DXC Technology (DXC) Investor Day 2026 summary

Strategic direction and innovation

• Announced a global premier partnership with Anthropic, integrating Claude AI into offerings and certifying engineers for deployment, with the first training session in July.

• Launched DXC OASIS, an AI-enabled service delivery platform built with Anthropic/Claude, now deployed to over 50 customers across 17 countries and 11 industries, delivering significant productivity gains.

• Established LabX and Fast Track to accelerate high-impact, AI-driven product development and internal innovation.

• Focused on regulated industries (banking, insurance, healthcare, aerospace, government) with deep domain expertise and trusted relationships.

• Emphasized a shift from labor-based to agent-based operations, leveraging AI to automate and scale services.

Financial guidance and growth outlook

• Fiscal 2027 revenue guidance confirmed at -3% to -5% organic growth, with improvement expected in the second half as legacy contract headwinds subside.

• By fiscal 2029, core revenue projected to stabilize at flat to low single-digit growth, with new AI-enabled products adding approximately two points of incremental growth.

• Margin improvement targeted from 6%-7% in 2027 to 8%-10% by 2029, driven by $1B-$1.5B in cost reductions through internal AI adoption.

• Stable free cash flow of ~$1.8B expected by 2029, with capital allocation priorities: invest in business/talent, reduce debt, and return capital to shareholders.

• SaaS and platform-based revenues, especially in insurance and banking, are expected to drive higher growth and margins over time.

Segment highlights and new business developments

• Consulting & Engineering Services (CES): Focused on core advisory, AI-led application services, and engineering, with GrowthX and CoreIgnite platforms targeting banking modernization and new revenue streams.

• Insurance Software & BPS (ISB): Four years of revenue growth, pivoting to recurring SaaS and AI-driven revenue, with Smart Apps and Assure platform driving a 5%-7% growth target and AI & Cloud SaaS revenue CAGR of 60%+.

• Global Infrastructure Services (GIS): $6.3B business with 1,300 customers, rolling out OASIS to improve retention, upsell opportunities, and operational excellence, with mid-single digit revenue decline in FY27 and stabilization thereafter.

• Engineering business spun out as a separate unit, reinvigorating investments in automotive, manufacturing, and autonomous driving partnerships.

• Internal AI deployment (DXC as customer zero) already eliminating Tier 1 SOC analyst roles, with agentic operations delivering 95%+ accuracy and significant productivity gains, including ~95% reduction in incident resolution time.