French aerospace giant Airbus is soaring back into the cybersecurity realm, exploring a potential acquisition of Atos’ BDS unit, a key player in securing French military and intelligence communications. This renewed interest follows an earlier thwarted attempt to purchase a stake in Evidian, Atos’ data and intelligence business.

Why the Buzz?

• Strategic Shift: For Airbus, big data, connectivity, and high-power computing are crucial. BDS aligns perfectly, bolstering its aerospace capabilities and software-focused defense presence.
• Second Bite at the Apple: After facing investor hesitation, Airbus is now in direct talks with Atos’ board, aiming for a more focused purchase of the BDS business.
• Potential Value Takeoff: Analysts estimate the deal could reach €1.5-2.5 billion, sending Atos shares soaring 21%.

Challenges Ahead:

• Scrutiny from Above: Political motivations and national security concerns might need convincing explanations.
• Internal Turbulence: Atos’ recent instability adds complexity to the negotiations.
• Competitive Skies: Thales, another French defense giant, could potentially disrupt the deal’s dynamics.

As talks continue, both parties maintain discreet silence, adding to the intrigue of this high-stakes acquisition. Will Airbus land its cybersecurity target? Stay tuned for updates on this aerial maneuver.