Published 2 times on the wire; the identical copies are folded into this page.
- Rev: $18.5B (est $18.13B)
- Adj EPS: $1.40 (est $1.32)
- Adj Gross Margin: 65.6% (est 65.6%)
- Product Rev: $14.67B (est $14.29B)
- Service Rev: $3.85B (est $3.83B)
- Remaining Performance Obligations: $46.17B (est $45.16B)
- Sees Q2 Rev: $18.0B To $18.2B (est $17.85B)
- Sees Q2 Adj EPS: $1.34 To $1.36 (est $1.23)
- Sees Q2 Adj Gross Margin: 65% To 66% (est 64.4%)
- Sees FY Rev: $74.8B To $75.8B, Saw $72.2B To $73.4B
- Sees FY Adj EPS: $5.47 To $5.53, Saw $5.05 To $5.11
Figures
| Release | Reported | Consensus | Previous | Revised | |
|---|---|---|---|---|---|
| Rev Q1 27 | 18,500,000,000 | 18,130,000,000 | — | — | Above |
| Adj EPS Q1 27 | 1.4 | 1.32 | — | — | Above |
| Adj Gross Margin Q1 27 | 65.6% | 65.6% | — | — | In line |
| Product Rev Q1 27 | 14,670,000,000 | 14,290,000,000 | — | — | Above |
| Service Rev Q1 27 | 3,850,000,000 | 3,830,000,000 | — | — | Above |
| Remaining Performance Obligations Q1 27 | 46,170,000,000 | 45,160,000,000 | — | — | Above |
| Sees Rev: $18.0B To Q2 | — | 17,850,000,000 | — | — | guidance |
| Sees Adj EPS: $1.34 To Q2 | — | 1.23 | — | — | guidance |
| Sees Adj Gross Margin: 65% To Q2 | — | 64.4% | — | — | guidance |
As the wire published them. Above and below the consensus, in blue and orange: whether that is good or bad news depends on the reader’s position, so the page does not say.