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 ...

Eisai Update Summary Company Overview - **Company**: Eisai Co., Ltd. (OTCPK: ESAI.Y) - **Industry**: Pharmaceuticals, specifically focusing on dementia and oncology Core Points and Arguments 1. **Value Creation Initiatives**: Eisai aims to enhance corporate value through initiatives in R&D, brand strengthening, and employee engagement, particularly in the dementia sector, as highlighted in the Value Creation Report 2025 [2][10][29] 2. **Leqembi's Social Impact**: The company emphasizes the social impact of its dementia drug, Leqembi, which is not only measured by sales but also by the value it provides to patients and families [13][19] 3. **Long-term Goals**: Eisai plans to contribute to 900,000 people globally and create JPY 1.8 trillion in social impact by fiscal 2030, with a near-term target of impacting 350,000 people and generating JPY 80 billion in social impact in the U.S. for fiscal 2025 [19][23] 4. **Materiality and Stakeholder Satisfaction**: The company has established material topics to prioritize stakeholder satisfaction and corporate value, with a focus on social good and health disparities [11][12] 5. **R&D Focus**: Eisai is committed to drug discovery in neurology and oncology, utilizing partnerships and AI to enhance its R&D capabilities [34][50] 6. **Employee Engagement**: The company is addressing leadership and innovation as focus areas for improvement based on employee engagement survey results, with initiatives to enhance communication and understanding of business strategies [62][63][70] 7. **Sustainability Strategy**: Eisai's future creation strategy incorporates sustainability into its corporate governance, aiming to contribute to a sustainable society while enhancing corporate value [102][103] Additional Important Content 1. **Global Health Initiatives**: Eisai has provided free DEC tablets to combat lymphatic filariasis, creating significant social impact in multiple countries [22][23] 2. **Diversity and Inclusion**: The company is making strides in improving employee engagement through diversity initiatives, particularly focusing on women's participation [25] 3. **Challenges in Oncology**: Eisai faces challenges in the oncology sector, particularly with the Lenvima product, where adjustments in sales targets have been made due to unmet study endpoints [21][63] 4. **Socialization with Patients**: Eisai emphasizes the importance of socialization with patients to understand their needs better, which informs product development and corporate culture [86][97] 5. **Human Capital Management**: The Human Capital Report highlights challenges in HR, including the need for a global HR system and improvements in innovation culture [72][73] This summary encapsulates the key points from Eisai's update, focusing on their strategic initiatives, social impact, and ongoing challenges within the pharmaceutical industry.

Core Viewpoint - Dayforce Inc. (DAY) has underperformed the market significantly over the past year, with a decline of 12.6% compared to the S&P 500's increase of 14.5% [2]. Company Overview - Dayforce Inc. is a human capital management (HCM) software company based in Minneapolis, Minnesota, with a market capitalization of $11 billion. The company offers cloud-based solutions that integrate various HR functions, covering the entire employee lifecycle from recruitment to payroll processing [1]. Stock Performance - DAY shares have seen a decline of 5% year-to-date in 2025, while the S&P 500 has risen by 16.5% during the same period [2]. - Compared to the Industrial Select Sector SPDR Fund (XLI), which gained about 8.8% over the past year, DAY's performance has been notably weaker [3]. Financial Results - In Q3, DAY reported an adjusted EPS of $0.37, which fell short of Wall Street expectations of $0.56. The company's revenue for the quarter was $481.6 million, aligning with Wall Street forecasts [4]. Earnings Expectations - For the current fiscal year ending in December, analysts project DAY's EPS to grow by 47.5% to $1.46 on a diluted basis. However, the company's earnings surprise history has been disappointing, missing consensus estimates in three of the last four quarters [5]. Analyst Ratings - Among the 16 analysts covering DAY stock, the consensus rating is a "Hold," consisting of two "Strong Buy" ratings, 13 "Holds," and one "Strong Sell" [5]. - The overall rating has shifted to "Moderate Buy" from two months ago, with four analysts suggesting a "Strong Buy" [6]. - On November 4, Michael Turrin from Wells Fargo maintained a "Hold" rating on DAY with a price target of $70, indicating a potential upside of 1.5% from current levels [6].

