- Targets FY30 revenue of $225B+ (>35% CAGR from FY26), non-GAAP operating margin 40%+, and non-GAAP EPS of $21+.
- Expects positive free cash flow in 2H FY28, expanding to $30B+ in FY29 as Capex moderates.
- Caps additional capital raises through FY30 at $20B ($10B equity, $10B debt) with net debt/EBITDA below 3.5x by FY29.
?? Positive AI Sentiment (+6.5 / 10)