业绩总结 - DXC公司在Q1 FY24实现了有机收入增长-3.6%的业绩，略低于预期中值[16] - GBS业务增长3.3%，连续9个季度实现有机收入增长，占公司总收入的49.4%[17] - GIS业务在Q1 FY24收入下降9.9%，需要采取措施改善业务[18] - Q1 FY24总收入为3,446百万美元，较去年同期下降7.0%[21] - Q1 FY24非GAAP净利润为134百万美元，较去年同期下降25.1%[21] 未来展望 - Q2 FY24调整后EBIT利润率为6.5%至7.0%[27] - FY24调整后EBIT利润率预计为7.0%至7.5%[28] - GBS预计到FY24年底将成为DXC收入的大部分来源[29] - DXC承诺维持投资级信用评级，生成8.5亿美元的自由现金流和10亿美元的股票回购[29] 新产品和新技术研发 - 公司在AI领域进行了专注投资，拥有超过1万名培训有素的AI资源和能力[19] 市场扩张和并购 - 自FY22年开始，DXC回购了超过20%的流通股份[26] 其他新策略和有价值的信息 - DXC公司在2023财年第一季度的Non-GAAP diluted EPS为0.84美元，同比增长0.01美元[40] - DXC公司2022财年总员工数为137,129人，2023财年第一季度减少至131,916人[41] - DXC公司2022财年其他收入为1,081百万美元，2023财年第一季度降至448百万美元[42]

财务数据和关键指标变化 - 公司第一季度有机收入下降3.6%,约为7500万美元低于中值预期 [18] - 毛利率为21.1%,同比上升10个基点,但低于预期,受收入不足影响 [43] - 销售、一般及管理费用同比下降6.5%,占收入比例持平 [43] - 折旧和摊销费用同比下降10.5%,占收入比例下降30个基点 [43] - 其他收入同比下降4000万美元,占收入比例下降90个基点,主要是养老金收入下降和资产处置收益减少 [44] - 调整后EBIT利润率同比下降50个基点,剔除养老金收入和资产处置影响,同比上升60个基点 [44] - 非GAAP每股收益同比下降0.12美元,主要受养老金收入和资产处置收益减少影响 [44] 各条业务线数据和关键指标变化 - GBS业务收入增长3.3%,连续9个季度实现有机增长,利润率同比下降60个基点 [45][46] - GIS业务收入下降9.9%,主要受云基础设施和IT外包以及现代工作场所业务下滑影响,利润率同比下降130个基点 [46][47] - 分析与工程业务收入增长8.8%,保持良好表现,订单增长也很强劲 [48] - 应用业务收入下降0.7%,但在企业应用如SAP和ServiceNow等方面取得进展 [48] - 保险软件和BPS业务收入增长5.1%,SaaS业务增长8.5% [48] - 安全业务收入增长6.8% [48] - 云基础设施和IT外包业务收入下降12.7%,受到硬件销售和项目服务收入下滑的影响 [49] - 现代工作场所业务收入下降5%,受到项目服务收入下滑和客户内部化工作的影响 [51] 各个市场数据和关键指标变化 - 公司未提供具体的市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司正在从区域业务模式转向以产品线为中心的全球运营模式,以提高客户覆盖和交付能力 [16] - 公司正在积极调整GIS业务,包括减少低毛利的硬件转售业务,提高云基础设施和现代工作场所业务的交付能力和市场地位 [24][25][28][29] - 公司正在利用自身在保险和工程领域的优势,发展高增长的GBS业务 [20][21][22] - 公司正在加大AI技术在各业务线的应用,提升交付能力和开拓新收入来源 [30][31][32][33] 管理层对经营环境和未来前景的评论 - 公司预计第二季度有机收入将下降4.5%-5.5%,主要受到IT硬件销售和项目服务需求下滑的影响 [57] - 公司预计全年有机收入将下降3%-4%,调整后EBIT利润率为7%-7.5%,受收入下滑影响,但下半年成本优化措施将有所改善 [59] - 公司预计全年自由现金流为8亿美元,较之前指引下调 [60] - 新任CFO表示将专注于提升财务分析能力,支持公司的产品线运营模式转型,提高业绩的可预测性和可重复性 [61][62] 问答环节重要的提问和回答 问题1 **Zachary Ajzenman 提问** 询问公司在两个半月内需求发生如此大变化的原因,以及对未来可见度的影响 [70] **Mike Salvino 回答** 公司原本预期需求能保持稳定,但实际上硬件销售和项目服务需求出现大幅下滑,导致收入未达预期,公司将此趋势延续至全年指引 [71][72][73][74] 问题2 **Rod Bourgeois 提问** 询问新任CFO过渡是否对本季度业绩产生影响,以及公司是否从中吸取了教训 [91] **Mike Salvino 回答** 新任CFO过渡对本季度业绩没有影响,公司主要是因为调整运营模式导致供需不平衡,而非其他因素 [92][93][94] 问题3 **Lisa Ellis 提问** 询问公司是否考虑进一步的战略或转型性变革,如收购、剥离等,以帮助改善收入轨迹 [109] **Mike Salvino 回答** 公司正在采取多项措施改善云基础设施和现代工作场所业务,包括处置闲置数据中心、与云服务商合作等,相信这些举措将逐步产生效果 [110][111][112][113][114]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ____________ Commission File No.: 001-38033 DXC TECHNOLOGY COMPANY (Exact name of registrant as specified in its charter) Nevada 61-1800317 (S ...

