🔹 Revenue: $810M (Est. $794.86M) 🟢; UP +8% YoY
🔹 EPS (Non-GAAP): $4.39 (Est. $3.97) 🟢
🔹 Non-GAAP Gross Margin: 84.3%
Segment Revenue:
🔹 Systems: $186M; UP +42% YoY
🔹 Software: $229M; UP +0.3% YoY
🔹 Global Services: $396M; UP +2% YoY
Guidance
🔹 FY26 Revenue Growth: 0%–4%
🔹 FY26 Non-GAAP Operating Margin: 33.5%–34.5%
🔹 FY26 Non-GAAP EPS: $14.50–$15.50
🔹 Q1’26 Revenue: $730M–$780M
🔹 Q1’26 Non-GAAP EPS: $3.35–$3.85
CEO Commentary
🔸 “We delivered 8% Q4 growth and 10% for FY25, with strong systems momentum. We’re raising the bar on security following the recent incident and see hybrid multicloud and AI driving continued demand.”