AI demand is expanding, but Q4 visibility weakened as conflict and delayed managed-services deals pressure near-term growth.
| Quarter | Q3 FY26 |
|---|---|
| Call date | 2026-06-18 |
| Length | 59 minutes |
| EPS | $3.80 |
| EPS consensus | $3.70 |
| Revenue | $18.7B |
| Revenue consensus | $18.8B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26 · Q1 FY26 · Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.