Total Revenue
$14.9B
+12% YoY
Cloud Revenue
$7.2B
+28% YoY
Non-GAAP EPS
$1.47
+6% YoY
Remaining Performance Obligations
$455B
+359% YoY
Revenue Breakdown by Segment
Q1 FY2026 • $14,926M total
Cloud
Software
Hardware
Services
Cloud Revenue Growth
YoY % (constant currency)
Segment Financials — Q1 FY2026
| Segment | Revenue | % of Total | YoY Growth (USD) | YoY Growth (CC) | Trend |
|---|---|---|---|---|---|
| Cloud | $7,186M | 48% | +28% | +27% | |
| Cloud Infrastructure (IaaS) | $3,300M | 22% | +55% | +54% | |
| Cloud Applications (SaaS) | $3,886M | 26% | +10% | +10% | |
| Software | $5,658M | 38% | -1% | -2% | |
| Hardware | $746M | 5% | +2% | +1% | |
| Services | $1,336M | 9% | +7% | +7% | |
| Total Revenue | $14,926M | 100% | +12% | +11% |
Profitability Summary
GAAP vs Non-GAAP • Q1 FY2026
Operating Income
GAAP
$4.3B
Non-GAAP
$6.2B
+9% YoY
Net Income
GAAP
$2.9B
Non-GAAP
$4.3B
+8% YoY
Earnings Per Share
GAAP
$1.01
Non-GAAP
$1.47
+6% YoY
Geographic Revenue
Q1 FY2026 • total $14,926M
Key Highlights & Forward Guidance
Remaining Performance Obligations
$455B
+359% YoY
Q2 FY2026 Guidance
Rev +14–16%
Non-GAAP EPS $1.61–$1.65
FY2026 IaaS Target
$18B
+77% projected growth