Initiative
Company Awards
LEADER in Advanced Analytics and AI Services
LEADER in Generative AI Services
LEADER in Future of Work
LEADER in Multi Public Cloud Services
LEADER in Private/Hybrid Cloud – Data Center Services
LEADER in Cybersecurity Solutions and Services
LEADER in Microsoft Cloud Ecosystem
LEADER in Mainframe Services and Solutions
LEADER in Worldwide Digital Workplace Services
LEADER in European Human-First DWS
LEADER in Digital Workplace Services
LEADER in End-User Computing Services
LEADER in Advanced Digital Workplace Services
LEADER in Cloud Infrastructure Mgmt Services
LEADER in Cognitive & Self-Healing IT Infrastructure
LEADER in Cyber Resiliency
LEADER in Attack Surface Management
LEADER in Global Outsourced Digital
Workplace Services
LEADER in Digital Workplace Services for the
Mid-Market
LEADER in Cloud Services for the Mid-Market
LEADER in Outsourced Digital Workplace Services

Enterprise Computing Solutions (ECS)

Solution portfolio
Market opportunity
AI at the core
Demo: Digital System
Administrator
Sean Tinney
SVP and General Manager
Enterprise Computing Solutions
Speaker and agenda
Client value and outcomes

ENTERPRISE COMPUTING SOLUTIONS
Solution
portfolio
ClearPath
Managed Services
ClearPath
License and
Support
Business
Process
Outsourcing
Services
68%
portfolio revenue
1
21%
portfolio revenue
1
11%
portfolio revenue
1

ENTERPRISE COMPUTING SOLUTIONS
AI is driving, not replacing, mainframe workloads
Mainframe workloads have doubled over 15 years and will double again, accelerated by AI.
Every new AI use case lands on the core.
WORKLOAD GROWTH
~6% Mainframe market 5-year CAGR
through 2033 — and accelerating
with AI
~90%
IT leaders planning and
deploying AI on the
mainframe
2x
Faster MIPS* growth
In mid-size enterprises
70%+ of global transactional workloads
still run on the mainframe
Data gravity favors the core
AI inference on-platform
Agentic AI + code assistants
Sovereignty and post-quantum
WHY NOW
WHY US
ClearPath captures workload growth:
AI integrated around the core, hybrid token + MIPS
consumption, and 99.999%+ availability on the
same globally secure platform

ENTERPRISE COMPUTING SOLUTIONS
ClearPath ecosystem market momentum
The market has evolved.
Modernization without
disruption is the priority.
Where it matters
Market verticals
• High-volume, data-sensitive
industries
• Retail, Banking
• Highly regulated sectors
• Financial Services,
Healthcare, Government
• Manufacturing environments
with complex workloads
What’s driving IT
Market forces
• Security and cyber-resilience
• Regulatory pressure and
auditability
• Rising cost and complexity of
distributed systems
• Performance inconsistency and
zero tolerance for downtime
• Ecosystem flexibility
Why ClearPath wins
Our alignment
• Designed for mission-critical
workloads
• Modern and dynamic ecosystem
• Services to accelerate growth
• Performance consistency
• Built to modernize around the core
and integrate with cloud, AI and
digital channels
Cloud First Cloud Smart

Develop
Client growth engine
• AI at the core, modernizing
at the edge
• Workload and performance
balancing
• Platform for expansion
ENTERPRISE COMPUTING SOLUTIONS
ClearPath ecosystem strategy – capturing the market
Orchestrate
Future of work
• Comprehensive managed
services
• Skills alignment with market
objectives
• AI-driven knowledge
management
Transform
Tech tied to business
outcomes
• Faster application creation
• ClearPath as a data hub
• Next-gen compute
capabilities
ADVANTAGES
Speed to value
and low total cost
of ownership
Low-risk incremental
modernization
capabilities
Extensive AI in the
platform and AI
application integration
Enabled modern
development
languages
Secure and reliable
ecosystem for mission
critical apps

ENTERPRISE COMPUTING SOLUTIONS
ClearPath ecosystem roadmap
Core tenets: Security | Performance | Interoperability
Now Near-term Long-term
Security
Enhancements and extensions to continue providing clients with confidence in ClearPath security
Crypto discovery Post-quantum readiness Predictive security policies
Performance
Enhancements and system upgrades to keep ahead of client growth needs
Framework for hybrid computing Native modern language support Continuous dynamic workloads
Interoperability
Seamless integration of innovative technologies and supporting services
AI application integration Agentic AI integration Quantum + classical integration
Emerging
Technologies
The ClearPath ecosystem is a secure and scalable data backbone
with AI integrated in the core enabling modernization.

