Fujitsu IR Day 2026
Management Vision 2035 Road Map

We have formulated an AI Sovereignty-themed technology strategy and pursued innovation aimed at its realization—namely, an AI platform and the computing and networks that underpin it. Only a few companies worldwide undertake all three of these domains.

In the computing domain, we will develop businesses centered on our FUJITSU-MONAKA CPU. CPUs are essential for AI inference, demand for which is expected to surge in the agentic AI era. FUJITSU-MONAKA enables execution of AI inference for mid-sized LLMs on the CPU alone, combining high power efficiency with sovereignty. As a CPU designed for AI applications, we believe its scheduled global sales launch in November 2026 is exceptionally well timed to meet market demand.

We will sell FUJITSU-MONAKA not only through the Fujitsu MONAKA Server business, in which the CPU is incorporated into our servers, but also as a standalone CPU to customers in Japan and overseas. We anticipate CPU revenue of ¥35 billion in fiscal 2027 and are targeting ¥500 billion in fiscal 2035. For Fujitsu MONAKA Server, we are aiming to achieve cumulative shipments of 60,000 units from fiscal 2027 to fiscal 2030.

For the AI Platform Fujitsu Kozuchi, we have continued to enhance functions that address the diverse needs of enterprise customers, including in the physical AI domain. Furthermore, we are developing unique technologies in quantum computing and networking with an eye on medium- to long-term technology trends. Looking ahead to fiscal 2035, we will continue evolving technologies that support new business domains and create new markets.

In fiscal 2025, we delivered strong results in the Japanese market that outperformed market growth in five industries: the public sector, finance, defense, manufacturing, and retail. The AI service market, which is expected to evolve and expand, is estimated to achieve a compound annual growth rate (CAGR) of 25% over the five years from fiscal 2026 through fiscal 2030, reaching approximately ¥60 trillion in the final year of said period.

Spearheaded by the consultants of Uvance Wayfinders, we will continue to [keep abreast and] remain in step with shifts in industry-specific demand for IT and other digital technologies driven by technological evolution and other factors. Leveraging our strengths, including our unique technologies and deep industry-specific insight and expertise, we will accelerate value creation for customers and business growth.

Our current focus is shifting from conventional cost-plus pricing to value-based pricing that reflects the value we provide in the AI era. Value-based pricing enables two categories of revenue models: a “defensive” outcome-based model entailing profit margin improvement and an “offensive” usage-based model targeting scale expansion and revenue growth.

Leveraging these two revenue models in parallel, we aim to raise the value-based pricing ratio from 20% as of fiscal 2025 to 60% in fiscal 2030 and then to 80% in fiscal 2035. We expect this shift to expand our gross profit margin by 3.0 percentage points or more in fiscal 2030 and by 5.0 percentage points or more in fiscal 2035.

We will maintain a revenue CAGR of over 20% through fiscal 2030 and grow Uvance into a business capable of generating revenue of over ¥1.7 trillion. At the same time, we will emphasize business model transformation with the aim of achieving our fiscal 2030 goals for a recurring revenue ratio of more than 70% for Uvance and a gross profit margin of over 55% in recurring businesses.

Close collaboration between Uvance Wayfinders and forward deployed engineers (FDEs) is the key to maximizing the value we provide. To address customer issues identified through consulting conducted by Uvance Wayfinders, FDEs take the lead in integrating multiple AI models into applications and then implementing those applications. Such an approach shows our ability to deliver unique value to customers through end-to-end technologies and services.

Over many years, Fujitsu has accumulated extensive industry and business expertise in mission-critical domains. By systematizing such tacit knowledge into industry-specific contexts that can be leveraged by AI, we will deliver advanced professional services.

What is important is that FDEs and consultants work together alongside customers throughout their AI transformation (AX) journeys while feeding the operational expertise gained through these collaborative operations back into our technologies. We will establish a mechanism to drive this feedback loop and thereby continuously enhance the value we deliver to customers.