Demand remains above supply, with Q4 revenue guided to 65 billion and no China data-center compute assumed.
| Quarter | Q3 FY26 |
|---|---|
| Length | 64 minutes |
| EPS | $1.24 |
| EPS consensus | $1.18 |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY27 · Q1 FY27 · Q4 FY26 · Q2 FY26 · Q1 FY26 · Q1 FY25
Read the full Q3 FY26 earnings call transcript
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.