ENTERPRISE COMPUTING SOLUTIONS
AI at the core – power without limits
AI-driven integration
Extending the ecosystem around
ClearPath while maintaining data
security and integrity
AI-enabled operations
Orchestrating with critical data sets
in a secure and reliable environment
increases workloads and
sustains client value
AI value realization
Increasing accuracy, maximizing code
generation, and accelerating speed to
value on strategic AI projects
AI data sovereignty
Serving as an immutable digital
backbone for data value and
governance
INTELLIGENCE BUILT INTO EVERY TRANSACTION
More integrations → More interoperability → More platform value
1
4
2
3

1
Incident
1
Incident
3
Hours
3
Minutes
10
Engineers
1
Engineer
$$$ $
Incident
resolution
Traditional versus AI-enabled*
Traditional AI-enabled
ENTERPRISE COMPUTING SOLUTIONS

ENTERPRISE COMPUTING SOLUTIONS
Value and outcomes for our clients
99.999+%
ClearPath system
availability for
maximum uptime
$56T
Annual US interbank
payments processed
700+M
Airline passengers
processed in 2025
$450B
Mortgages managed
150M
Payments reconciled
per year
1M/Minute
Transactions per
minute – all verticals
Security
ClearPath provides the security needed by
today’s clients and is ready for the
challenges of the post-quantum world
High standards
ClearPath includes the security levels
required for regulated industries,
including use cases like medical testing,
citizen benefits, tax payments, etc.
0incidents of compromised
ClearPath user data

ENTERPRISE COMPUTING SOLUTIONS
Client
transformation
in action

Cloud, Applications, & Infrastructure (CA&I)

Market opportunity
Future-ready vision
Solution portfolio
Demo: AIOps in action:
Unisys Intelligence
Accelerator
Speaker and agenda
Client value and outcomes
Manju Naglapur
Senior VP and GM
Cloud, Applications &
Infrastructure

$1.6T (26.1% CAGR)2,3
across infrastructure,
applications, orchestration,
and security
AI-driven infrastructure demand
AI-enabled application transformation
Enterprise AI orchestration
CLOUD, APPLICATIONS & INFRASTRUCTURE
CA&I market opportunity and growth drivers
$1.0T
Total market for CA&I1
5.3% CAGR
Expected CA&I growth1,2
$2.6T
Total market for AI3
~30% CAGR
Expected AI growth2,3
Growing CA&I and AI markets
Targeting highest-growth segments AI growth opportunity
Security and governance for AI

CLOUD, APPLICATIONS & INFRASTRUCTURE
Our evolution 2020-2024 2025 & beyond
Target
market
Client-initiated
expansion
Market demand addressed with
rapid value assessments
Financial
model
Unit model +
milestones Outcome-based model
Solutions Managed
services Develop, transform, orchestrate
Platform Digital and cloud Multi-agent systems
Delivery
model Agile and ITIL4 Autonomous, context-aware
Cloud and digital Talent Human talent Agent-based with human-in-loop
transformation
Accelerated
digitization
Intelligence
supercycle
2025 –
beyond
Context-driven intelligence • Non-linear speed • Measurable value
2020 –
2024
2010 –
2020

AI embedded
across solutions
and services,
secure by design
Industrialized
delivery models
drive efficiency,
consistency and lower
operational risk
Outcome-based
engagements align
delivery to measurable
business and
operational results
Build AI fluency
across associates
to scale our agentic
advantage
CLOUD, APPLICATIONS & INFRASTRUCTURE

AI-infused solution portfolio
Powered by
Unisys Intelligence Accelerator (UIA) AI framework
CLOUD, APPLICATIONS & INFRASTRUCTURE
Solutions for the future
Reimagined portfolio to drive client success
Priority solutions Future-ready portfolio & delivery model
Hybrid Cloud
Transformation &
Managed Services
Application Development
and Transformation &
Managed Services
Security Managed Services
Intelligent
Operations
Data
Foundations
Agentic-driven
application
Security &
Governance for AI
We help clients
Develop Transform Orchestrate
Delivered by
AI-native
talent
Forward-deployed
teams
Agentic digital
workforce

