Financial Performance - FQ4'25 - Non-GAAP gross billings reached $24.3 billion, a 15% year-over-year increase[6, 8] - Non-GAAP diluted EPS was $3.83, up 24% year-over-year[6, 8] - Free cash flow was $1.4 billion[6] - The company returned approximately $209 million to stockholders[6] - Non-GAAP operating margin was 2.86%, a 20 bps year-over-year increase[6, 8] Geographic Performance - FQ4'25 - Americas non-GAAP gross billings were $14.1 billion, a 9% year-over-year increase[10] - Europe non-GAAP gross billings were $8.4 billion, a 21% year-over-year increase[10] - APJ (Asia-Pacific and Japan) non-GAAP gross billings were $1.8 billion, a 34% year-over-year increase[10] Strategic Technologies - Strategic technologies accounted for approximately 29% of non-GAAP gross billings[6, 22] - Advanced Solutions non-GAAP gross billings increased by 17%[15] - Endpoint Solutions non-GAAP gross billings increased by 12%[15] FQ1'26 Outlook - The company projects non-GAAP gross billings between $22.7 billion and $23.7 billion[12] - The company projects non-GAAP diluted earnings per share between $3.00 and $3.50[12]

Financial Performance - FQ2 2025 - Non-GAAP gross billings reached $2164 billion, a 12% year-over-year increase[6,8] - Non-GAAP diluted EPS was $299, up 10% year-over-year[6,8] - Free cash flow amounted to $543 million[6] - The company returned $186 million to stockholders[6] - Non-GAAP operating margin was 277%[6] Geographic Performance - FQ2 2025 - Americas non-GAAP gross billings were $133 billion, a 90% increase year-over-year[10] - Europe non-GAAP gross billings were $68 billion, a 167% increase year-over-year[10] - Asia-Pacific and Japan non-GAAP gross billings were $15 billion, a 220% increase year-over-year[10] Technology Category Performance - FQ2 2025 - Advanced Solutions non-GAAP gross billings grew by 12%[16] - Endpoint Solutions non-GAAP gross billings grew by 13%[16] Strategic Technologies - Strategic technologies accounted for approximately 28% of FQ2 2025 non-GAAP gross billings[6,22] FQ3 2025 Outlook - The company projects non-GAAP gross billings to be between $210 billion and $220 billion[13] - The company projects non-GAAP diluted earnings per share to be between $275 and $325[13]