The company said net revenue for the 3 months ended October 2, 2026 increased 378%, or $8.7 billion, from the same period a year earlier. Datacenter revenue rose 1,685%, Edge revenue rose 320%, and Consumer revenue fell 39%.

1. 01

   The company said net revenue for the 3 months ended October 2, 2026 increased 378%, or $8.7 billion, from the same period a year earlier. Datacenter revenue rose 1,685%, Edge revenue rose 320%, and Consumer revenue fell 39%.

2. 02

   Gross profit for the 3 months rose $8.7 billion from the prior-year period, and gross margin rose about 5,500 basis points, the company said. It cited higher revenue per gigabyte and higher exabytes sold as the factors.

3. 03

   The company said it repurchased about 3 million shares for a total of $5.0 billion in the 3 months, and that $10.5 billion remained available under the Repurchase Programs as of October 2, 2026. The authorization amounts to $6.0 billion plus an additional $14.0 billion.

4. 04

   Interest and other income (expense), net rose $591 million from the prior-year period in the 3 months, the company said. It cited a gain on equity securities, net, of $513 million from its investment in Nanya Technology Corporation as the main factor.

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

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Original filing

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