CLOUD, APPLICATIONS & INFRASTRUCTURE
Powering delivery through our AI framework
AI control tower
Models*
Hybrid
cloud
Develop
Embed AI-driven software development life cycle
Transform
Power the transformation with digital agents
Orchestrate
Operate your enterprise with confidence
Unisys
Intelligence
Accelerator
Client
outcomes
• Agent catalog
• AI blueprints
• Enterprise context
Guardrails
Modern experience Streamlined workflows Intelligent systems Hyper-productivity | | |
• Security and
compliance
• AI firewall
• Observability
• FinOps
• Release
governance
AI-SaaS Private cloud
Llama | | | |

Delivering
outcomes
enterprise-scale
CLOUD, APPLICATIONS & INFRASTRUCTURE

Cloud migration first,
then AI-driven
automation at scale
INDUSTRIAL TECHNOLOGY
Critical applications
modernized, scaling
to hundreds with AI
+

$ M with a full-scale
cloud transformation,
24/7 SOC, and 150+
automated workflows
in savings
COMMERCIAL REAL ESTATE

via 280 application
programming interfaces,
automation, and DevOps to
achieve transformation
internal systems
integrated
FINANCIAL SERVICES

CLOUD, APPLICATIONS & INFRASTRUCTURE
Delivering with leading partners. Recognized by analysts.
Key partners Analyst recognition
Partners
30+
Leader rankings*
10
Total reports*
23

Digital Workplace Solutions (DWS)

Market opportunity
Demo: Service
Experience Accelerator
in action
Solution portfolio
Client value and
outcomes
Patrycja Sobera
SVP and General Manager,
Digital Workplace Solutions
Weston Morris
Sr. Director, Strategy,
Digital Workplace Solutions
Speakers and agenda
Future ready

Positioned
for growth 1
2
3
4
Market forces
Achieving ROI from AI: Turning clients’ AI
investments into measurable business value
Experience-driven productivity: Linking employee
experience directly to business performance
Managing rising device costs: Reducing total
cost of ownership across the device life cycle
Operating in a more complex, regulated world:
Ensuring control, compliance, and resilience at scale
$125B
Total market for DWS1
4-6% CAGR
Expected DWS growth1,2
$2.6T
Total market for AI3
~30% CAGR
Expected AI growth3,4
DIGITAL WORKPLACE SOLUTIONS

AI ROI through
technology,
people and
security
Contain endpoint
costs without
sacrificing
productivity
Proactive
experience
management that
drives business
outcomes
Data
sovereignty
during instability
DIGITAL WORKPLACE SOLUTIONS

more than an inconvenience
DIGITAL WORKPLACE SOLUTIONS

Powered by
Unisys Service Experience Accelerator (SEA)
We help clients
DIGITAL WORKPLACE SOLUTIONS
Solutions for the future
We empower and support the digital, physical, and human workplace
Priority solutions Future-ready portfolio
Experience-as-a-Service
Agentic Service Desk
AI-powered Field Services
Device Subscription Service
Unified Endpoint Management
Develop Transform Orchestrate
AI-infused solution portfolio and professional services
Sustainable
Workplace
Enterprise
Service
Management
IoT &
Connected
Technology
Liquid &
Immersion
Cooling
Enterprise
Knowledge
Management

We focus on delivering
business outcomes
client value and measurable
DIGITAL WORKPLACE SOLUTIONS

K
CONSTRUCTION CLIENT STORY
Employees achieving ROI from AI
Increasing AI adoption and productivity
Facilitated a prompt-a-thon
with senior executives to
support key business
challenges and build leadership
alignment for scaled adoption
across the workforce.

