What changed
FQ2 FY2026 (ends Jun) | reported Aug 03:
- Revenue: $1.94B
- Adj EPS: $0.41 vs $0.35 🟢 ⚠️ one-time
- Op margin: GAAP 47.1% | non-GAAP 62.0% (📈 +20.3pp YoY)
Guidance (company):
- FQ3 (ends Sep) revenue: $2.16B-$2.16B
Also in play: $NVDA $AAPL $MSFT $AVGO $MU