DXC Shareholder/Stockholder Letter Transcript:
To our
shareholders
We are a company in motion:
more transparent, more
accountable and more
committed than ever to
delivering excellence for
our customers, partners,
employees and shareholders.
Raul Fernandez
President and Chief Executive
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our focus, reigniting our culture and restoring
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growth. We are a company in motion: more
transparent, more accountable and more committed
than ever to delivering excellence for our customers,
partners, employees and shareholders.
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Over the past year, I personally met with more than
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consistently underscored the critical, high-value work
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customers to do more with us. We work with some
of the world s leading brands, where we bring our
global scale and local excellence. A standout example
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and to deliver on exceptional experiences for more
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win is a strong endorsement of our capabilities and
customer-centric execution.
We are an indispensable partner to our clients,
building solutions that move industries and
businesses forward. Our engineers, designers and
consultants help clients innovate across industries.
Whether we re helping airlines ensure a smooth
passenger experience or empowering manufacturers
to streamline factory operations and monitor their
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powers the critical systems and experiences that keep
modern business moving.
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Building a culture of accountability and speed
At the heart of our transformation is a cultural
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adapts. I ve held dozens of in-person town
halls, increased the cadence of internal
broadcasts and focused on strengthening
transparency and two-way communication.
We ve added over 20 new senior leaders with
deep operational and domain expertise, and
together we ve infused the company with a
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accountability, intensity and a shared sense
of urgency to win.
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key commercial capabilities, including sales
execution, quota design and implementation,
and performance management.
Expanding our ecosystem
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relationships with global partners to create
new opportunities and extend our reach. By
teaming with the right ecosystem players
who share our commitment to innovation
and execution, we are extending our pipeline
and deepening our relevance in key growth
markets. We ve strengthened our partnerships
with ServiceNow, SAP, Microsoft, Amazon Web
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several others to bring joint modern solutions
to market.
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across our ecosystem, and we re committed
to growing that number to meet the evolving
needs of our clients.
We also increased our presence with industry
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the following:
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and Solutions 2025
Everest Group Individual Life Insurance
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Assessment 2025: North America
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Service delivery excellence
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In our Global Infrastructure Services segment, we
saw an industry-leading net promoter score, which
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relationships. Our Intelligent Operations approach,
which blends human expertise with AI-powered
automation, is driving better outcomes at scale.
Deep industry expertise
In industries such as insurance, automotive,
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In our Insurance Software & Business Process
Services business, we re building SaaS-based
solutions that are transforming how our
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top 25 insurers and 80% of Fortune Global 500
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We serve over 1,000 insurance clients and
process more than 1 billion policies.
Eight of the 10 largest automakers in the world
trust us to improve the driving experience, with
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deposit accounts, processing 275 million card
transactions daily for more than 450 banks globally.
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life sciences customers around the globe
and has supported more than 1,000 digital
transformation projects for leading U.S. health
systems and health plans.
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companies with end-to-end capabilities across
cloud managed services, consulting and
engineering, applications, security, modern
workplace services and insurance software.
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Accelerating innovation and growth
We are transforming our technical capabilities
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Engineering Services business is embedding AI
and generative AI into client solutions, driving
greater adoption of our enterprise solutions.
No longer just a concept, AI is now core to
how we deliver value and outcomes for our
customers. From reducing development cycles
to improving technical support outcomes, we re
using AI to power real results, today.
For example, we launched DXC Assure BPM,
powered by ServiceNow. A groundbreaking
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Assure BPM automates over a thousand manual
tasks, from policy administration and billing
to underwriting, fraud detection, and claims
management. By clearing out legacy processes
and simplifying operations, the solution can slash
operational costs by up to 40%, empowering
insurers to move faster and smarter.
We also introduced DXC AI Workbench to help
clients quickly build, deploy and scale powerful
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faster impact and total control over security and
costs. Ferrovial, a global leader in infrastructure,
is already using AI Workbench to drive realtime decisions with over 30 active AI agents,
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decision making for its 24,000 employees.
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margin, strengthened our balance sheet and
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Fiscal year 2025 highlights include the
following:*
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year over year; down 4.6% organically)
Global Business Services revenue:
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down 1.0% organically)
Global Infrastructure Services revenue:
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down 8.2% organically)
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Looking ahead
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capabilities, loyal customers and a deep bench
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year 2026, we will continue to sharpen our
execution, double down on innovation and focus
relentlessly on performance.
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coordinated team, moving with purpose, breaking
down silos and building something truly enduring.
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Our strategy is grounded in disciplined
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bookings by nearly 7%, drove our book-to-bill
Raul Fernandez
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6/5/2025 Letter Continued (Full PDF)