By GuruFocus News
Publication Date: 2025-12-12 05:00:00
This article first appeared on GuruFocus.
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Consolidated Revenue: $64 billion for fiscal 2025, up 24% year over year.
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AI Revenue: $20 billion for fiscal 2025, up 65% year over year.
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Semiconductor Revenue: $37 billion for fiscal 2025, with Q4 revenue at $11.1 billion, up 35% year on year.
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Infrastructure Software Revenue: $27 billion for fiscal 2025, with Q4 revenue at $6.9 billion, up 19% year on year.
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Q4 Total Revenue: $18 billion, up 28% year on year.
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Q4 Adjusted EBITDA: $12.2 billion, up 34% year on year.
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Gross Margin: 77.9% for Q4.
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Operating Income: $11.9 billion for Q4, up 35% year on year.
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Free Cash Flow: $7.5 billion for Q4, representing 41% of revenue.
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Cash and Cash Equivalents: $16.2 billion at the end of Q4.
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Q1 Fiscal 2026 Revenue Guidance: $19.1 billion, up 28% year on year.
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Q1 AI Semiconductor Revenue Guidance: $8.2 billion, up approximately 100% year on year.
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Annual Dividend Increase: 10% increase to $2.60 per share for fiscal 2026.
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