AI-driven demand is accelerating growth, but the opportunity requires substantially higher capital spending and leverage [1][42].
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-07-29 |
| Length | 61 minutes |
| EPS | $11.78 |
| EPS consensus | $10.14 |
| Revenue | $2.6B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25
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