🔹 Adj. EPS: $2.68 (Est. $2.52) 🟢; UP +18% YoY
🔹 Revenue: $23.9B (Est. $24.58B) 🔴; UP +7% YoY
🔹 Adj. Operating Income: $2.7B; UP +22% YoY
🔸 $10B share BuyBack
Q1 FY26 Guidance:
🔹 Adj. EPS: $1.65 (Est. $1.73) 🔴; UP +25% YoY
🔹 Revenue: $22.5B-$23.5B (Est. $23.6B) 🔴; UP +3% YoY at midpoint
FY26 Guidance:
🔹 Revenue: $101.0B-$105.0B (Est. $103.63B) 🟡; UP +8% YoY at midpoint
🔹 Adj. EPS: $9.30 (Est. $9.31) 🟡; UP +14% YoY
Q4 FY25 Segment Performance:
🔹 Infrastructure Solutions Group (ISG) Revenue: $11.4B; UP +22% YoY
🔹 Servers and Networking: $6.6B; UP +37% YoY
🔹 Storage: $4.7B; UP +5% YoY
🔹 Client Solutions Group (CSG) Revenue: $11.9B; UP +1% YoY
🔹 Commercial Client: $10.0B; UP +5% YoY
🔹 Consumer: $1.9B; DOWN -12% YoY
Announcements & Strategic Updates:
🔸 Annual Dividend increased 18% to $2.10/share; Q1 dividend $0.525/share, payable May 2, 2025
🔸 $10B share repurchase program authorized
🔸 AI server backlog at ~$9B, driven by deals with xAI and others
Management Commentary:
🔸 CFO Yvonne McGill: "FY25 was a transformative year – we hit $95.6 billion in revenue, grew our core business double digits, unlocked efficiencies, and drove record EPS."
🔸 COO Jeff Clarke: "Our prospects for AI are strong, as we extend AI from the largest cloud service providers, into the enterprise at-scale, and out to the edge with the PC."