🔹 Adj. EPS: $2.82 (Est. $2.81) 🟢; UP +7% YoY
🔹 Revenue: $16.7B (Est. $16.63B) 🟢; UP +5% YoY
🔹 Operating Margin: 13.5% (+50 bps YoY)
FY25 Guidance:
🔹 Revenue Growth: +5% to +7% (Prev. +4% to +7%) 🟢
🔹 EPS: $12.55-$12.79 (Prev. $12.43-$12.79; Est. $12.72) 😑
🔹 Operating Margin: 15.6%-15.7% (+10-20 bps YoY)
Key Business Metrics
🔹 New Bookings: $20.9B (DOWN -3% YoY in USD; Flat in local currency)
🔹 Generative AI New Bookings: $1.4B (Milestone Quarter)
🔹 Free Cash Flow: $2.68B
Shareholder Returns
🔹 Quarterly Dividend: $1.48/share (UP +15% YoY)
🔹 Share Repurchases: 4M shares for $1.4B
Management Commentary
🔸 CEO Julie Sweet: "Our Q2 results showcase broad-based growth across markets and industries, with strong demand for reinvention. Generative AI continues to gain momentum, reflected in $1.4B in new bookings."