Airbus is back in the game for a key French cybersecurity asset, reportedly in advanced talks to acquire Atos’ BDS division. This reignites interest in the unit that secures communications for French military and intelligence agencies.
A Renewed Deal:
- Airbus previously sought a minority stake in Atos’ Evidian (formerly BDS) but faced investor resistance.
- Now, they’re reportedly aiming for a full acquisition of BDS, potentially worth €1.5-2.5 billion.
- Atos shares soared 21% on the news, reflecting renewed hope for the company.
Strategic Significance:
- Airbus CEO Guillaume Faury sees big data, connectivity, and high-power computing as crucial for aerospace.
- Acquiring BDS aligns with this vision, boosting their capabilities in these areas.
- The deal could also help Airbus maintain its position in the software-focused defense industry.
Challenges and Scrutiny:
- Ensuring the deal isn’t seen as politically motivated will be key.
- Atos’ recent instability adds complexity to the negotiations.
- Potential competitors like Thales could further complicate the situation.
Silence Speaks Volumes:
- Both Airbus and Atos are tight-lipped, highlighting the sensitivity and complexity of the potential deal.
Stay tuned for further updates as this high-stakes game of cyber chess unfolds.
