๐น Adj. EPS: $2.68 (Est. $2.52) ๐ข; UP +18% YoY
๐น Revenue: $23.9B (Est. $24.58B) ๐ด; UP +7% YoY
๐น Adj. Operating Income: $2.7B; UP +22% YoY
๐ธ $10B share BuyBack
Q1 FY26 Guidance:
๐น Adj. EPS: $1.65 (Est. $1.73) ๐ด; UP +25% YoY
๐น Revenue: $22.5B-$23.5B (Est. $23.6B) ๐ด; UP +3% YoY at midpoint
FY26 Guidance:
๐น Revenue: $101.0B-$105.0B (Est. $103.63B) ๐ก; UP +8% YoY at midpoint
๐น Adj. EPS: $9.30 (Est. $9.31) ๐ก; UP +14% YoY
Q4 FY25 Segment Performance:
๐น Infrastructure Solutions Group (ISG) Revenue: $11.4B; UP +22% YoY
๐น Servers and Networking: $6.6B; UP +37% YoY
๐น Storage: $4.7B; UP +5% YoY
๐น Client Solutions Group (CSG) Revenue: $11.9B; UP +1% YoY
๐น Commercial Client: $10.0B; UP +5% YoY
๐น Consumer: $1.9B; DOWN -12% YoY
Announcements & Strategic Updates:
๐ธ Annual Dividend increased 18% to $2.10/share; Q1 dividend $0.525/share, payable May 2, 2025
๐ธ $10B share repurchase program authorized
๐ธ AI server backlog at ~$9B, driven by deals with xAI and others
Management Commentary:
๐ธ CFO Yvonne McGill: "FY25 was a transformative year โ we hit $95.6 billion in revenue, grew our core business double digits, unlocked efficiencies, and drove record EPS."
๐ธ 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."