DXC: Investor Day Recap: Focus on Software and AI to Accelerate Growth

研报英文原文证据摘录

DXC: Investor Day Recap: Focus on Software and AI to Accelerate Growth

by margin improvements within business units, AI initiatives 2026 3,159.0A 3,161.0A 3,194.0A 3,130.0A

and structural improvements in support functions. DXC is targeting ~$1.8bn 2027 2,977.0E 3,032.0E 3,082.0E 3,006.0E

of FCF generation from FY27-29, which includes allocation for growth EPS, Adj Diluted 2026 0.68A 0.84A 0.96A 0.77A

investments. These targets reflect a disciplined approach to scaling the 2027 0.46E 0.68E 0.71E 0.61E

business while maintaining financial rigor and investing in high-impact AI

initiatives. AllPricedvaluesas ofin priorUSD unlesstradingotherwiseday's marketnoted.close, EST (unless otherwise noted).

OASIS. DXC OASIS, powered by Claude, is an AI-enabled service delivery

platform launched six weeks prior to the investor day and already deployed

across 57 customers including Toyota, Duracell, Otis, Mondelez, and Philips.

The platform represents a paradigm shift in how DXC delivers infrastructure

operations, enabling agentic technology to handle the company's 20m daily

events with improved speed and accuracy. OASIS is being deployed first

to DXC's installed base, strengthening customer relationships and opening

doors to upsell opportunities for tiered upgrades, while also featuring in all

new technical proposals to increase win rates.

Anthropic partnership. DXC and Anthropic formed an organic partnership

in which the two companies began collaborating on products before any

formal corporate agreement. The partnership centers on training and

certifying DXC engineers in Anthropic's AI models and tools, enabling

DXC to scale AI capabilities across its customer base of large enterprises,

banks, governments, and mission-critical organizations. DXC contributes