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Earnings Call Summary | FUJITSU(FJTSF.US) Q4 2023 Earnings Conference

Earnings Call Summary | FUJITSU(FJTSF.US) Q4 2023 Earnings Conference

财报电话会议摘要 | 富士通 (FJTSF.US) 2023 年第四季度财报发布会
moomoo AI ·  04/26 19:05  · 电话会议

The following is a summary of the Fujitsu Limited (FJTSF) Q4 2023 Earnings Call Transcript:

以下是富士通有限公司(FJTSF)2023年第四季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Fujitsu reported a consolidated revenue of JPY3.756 trillion in FY 2023, a 2.2% increase YoY.

  • Service Solutions revenue grew about 10% YoY to JPY2.1375 trillion.

  • Adjusted operating profit was JPY283.6 billion, a decrease of 11.6% due to business restructuring in Europe and lower demand for network and device sales.

  • The company expects device sales to rebound and network sales to stabilize in FY 2024.

  • Despite transformation-related losses in certain sectors, Fujitsu still achieved its highest-ever profit in fiscal year 2023 with core cash flow of JPY197.2 billion and free cash flow of JPY151.9 billion.

  • 富士通报告称,2023财年的合并收入为3.756万亿日元,同比增长2.2%。

  • 服务解决方案收入同比增长约10%,达到2.1375万亿日元。

  • 调整后的营业利润为2836亿日元,下降11.6%,这是由于欧洲的业务重组以及对网络和设备销售的需求减少。

  • 该公司预计,到2024财年,设备销量将反弹,网络销售将趋于稳定。

  • 尽管某些行业出现了与转型相关的亏损,但富士通在2023财年仍实现了有史以来最高的利润,核心现金流为1972亿日元,自由现金流为1519亿日元。

Business Progress:

业务进展:

  • Fujitsu is progressing with nonfinancial goals focusing on the environment, customer, productivity, and people, reporting reduced Scope 3 greenhouse gas emissions and increased productivity in Service Solutions.

  • Fujitsu Uvance sales increased significantly in FY 2023, with plans for further expansion in FY 2024.

  • Investments are being made in employee training, security, and the development of Fujitsu Uvance offerings.

  • Digital transformation initiatives for 2024 include operating a unified ERP for its services business in Japan, shrinking low-profit businesses, focusing on high-profit areas, and restructuring European businesses.

  • The company also launched a dedicated service and storage solutions company in Japan, integrating several functions.

  • Fujitsu plans to invest heavily in AI and cutting-edge R&D and strengthen management foundation through one Fujitsu initiative.

  • For FY 2024, Fujitsu expects continued growth from Service Solutions with a projected adjusted operating profit forecast of JPY330 billion and revenue of JPY3.760 trillion.

  • 富士通正在实现以环境、客户、生产力和人员为重点的非财务目标,并报告说,范围3的温室气体排放量减少了,服务解决方案的生产力有所提高。

  • 富士通Uvance的销售额在2023财年大幅增长,并计划在2024财年进一步扩张。

  • 正在对员工培训、安全和富士通Uvance产品的开发进行投资。

  • 2024年的数字化转型计划包括为其在日本的服务业务运营统一的ERP,缩减低利润业务,专注于高利润领域以及重组欧洲业务。

  • 该公司还在日本成立了一家专门的服务和存储解决方案公司,整合了多种功能。

  • 富士通计划对人工智能和尖端研发进行大量投资,并通过一项富士通计划加强管理基础。

  • 富士通预计,对于2024财年,服务解决方案将持续增长,调整后的营业利润预计为 JPY330 亿美元,收入为3.760万亿日元。

More details: FUJITSU IR

更多详情: 富士通 IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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