Our manufacturing client
reclaimed 49,000 employee
hours, enabling them to
quadruple their product
releases in Q4 of last year.
MANUFACTURING CLIENT STORY
Product releases YoY
Revenue generating activity

Expanding field
services into
higher-value
opportunities
High-end
Infrastructure
Multi-site
Deployment
Traditional
Enterprise
Support
OEM
Repair
PREMIUM
Servers Storage Routers/
Switches
DC Liquid
Cooling
Parking Airport
Biometrics
Edge Point of Sale
User
Support
Device
Services
Smart
Meeting Room
Touchless
Experience
PC Rack & Stack Network Logistics
DIGITAL WORKPLACE SOLUTIONS

DIGITAL WORKPLACE SOLUTIONS
Shaping the industry
Award recognition
We’re reimagining digital workplace solutions and shaping the future
Industry memberships
Leader Rankings*
9
Total reports*
12
Partners
Dell Technologies 75+
Global Alliances Americas
Data Center
Analyst leader recognition

Joel Raper, Chief Commercial Officer
Teresa Poggenpohl, Chief Marketing Officer

Growing with AI at our core
AI-driven sales organization
Marketing strategy
Joel Raper
Chief Commercial Officer
Teresa Poggenpohl
Chief Marketing Officer
Speakers and agenda

AI at our core – partner-supported growth built around client needs
Powered by alliance partners
and technology platforms
AI through us AI for us
MODERNIZING CORE UNISYS SOLUTIONS
Embedded AI for enhanced
service delivery
AI with us
ENABLING CLIENT OUTCOMES WITH AI
Enabling client innovation
and AI adoption
ESTABLISHING UNISYS AS ‘CLIENT ZERO’
Evolving to an AI-First Unisys
Built for enterprises where
performance is everything
Operationally complex
and distributed
enterprises
Mission critical
industries with zero
downtime tolerance
Mid-market enterprises
seeking cost-effective
transformation
GO-TO-MARKET STRATEGY

03
Insight-orchestrated
Rapid Value
Assessments
02
AI-enabled
whitespace
discovery
04
Outcome-based
pricing
01
Guided selling with
embedded
intelligence
By 2029, sales organizations with
AI-driven enablement functions will
achieve 40% faster sales stage
velocity than those using traditional
enablement approaches.
— Gartner, 2026
Sales engine 2.0:
Rewiring for
scalable growth
GO-TO-MARKET STRATEGY

GO-TO-MARKET STRATEGY
Accelerating client acquisition through tech
Intent
signals
Precision
targeting
Personalized
journeys
Predictive
analytics
Powered by AI

Client stories convert
18x
higher clickthrough rate
4x
higher dwell time
GO-TO-MARKET STRATEGY

Tailored experiences, tangible results
Consistent, high-value engagement
25 IT and senior leaders engaged with our marketing campaigns
CIO and VP of IT
downloaded
content
VP of IT attended
Unisys thought
leadership event
CIO attended
Unisys-sponsored
roundtable
CIO presented at
Unisys CIO & CTO
Community
• Influence key stakeholders with personalized,
targeted messaging and thought leadership
• Position Unisys to win strategic new business and
secure renewals
ACCOUNT-BASED MARKETING
Multiple IT execs
attended Unisys-sponsored event
CLIENT EXAMPLE: Global biotechnology company
GO-TO-MARKET STRATEGY

Deb McCann, Chief Financial Officer

2023 Investor Day
report card
2026 Investor Day targets
Capital allocation
priorities
Speaker and agenda
Why Unisys Deb McCann
Chief Financial Officer

Our portfolio of solutions with new terminology
Hybrid Cloud
Data
Applications
Security
Agentic Service Desk
Field Services
Devices
Experience-as-a-Service
ClearPath Services
Next-Generation
Computing
Industry Solutions
Operating Systems
Value-Added
Products
Platforms
Specialized Services ClearPath
NEW NAME NEW NAME
Technology Solutions & Services
(formerly Ex-L&S)
ClearPath
(formerly L&S)
Digital Workplace
Solutions (DWS)
Cloud, Applications
& Infrastructure
(CA&I)
Enterprise Computing
Solutions (ECS)
FINANCE OVERVIEW

