Fujitsu (OTCPK:FJTS.F) Update / Briefing December 14, 2025 07:00 PM ET Speaker0Good morning, hello. My name is Isobe from Fujitsu. First of all, thank you very much for attending the sustainability briefing by Fujitsu Limited. First of all, I would like to talk about the entire picture of the Fujitsu sustainability management. To introduce myself, I'm CSSO. In April last year, I became Chief Sustainability and Supply Chain Officer, so about a year ago. When I joined Fujitsu, when I started my career, I was ...

Fujitsu's Sustainability Management Takashi Yamanishi © 2025 Fujitsu Limited Takashi Yamanishi Corporate Executive Officer, EVP, CSSO (Chief Sustainability & Supply Chain Officer) April 1989 Joined Fujitsu Corporate Executive Officer, EVP, CSSO (Chief Sustainability & Supply Chain Officer) Fujitsu Limited December 15, 2025 © 2025 Fujitsu Limited 1 Vice President, LSI and Electronic Component Procurement Division, Procurement Unit April 2010 January 2019 Head of Procurement Unit Corporate Executive Officer E ...

The combined market capitalisation of eight of India’s 10 most-valued companies fell by Rs 79,129.21 crore last week, with Bajaj Finance and The BSE benchmark dropped 444.71 points, or 0.51%, during the week. Among the top-10 pack, only Bajaj Finance’s mcap plunged Rs 19,289.7 crore to Rs 6,33,106.69 crore, making it the biggest loser. ICICI Bank followed with a decline of Rs 18,516.31 crore, taking its valuation to Rs 9,76,668.15 crore. Bharti Airtel’s valuation fell Rs 13,884.63 crore to Rs 11,87,948.11 ...

The combined market valuation of eight of the top-10 most valued domestic firms eroded by ₹79,129.21 crore last week, with Bajaj Finance and ICICI Bank taking the biggest hit, amid a largely bearish trend in equities. Last week, the BSE benchmark index declined by 444.71 points or 0.51 per cent. From the top-10 pack, Reliance Industries and Larsen & Toubro were the only gainers, while HDFC Bank, Bharti Airtel, Tata Consultancy Services (TCS), ICICI Bank, State Bank of India, Infosys, Bajaj Finance and ...

Last week, the BSE benchmark index declined by 444.71 points or 0.51 percent.From the top-10 pack, Bharti Airtel, Tata Consultancy Services (Infosys, The market capitalisation (mcap) of Bajaj Finance dropped by Rs 19,289.7 crore to Rs 6,33,106.69 crore.ICICI Bank's valuation tumbled Rs 18,516.31 crore to Rs 9,76,668.15 crore.Live EventsThe mcap of Bharti Airtel tanked Rs 13,884.63 crore to Rs 11,87,948.11 crore and that of State Bank of India diminished by Rs 7,846.02 crore to Rs 8,88,816.17 crore.Infosys ...

