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Consensus is $0.79 EPS for Sep 2026 across 8 estimates, ranging $0.61 to $0.85.
No consensus figures are on file, so the quarter cannot be assessed against an external expectation. Reported revenue was $3,035.7 million, above $2,711 million in the preceding quarter and $2,204.8 million in the year-ago quarter; net income reached $1,212.9 million versus $1,020 million in the first quarter and $888.8 million a year earlier. Product remained the main contributor at $2,605.2 million, with service adding $430.5 million. Gross profit increased to $1,910.3 million from $1,438.6 million, although product cost of revenue rose to $1,047.5 million from $707.3 million and service cost increased to $77.9 million from $58.9 million. Operating expenses also expanded, reaching $532.3 million from $452.4 million, led by research and development spending of $348.2 million. The supplied filing does not state gross or operating margin percentages, so margin direction cannot be quantified.
Management guidance was not included in the supplied filing material. There are no forward ranges for revenue, gross margin, operating margin, earnings, capital expenditures, subscribers, or units, and no comparison with a prior guide can be made. The filing reports only historical second-quarter and six-month results, including six-month revenue of $5,744.7 million, six-month net income of $2,235.8 million, and property and equipment of $312.5 million at June 30, 2026. Accordingly, the periods ahead cannot be evaluated from management's stated assumptions or caveats.
