| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $12.6B1 | +13.7% |
| Net income | $3.4B | – |
| Op income | $4.2B | – |
| EPS (dil.) | $0.80 | – |
| EPS (basic) | – | – |
| Op margin | 33.0% | -1.1pp |
| Net margin | 27.0% | -1.2pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | 13% to 14% | FY2026 | tight_range | New |
| revenue | about 12% FX neutral | FY2026 | directional | New |
| revenue | about $6 billion | FY2026 | point | New |
| content_expense | up about 10% | this year | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $12.1B | +14.3% |
| Net income | $2.4B | -16.3% |
| Op income | $3.0B | -11.7% |
| EPS (dil.) | $0.56 | -15.2% |
| EPS (basic) | – | – |
| Op margin | 32.3% | +0.6pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $12.1B | +17.6% | $45.2B |
| Net income | $2.4B | +29.4% | $11.0B |
| Op income | $3.0B | +30.1% | $13.3B |
| EPS (dil.) | $0.56 | +30.2% | $2.53 |
| EPS (basic) | – | – | – |
| Op margin | 24.5% | +2.3pp | |
| Net margin | 20.1% | +1.9pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $11.5B | +17.2% | $45.1B |
| Net income | $2.5B | +7.8% | $8.6B |
| Op income | $3.2B | +12.0% | $10.4B |
| EPS (dil.) | $5.87 | +8.7% | $19.67 |
| EPS (basic) | $6.00 | +8.7% | $20.12 |
| Op margin | 28.2% | -1.4pp | |
| Net margin | 22.1% | -1.9pp |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $11.1B | +15.9% | $44.8B |
| Net income | $3.1B | +45.5% | $6.0B |
| Op income | $3.8B | +45.0% | $7.1B |
| EPS (dil.) | $7.19 | +47.3% | $13.80 |
| EPS (basic) | $7.35 | +47.3% | $14.11 |
| Op margin | 34.1% | +6.9pp | |
| Net margin | 28.2% | +5.7pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $10.5B | +12.5% |
| Net income | $2.9B | +23.9% |
| Op income | $3.3B | +27.1% |
| EPS (dil.) | $6.61 | +25.2% |
| EPS (basic) | $6.76 | +25.2% |
| Op margin | 31.7% | +3.6pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $10.2B | +16.0% | $39.0B |
| Net income | $1.9B | +99.2% | $8.7B |
| Op income | $2.3B | +52.0% | $10.4B |
| EPS (dil.) | $4.27 | +102.4% | $19.83 |
| EPS (basic) | $4.37 | +103.3% | $20.28 |
| Op margin | 22.2% | +5.3pp | |
| Net margin | 18.2% | +7.6pp |
| Q3 FY24 | YoY | |
|---|---|---|
| Revenue | $9.8B1 | +15.0% |
| Net income | $2.4B | +41.0% |
| Op income | $2.9B | +51.8% |
| EPS (dil.) | $5.40 | +44.8% |
| EPS (basic) | $5.52 | +45.3% |
| Op margin | 29.6% | +7.2pp |
| Net margin | 24.1% | +4.4pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-07-30 | – | 1 | 0 |
| 8-K | 2026-07-22 | – | 2 | 0 |
| 10-Q | 2026-07-17 | – | 32 | 118 |
| 8-K | 2026-07-16 | Q2 2026 | 10 | 0 |
| 8-K | 2026-06-05 | – | 2 | 0 |
| 8-K | 2026-04-23 | – | 1 | 0 |
| 10-Q | 2026-04-17 | – | 32 | 89 |
| DEF 14A | 2026-04-16 | – | 33 | 0 |
| 8-K | 2026-04-16 | Q1 2026 | 12 | 0 |
| 10-K | 2026-01-23 | – | 54 | 105 |
Showing the latest 10 of 72 — the full set is in the API.