公司近期表现与市场观点 - 公司股票同时受到多头支持者和空头关注 多头认为其能抵御全球贸易问题并可能成为最佳人工智能股票之一 而空头持仓比例超过17% [1] - 公司股价在公布令人失望的2025财年第一季度业绩后下跌 毛利率下滑 且一名董事在11月下旬出售了大量股票 [1] - 管理层为2026财年提供了雄心勃勃的全年收入展望 [1] - 公司专注于高性能、高效率服务器 并提供软件解决方案以及面向云计算、人工智能、5G和边缘计算的数据中心和企业存储系统 [2] - 公司正在美国、台湾和欧洲扩大制造产能 以满足不断增长的需求 特别是液冷数据中心解决方案 并宣布了与爱立信等的合作 以及将其为英伟达Blackwell架构设计的解决方案扩展到欧洲市场 [3] 历史财务与股价表现 - 在2019年8月至2024年8月的五年间 公司股价飙升了3,096% [5] - 过去十年间 公司收入增长了超过385% 净利润增长了超过1,085% [6] - 尽管2020年收入小幅收缩4.6% 但由于净利润持续增长 公司股价仍实现同比增长 [6] - 具体历史财务数据如下（股价为拆股前价格 收入和净利润单位为十亿美元）： - 2014年：股价36.39美元 收入14.67亿美元 净利润0.54亿美元 [5] - 2015年：股价24.66美元 收入19.54亿美元 净利润0.92亿美元 [5] - 2016年：股价28.05美元 收入22.25亿美元 净利润0.72亿美元 [5] - 2017年：股价20.93美元 收入24.84亿美元 净利润0.67亿美元 [5] - 2018年：股价13.90美元 收入33.60亿美元 净利润0.46亿美元 [5] - 2019年：股价24.65美元 收入35.00亿美元 净利润0.72亿美元 [5] - 2020年：股价31.66美元 收入33.39亿美元 净利润0.84亿美元 [5] - 2021年：股价43.95美元 收入35.57亿美元 净利润1.12亿美元 [5] - 2022年：股价82.19美元 收入51.96亿美元 净利润2.85亿美元 [5] - 2023年：股价284.26美元 收入71.23亿美元 净利润6.40亿美元 [5] - 2024年：股价304.80美元 收入149.40亿美元 净利润12.10亿美元 [5] 关键增长驱动因素 - 行业巨大增长：全球IT服务行业收入为1.420万亿美元 预计到2029年底将增长至1.879万亿美元 增幅达32.32% 增长主要由支持人工智能的服务和解决方案需求驱动 其他驱动因素包括数字化转型和云IT基础设施 [8] - 公司超过一半的收入来自美国以外 将在满足全球增长需求中扮演核心角色 [8] - 为增加人工智能产能而收缩毛利率：2024财年毛利率从2023财年的18.1%收缩至14.2% 主要原因是增加服务器解决方案产量以部署英伟达和AMD等公司生产的人工智能GPU [9] - 公司超过75%的收入来自用于人工智能实施的GPU服务器解决方案销售 [10] - 公司提供的直接液冷服务器市场预计将从2024年的50亿美元增长到2029年的210亿美元 [10] 未来财务预测与股价目标 - 2025年共识中位数目标价为48.53美元 较当前股价高42.7% 覆盖该股的19位分析师共识建议为“持有” 其中仅8位给出“买入”评级 [11] - 基于2025年预计每股收益3.35美元 预计2025年底股价为52.04美元 较当前股价高出约53% [11] - 未来五年具体财务与股价预测如下（收入和净利润单位为十亿美元）： - 2025年：收入282.65亿美元 净利润19.74亿美元 每股收益3.35美元 预计股价52.04美元 潜在上涨53.0% [12][13][16] - 2026年：收入316.34亿美元 净利润25.48亿美元 每股收益4.31美元 预计股价67.25美元 潜在上涨97.7% [12][13][16] - 2027年：收入371.16亿美元 净利润14.58亿美元 每股收益5.49美元 预计股价89.01美元 潜在上涨161.6% [12][14][16] - 2028年：收入426.31亿美元 净利润18.81亿美元 每股收益6.76美元 预计股价99.00美元 潜在上涨191.0% [12][15][16] - 2029年：收入501.54亿美元 净利润24.28亿美元 每股收益8.49美元 预计股价108.90美元 潜在上涨220.1% [12][15][16] - 2030年：收入590.05亿美元 净利润31.34亿美元 每股收益10.62美元 预计股价116.60美元 潜在上涨242.7% [12][15][16] - 预计到2025年底 收入、净利润和每股收益将分别增长89.16%、63.41%和70.08% [13]

Key Takeaways Accenture to report Q1 results on Dec. 18, with expected earnings of $3.74 and $18.6B in revenues.Analysts' upward EPS revisions and broad regional demand underpin its projected Q1 growth.Managed services, strong liquidity and active acquisitions shape Accenture's near-term outlook.Accenture plc (ACN) is set to report first-quarter fiscal 2026 results on Dec. 18, before market open.The Zacks Consensus Estimate for earnings is pegged at $3.74 per share, suggesting 4.2% growth from the year-ago ...

LOWELL, MA / ACCESS Newswire / December 12, 2025 / CSPi (NASDAQ:CSPI), an award-winning provider of security and packet capture products, managed IT and professional services and technology solutions, announced that it will issue its fiscal 2025 fourth quarter and full year financial results before the open of the market on Tuesday December 16, 2025. CSPi President and Chief Executive Officer Victor Dellovo and Chief Financial Officer Gary W. ...

Hewlett Packard Enterprise Company (NYSE:HPE) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. Argus Sees More Upside for HPE, Citing Temporary Server Softness and AI Momentum Photo by nathan dumlao on Unsplash On December 10, Argus bumped its price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $30 from $25 while keeping a Buy rating on the shares. The company missed Wall Street’s revenue estimates in Q4 after an unexpected slowdown in server sales, but ...

Can’t bank on digital KYC; AI growth engine for CognizantAlso in the letter:■ Harness’ fresh raise■ Microsoft readies AI■ Honasa’s new venturePhysical verification back with a ‘bank’ as frauds bite hard In the era of digital banking, savings account opening processes have Driving the news: Most of the high street lenders have made it mandatory for customers looking to open accounts to either visit the branch with documents, or they are sending their officials to the customers’ house for an assisted service. ...