We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Will Device Subscriptions Drive the Next Growth Wave at Unisys?
Read MoreHide Full Article
Key Takeaways
UIS is driving growth in Digital Workplace via Device Subscriptions Service to meet client IT needs.
In 1Q25, UIS signed deals covering 380,000 and 21,000 devices with global and biotech clients.
New partners, Easy Vista and Freshworks, enhance UIS' IT Service Management and DWS ecosystem.
Unisys Corporation (UIS - Free Report) is leaning into Device Subscriptions Service (“DSS”) as a potential growth driver within its Digital Workplace Solutions (“DWS”) segment. The company is delivering solution innovations aligned with business outcomes that clients and prospects are actively seeking, such as cost optimization, data integration and security, improved asset and employee productivity, and artificial intelligence enablement. These focused efforts position Unisys to capitalize on evolving workplace needs and shifting IT consumption trends.
Building upon a solid pipeline of DSS opportunities developed in 2024, Unisys is beginning to see clients and prospects move forward with investments. These agreements are helping the company expand its service reach and strengthen long-term client engagement. In the first quarter of 2025, Unisys signed a contract with a global technology company to support 380,000 devices across 14 countries. Unisys also secured an agreement with a biotech client to provide workplace services for more than 21,000 devices across several regions.
Furthermore, the company added two technology partners, Easy Vista and Freshworks, to improve the DWS Alliance ecosystem and strengthen IT Service Management platform capabilities. Going forward, UIS expects DSS signings to increase in the second half of the year, which may support growth in the segment.
Other Players Targeting Growth in Device Subscription Services
In the fast-evolving device-as-a-service (DaaS) market, Unisys is competing with established tech giants like HP Inc. (HPQ - Free Report) and Dell Technologies Inc. (DELL - Free Report) , both of which have made significant inroads with their own subscription-based hardware and lifecycle management platforms.
HP’s DaaS model offers bundled solutions that include analytics-driven fleet management and predictive support, targeting large enterprises seeking operational efficiency and improved user experience. The scale, global logistics and integration with HP’s hardware ecosystem give it a strong edge in cost and breadth of service.
Dell’s APEX and ProSupport services also rival Unisys’ DSS with robust endpoint security, automation and hybrid infrastructure capabilities. The company recently deepened its partner ecosystem, much like Unisys did with Freshworks and EasyVista, highlighting the importance of flexibility and integration.
While Unisys lacks the manufacturing heft of these competitors, its service-centric approach and enterprise customization could give a differentiated niche, especially in highly regulated or multinational environments.
UIS’ Price Performance, Valuation & Estimates
Shares of Unisys have gained 22.4% in the past three months compared with the industry’s growth of 5%.
Image Source: Zacks Investment Research
Unisys’ current valuation looks promising for investors. The stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 5.23X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for UIS’ 2025 and 2026 earnings implies a year-over-year uptick of 28.9% and 120.7%, respectively. The earnings estimates for 2025 have remained unchanged in the past 30 days.
Image: Bigstock
Will Device Subscriptions Drive the Next Growth Wave at Unisys?
Key Takeaways
Unisys Corporation (UIS - Free Report) is leaning into Device Subscriptions Service (“DSS”) as a potential growth driver within its Digital Workplace Solutions (“DWS”) segment. The company is delivering solution innovations aligned with business outcomes that clients and prospects are actively seeking, such as cost optimization, data integration and security, improved asset and employee productivity, and artificial intelligence enablement. These focused efforts position Unisys to capitalize on evolving workplace needs and shifting IT consumption trends.
Building upon a solid pipeline of DSS opportunities developed in 2024, Unisys is beginning to see clients and prospects move forward with investments. These agreements are helping the company expand its service reach and strengthen long-term client engagement. In the first quarter of 2025, Unisys signed a contract with a global technology company to support 380,000 devices across 14 countries. Unisys also secured an agreement with a biotech client to provide workplace services for more than 21,000 devices across several regions.
Furthermore, the company added two technology partners, Easy Vista and Freshworks, to improve the DWS Alliance ecosystem and strengthen IT Service Management platform capabilities. Going forward, UIS expects DSS signings to increase in the second half of the year, which may support growth in the segment.
Other Players Targeting Growth in Device Subscription Services
In the fast-evolving device-as-a-service (DaaS) market, Unisys is competing with established tech giants like HP Inc. (HPQ - Free Report) and Dell Technologies Inc. (DELL - Free Report) , both of which have made significant inroads with their own subscription-based hardware and lifecycle management platforms.
HP’s DaaS model offers bundled solutions that include analytics-driven fleet management and predictive support, targeting large enterprises seeking operational efficiency and improved user experience. The scale, global logistics and integration with HP’s hardware ecosystem give it a strong edge in cost and breadth of service.
Dell’s APEX and ProSupport services also rival Unisys’ DSS with robust endpoint security, automation and hybrid infrastructure capabilities. The company recently deepened its partner ecosystem, much like Unisys did with Freshworks and EasyVista, highlighting the importance of flexibility and integration.
While Unisys lacks the manufacturing heft of these competitors, its service-centric approach and enterprise customization could give a differentiated niche, especially in highly regulated or multinational environments.
UIS’ Price Performance, Valuation & Estimates
Shares of Unisys have gained 22.4% in the past three months compared with the industry’s growth of 5%.
Image Source: Zacks Investment Research
Unisys’ current valuation looks promising for investors. The stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 5.23X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for UIS’ 2025 and 2026 earnings implies a year-over-year uptick of 28.9% and 120.7%, respectively. The earnings estimates for 2025 have remained unchanged in the past 30 days.
Image Source: Zacks Investment Research
Unisys currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.