Strong bookings, AI adoption and margin expansion support growth, but guidance remains modest amid weak discretionary spending.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2025-12-18 |
| Length | 58 minutes |
| EPS | $3.94 |
| EPS consensus | $3.73 |
| Revenue | $18.7B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q3 FY26 · Q2 FY26 · Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.