Explore the latest company documents and SEC filings from the company, including Forms 10-K, 10-Q, 8-K, and other key disclosures. Evaluate financial performance and operational updates to make more informed decisions.
2026
Earnings, Q2 FY2026
Feb 3, 2026
Q2 revenue surged 123% year-over-year to $12.7B, with FY26 guidance raised to at least $40B.
Earnings, Q1 FY2026
Nov 4, 2025
Q1 revenue hit $5B, full-year outlook raised to $36B, with strong AI and DCBBS momentum.
2025
Barclays 23rd Annual Global Technology Conference
Dec 11, 2025
AI-driven demand, advanced data center solutions, and global expansion fuel robust growth outlook.
Raymond James TMT and Consumer Conference
Dec 8, 2025
AI demand drives robust growth, with innovation and scale positioning for a $100B+ future.
Citi’s 2025 Global Technology, Media and Telecommunications Conference
Sep 4, 2025
Strong AI-driven growth, global expansion, and innovation set stage for 50%+ growth in 2026.
KeyBanc Capital Markets Technology Leadership Forum
Aug 11, 2025
Growth accelerates with integrated solutions, innovation, and expanding Sovereign opportunities.
Earnings, Q4 FY2025
Annual
Aug 5, 2025
Fiscal 2025 revenue surged 47% to $22B, with strong AI demand and $33B+ targeted for 2026.
Earnings, Q3 FY2025
May 6, 2025
Q3 revenue up 19% YoY to $4.6B; Q4 outlook strong as new AI platforms ramp.
Earnings, Q2 FY2025
Feb 11, 2025
Q2 revenue up 54% YoY; FY25 guidance cut, but FY26 targets $40B on strong AI demand.
Earnings, Q1 FY2025
Nov 5, 2024
Q1 revenue up 181% year over year, led by AI and liquid cooling, with strong future outlook.