- Generated
- 14 August 2026
- Compared against
- Prior quarter 10-Q, as filed
- Categories
- margin · buyback · segment
Gross margin expanded to 84.6% from 74.4% (up ~1,015bps) as revenue rose to $41.46B from $23.86B, driving operating income up to $33.32B and net income up to $28.24B.
AI-driven memory and storage growth is outpacing industry supply. In the third quarter of 2026, we continued to benefit from substantial improvements in pricing and margins, reflecting strong demand growth, driven in large part by the continued advancement of AI. The AI-driven growth in the data cen…
Weighted-average diluted shares rose slightly to 1,145,000,000 from 1,142,000,000; no shares were repurchased in the period, leaving year-to-date buybacks unchanged at $650.00M.
Our Board of Directors has authorized the discretionary repurchase of up to $10 billion of our outstanding common stock through open-market purchases, block trades, privately-negotiated transactions, derivative transactions, and/or pursuant to Rule 10b5-1 trading plans. Through May 28, 2026, we had…
All segments grew: CMBU revenue rose to $13.77B from $7.75B, CDBU to $11.52B from $5.69B, MCBU to $11.52B from $7.71B, and AEBU to $4.63B from $2.71B.
We have the following four business units, which are based on market segments and our reportable segments: