Summary of DXC Technology Company Conference Call Company Overview - **Company**: DXC Technology Company (NYSE:DXC) - **Date of Conference**: November 18, 2025 - **Key Speakers**: Raul Fernandez (President and CEO), Rob Del Bene (CFO) Core Industry Insights - **AI Development**: The company views the current period as still being in "training camp" for AI, with 2026 expected to mark the beginning of significant advancements in AI tools and applications [5][6] - **Cost of Innovation**: The total cost of ownership for businesses to innovate has decreased, allowing for faster idea-to-market processes [6] - **Legacy Systems**: DXC is leveraging its legacy systems, such as Hogan, to build new services without requiring extensive infrastructure changes [13][14] Strategic Initiatives - **Two-Track Business Model**: DXC is managing its business through a "core track" focused on existing services and a "fast track" aimed at innovative AI-driven solutions [7][9] - **Core Ignite**: This initiative is an extension of the Hogan system, allowing banks to add new services without overhauling their existing infrastructure [12][13] - **Revenue Goals**: The company aims for the fast track initiatives to contribute approximately 10% of total revenue over the next 36 months [9][23] Financial Performance and Projections - **Revenue Stabilization**: The company is focused on turning around revenue declines and aims for flat revenue as an initial goal, followed by positive growth [19][24] - **SAP Practice**: DXC plans to double its SAP practice, emphasizing the need for better pricing and deal flow [26][24] - **Investment in AI**: The company is investing in AI capabilities across all business segments, with expectations for these investments to be accretive to margins over time [50][51] Market Position and Competitive Advantage - **Customer Relationships**: DXC is focusing on maintaining existing customer relationships and enhancing service offerings to secure recompetes [44] - **New Client Acquisition**: The company has successfully acquired new clients, such as Carnival Cruise Line, and is looking to replicate this success with other major players [46] - **Understanding Workflows**: DXC's deep understanding of existing workflows provides a competitive advantage over newer entrants in the market [18] Challenges and Considerations - **Macro Environment**: The company acknowledges potential softness in certain segments due to external economic factors but believes it can generate opportunities to offset these challenges [48] - **Employee Impact**: The rapid advancement of AI is expected to impact all job categories within the company, necessitating a focus on employee adaptability and skill development [11][58] Key Metrics to Watch - **Net New Logos**: The growth in acquiring new clients is a critical metric for the company moving forward [64] - **Pipeline Growth**: Monitoring the size and conversion rate of the sales pipeline will be essential for assessing future performance [41] Conclusion DXC Technology is positioning itself for growth through strategic investments in AI and modernization of its legacy systems. The focus on both maintaining existing client relationships and acquiring new ones, alongside a clear revenue stabilization strategy, sets a positive outlook for the company's future performance.

Group 1: Policy Positioning and Core Advantages of System Integration Services - The "Overall Layout Plan for Digital China Construction" emphasizes the need to enhance system integration capabilities and build integrated digital infrastructure [1] - The company has over 450 system integration projects across various fields such as smart governance, healthcare, and agriculture, adhering to ISO21500 project management standards [1] - The company has supported over 20 city-level system integration projects, including a provincial capital's government cloud platform integration, achieving seamless connectivity among 23 systems across 15 departments [1] Group 2: Upgraded Practices in Comprehensive System Integration Services Management Requirements - The company has upgraded traditional planning to "agile full-process control" in line with government investment management guidelines, utilizing a project management platform and AI risk identification tools [2] - An example includes an AI tool identifying network device compatibility risks seven days in advance, allowing timely equipment replacement to ensure project delivery [2] Standard Requirements - The company adheres to GB/T33784-2023 standards for data exchange and communication protocols, ensuring compliance with data security and personal information protection laws [3] - All integration projects have achieved a 100% compliance pass rate over the past three years [3] Technical Specifications - The company employs a "cloud-edge collaboration + distributed architecture" approach, integrating SDN for dynamic bandwidth allocation and Huawei's distributed database for high concurrency [4] - The architecture allows for future IoT terminal integration, exemplified by a smart agriculture project that achieved full-link expansion [4] Data Integration - The company builds a "data middle platform + governance system" based on the "Administrative Measures for Government Data Sharing," ensuring unified data formats across sectors [5] - A specific project achieved the secure integration and sharing of 30TB of data using encryption and disaster recovery measures [5] Interface Integration - The company constructs an API gateway based on OpenAPI 3.0 standards, achieving 100% coverage in interface testing and implementing a self-healing mechanism for interface failures [6] - Future plans include integrating generative AI technology to develop an intelligent planning platform for system integration, enhancing collaboration with major tech firms [6]

