| Q2 FY27 | YoY | 6M FY27 | |
|---|---|---|---|
| Revenue | $47.0B | +57.7% | $90.8B |
| Net income | $4.1B | +255.1% | $7.6B |
| Op income | $5.4B1 | +203.7% | $9.0B |
| EPS (dil.) | $6.34 | +272.9% | $11.58 |
| EPS (basic) | $6.41 | +272.7% | $11.70 |
| Gross margin | 20.9% | +2.6pp | |
| Op margin | 11.5% | +5.5pp | |
| Net margin | 8.8% | +4.9pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| ai_server_shipments | $20 billion | FY2026 | point | New |
| revenue | $26.5-27.5 billion | Q3 FY2026 | tight_range | New |
| isg_csg_combined_revenue_growth | 13% | Q3 FY2026 | point | New |
| operating_expenses | down low single digits | Q3 FY2026 | directional | New |
| diluted_non_gaap_eps | $2.45 +/- $0.10 | Q3 FY2026 | tight_range | New |
| revenue | $105-109 billion | FY2026 | tight_range | New |
| isg_revenue_growth | mid- to high 20s% | FY2026 | directional | New |
| storage_revenue_growth | flat | FY2026 | directional | New |
| csg_revenue_growth | low to mid-single digits% | FY2026 | directional | New |
| operating_expenses | down low single digits | FY2026 | directional | New |
| diluted_non_gaap_eps | $9.55 +/- $0.25 | FY2026 | tight_range | New |
| non_gaap_tax_rate | 18% | FY2026 | point | New |
| Q1 FY27 | YoY | |
|---|---|---|
| Revenue | $43.8B1 | +87.5% |
| Net income | $3.4B | +256.3% |
| Op income | $3.7B | +213.8% |
| EPS (dil.) | $5.24 | +282.5% |
| EPS (basic) | $5.30 | +281.0% |
| Gross margin | 17.8% | -3.3pp |
| Op margin | 8.3% | +3.3pp |
| Net margin | 7.8% | +3.7pp |
| Q4 FY26 | YoY | FY26 | |
|---|---|---|---|
| Revenue | $33.4B1 | – | $113.5B |
| Net income | $2.3B | – | $5.9B |
| Op income | $3.1B1 | – | $8.1B |
| EPS (dil.) | $3.37 | – | $8.68 |
| EPS (basic) | – | – | – |
| Gross margin | 20.2% | -3.5pp | |
| Op margin | 9.3% | +0.3pp | |
| Net margin | 6.8% | +0.4pp |
| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $27.0B1 | +10.8% | $80.2B |
| Net income | $1.5B | +32.3% | $3.7B |
| Op income | $2.1B | +23.1% | $5.1B |
| EPS (dil.) | $2.28 | +39.0% | – |
| EPS (basic) | – | – | – |
| Gross margin | 20.7% | -1.3pp | |
| Op margin | 7.8% | +0.7pp | |
| Net margin | 5.7% | +0.9pp |
| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $29.8B1 | +19.0% | $53.2B |
| Net income | $1.2B | +32.0% | $2.1B |
| Op income | $1.8B | +27.4% | $2.9B |
| EPS (dil.) | $1.70 | +38.2% | – |
| EPS (basic) | – | – | – |
| Gross margin | 18.3% | -3.1pp | |
| Op margin | 6.0% | +0.4pp | |
| Net margin | 3.9% | +0.4pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $23.4B1 | +5.1% |
| Net income | $965.0M | -3.2% |
| Op income | $1.2B | +20.7% |
| EPS (dil.) | $1.37 | – |
| EPS (basic) | – | – |
| Gross margin | 21.1% | -0.7pp |
| Op margin | 5.0% | +0.7pp |
| Net margin | 4.1% | -0.4pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $23.9B1 | – | $95.6B |
| Net income | $1.5B | – | $4.6B |
| Op income | $2.2B | – | $6.2B |
| EPS (dil.) | $2.15 | – | $6.38 |
| EPS (basic) | – | – | – |
| Gross margin | 23.7% | -0.4pp | |
| Op margin | 9.0% | +2.1pp | |
| Net margin | 6.4% | +1.0pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $24.4B1 | +9.5% | $71.6B |
| Net income | $1.1B | +12.3% | $2.9B |
| Op income | $1.7B | +12.2% | $3.9B |
| EPS (dil.) | $1.58 | +16.2% | – |
| EPS (basic) | – | – | – |
| Gross margin | 21.8% | -1.3pp | |
| Op margin | 6.8% | +0.1pp | |
| Net margin | 4.6% | +0.1pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-09-15 | – | 3 | 0 |
| 8-K | 2026-09-10 | – | 2 | 0 |
| 10-Q | 2026-09-08 | – | 43 | 69 |
| 8-K | 2026-09-01 | Q2 2027 | 10 | 0 |
| 8-K | 2026-07-06 | – | 4 | 0 |
| 8-K | 2026-07-01 | – | 4 | 0 |
| 8-K | 2026-06-16 | – | 3 | 0 |
| 8-K | 2026-06-12 | – | 1 | 0 |
| 8-K | 2026-06-10 | – | 1 | 0 |
| 10-Q | 2026-06-09 | – | 44 | 94 |
Showing the latest 10 of 64 — the full set is in the API.