- 0
- 9
What changed
Each line against the same period a year earlier, as the company reported both in its latest filing. The math is under every line.
Latest quarter vs the same quarter a year earlier
10-Q filed 2026-08-27 ↗| Quarter ended | 2025-07-31 | 2026-07-31 | Change |
|---|---|---|---|
| Revenue(11,345 − 10,236) ÷ |10,236| × 100 = +10.8% ($ millions) | $10.2B | $11.3B | +10.8% |
| Operating income(2,331 − 2,332) ÷ |2,332| × 100 = 0.0% ($ millions) | $2.3B | $2.3B | 0.0% |
| Net income(3,526 − 1,887) ÷ |1,887| × 100 = +86.9% ($ millions) | $1.9B | $3.5B | +86.9% |
| Diluted earnings per share(4.29 − 1.96) ÷ |1.96| × 100 = +118.9% ($ a share) | $1.96 | $4.29 | +118.9% |
| Diluted share count (weighted)(821 − 962) ÷ |962| × 100 = −14.7% (millions of shares) | 962.0M | 821.0M | −14.7% |
| Research and development(1,687 − 1,481) ÷ |1,481| × 100 = +13.9% ($ millions) | $1.5B | $1.7B | +13.9% |
Latest fiscal year vs the year before
10-K filed 2026-03-02 ↗| Year ended | 2025-01-31 | 2026-01-31 | Change |
|---|---|---|---|
| Revenue(41,525 − 37,895) ÷ |37,895| × 100 = +9.6% ($ millions) | $37.9B | $41.5B | +9.6% |
| Operating income(8,331 − 7,205) ÷ |7,205| × 100 = +15.6% ($ millions) | $7.2B | $8.3B | +15.6% |
| Net income(7,457 − 6,197) ÷ |6,197| × 100 = +20.3% ($ millions) | $6.2B | $7.5B | +20.3% |
| Diluted earnings per share(7.80 − 6.36) ÷ |6.36| × 100 = +22.6% ($ a share) | $6.36 | $7.80 | +22.6% |
| Diluted share count (weighted)(956 − 974) ÷ |974| × 100 = −1.8% (millions of shares) | 974.0M | 956.0M | −1.8% |
| Research and development(5,993 − 5,493) ÷ |5,493| × 100 = +9.1% ($ millions) | $5.5B | $6.0B | +9.1% |
| Operating cash flow(14,996 − 13,092) ÷ |13,092| × 100 = +14.5% ($ millions) | $13.1B | $15.0B | +14.5% |
Metrics from the filings
Each value carries the period it covers and the form it was reported in.
| Metric | Value | Period end | Form |
|---|---|---|---|
| Revenue | $41.5B | 2026-01-31 | 10-K |
| Net income | $7.5B | 2026-01-31 | 10-K |
| Operating cash flow | $15.0B | 2026-01-31 | 10-K |
| Research and development | $6.0B | 2026-01-31 | 10-K |
| Total assets | $112.3B | 2026-01-31 | 10-K |
| Cash and cash equivalents | $7.3B | 2026-01-31 | 10-K |
| Shares outstanding | 823.0M | 2026-08-20 | 10-Q |
| Revenue | $11.3B | 2026-07-31 | 10-Q |
| Net income | $3.5B | 2026-07-31 | 10-Q |
| Revenue, prior year | $37.9B | 2025-01-31 | 10-K |
| Net income, prior year | $6.2B | 2025-01-31 | 10-K |
| Revenue, same quarter prior year | $10.2B | 2025-07-31 | 10-Q |
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