Core Insights - ADP announced its first quarter fiscal 2026 financial results and revised outlook, which will be available on its investor relations website and filed with the SEC [1][2]. Company Overview - ADP is a global leader in HR and payroll solutions, with over 75 years of experience in the industry [3]. - The company serves more than 1.1 million clients across over 140 countries, providing a range of services including HR, Talent, Time Management, Benefits, Compliance, and Payroll [3]. Upcoming Events - A conference call for financial analysts is scheduled for October 29, 2025, at 8:30 a.m. ET, which will be webcast live and available for replay [2].

Core Insights - TriNet (NYSE: TNET) will release its financial results for the third quarter ended September 30, 2025, before U.S. market hours on October 29, 2025 [1] - A conference call to discuss the financial results will be held at 4:45 a.m. PT (7:45 a.m. ET) on the same day, with a live webcast available on TriNet's Investor Relations website [2] - Participants can pre-register for the webcast or the conference call to gain instant access [2][3] Company Overview - TriNet provides comprehensive human resources solutions, technology, expertise, and access to world-class benefits for small and medium-size businesses (SMBs) [4] - The company has over 30 years of experience supporting entrepreneurs and adapting to the modern workplace, allowing SMBs to focus on business growth and talent development [4]

Summary of SAP Connect Virtual Conference Highlights Company and Industry - **Company**: SAP (NYSE: SAP) - **Industry**: Enterprise Software and Cloud Solutions Core Points and Arguments 1. **AI-Driven Innovation**: SAP highlighted five patterns of AI-driven innovation, including embedded AI, agent-driven autonomous execution, AI-native applications, appless experiences, and a new conversational AI-driven engagement layer called Gen UI [10][12][14] 2. **Collaboration and Integration**: Emphasis on breaking down silos within organizations through the SAP Business Suite, enabling proactive collaboration across functions [11][21] 3. **AI in the Workplace**: 44% of workplaces report using AI tools, but only 20% of employees understand how to apply them, indicating a need for SAP's role in integrating AI into business processes [14][15] 4. **Human-AI Partnership**: The future of work is seen as a partnership between humans and AI, where AI enhances human creativity and decision-making rather than replacing it [15][16][17] 5. **SAP Joule AI Assistants**: Introduction of various AI assistants tailored for specific roles within organizations, aimed at reducing administrative burdens and enhancing productivity [17][18] 6. **Productivity Gains**: Industries most exposed to AI are experiencing a four-fold increase in productivity growth, particularly in smaller and mid-sized organizations [19] 7. **Customer Experience Focus**: Three main themes from the conference were dealing with uncertainty, evolving workforce, and customer centricity, highlighting the importance of a seamless customer experience [25][26] 8. **SAP Business Data Cloud**: This platform is crucial for unifying data across processes, enhancing customer experience, and supporting AI agents [32][34] 9. **Supply Chain Innovations**: Launch of SAP Supply Chain Orchestration to manage disruptions and improve resilience in supply chains, alongside new products like Logistics Management and IBP Reimagined [78][79] 10. **Next-Gen SAP Ariba**: Introduction of next-generation procurement solutions that integrate AI capabilities to enhance efficiency and effectiveness in sourcing and procurement processes [115][121] Other Important Content 1. **Customer Engagement**: SAP Engagement Cloud aims to unify customer interactions across various touchpoints, enhancing personalization and context in customer journeys [23][36] 2. **Workforce Management**: SAP SuccessFactors is integrating AI advancements to prepare workforces for future challenges, including the introduction of multiple AI assistants for HR tasks [49][50] 3. **Acquisition of SmartRecruiters**: This acquisition is expected to enhance SAP's talent acquisition capabilities, integrating seamlessly with SAP SuccessFactors [56][67] 4. **Experience Center**: The SAP Experience Center showcases how SAP Business Suite integrates data, AI, and applications across various industries, emphasizing the importance of a future-ready workforce [88][91] 5. **Real-Time Insights**: SAP's solutions are designed to provide real-time insights and analytics, enabling organizations to make informed decisions quickly [93][94] This summary encapsulates the key themes and innovations presented during the SAP Connect Virtual Conference, focusing on the integration of AI, customer experience, and supply chain management within the SAP ecosystem.

