Dafinchi AI

HPE

Technology

Financial services revenue was $886 million, down 1% year over year, with improved return on equity to 17.7%.
Free cash flow improved significantly to $719 million, aided by inventory reduction and supply chain execution.
Hybrid cloud revenue increased 11% year over year, marking the fourth consecutive quarter of growth.
Networking segment revenue grew 54% year over year to $1.7 billion, with operating profit up 43%.
Non-GAAP diluted net earnings per share were $0.44, near the high end of guidance.
Non-GAAP gross margin was 29.9%, down 190 basis points year over year but up 50 basis points sequentially.
Q3 revenue reached $9.1 billion, up 18% year over year, driven by AI, networking, and hybrid cloud growth.
Server segment revenue hit an all-time high of $4.9 billion, up 16% year over year and 21% sequentially.

Technology

Annual recurring revenue (ARR) surpassed $3 billion, growing approximately 22% year over year.
Ended fiscal 2025 with $3.6 billion in cash, cash equivalents, and short-term investments, including $1.7 billion net proceeds from convertible notes.
Fiscal 2025 total revenue reached $2.7 billion, representing 23% year-over-year growth and surpassing guidance.
Free cash flow margin for Q4 was 24%, with data center CapEx at 8% of revenue; fiscal 2025 free cash flow margin was 27%.
Gross margin for Q4 was 79.3%, slightly below the historical target of 80% due to a one-time private cloud deployment.
Operating expenses increased 3% sequentially and 16% year over year, totaling $411 million in Q4.
Operating margin in Q4 was 22.1%, a quarterly record and approximately 60 basis points higher year over year.
Q4 revenue was $719 million, growing 21% year over year and 6% sequentially, exceeding the high end of guidance.

DOCU

Technology

Billings reached $818 million, a 13% increase year over year, driven by direct sales strength and early renewals.
Free cash flow margin improved modestly to 27%, supporting $200 million in share repurchases.
GAAP diluted EPS was $0.30 compared to $4.26 last year, impacted by prior year tax benefits.
International revenue grew 13%, representing 29% of total revenue, with Asia Pacific as the fastest-growing region.
Non-GAAP gross margin remained stable at 82%, offsetting cloud migration costs.
Non-GAAP operating margin was 30%, maintaining strong profitability despite headwinds.
Q2 revenue was $801 million, up 9% year over year, with subscription revenue at $784 million, also up 9%.
Total customers grew 9% year over year to over 1.7 million, with large customers spending over $300K increasing 7%.

Technology

DRAM revenue for fiscal 2025 was a record $28.6 billion, up 62% year over year; fiscal Q4 DRAM revenue was $9 billion, up 69% year over year and 27% sequentially.
EPS for fiscal 2025 reached $8.29, a 538% increase year over year; fiscal Q4 non-GAAP EPS was $3.03, up 157% year over year and 59% sequentially.
Fiscal 2025 revenue grew nearly 50% to a record $37.4 billion, with fiscal Q4 revenue at $11.3 billion, up 46% year over year and 22% sequentially.
Free cash flow for fiscal 2025 was $3.7 billion, representing 10% of revenue; fiscal Q4 free cash flow was $803 million.
Gross margins expanded by 17 percentage points to 41% for fiscal 2025, with fiscal Q4 gross margin at 45.7%, up 670 basis points sequentially.
NAND revenue for fiscal 2025 was a record $8.5 billion, up 18% year over year; fiscal Q4 NAND revenue was $2.3 billion, down 5% year over year but up 5% sequentially.
Operating expenses in fiscal Q4 were $1.2 billion, up $81 million sequentially, driven primarily by higher R&D.
Operating income in fiscal Q4 was $4 billion, with an operating margin of 35%, up 820 basis points sequentially and 12 percentage points year over year.

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