Overview
- Q4 revenue rose 28% year over year to a record $18.015 billion.
- GAAP net income for the quarter climbed 97% to $8.518 billion.
- Semiconductor Solutions revenue increased 35% in Q4, including a 74% year-over-year jump in AI semiconductors.
- For FY2025, total revenue reached $63.887 billion, with Semiconductor Solutions up 22% and Infrastructure Software up 26%.
- The company guided Q1 FY2026 revenue of about $19.1 billion and forecast AI semiconductor sales of roughly $8.2 billion, about double from a year earlier.