Significant customer for Digital Workforce from the US

Translation: Original published in Finnish on 02/12/2026 at 07:54 am EET

Digital Workforce announced on Wednesday that it had signed a significant contract with a large US healthcare organization. The annual value of the contract is 1.4 MUSD and includes the modernization of the customer's automation infrastructure and migration to the company's Outsmart platform. The contract is an important demonstration of the company's competitiveness in the strategically key healthcare sector and the US market. Further, it is particularly positive that almost all operations generate "more valuable" recurring revenue. The news is positive and supports the company's growth, and we will account for it in our Q4 earnings update.

Significant contract with a US healthcare giant

Digital Workforce has signed a contract worth 1.4 MUSD per year with one of the world’s largest academic healthcare organizations. Based on the company's comments, the customer organization's operational revenue is almost equivalent to Finland's total public healthcare expenditure.

The client organization employs over 80,000 people, and its current automation infrastructure is substantial, comprising over 100 bots. Through this partnership, Digital Workforce modernizes the customer's existing automations and migrates them to its Outsmart cloud platform. The contract provides the customer with flexible access to SS&C Blue Prism technology, in addition to Digital Workforce supporting the customer with 24/7 automation management services.

Contract strengthens confidence in strategy execution

The signed contract is a significant breakthrough for Digital Workforce and is at the core of the company's strategy. In recent years, the company has narrowed its focus particularly to the healthcare sector and to selected growth markets, such as the US and the UK. Although the weight of the US market has been slightly reduced previously due to the uncertain market situation, the recent agreement demonstrates the company's ability to win major customers on this competitive continent.

The contract aligns with the company's goal of increasing the share of continuous services in revenue. Customers migrating to the Outsmart platform are typically higher-margin and improve the scalability of the company's business. The size of the contract is notable relative to Digital Workforce's revenue (2025e 28.8 MEUR), and it provides much-needed evidence of organic growth potential, which we called for in our extensive report in December.

We will consider this in our Q4 update

The contract improves our confidence in the company's 2026 growth estimates, where we expect revenue to grow organically by 7% to 34.5 MEUR (reported +20%). We will consider this in our Q4 update. The company will publish its Q4 report on Wednesday next week.