Core Viewpoint - Julong Holding Limited, through its subsidiary Julong Online, has shown significant financial growth, with a notable increase in revenue and net profit year-over-year [1] Financial Performance - As of September 30, 2024, Julong Online reported total revenue of 174 million RMB, representing a year-over-year growth of 45.82% [1] - The net profit attributable to the parent company reached 17.08 million RMB, marking a year-over-year increase of 52.15% [1] Company Overview - Julong Holding Limited is a Cayman Islands-registered holding company that operates through its domestic subsidiary, Julong Online (Beijing) Technology Development Co., Ltd [1] - The subsidiary specializes in integrated systems for building intelligence, information networks, fire linkage systems, internet comprehensive services, and large-scale engineering projects, and is recognized as a national high-tech enterprise [1]

Core Viewpoint - Julong Holding Limited, through its subsidiary Julong Online (Beijing) Technology Development Co., Ltd., has shown significant financial growth, with a notable increase in revenue and net profit for the fiscal year ending September 30, 2024 [1] Financial Performance - Total revenue for Julong Online reached 174 million RMB, representing a year-on-year growth of 45.82% [1] - The net profit attributable to the parent company was 17.08 million RMB, reflecting a year-on-year increase of 52.15% [1] Company Overview - Julong Holding Limited is registered in the Cayman Islands and operates primarily through its domestic subsidiary, Julong Online [1] - The subsidiary specializes in intelligent building system integration, information network system integration, fire linkage system integration, internet comprehensive services, and large-scale engineering decoration, curtain wall, electromechanical installation, and general contracting projects [1]

Group 1 - The core viewpoint of the article highlights the significant financial growth of Julong Holding Limited, with a notable increase in both revenue and net profit for its subsidiary, Julong Online [1] - As of September 30, 2024, Julong Online reported total revenue of 174 million RMB, representing a year-on-year growth of 45.82% [1] - The net profit attributable to the parent company reached 17.08 million RMB, showing a year-on-year increase of 52.15% [1] Group 2 - Julong Holding Limited is registered in the Cayman Islands and operates primarily through its domestic subsidiary, Julong Online (Beijing) Technology Development Co., Ltd [1] - The subsidiary specializes in integrated systems for building intelligence, information networks, fire linkage systems, internet comprehensive services, and large-scale engineering projects [1] - Julong Online is recognized as a national high-tech enterprise, indicating its advanced technological capabilities in the industry [1]

Group 1 - Julong Online (JLHL) opened with a 3.14% increase, reaching $4.27 per share, with a total transaction volume of $62,100 and a market capitalization of $91.5857 million [1] - As of September 30, 2024, Julong Online reported total revenue of 174 million RMB, representing a year-on-year growth of 45.82%, and a net profit attributable to the parent company of 17.0762 million RMB, reflecting a year-on-year increase of 52.15% [1] - Julong Holding Limited is a Cayman Islands-registered holding company that operates through its domestic subsidiary, Julong Online (Beijing) Technology Development Co., Ltd., which specializes in intelligent building system integration, information network system integration, fire linkage system integration, internet comprehensive services, and large-scale engineering decoration, curtain wall, electromechanical installation, and general contracting projects [1]