🔹 Adj. EPS: $0.60 (Est. $0.59) 🟢
🔹 Revenue: $1.82B (Est. $1.80B) 🟢; UP +27% YoY
Q1'26 Guidance:
🔹 Adj. EPS: $0.56-$0.66 (Est. $0.60) 🟡
🔹 Revenue: $1.875B (Est. $1.87B) 🟡
Q4 Performance:
🔹 GAAP Gross Margin: 50.5%
🔹 Non-GAAP Gross Margin: 60.1%
🔹 Cash Flow from Operations: $514M
Segment Performance:
🔹 Data Center Revenue: UP +78% YoY
🔹 Multi-Market Business: Continued recovery
Strategic & Shareholder Updates:
🔹 AI Custom Silicon Programs have entered volume production
🔹 Multiple new design wins secured, including custom silicon projects
🔹 Stockholder Returns: $933M returned through buybacks & dividends
🔹 Full-Year Operating Cash Flow: Record $1.68B
CEO Matt Murphy's Commentary:
🔸 "We closed FY25 on a high note, delivering record revenue growth, driven by our Data Center and AI custom silicon programs. We expect over 60% YoY revenue growth in Q1 FY26 at the mid-point of guidance and strong full-year momentum."
