Dexus Convenience Retail REIT (DXC) Earnings Call Transcripts

Dexus Convenience Retail REIT's Latest Earnings Call - June 11, 2026

In the fiscal year 2027, DXC Technology Company (DXC:US) reported a revenue guidance of approximately $6.3 billion, reflecting a mid-single-digit decline, primarily due to ongoing macroeconomic headwinds. However, management expressed optimism about a significant turnaround in the second half of the year, driven by a strong backlog and new contract opportunities. Earnings guidance was maintained, with a projected margin improvement from 6-7% to 8-10% by fiscal year 2029, indicating a positive outlook for profitability as new AI-driven solutions are rolled out.

Reported metrics

Guidance from management

Management maintained revenue guidance for fiscal 2027 with expectations of improvement in the second half, driven by backlog dynamics and new contract opportunities. They also confirmed a target for operating margins to improve from 6-7% to 8-10% by fiscal 2029.

What management said

We're -- we talked a little bit earlier this week about how authentic and natural the relationship was because we began working on many of these products -- with your products without having a corporate affiliation just using the great code that was available and the great models that were available. I think that's a great foundation for an authentic relationship that can scale and scale very quickly. So I just would...

So 57 joint customers today, you see a few logos and growing. It's a great go-to-market, which, again, came authentically from working together for many, many years. One of the keys to success when I think about how to be successful in this era, it's speed, agility, talent and tokens. Those are like kind of key ingredients here. Talent is huge. It's huge for us. We're a people business where people create the value t...

What analysts pressed on

Analysts expressed concerns about the potential impact of macroeconomic headwinds on discretionary spending and how quickly DXC can pivot to its new AI-driven offerings. There were questions regarding the visibility of cash flow generation amidst ongoing investments and the effectiveness of the cost reduction initiatives.

Main topics on the call

• AI-Driven Solutions — DXC is focusing on AI-enabled offerings, particularly the DXC OASIS platform, which is expected to enhance operational efficiency significantly. Raul Fernandez stated, "we believe this is going to strengthen our relation...
• Revenue Guidance — Management confirmed a revenue guidance of a mid-single-digit decline for fiscal 2027, with expectations of improvement in the second half due to backlog dynamics. CFO Robert Del Bene noted, "we expect mid-single-digit r...
• Cost Reduction Initiatives — DXC plans to achieve $1 billion to $1.5 billion in cost reductions through AI implementation and operational efficiencies. Del Bene emphasized, "the spending reductions will be an important element of our margin improvem...
• Strategic Partnerships — DXC announced a partnership with Anthropic to leverage AI capabilities, enhancing their service offerings. Fernandez highlighted, "this partnership gives us an incredible advantage around talent internally and then takin...

Read the full Dexus Convenience Retail REIT transcript (June 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 50 Dexus Convenience Retail REIT earnings call transcripts on record, spanning February 6, 2020 to August 10, 2026. Based on this history, Dexus Convenience Retail REIT reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DXC

Exchange

ASX

Country

AU

Sector

Real Estate

Industry

Retail REITs

Calls on record

50

First call

February 6, 2020

Most recent

August 10, 2026

Reporting cadence

quarterly