$1.8 billion, seven-year commitment supports double-digit company revenue growth in 2027, while 2026 CapEx reaches 40%-42% of revenue.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-03-31 |
| Length | 63 minutes |
| EPS | $0.91 |
| EPS consensus | $0.96 |
| Revenue | $1.1B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.