As debate over the death of SaaS resurfaces, the presidents of four major IT companies discussed the need for AI to evolve and drive transformation at their earnings briefings. Fujitsu said it would reject adherence to the status quo and seek growth through the use of AI.
As debate over the death of SaaS (software as a service) resurfaced, the companies’ earnings briefings highlighted directions for business expansion in light of the evolution of AI agents. Fujitsu President Tokita Takahito (時田 隆仁) acknowledged the evolution of technologies that could replace SaaS and said the company would work to develop solutions that support customers’ operations and growth through the use of AI.
He said, “Growth cannot be expected if we cling to the applications and architectures we have used until now,” emphasizing self-transformation and the adoption of the latest technologies. Fujitsu announced its results for the fiscal year ending March 2026, reporting revenue of ¥3.5029 trillion, down 1% from the previous fiscal year, and operating profit of ¥348.3 billion, up 31%, securing higher profit despite lower revenue.
NEC announced that it had entered into a partnership agreement with US AI model developer Anthropic as a “global partner.” At its earnings briefing, the company indicated that AI would have a significantly greater impact on offerings related to digital transformation (DX).
NEC reported revenue of ¥3.5827 trillion, up 5% from the previous fiscal year, and operating profit of ¥359.9 billion, up 40%. NEC positioned its collaboration with Anthropic as a strategic initiative and emphasized its commitment to promoting the use of AI.