| Metric | Oct 31, 2024 FY24 Q3 | Feb 26, 2025 FY24 Q4 | Apr 30, 2025 FY25 Q1 | Jul 31, 2025 FY25 Q2 | Oct 30, 2025 FY25 Q3 | Feb 26, 2026 FY25 Q4 | Apr 29, 2026 FY26 Q1 | Jul 30, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Revenue | — | — | — | — | — | — | — | New“$20.00 billion - $20.50 billion” |
| Revenue | — | — | — | — | — | — | New“$18.50 billion - $19.25 billion” | — |
| Revenues | — | — | — | — | — | New“$17.75 billion – $18.50 billion” | — | — |
| Diluted EPS | — | — | — | — | — | — | — | New“$32.00 - $33.25” |
| Diluted EPS | — | — | — | — | — | New“$27.25 – $29.25” | Raised“$28.25 - $29.75” | — |
| Operating Margin | — | — | — | — | — | New“9.0% – 9.4%” | Reiterated“9.0% – 9.4%” | Raised“9.5% – 9.8%” |
| For FY2025 | ||||||||
| Revenue | — | — | New“$16.1 billion - $16.9 billion” | Narrowed“$16.4 billion - $16.9 billion” | Narrowed“$16.7 billion - $16.8 billion” | — | — | — |
| Revenues | — | New“between $16.1 billion and $16.9 billion” | — | — | — | — | — | — |
| Diluted Earnings Per Share | — | New“in the range of $22.25 to $24.00” | — | — | — | — | — | — |
| Non-GAAP Diluted EPS | — | — | New“$22.65 - $24.00” | Raised“$24.50 - $25.75” | Narrowed“$25.00 - $25.75” | — | — | — |
| Non-GAAP Operating Margin | — | — | — | — | New“9.2% – 9.4%” | — | — | — |
| Operating Margin | — | — | New“8.5% - 9.2%” | Raised“9.0% - 9.4%” | — | — | — | — |
| Operating Margins | — | New“between 8.5% and 9.2%” | — | — | — | — | — | — |
| For FY2024 | ||||||||
| Revenue | New“at least $14.5 billion” | — | — | — | — | — | — | — |
| Diluted earnings per share | New“$20.50 - $21.00” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Revenues | — | — | New“$16.1 billion - $16.9 billion” | Narrowed“$16.4 billion - $16.9 billion” | Narrowed“$16.7 billion – $16.8 billion” | — | Raised“$18.50 billion – $19.25 billion” | Raised“$20.00 billion – $20.50 billion” |
| Diluted EPS | — | — | — | — | — | — | New“$27.25 – $29.25” | Raised“$32.00 – $33.25” |
| Non-GAAP Diluted EPS | — | — | New“$22.25 - $24.00” | Narrowed“$22.65 - $24.00” | Raised“$24.50 – $25.75” | — | — | — |
| Non-GAAP Operating Margin* | — | — | — | — | New“9.0% – 9.4%” | — | — | — |
| Operating Margin | — | — | — | New“8.5% - 9.2%” | — | — | — | Raised“9.0% – 9.4%” |
| Share Repurchase Program Authorization Increase | — | New“$500 million” | — | — | — | — | — | — |