- Reaffirms FY2027 guidance: >= $90B revenue and $8.10 non-GAAP EPS
- Targets FY2030 revenue of >= $225B (35%+ CAGR) and non-GAAP EPS of >= $21
- Expects CapEx to decline in FY2029 with positive cash flow by 2028
?? Positive AI Sentiment (+7.5 / 10)
Observed market reaction after signal
4h +3.77% · Peak +6.60%