๐น Adj. EPS: $1.93 (Est. $1.89) ๐ข; +7% YoY
๐น Revenue: $1.73B (Est. $1.72B) ๐ข; +4% YoY
๐น All-Flash ARR: $4.1B; +14% YoY
๐น Public Cloud Rev: $164M; +8% YoY
Q1 Guide:
๐น Adj. EPS: $1.48โ$1.58 (Est. $1.66) ๐ด
๐น Revenue: $1.46Bโ$1.61B (Est. $1.60B) ๐ก
๐น Gross Margin (Non-GAAP): 71%โ72%
๐น Op. Margin (Non-GAAP): 25%โ26%
FY26 Guidance:
๐น Revenue: $6.625Bโ$6.875B
๐น Adj. EPS: $7.60โ$7.90
๐น Gross Margin (Non-GAAP): 71%โ72%
๐น Op. Margin (Non-GAAP): 28.8%โ29.8%
Other Key Q1 Metrics:
๐น Gross Profit (Non-GAAP): $1.20B; Record
๐น Op. Income (Non-GAAP): $496M; Record
๐น Cash from Ops: $675M (vs. $613M YoY)
Dividend Update:
๐ธ Next dividend: $0.52/share, payable July 23, 2025
Strategic & Product Highlights:
๐ธ Innovation: New ASA/FAS50 storage arrays, EF portfolio QLC support, BlueXP AI tools, AI/ML data vaulting, ransomware protection, Trident 25.02 for Kubernetes
๐ธ Cloud Focus: Exited Spot by NetApp; stronger Microsoft & Google Cloud integrations
๐ธ AI Leadership: Validated by NVIDIA for DGX SuperPOD; integrated with NVIDIA AI Data Platform
๐ธ NFL Partnership: Named Official Intelligent Data Infrastructure Partner
Executive & Recognition:
๐ธ New Appointments:
โโข Frank Pelzer to Board
โโข Beth OโCallahan as Chief Administrative Officer
๐ธ Awards:
โโข Google Cloud Infra Partner of the Year
โโข Gartner Peer Insights: Customersโ Choice
โโข CRN: Top AI, Storage, Data Center & Partner Awards