Fujitsu (6702) Investor Update summary

Opening and context

• Session held in a hybrid format, led by key executives including the CRO, Global CEO, and Head of Global Technology Practice.

• The event marks four months since the last major update on the Wayfinders initiative.

• Wayfinders is positioned as a global consulting capability embedded within the broader organization, not as a separate subsidiary.

Strategic vision and transformation

• Wayfinders aims to leverage 110,000 employees' consulting capabilities globally, focusing on customer-centric transformation.

• The initiative emphasizes global reach, industry expertise, and integration of consulting with technology and operations.

• A unique culture is being fostered, blending Japanese and global practices, with a focus on discipline, integrity, and mobilizing the entire company.

• Recruitment targets industry experts from both within and outside the company, focusing on finance, manufacturing, automotive, and energy sectors.

Capabilities and technology focus

• Data and AI are central to the transformation, with consulting capabilities built around these technologies.

• Digital twin and simulation tools are highlighted as key offerings, enabling end-to-end supply chain and operational transformation.

• The approach integrates business, IT, and AI, aiming for agentic AI systems that enable autonomous and continuous transformation for clients.

• Unique R&D capabilities and proprietary technologies, such as specialized LLMs, are leveraged to address both societal and business challenges.