遊資を追う！ 「Wild Hot Money Chase」の掲示板 ＜２＞（since 25th Aug 2023）

FPT2025業績
By the end of 2025, the Group’s overall business performance continued to deliver profit
growth of nearly 20%, closely aligned with the annual targets set,......with the ultimate goal of creating value and ensuring the best interests of our　shareholders.
売り上げは前年比11.6％増、税引き前Pは17.8％増。EPSは21.4％の成長。

Against　the backdrop of continued global economic challenges, Global IT Services segment
maintained solid growth, recording a 14.3 YoY increase Growth was primarily driven by the Japanese
market 25.4 supported by strong demand for IT spending in this market, particularly in digital
transformation initiatives
Digital
transformation revenue in 2025 reached VND 16 751 billion representing a year on year growth
of 16 8 with a focus on emerging technologies such as Cloud and AI/Data Analytics,
ITサービスは国内は良くないが、海外（日本が1/4超を占める）が好調。DX事業が好調。←FPTのDXに価格競争力があるんだろう。

Signed　revenue reached VND 40 636 billion 23.2％ YoY) In 2025 FPT secured a number of large scale
contracts from overseas markets, winning 26 major projects with a contract value exceeding USD 10
million each, doubling the number recorded in the same period last year。
海外受注が絶好調（前年同期比100％増）

Domestic　IT Services segment recorded revenue of VND 9 093 billion 11 5 YoY) and PBT of VND 416
billion 9.7　Made　by FPT product ecosystem continued its growth momentum, generating VND 2 672 billion　19 1 YoY) thanks to its high applicability across both the Enterprise and Government sectors・
国内市場は増収減益

Telecom Services maintained sustainable growth, with revenue reaching　VND 18,702 billion (+10.6% YoY)　and PBT of VND 4,167 billion (+21.9% YoY).
通信事業が安定している。

FPT has officially commenced operations of the Artificial Intelligence Factory (AI
Factory) Two AI Factory facilities located in Japan and Vietnam ranked 36 th and
38 th, respectively, in the Top 500 list of high performance supercomputers
released in June 2025 marking a strategic milestone that reinforces Vietnam’s
position on the global AI landscape With 11 new services introduced, FPT AI
Factory continues to expand an end to end solution ecosystem, supporting
enterprises and professionals throughout the AI development lifecycle After six
months of operation, FPT AI Factory generated over 111 billion tokens, integrated
more than 25 large language models, and has been adopted by over 25 000 AI
professionals worldwide.

In 2025 FPT Software launched FleziPT, a comprehensive AI ecosystem
serving as a core platform in the roadmap to transform FPT Software into an
“AI First Company,” while creating new value for customers on the AI
Transformation journey FleziPT is built on three key pillars Flezi Foundation
brings together AI best practices and redefines software development and
operations in the AI era, with a strong focus on risk governance Flezi
Workforce establishes a new production force comprising AI Champions,
AI augmented engineers, and Digital Workers Flezi Verse delivers a
portfolio of specialized AI solutions and services designed to address the
specific needs of different customer segments With a flexible, highly scalable
architecture and compliance with international standards, FleziPT continues
to be enhanced to enable FPT Software’s customers to adopt AI more rapidly,
operate more effectively, and generate sustainable long term value.

ようわからんが、シナからベトナムへの工場移転のなかで、ベトナムのナンバーワンIT企業は成長するでしょう。特に海外では非常に良いが、ベトナム国内でも利益をだしてほしい。AIに注力。