DXC Technology Company (NYSE:DXC) Q4 2023 Results Conference Call May 18, 2023 5:00 PM ET Company Participants John Sweeney - VP, IR Mike Salvino - Chairman, President and CEO Ken Sharp - EVP and CFO Conference Call Participants Bryan Keane - Deutsche Bank Keith Bachman - BMO Bryan Bergin - TD Cowen Ashwin Shirvaikar - Citi Rod Bourgeois - DeepDive Lisa Ellis - MoffettNathanson Jason Kupferberg - Bank of America Operator Good afternoon. My name is Emma, and I will be your conference operator today. At this ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________________ to __________________ Commission File No.: 1-4850 DXC TECHNOLOGY COMPANY (Exact name of registrant as specified in its charter) Nevada 61-1800317 ( ...

DXC Technology Company (NYSE:DXC) Q3 2023 Earnings Conference Call February 1, 2023 5:00 PM ET Company Participants John Sweeney – Head-Marketing and Investor Relations Mike Salvino – Chairman, President and Chief Executive Officer Ken Sharp – Executive Vice President and Chief Financial Officer Conference Call Participants Bryan Bergin – Cowen Ashwin Shirvaikar – Citi Bryan Keane – Deutsche Bank Darrin Peller – Wolfe Research Keith Bachman – BMO Jason Kupferberg – Bank of America Tien-Tsin Huang – JP Morga ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ____________ Commission File No.: 001-38033 DXC TECHNOLOGY COMPANY (Exact name of registrant as specified in its charter) Nevada 61-180031 ...

DXC Technology Company. (NYSE:DXC) Q2 2023 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants John Sweeney - Head of Marketing and Investor Relations Michael Salvino - Chairman, President and Chief Executive Officer Kenneth Sharp - Executive Vice President and Chief Financial Officer Conference Call Participants Zach Ajzenman - Cowen Ashwin Shirvaikar - Citi Lisa Ellis - MoffettNathanson Rob Bourgeois - DeepDive Tyler DuPont - Bank of America Operator Good day. My name is Savannah, an ...

DXC Technology Company (NYSE:DXC) Q1 2023 Earnings Conference Call August 3, 2022 5:00 PM ET Corporate Participants John Sweeney - Head of Marketing and Investor Relations Mike Salvino - Chairman, President and Chief Executive Officer Ken Sharp - Executive Vice President and Chief Financial Officer Conference Call Participants Bryan Bergin - Cowen Bryan Keane - Deutsche Bank Rod Bourgeois - DeepDive Equity Research Jamie Friedman - Susquehanna Brad Clark - BMO Lisa Ellis - MoffettNathanson Operator Good day ...

DXC Technology Company (NYSE:DXC) Q4 2022 Results Conference Call May 25, 2022 5:00 PM ET Company Participants John Sweeney - VP, IR Mike Salvino - CEO Ken Sharp - CFO Conference Call Participants Ashwin Shirvaikar - Citi Bryan Bergin - Cowen Bryan Keane - Deutsche Bank Rod Bourgeois - DeepDive Brad Clark - BMO Lisa Ellis - MoffettNathanson Darrin Peller - Wolfe Research Jason Kupferberg - Bank of America Operator Ladies and gentlemen, thank you for standing by, and welcome to the DXC Technology's Fourth Qu ...