FUJITSU LIMITED (6702) Stock Price

Market cap
¥7.18T
P/E ratio
14.3x
Fujitsu provides digital services including cloud computing, system integration, servers, and personal computers to businesses and consumers worldwide.

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Business Overview

Fujitsu is a global company providing digital services, operating primarily through three business segments: "Service Solutions," "Hardware Solutions," and "Ubiquitous Solutions." Through these segments, Fujitsu delivers a diverse range of products and services.

In the Service Solutions segment, Fujitsu provides consulting services, cloud services, system integration, software, IT services, and managed services. This includes business consulting and technology consulting, as well as cloud services such as IaaS, PaaS, and SaaS.

In the Hardware Solutions segment, Fujitsu offers system products and network products. These include UNIX servers, PC servers, storage systems, mainframes, mobile systems, and IP network equipment. Fujitsu also provides support services for these products.

In the Ubiquitous Solutions segment, Fujitsu primarily handles personal computers. This segment is mainly managed by Fujitsu Personals, a Fujitsu affiliate. Through this operation, Fujitsu provides computer products for individual consumers.

Additionally, Fujitsu has classified "Device Solutions" as a discontinued operation and is proceeding with the divestiture of related shares. Through this restructuring, Fujitsu is focusing its resources on its core business segments.

Management Policy

Fujitsu aims to become a technology company that realizes "net positive" by 2030. This vision seeks to create positive impact across society by maximizing financial returns while simultaneously addressing global environmental challenges, advancing digital society, and improving people's well-being.

The company positions fiscal years 2023 through 2025 as a three-year period for building a sustainable growth and profitability model. This medium-term management plan focuses on four key strategies: business model and portfolio strategy, customer success strategy, technology strategy, and resource strategy.

As part of its growth strategy, Fujitsu is expanding service solutions centered on Fujitsu Uvance. In fiscal 2024, Fujitsu Uvance revenue increased 31%, with improved global standardization and recurring deal ratios. In fiscal 2025, the company plans to further expand consulting services and AI-powered offerings.

To strengthen hardware solutions competitiveness, Fujitsu is consolidating and separating functions across research and development, manufacturing, sales, and operations and maintenance. In 2024, the company established a new subsidiary for server and storage operations, with plans to establish a network products subsidiary in 2025.

Fujitsu is also prioritizing modernization business expansion and overseas business transformation. In fiscal 2024, modernization business revenue increased 86%. In fiscal 2025, the company plans to accelerate digital transformation proposals and advance efficiency improvements using generative AI.

Technology strategy focuses on strengthening AI and quantum computing capabilities. In 2024, through a partnership with Canada-based Cohere Inc., Fujitsu began offering large language models with high Japanese language performance. For quantum computing, the company is developing a 256-qubit system.

Resource strategy aims to achieve business-aligned human capital portfolio management. Fujitsu is implementing job-based personnel systems and reviewing compensation levels to increase global talent mobility, thereby driving business growth and productivity improvements.

Fujitsu is also setting non-financial KPIs related to environment and human capital, advancing initiatives toward a sustainable society. The company aims to reduce greenhouse gas emissions and improve employee engagement while continuing social contributions through digital technology.

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