2023 INVESTOR DAY TARGETS EXPECTED RESULTS*
ClearPath
(2024-2026 average)
~$360M revenue
~65% gross margin
~$425M revenue
~70% gross margin
Technology Solutions &
Services Revenue
3 Year CAGR (2023-2026)
5% - 7% ~Flat
Technology Solutions &
Services Gross Margin
(2023-2026)
~100 to 150 bps average per year ~150 bps average per year
SG&A Expense Reduction
2026 vs. 2022 $50M ~$70M
Operating Profit Margin
(Non-GAAP) 2026 10% - 12% 9% - 11%
Pension Strategy Reduce US Pension volatility and opportunistic
annuity purchases
28% reduction
in global liabilities with reduced volatility
Pre-Pension Free Cash Flow
2026 $150-$175M ~$72M
Impacted by capital transformation (~$50M) &
environmental recovery timing (~$30M)
Delivering strong progress against our 2023 Investor Day expectations
2023 Investor Day report card
FINANCE OVERVIEW

Revising
financial
guidance
Full-year 2026
Improving revenue growth
Reaffirming profitability
(5.0%) to (3.5%)
Constant Currency
Revenue Growth
Non-GAAP Operating
Profit Margin
9.0% to 11.0%
• Free Cash Flow of ~($25M)
• Capital Expenditures of ~$85M
• Cash taxes of ~$70M
• Net interest payments of ~$70M
• Other payments, primarily restructuring, of ~$30M
• Pension and postretirement contributions of ~$102M
• Revenue growth guidance translates to reported revenue growth of (2.0%) to
(0.5%) based on exchange rates as of April 30, 2026
• Assumes reported ClearPath revenue of approximately $425 million
(from $415M)
• Assumes Technology Solutions & Services constant currency revenue
growth of (6.0%) to (4.0%) (from (7.0%) to (4.5%))
Other 2026 expectations
From (6.5%) to (4.5%)
FINANCE OVERVIEW

FINANCE OVERVIEW
$1,512
$1,586 $1,577 $1,522
2022 2023 2024 2025 2026E 2029E
$M
Growth Solutions
Expected to be the drivers of growth inflection
Agentic Service Desk
Data Center & Enhanced Field Services
Digital Workplace
Hybrid Infrastructure Services
Agentic Application Services
Security
Cloud, Applications & Infrastructure
Technology Solutions &
Services Revenue
Growth Opportunity
Positioning ourselves for growth inflection |
Target: 3-5% 3-year CAGR*

5%
7%
9%
11%
13%
15%
17%
19%
21%
23%
2022 2023 2024 2025 2026E 2029E
Gross Margin (%)
Continuing Technology
Solutions & Services margin
expansion
Higher margin mix shift
Agentic AI and automation are displacing manual delivery
effort across the service stack, lowering unit cost,
expanding capacity without proportional headcount growth
Shifting commercial models toward outcome- and
consumption-based contracts ties revenue to measurable
client value, allowing productivity gains to flow through
as margin
Reskilling/upskilling talent and rotating the portfolio toward
hybrid cloud, security, and AI-led solutions raises blended
margin and reduces exposure to commoditized, labor-intensive work
200+ bps
Over the next three years ~
~70+ bps per year
560 bps historical
improvement
Increasing volumes and new business signings in higher
value solutions with accretive margin profile
Improved efficiency with AI and optimization
Outcomes-based approach
Future skilling the workforce
FINANCE OVERVIEW

Improving structural SG&A efficiency
Building a leaner, agentified organization aligned to growth
Transforming
AI-powered core G&A functions
• Deploying AI across core G&A functions to drive
productivity, streamline processes, and lower
operating costs
Aligning
Talent model with strategic priorities
• Delivering SG&A operational leverage as the
business scales
• Focusing investments on sales and marketing
to maximize market share capture
FINANCE OVERVIEW
Targeting 150 bps
reduction
In SG&A as a % of revenue from
2026-2029 assuming
achievement of target revenue

Bringing it all together
Total company*
revenue growth
2% - 4%
Three-year CAGR from
2026 guidance midpoint
Total company gross
margin expansion
~100 bps
Over the next three years
~30 bps average per year
Operating
Profit
Free Cash
Flow
~$50M
2029 Target
ClearPath revenue
~$400M average per year 2027-2029
Technology Solutions &
Services revenue*
3% - 5%
3 YR CAGR
from 2026 guidance midpoint
ClearPath gross margin
~70% average gross margin
Technology Solutions &
Services margin
expansion
200+ bps over next 3 years
~70+ bps average per year
SG&A expense
~150 bps reduction
as % of revenue
over the next three years
Adjusted EBITDA
17% - 19%
2029 target
FCF ex-pension
~$110M
2029 target
Assume similar non-pension modeling items as
2026
FINANCE OVERVIEW
12% to 14%
2029 Target
Inflecting to positive growth, expanding profitability, and enhancing free cash flow

