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Q4 FY26 Apr 4 – Jul 3, 2026
The numbers behind the diagram
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 8.97 | 100% | +372% |
| Edge | 5.43 | 61% | +392% |
| Datacenter | 2.98 | 33% | |
| Consumer | 0.56 | 6% | −5% |
| Cost of revenue | −1.38 | 15% | |
| Gross profit | 7.58 | 85% margin | +58pp |
| R&D | −0.35 | 4% | −11pp |
| SG&A | −0.20 | 2% | −6pp |
| Operating profit | 7.04 | 78% margin | +78pp |
| Other income, net | 0.81 | ||
| Tax | −0.95 | ||
| Net profit | 6.90 | 77% margin | +78pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.95 | 100% | +251% |
| Edge | 3.66 | 61% | +295% |
| Datacenter | 1.47 | 25% | +645% |
| Consumer | 0.82 | 14% | +44% |
| Cost of revenue | −1.29 | 22% | |
| Gross profit | 4.66 | 78% margin | +56pp |
| R&D | −0.34 | 5% | −11pp |
| SG&A | −0.16 | 3% | −5pp |
| Other | −0.05 | 1% | +0pp |
| Operating profit | 4.11 | 69% margin | +180pp |
| Tax | −0.50 | ||
| Net profit | 3.62 | 61% margin | +175pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.03 | 100% | +61% |
| Edge | 1.68 | 55% | |
| Consumer | 0.91 | 30% | +52% |
| Datacenter | 0.44 | 15% | |
| Cost of revenue | −1.48 | 49% | |
| Gross profit | 1.54 | 51% margin | +19pp |
| R&D | −0.33 | 11% | −4pp |
| SG&A | −0.14 | 5% | −3pp |
| Other | −0.01 | 0% | |
| Operating profit | 1.07 | 35% margin | +25pp |
| Interest & other costs | −0.13 | ||
| Tax | −0.13 | ||
| Net profit | 0.80 | 27% margin | +21pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.31 | 100% | +23% |
| Edge | 1.39 | 60% | +30% |
| Consumer | 0.65 | 28% | +27% |
| Datacenter | 0.27 | 12% | −10% |
| Cost of revenue | −1.62 | 70% | |
| Gross profit | 0.69 | 30% margin | −9pp |
| R&D | −0.32 | 13% | −1pp |
| SG&A | −0.18 | 8% | +1pp |
| Other | −0.02 | 1% | +0pp |
| Operating profit | 0.18 | 8% margin | −8pp |
| Interest & other costs | −0.05 | ||
| Tax | −0.01 | ||
| Net profit | 0.11 | 5% margin | −6pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1.88 | 100% | +13% |
| Client devices | 1.03 | 55% | +6% |
| Consumer | 0.60 | 32% | −9% |
| Cloud | 0.25 | 13% | +525% |
| Cost of revenue | −1.27 | 68% | |
| Gross profit | 0.61 | 32% margin | +23pp |
| R&D | −0.27 | 14% | +0pp |
| SG&A | −0.14 | 8% | +1pp |
| Operating profit | 0.20 | 10% margin | +25pp |
| Interest & other costs | −0.02 | ||
| Tax | −0.07 | ||
| Net profit | 0.10 | 6% margin | +24pp |
Financial health
The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.
The balance sheet, capital flow, debt schedule and capital structure open with a free account.
Quarter by quarter
Every set of results we hold, newest first. Open one on its own page. The arrow beside a quarter shows it in the diagram above.
| Quarter | Period | Reported | Revenue | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|---|---|
| Q4 FY26 Apr 4 – Jul 3, 2026 reported Aug 17, 2026 Operating margin 78% Net profit $6.90B | Apr 4 – Jul 3, 2026 | Aug 17, 2026 | $9.0B | +372% | 78% | $6.90B | 77% |
| Q3 FY26 Jan 3 – Apr 3, 2026 reported May 1, 2026 Operating margin 69% Net profit $3.62B | Jan 3 – Apr 3, 2026 | May 1, 2026 | $6.0B | +251% | 69% | $3.62B | 61% |
| Q2 FY26 Oct 4, 2025 – Jan 2, 2026 reported Jan 30, 2026 Operating margin 35% Net profit $0.80B | Oct 4, 2025 – Jan 2, 2026 | Jan 30, 2026 | $3.0B | +61% | 35% | $0.80B | 27% |
| Q1 FY26 Jun 28 – Oct 3, 2025 reported Nov 7, 2025 Operating margin 8% Net profit $0.11B | Jun 28 – Oct 3, 2025 | Nov 7, 2025 | $2.3B | +23% | 8% | $0.11B | 5% |
| Q2 FY25 Sep 28 – Dec 27, 2024 reported Mar 7, 2025 Operating margin 10% Net profit $0.10B | Sep 28 – Dec 27, 2024 | Mar 7, 2025 | $1.9B | +13% | 10% | $0.10B | 6% |
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