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CFOs of Fujitsu and NEC Discuss IT Service Demand Trends from H2 2026 Onward

CFOs of Fujitsu and NEC Discuss IT Service Demand Trends from H2 2026 Onward
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The article analyzes IT service demand trends from H2 2026 onward based on the order status and earnings call remarks of Fujitsu and NEC, amidst concerns such as urgent cyberattack response, rising AI costs, and component price hikes.

Key points

  • •Urgent response to cyberattacks, expanding AI costs, and surging component prices are cited as concerns in the IT service industry.
  • •The article examines future market trends based on the actual order status of Fujitsu and NEC.
  • •It interprets demand changes from H2 2026 onward using management remarks from both companies' earnings calls.
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#Business Use Cases#Major Players#Fujitsu#NEC

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