Fujitsu (6702) Investor presentation summary

Strategic positioning and vision

• Management Vision 2035 centers on technology-driven value creation, aiming for accelerated, large-scale growth with technology at the core.

• Focus areas include trusted technology, AI-driven business, and unlocking new markets through innovation.

• Key societal challenges addressed: climate change, labor shortages, technological sovereignty, and supply chain risks.

Technology-powered business creation

• Targeting three growth domains: Sovereign Platform, Physical AI, and Intelligent Society, aiming for a 10% share of a 30 trillion yen market by 2035.

• Proprietary technologies span CPUs, quantum computing, AI platforms, and sovereign cloud infrastructure.

• Strategic partnerships with Anthropic, OpenAI, IBM Japan, and Palantir to accelerate AI transformation and healthcare innovation.

Service solutions and business model transformation

• Integrating AI into all services, shifting to value- and outcome-based models, and evolving delivery through autonomous AI agents.

• Industry-centric management replaces region-centric, leveraging deep domain expertise and industry-specific AI agents.

• Modernization efforts focus on legacy system renewal, cloud migration, and AI-native domains.