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Key Takeaways Faster than expected growth in healthcare, utilities, and international markets could drive significant revenue and margin expansion, reducing reliance on the German market. Emphasis on proprietary software and recurring license sales enhances high-margin, predictable income and long-term earnings stability.

Key Takeaways Accelerating automation and AI may reduce demand for traditional consulting, challenging revenue growth and service utilization over time. Wage inflation, talent shortages, and intensified global competition threaten sustainable margin expansion and limit long-term market opportunities for bespoke solutions.

Key Takeaways Expansion into AI, vertical software, and new international markets is driving more stable, high-margin recurring revenue while reducing dependence on core geographies. Increasing public sector demand, improved utilization, and disciplined costs provide strong support for earnings and future growth.