© 2026 UNISYS CORPORATION. ALL RIGHTS RESERVED. CONFIDENTIAL AND PROPRIETARY INFORMATION. 74
Simplify the balance sheet, improve
net leverage ratio and credit rating
Advance growth through
disciplined capital deployment
Consider a capital return
program over the long term
FINANCE OVERVIEW

Deleveraging as
a core focus
Execution of our strategy
improves our leverage
position
Puts us in a position to
fully remove the U.S.
qualified defined benefit
pension plans in 3-4 years
0
200
400
600
800
1000
1200
1400
2023 2024 2025 2026E 2027E 2028E 2029E
$M
Sr. Secured Notes & Other U.S. QDB Pension Deficit All Other Plans
Reducing net leverage (with pension) by at least
one turn
FINANCE OVERVIEW
2.9x
March 31, 2026
< 2.0x
year-end 2029
Pension contributions expected to translate to ~$240M
of deficit reduction from 2025 to year-end 2029
FROM TO

Meaningful strategic steps to reduce
and remove U.S. qualified defined
benefit pension plan liabilities will
put us in a position to fully remove
plans in 3-4 years.
Continuing our
pension strategy
A multi-year
commitment
Expected next steps
• Execute 2026 U.S. annuity purchase transaction
to further reduce liability and cost of removal
• Take additional steps to both reduce costs and
enhance the efficiency of U.S. pension removal
• Execute steps towards potential termination
of a UK pension plan within the next 2 years
FINANCE OVERVIEW
Benefits achieved through recent debt
raise and pension actions
• Removed substantially all pension volatility
• Enabled further annuity purchase transactions
• Reduced GAAP pension deficit and contributions
• Actions cash flow accretive over next 5 years1

Why Unisys is a compelling investment
An inflection point – from deleveraging to durable free cash flow
Transformed
Unisys
Recognized leader with
future-ready portfolio
Diversified client base with
$60B TAM
Enhanced profitability
Stabilized pension
Near-term
catalysts
Growth inflection
Scaling digital workforce
AI tailwinds and TAM
expansion
Medium-term
value
Sustained growth step-up
200+ bps TS&S margin expansion
Deleveraging by > 1.0x
Potential pension removal
~$30M environmental receipt
TODAY 2026 –2027 Through 2029 The result
FINANCE OVERVIEW
Unlocked
shareholder value
+$3 / share from ~$200M targeted
net debt reduction*
+$4 / share from ~$75M Targeted
increase in adjusted EBITDA, before
any multiple expansion*
A solid free cash flow generator
with enhanced flexibility for
deploying capital

© 2026 UNISYS CORPORATION. ALL RIGHTS RESERVED. CONFIDENTIAL AND PROPRIETARY INFORMATION. 79
CLOSING THOUGHTS
things to
take home
Reinventing as a
leader in future state,
mission-critical
IT solutions, built
for an agentic world
Evolving our
workforce through
AI-First capabilities
and delivery
Reaching positive free
cash flow inflection
and transforming
capital structure
01 02
03 04
Accessing a larger
market opportunity
through an integrated
AI framework and
go-to-market model

Thank You
Contact Us
[email protected]

