๐น Adj. EPS: $0.60 (Est. $0.59) ๐ข
๐น Revenue: $1.82B (Est. $1.80B) ๐ข; UP +27% YoY
Q1'26 Guidance:
๐น Adj. EPS: $0.56-$0.66 (Est. $0.60) ๐ก
๐น Revenue: $1.875B (Est. $1.87B) ๐ก
Q4 Performance:
๐น GAAP Gross Margin: 50.5%
๐น Non-GAAP Gross Margin: 60.1%
๐น Cash Flow from Operations: $514M
Segment Performance:
๐น Data Center Revenue: UP +78% YoY
๐น Multi-Market Business: Continued recovery
Strategic & Shareholder Updates:
๐น AI Custom Silicon Programs have entered volume production
๐น Multiple new design wins secured, including custom silicon projects
๐น Stockholder Returns: $933M returned through buybacks & dividends
๐น Full-Year Operating Cash Flow: Record $1.68B
CEO Matt Murphy's Commentary:
๐ธ "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."