Core Insights - Paylocity has been named the Official Human Capital Management (HCM) Partner of the Vegas Golden Knights, marking a multi-year partnership aimed at enhancing HR operations and employee experience [1][2]. Company Overview - Paylocity, headquartered in Schaumburg, IL, is a provider of cloud-based HR, finance, and IT solutions, recognized for its innovative technology and workplace culture [5]. - The company has been publicly traded since 2014 and focuses on automating HR and payroll processes to help businesses attract and retain talent [5]. Partnership Details - The collaboration will allow the Golden Knights to utilize Paylocity's HR technology to streamline operations, enabling the HR team to concentrate on building culture and supporting talent [2][4]. - The partnership is built on shared values of performance, innovation, and teamwork, aiming to enhance both on-ice performance and organizational efficiency [3][4]. Brand Impact - The sponsorship will increase Paylocity's visibility across the Golden Knights' brand platforms, reinforcing its commitment to organizations that prioritize efficiency and teamwork [3].

Core Insights - ADP's Lyric has been recognized as a Top HR Product of 2025 by HR Executive, highlighting its innovative approach to human capital management [1][6] - The award will be presented during the HR Icons Awards Evening at HR Tech 2025 on September 15, 2025 [1] Product Overview - The Top HR Products competition evaluates solutions based on innovation, value to HR functions, user experience, and integration capabilities [2] - Lyric is designed to support enterprise organizations with personalized guidance, global adaptability, and proactive insights through integrated AI and automation [3][6] Features and Benefits - ADP Lyric HCM offers a unified platform for HR, payroll, talent, and workforce management, tailored for borderless work environments [7] - Key features include ADP Assist for proactive insights, automated workflows to reduce administrative overhead, and flexible position management [6][7] Industry Context - The recognition of Lyric aligns with the industry's need for HR technologies that address current and future challenges, enabling HR leaders to be proactive and strategic [4] - HR Tech is a premier event showcasing innovative HR solutions, further establishing the importance of advancements in human resource management [9][10]

Core Insights - Paylocity has launched "Paylocity for Finance," expanding its platform to unify HR and finance through a single system of record [1][7] - The integration of Airbase enhances the platform by automating finance operations and providing real-time visibility and control [2][6] - The new suite includes five core modules aimed at improving spend management and strategic planning [5] Product Features - Paylocity for Finance automates critical business processes, reduces manual work, and utilizes AI-powered solutions to connect HR and finance [3][7] - The platform integrates with major ERP and general ledger systems, enabling faster month-end close and tighter financial control [6] - Key features include AP Automation, Expense Management, Corporate Cards, Guided Procurement, and Headcount Planning [8][9] Market Position - Forrester's report highlights the evolution of HCM platforms, indicating that spend management is now an essential part of the traditional HCM model [4] - Paylocity is recognized for its innovative approach to simplifying work and enhancing user experience, which is expected to drive increased adoption [7][10]

Core Insights - Dayforce, Inc. has announced the rebranding of its payroll and HR management solution for SMEs to Powerpay by Dayforce, emphasizing a strategic shift to meet the evolving needs of over 46,000 clients across Canada [1][2][3] Company Overview - Dayforce is a global leader in human capital management technology, aiming to improve workplace life and assist thousands of clients and millions of employees worldwide [8] Industry Context - SMEs are a crucial driver of the Canadian economy, contributing billions to the GDP annually and representing nearly the entire business landscape [2] - Managing an SME has become increasingly complex due to hundreds of legislative changes each year, necessitating simple and reliable tools for compliance and payroll accuracy [2] Product Features - Powerpay is designed to simplify compliance, save time for business owners, and allow them to focus on their core operations [3] - The solution offers an intuitive user experience with enhanced features for time tracking and payroll, including a New Hire Assistant and mass self-service enrollment [4] Leadership Changes - Behrad Bayanpour has been appointed as the General Manager of Powerpay, overseeing sales, products, engineering, and services to drive the mission of providing reliable and compliant solutions for Canadian business owners [6] Client Testimonials - Clients like Apollo Property Management have praised Powerpay for transforming payroll management, highlighting its intuitive and scalable nature, which ensures accurate and timely payroll processing [5]