Fujitsu (6702) Investor Day 2026 summary

Management vision and strategic direction

• Announced Management Vision 2035, targeting technology-driven value creation with a focus on AI-driven business, trusted technology, and addressing societal and industry challenges across sectors such as public, healthcare, finance, manufacturing, and defense.

• Strategic pillars include trusted, energy-efficient, and secure computing infrastructure (Sovereign Platform), human-robot collaboration (Physical AI), and advanced decision-making via digital twins and intelligent society.

• Four-tier vertically integrated model: Sovereign Platform, AI platform, application layer (Uvance), and professional services, orchestrated to deliver optimum AI solutions and leveraging proprietary and partner IP.

• Emphasis on leveraging proprietary technology, industry expertise, and a strong customer base to drive sustainable growth and address societal challenges like aging populations, climate change, and labor shortages.

• Key growth domains include AI platforms, physical AI, quantum computing, and modernization services.

Technology innovation and new business development

• AI platform Kozuchi, Physical AI, and MONAKA server chip are core innovations, with Kozuchi targeted to generate JPY 1.5 trillion and Physical AI JPY 750 billion by 2035.

• MONAKA, the world's first 2nm server chip, launches in 2026, aiming for JPY 500 billion in revenue by 2035, with global expansion plans and a roadmap including MONAKA-X and quantum computing advancements.

• Quantum computing roadmap targets a 1,000-bit chip by end-2026 and a 10,000+ qubit machine by 2035, with JPY 300 billion revenue target and applications in AI and national security.

• Advancing AI security with proprietary scanners and guardrails, integrating AI into network infrastructure for high-throughput, low-latency data transfer, and promoting agentic AI and digital twins for intelligent society solutions.

• Strategic partnerships with global tech leaders, universities, and cross-industry ecosystems, starting with healthcare, to accelerate innovation and target a JPY 2 trillion domestic market by 2030.

Service solutions and market positioning

• Uvance business reached JPY 703 billion in 2025, now 30% of total revenue, with a goal of JPY 1.7 trillion and 70% recurring rate by 2030.

• Consulting-led deals and industry-specific solutions (e.g., Uvance for Retail and Finance) are driving high growth and profitability.

• AI-driven delivery and modernization initiatives are improving gross margin by 2% annually, with modernization business targeting JPY 700 billion and over 30% market share by 2030, and 12% of service solutions revenue in FY2026.

• Value-based and outcome-based pricing models are being adopted, aiming for 80% value pricing application by 2035 and gross profit contribution of at least 5%.

• Delivery transformation includes consolidation of engineers, offshore expansion, and automation to achieve higher gross margins and productivity.