| Metric | Oct 29, 2024 FY24 Q3 | Feb 4, 2025 FY24 Q4 | Apr 29, 2025 FY25 Q1 | Jul 29, 2025 FY25 Q2 | Oct 28, 2025 FY25 Q3 | Feb 3, 2026 FY25 Q4 | May 5, 2026 FY26 Q1 | Jul 28, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| 2Q'26 GAAP EPS | — | — | — | — | — | — | New“Mid-single digit decline” | — |
| 2Q'26 Non-GAAP EPS | — | — | — | — | — | — | New“High-single digit decline or approximately (-9%)” | — |
| 3Q'26 Non-GAAP EPS | — | — | — | — | — | — | — | New“Low-single digit decline” |
| FY'26 GAAP EPS | — | — | — | — | — | — | — | New“Mid-single digit decline” |
| FY'26 Non-GAAP EPS | — | — | — | — | — | — | — | New“~$5.38” |
| GAAP EPS | — | — | — | — | — | — | — | New“Mid-single digit decline” |
| GAAP EPS | — | — | — | — | — | — | New“Mid-single digit decline” | — |
| Non-GAAP EPS | — | — | — | — | — | — | — | New“~$5.38” |
| Non-GAAP EPS | — | — | — | — | — | — | New“High-single digit decline or approximately (-9%)” | — |
| Cash dividend per share | — | — | — | — | — | New“$0.14 per share” | — | — |
| For FY2025 | ||||||||
| 2Q'25 GAAP EPS | — | — | New“$1.24 - $1.26” | — | — | — | — | — |
| FY'25 GAAP EPS | — | — | New“$4.80 - $4.95” | — | — | — | — | — |
| GAAP EPS | — | — | — | — | New“$1.23 - $1.27” | — | — | — |
| GAAP EPS | — | New“$4.80 - $4.95” | Reiterated“$4.80 - $4.95” | Raised“$4.90 - $5.05” | Raised“$5.11 - $5.15” | — | — | — |
| GAAP EPS | — | — | — | New“$1.14 - $1.18” | — | — | — | — |
| GAAP EPS | — | — | New“$1.24 - $1.26” | — | — | — | — | — |
| GAAP EPS | — | New“$1.11 - $1.13” | — | — | — | — | — | — |
| Non-GAAP EPS | — | — | — | — | New“$1.27 - $1.31” | — | — | — |
| Non-GAAP EPS | — | New“$4.95 - $5.10” | Reiterated“$4.95 - $5.10” | Raised“$5.15 - $5.30” | Raised“$5.35 - $5.39” | — | — | — |
| Non-GAAP EPS | — | — | — | New“$1.18 - $1.22” | — | — | — | — |
| Non-GAAP EPS | — | — | New“$1.29 - $1.31” | — | — | — | — | — |
| Non-GAAP EPS | — | New“$1.15 - $1.17” | — | — | — | — | — | — |
| Transaction margin dollar growth | — | — | — | — | New“6% to 7%” | — | — | — |
| Transaction margin dollar growth, excluding interest on customer balances | — | — | — | — | New“6% to 7%” | — | — | — |
| Quarterly cash dividend | — | — | — | — | New“$0.14 per share” | — | — | — |
| For FY2024 | ||||||||
| Revenue | New“Low single-digit growth” | — | — | — | — | — | — | — |
| GAAP EPS | New“$1.03 - $1.07” | — | — | — | — | — | — | — |
| GAAP EPS | New“$3.92 - $3.96” | — | — | — | — | — | — | — |
| Non-GAAP EPS | New“Low to mid-single-digit decrease” | — | — | — | — | — | — | — |
| Non-GAAP EPS | New“High teens growth” | — | — | — | — | — | — | — |
| Estimated non-GAAP amounts adjustments | New“approximately $50 million” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Cash dividend | — | — | — | — | — | New“$0.14 per share” | Reiterated“$0.14 per share” | Reiterated“$0.14 per share” |
| Dividend payment frequency | — | — | — | — | New“quarterly” | — | — | — |
| Dividend payout ratio | — | — | — | — | New“10% of non-GAAP net income” | — | — | — |
| Dividend Program | — | — | — | — | — | New“intends to pay a cash dividend on its common stock on a quarterly basis going forward, subject to and contingent upon market conditions and approval by the Board in its sole discretion” | — | — |
| New stock repurchase authorization | — | New“$15 billion” | — | — | — | — | — | — |
| Stock repurchase program | — | New“$15 billion” | — | — | — | — | — | — |