Explore the latest company documents and SEC filings from the company, including Forms 10-K, 10-Q, 8-K, and other key disclosures. Evaluate financial performance and operational updates to make more informed decisions.
2026
Investor update
Jun 10, 2026
$5B capital raise supports $39B in AI orders, margin growth, and global expansion.
Bank of America 2026 Global Technology Conference
Jun 2, 2026
Integrated solutions and margin growth drive a multi-billion dollar opportunity ahead.
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference
May 18, 2026
Growth driven by DCBBS, diversification, and strong demand for AI and alternative platforms.
Earnings, Q3 FY2026
May 5, 2026
Gross margin surged to 10.1% non-GAAP as AI demand drove record backlog and strong revenue growth.
AGM 2026
Apr 15, 2026
All proposals, including director elections and compensation plan amendments, were approved.
Earnings, Q2 FY2026
Feb 3, 2026
Q2 revenue surged 123% year-over-year to $12.7B, with FY26 guidance raised to at least $40B.
Earnings, Q1 FY2026
Nov 4, 2025
Q1 revenue hit $5B, full-year outlook raised to $36B, with strong AI and DCBBS momentum.
2025
Barclays 23rd Annual Global Technology Conference
Dec 11, 2025
AI-driven demand, advanced data center solutions, and global expansion fuel robust growth outlook.
Raymond James TMT and Consumer Conference
Dec 8, 2025
AI demand drives robust growth, with innovation and scale positioning for a $100B+ future.
Citi’s 2025 Global Technology, Media and Telecommunications Conference
Sep 4, 2025
Strong AI-driven growth, global expansion, and innovation set stage for 50%+ growth in 2026.
KeyBanc Capital Markets Technology Leadership Forum
Aug 11, 2025
Growth accelerates with integrated solutions, innovation, and expanding Sovereign opportunities.
Earnings, Q4 FY2025
Annual
Aug 5, 2025
Fiscal 2025 revenue surged 47% to $22B, with strong AI demand and $33B+ targeted for 2026.
Earnings, Q3 FY2025
May 6, 2025
Q3 revenue up 19% year-over-year, but sequentially down; strong Blackwell AI demand expected.