🔹 Revenue: $5.8B (Est. $5.99B) 🔴; UP +7% YoY
🔹 Adj EPS: $0.41 (Est. $0.44) 🔴; -24% YoY
Guidance
🔹 FY26 Revenue: At least $33.0B (Est. $30.03B) 🟢
🔹 Q1 Revenue: $6.0B–$7.0B (Est. $6.61B) 🟡
🔹 Q1 EPS (Non-GAAP): $0.40–$0.52 (Est. $0.56) 🔴
Other Metrics:
🔹 Net Income: $195M; DOWN -34% YoY
🔹 Gross Margin: 9.5%; DOWN -70bps YoY
🔹 Operating Cash Flow: $864M
🔹 Capex & Investments: $79M
CEO Commentary
🔸 “We made solid progress in FY25 by growing our AI solution leadership in Neoclouds, CSPs, Enterprises, and Sovereign entities, which fueled our 47% annual growth.”
🔸 “Our new Datacenter Building Block Solutions (DCBBS) offer exceptional value to customers seeking faster datacenter deployment.”
🔸 “We’re on track to grow more large-scale datacenter customers from four in FY25 to six to eight in FY26.”