Goldman Sachs Communacopia + Technology Conference 2026Sep 10, 2026AI-driven growth, integrated solutions, and market expansion fuel strong revenue and margin outlook.Event transcriptEvent transcript
Citi’s 2026 Global TMT ConferenceSep 8, 2026Robust growth, expanding AI solutions, and improved margins drive a strong outlook.Event transcriptEvent transcript
Earnings, Q4 FY2026AnnualAug 11, 2026FY26 revenue surged 78% to $39.1B, with record backlog and robust FY27 growth outlook.Call transcriptCall transcript8-KEarnings releaseEarnings release10-KAnnual reportAnnual reportSlidesSlides
Investor updateJun 10, 2026$5B capital raise supports $39B in AI orders, margin growth, and global expansion.Event transcriptEvent transcript
Bank of America 2026 Global Technology ConferenceJun 2, 2026Integrated solutions and margin growth drive a multi-billion dollar opportunity ahead.Event transcriptEvent transcript
J.P. Morgan 54th Annual Global Technology, Media and Communications ConferenceMay 18, 2026Growth driven by DCBBS, diversification, and strong demand for AI and alternative platforms.Event transcriptEvent transcript
Earnings, Q3 FY2026May 5, 2026Gross margin surged to 10.1% non-GAAP as AI demand drove record backlog and strong revenue growth.Call transcriptCall transcript8-KEarnings releaseEarnings release10-QQuarterly reportQuarterly reportSlidesSlides
AGM 2026Apr 15, 2026All proposals, including director elections and compensation plan amendments, were approved.Event transcriptEvent transcript
Earnings, Q2 FY2026Feb 3, 2026Q2 revenue surged 123% year-over-year to $12.7B, with FY26 guidance raised to at least $40B.Call transcriptCall transcript8-KEarnings releaseEarnings release10-QQuarterly reportQuarterly reportSlidesSlides
Earnings, Q1 FY2026Nov 4, 2025Q1 revenue hit $5B, full-year outlook raised to $36B, with strong AI and DCBBS momentum.Call transcriptCall transcript8-KEarnings releaseEarnings release10-QQuarterly reportQuarterly reportSlidesSlides
Barclays 23rd Annual Global Technology ConferenceDec 11, 2025AI-driven demand, advanced data center solutions, and global expansion fuel robust growth outlook.Event transcriptEvent transcript
Raymond James TMT and Consumer ConferenceDec 8, 2025AI demand drives robust growth, with innovation and scale positioning for a $100B+ future.Event transcriptEvent transcript
Citi’s 2025 Global Technology, Media and Telecommunications ConferenceSep 4, 2025Strong AI-driven growth, global expansion, and innovation set stage for 50%+ growth in 2026.Event transcriptEvent transcript
KeyBanc Capital Markets Technology Leadership ForumAug 11, 2025Growth accelerates with integrated solutions, innovation, and expanding Sovereign opportunities.Event transcriptEvent transcript
Earnings, Q4 FY2025AnnualAug 5, 2025Fiscal 2025 revenue surged 47% to $22B, with strong AI demand and $33B+ targeted for 2026.Call transcriptCall transcript8-KEarnings releaseEarnings release10-KAnnual reportAnnual reportSlidesSlides
Earnings, Q3 FY2025May 6, 2025Call transcriptCall transcript8-KEarnings releaseEarnings release10-QQuarterly reportQuarterly reportSlidesSlides
Earnings, Q2 FY2025Feb 11, 2025Call transcriptCall transcript8-KEarnings releaseEarnings release10-QQuarterly reportQuarterly report
Earnings, Q1 FY2025Nov 5, 2024Call transcriptCall transcript8-KEarnings releaseEarnings release10-QQuarterly reportQuarterly report
Earnings, Q4 FY2024AnnualAug 6, 2024Call transcriptCall transcript8-KEarnings releaseEarnings release10-KAnnual reportAnnual reportSlidesSlides
The 52nd J.P. Morgan Annual Global Technology, Media & Communications ConferenceMay 20, 2024Event transcriptEvent transcript