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🔹 Revenue: $18.7B (Est. $18.51B) 🟢; +6% YoY (+5% LC)
🔹 Adjusted EPS: $3.94 (Est. $3.75) 🟢; +10% YoY
🔹 New Bookings: $20.9B; +12% YoY
🔹 Advanced AI Bookings: $2.2B
Guidance (FY26):
🔹 Revenue: +2% to +5% in LC (ex U.S. federal: +3% to +6%)
🔹 Adj EPS: $13.52–$13.90 (Est. $13.77) 🟡; +5% to +8% YoY
🔹 Adj Operating Margin: 15.7%–15.9%; +10–30 bps YoY
Other Metrics (Q1):
🔹 GAAP Operating Margin: 15.3% (vs 16.7% prior)
🔹 Adjusted Operating Margin: 17.0%
🔹 Free Cash Flow: $1.5B
Capital Return (Q1):
🔹 Buybacks/Redemptions: $2.3B (9.5M shares)
🔹 Dividends: $1.0B ($1.63/share)
Переходи в чат t.me/USstocksnews_chat
Комментарий:
🔸 «Мы обеспечили рост выручки в верхней части прогнозируемого диапазона и укрепили лидерство в области передового искусственного интеллекта».
#acn