Definitions of Non-GAAP Financial Metrics
Non-GAAP operating profit – This measure excludes pretax pension and postretirement expense, pretax goodwill impairment charge and pretax charges or gains associated with
certain legal matters related to settlements, professional services and legal fees, including legal defense costs, associated with certain legal proceedings, and cost-reduction
activities and other expenses.
EBITDA & adjusted EBITDA – Earnings before interest, taxes, depreciation and amortization (EBITDA) is calculated by starting with net income (loss) attributable to Unisys
Corporation common shareholders and adding or subtracting the following items: net income (loss) attributable to noncontrolling interests, interest expense (net of interest
income), provision for (benefit from) income taxes, depreciation and amortization. Adjusted EBITDA further excludes pension and postretirement expense; goodwill impairment
charge, foreign exchange (gains) losses, debt extinguishment, certain legal matters related to settlements, professional services and legal fees, including legal defense costs,
associated with certain legal proceedings; environmental matters related to previously disposed businesses; cost-reduction activities and other expenses; non-cash share-based
expense; and other (income) expense adjustments.
Non-GAAP net income (loss) and non-GAAP diluted earnings (loss) per share – These measures exclude pension and postretirement expense and charges or (credits) in
connection with goodwill impairment; foreign exchange (gains) losses, debt extinguishment, certain legal matters related to settlements, professional services and legal fees,
including legal defense costs, associated with certain legal proceedings; environmental matters related to previously disposed businesses; and cost-reduction activities and other
expenses. The tax amounts related to these items for the calculation of non-GAAP diluted earnings (loss) per share include the current and deferred tax expense and benefits
recognized under GAAP for these items.
Free cash flow – Represents cash flow from operations less capital expenditures.
Pre-pension and postretirement free cash flow (Pre-pension free cash flow) – Represents free cash flow before pension and postretirement contributions.
Adjusted free cash flow – Represents free cash flow less cash used for pension and postretirement funding; debt extinguishment, certain legal matters related to settlements,
professional services and legal fees, including legal defense costs, associated with certain legal proceedings; environmental matters related to previously disposed businesses; and
cost-reduction activities and other payments.

Definitions of Other Metrics
ClearPath – Represents software license and related support services, primarily ClearPath Forward™, within the company's ECS segment.
Technology Solutions & Services – These measures exclude revenue, gross profit and gross profit margin in connection with software license and support services within the
company’s ECS segment. The company provides these measures to allow investors to isolate the impact of software license renewals, which tend to be significant and impactful based
on timing, and related support services in order to evaluate the company’s business outside of these areas.
Constant currency – A significant amount of the company’s revenue is derived from international operations. As a result, the company’s revenue has been and will continue to be
affected by changes in the U.S. dollar against major international currencies. The company refers to revenue growth rates in constant currency or on a constant currency basis so that
the business results can be viewed without the impact of fluctuations in foreign currency exchange rates to facilitate comparisons of the company’s business performance from one
period to another. Constant currency is calculated by retranslating current and prior-period revenue at a consistent exchange rate rather than the actual exchange rates in effect during
the respective periods.
Backlog – Represents the estimated amount of future revenue to be recognized under contracted work, which has not yet been delivered or performed. The company believes that
actual revenue reflects the most relevant measure necessary to understand the company’s results of operations, but backlog can be a useful metric and indicator of the company’s
estimate of contracted revenue to be realized in the future, subject to certain inherent limitations. The timing of conversion of backlog to revenue may be impacted by, among other
factors, the timing of execution, the extension, nullification or early termination of existing contracts with or without penalty, adjustments to estimates in pricing or volumes for
previously included contracts, seasonality and foreign currency exchange rates. Investors are cautioned that backlog should not be relied upon as a substitute for, or considered in
isolation from, measures in accordance with GAAP.
Total Contract Value (TCV) – Represents the initial estimated revenue related to contracts signed in the period without regard for early termination or revenue recognition rules.
Changes to contracts and scope are treated as TCV only to the extent of the incremental new value. New Business TCV represents TCV attributable to expansion and new scope for
existing clients and new logo contracts. L&S TCV is driven by software license renewals, and as such, changes in timing or terms of renewals can lead to fluctuations from period to
period. The company believes that actual revenue reflects the most relevant measure necessary to understand the company’s results of operations, but TCV can be a useful leading
indicator of the company’s ability to generate future revenue over time, subject to certain inherent limitations. Measuring TCV involves the use of estimates and judgments and the
extent and timing of conversion of TCV to revenue may be impacted by, among other factors, the types of services and solutions sold, contract duration, the pace of client spending,
actual volumes of services delivered as compared to the volumes anticipated at the time of contract signing, and contract modifications, including, without limitation, contract
nullification and termination, over the lifetime of a contract. Investors are cautioned that TCV should not be relied upon as a substitute for, or considered in isolation from, measures in
accordance with GAAP.
Book-to-bill – Represents total contract value booked divided by revenue in a given period.
New Business – Represents expansion and new scope for existing clients and new logo contracts.

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