Financial Performance - Total revenues reached $18.7 billion, a 5% increase in local currency[2] - Adjusted earnings per share increased by 10% to $3.94, excluding a $0.40 per share business optimization impact[3] - Adjusted operating margin increased by 30 bps to 17.0%, excluding a 170 bps business optimization impact[4] - Free cash flow was $1.5 billion[5] Revenue Breakdown - Consulting revenues were $9.4 billion, a 3% increase in local currency[3] - Managed Services revenues were $9.3 billion, a 7% increase in local currency[3] - Americas revenues were $9.1 billion, a 4% increase in local currency[2] - EMEA revenues were $6.9 billion, a 4% increase in local currency[2] - Asia Pacific revenues were $2.7 billion, a 9% increase in local currency[2] - Communications, Media & Technology revenues were $3.1 billion, an 8% increase in local currency[2] - Financial Services revenues were $3.6 billion, a 12% increase in local currency[2] Cash Return and Bookings - $1 billion was paid in dividends and $2.3 billion in share repurchases[5] - New bookings totaled $20.9 billion, reflecting 10% local currency growth, with a book-to-bill ratio of 1.1[5] AI and Ecosystem - Advanced AI bookings were $2.2 billion, with revenues of $1.1 billion, representing YoY growth of 76% and 120% respectively in USD[22] - Over 60% of revenue was driven by the top 10 ecosystem partners in Q1 FY26[11] Fiscal Year 2026 Outlook - Revenue growth in local currency is projected to be between 2% and 5%[8] - Adjusted earnings per share are expected to increase by 5% to 8% over FY25, reaching $13.52 - $13.90[8] - Free cash flow is projected to be between $9.8 billion and $10.5 billion[8] - At least $9.3 billion of cash is expected to be returned to shareholders, a 12% or $1 billion increase over FY25[29]

Financial Performance - Q4 FY25 - Total revenues reached $176 billion, a 45% increase in local currency and 7% in USD[4] - Adjusted earnings per share (EPS) increased by 9% to $303, excluding business optimization impacts[6] - Adjusted operating margin increased by 10 bps to 151%, excluding business optimization impacts[7] Financial Performance - Full Year FY25 - Total revenues reached $697 billion, a 7% increase in both local currency and USD[13] - Adjusted earnings per share (EPS) increased by 8% to $1293, excluding business optimization impacts[13] - Adjusted operating margin increased by 10 bps to 156%, excluding business optimization impacts[14] - Free cash flow was $109 billion[15] Strategic Priorities & Growth Areas - Cloud revenue reached approximately $39 billion with 12% growth[17] - Industry X revenue reached $9 billion with 10% growth[17] - Security revenue reached $10 billion with 16% growth[17] - GenAI bookings almost doubled to $59 billion, and revenues tripled to $27 billion[22, 31] Returning Value to Shareholders - Dividends paid totaled $37 billion, or $592 per share, a 15% increase over the fiscal year 2024 quarterly dividend rate[15] - Share repurchases amounted to $46 billion[21] - The company plans to return at least $93 billion of cash to shareholders in FY26, a 12% or $1 billion increase compared to FY25[25] FY26 Outlook - Revenue growth in local currency is projected to be between 2% and 5%[23] - Adjusted earnings per share are expected to be between $1352 and $1390, a 5% to 8% increase over FY25[23]