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FY26 AI Revenue Target Lifted to $56B, Backed by New Customer Agreements and Strategic Financing Platform FY2026 Q2    |    Jun 04, 2026
AI Revenue Outlook Upgraded to Over $100 Billion in 2027 as Q2 Growth Forecast Accelerates to 140% FY2026 Q1    |    Mar 05, 2026
AI Backlog Surges to $73 Billion, Driven by Fifth Custom Silicon Customer and Major Follow-On Orders FY2025 Q4    |    Dec 12, 2025
FY2026 AI Revenue Outlook Upgraded to Accelerate, Driven by Fourth XPU Customer and Record $110B Backlog FY2025 Q3    |    Oct 16, 2025
AI Revenue Growth Outlook Extended to FY2026 on Inference Demand; VMware VCF Adoption Surges Past 87% FY2025 Q2    |    Oct 16, 2025
Custom AI Pipeline Expands with Four New Hyperscaler Engagements as Q1 AI Revenue Surges 77% FY2025 Q1    |    Oct 15, 2025
AI Revenue Growth of 220% Propels Record FY24 Results; Company Unveils $60-90B AI SAM for 2027 FY2024 Q4    |    Oct 15, 2025
AI Revenue Guidance Lifted to $12B as VMware Bookings Accelerate and Non-AI Semiconductor Recovery Takes Hold FY2024 Q3    |    Oct 15, 2025
AI Revenue Surges 280% and VMware Integration Accelerates, Fueling Raised FY24 Revenue and EBITDA Guidance FY2024 Q2    |    Oct 15, 2025
AI Revenue Forecast Raised to Over $10 Billion as VMware Bookings Accelerate FY2024 Q1    |    Oct 15, 2025
VMware Integration Underpins $50B Revenue Guidance for FY24; Semiconductor AI Growth to Offset Cyclical Declines FY2023 Q4    |    Oct 15, 2025
Generative AI Drives All YoY Growth, Validating 'Soft Landing' in Core Semiconductor Segments FY2023 Q3    |    Oct 15, 2025
AI Revenue Trajectory Accelerates, Projected to Surpass 25% of Semiconductor Revenue in FY24 FY2023 Q2    |    Oct 15, 2025
Generative AI Demand Surge Fuels Upgraded Outlook for Networking and Custom Silicon Segments FY2023 Q1    |    Oct 15, 2025
Record Annual Revenue and 12% Dividend Hike Contrast with Cautious FY23 Outlook and Withheld Backlog Data FY2022 Q4    |    Oct 15, 2025
Infrastructure Demand Fuels Record Revenue and Strong Q4 Outlook as Semiconductor Backlog Swells to $31 Billion FY2022 Q3    |    Oct 15, 2025
Semiconductor Acceleration to 29% YoY Growth Paves Way for Transformative $61B VMware Acquisition FY2022 Q2    |    Oct 15, 2025
Enterprise Demand Fuels Record Q1 Results and Accelerating Q2 Growth Outlook FY2022 Q1    |    Oct 10, 2025

FY26 AI Revenue Target Lifted to $56B, Backed by New Customer Agreements and Strategic Financing Platform

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