v3.26.1
Segment, Geographic, and Significant Customer Information (Tables)
 3 Months Ended
Jul. 31, 2026
Segment Reporting [Abstract]  
Schedule of Financial Information by Segment

Financial information by segment is as follows (in millions):

 

 

Three Months Ended July 31, 2026

 

 

Hybrid Cloud

 

 

Public Cloud

 

 

Total

 

Product revenues

$

987

 

 

$

—

 

 

$

987

 

Support revenues

 

720

 

 

 

—

 

 

 

720

 

Professional and other services revenues

 

112

 

 

 

—

 

 

 

112

 

Public cloud revenues

 

—

 

 

 

206

 

 

 

206

 

     Net revenues

 

1,819

 

 

 

206

 

 

 

2,025

 

Cost of product revenues

 

448

 

 

 

—

 

 

 

448

 

Cost of support revenues

 

49

 

 

 

—

 

 

 

49

 

Cost of professional and other services revenues

 

71

 

 

 

—

 

 

 

71

 

Cost of public cloud revenues

 

—

 

 

 

28

 

 

 

28

 

     Segment cost of revenues

 

568

 

 

 

28

 

 

 

596

 

         Segment gross profit

$

1,251

 

 

$

178

 

 

$

1,429

 

            Unallocated cost of revenues1

 

 

 

 

 

 

 

(10

)

   Operating expenses

 

 

 

 

 

 

 

(935

)

   Other expense, net

 

 

 

 

 

 

 

—

 

                   Income before income taxes

 

 

 

 

 

 

$

484

 

1 Unallocated cost of revenues are composed of $7 million of stock-based compensation expense and $3 million of amortization of intangible assets.

 

 

 

Three Months Ended July 25, 2025

 

 

Hybrid Cloud

 

 

Public Cloud

 

 

Total

 

Product revenues

$

654

 

 

$

—

 

 

$

654

 

Support revenues

 

647

 

 

 

—

 

 

 

647

 

Professional and other services revenues

 

97

 

 

 

—

 

 

 

97

 

Public cloud revenues

 

—

 

 

 

161

 

 

 

161

 

     Net revenues

 

1,398

 

 

 

161

 

 

 

1,559

 

Cost of product revenues

 

301

 

 

 

—

 

 

 

301

 

Cost of support revenues

 

50

 

 

 

—

 

 

 

50

 

Cost of professional and other services revenues

 

68

 

 

 

—

 

 

 

68

 

Cost of public cloud revenues

 

—

 

 

 

32

 

 

 

32

 

     Segment cost of revenues

 

419

 

 

 

32

 

 

 

451

 

         Segment gross profit

$

979

 

 

$

129

 

 

$

1,108

 

            Unallocated cost of revenues1

 

 

 

 

 

 

 

(10

)

   Operating expenses

 

 

 

 

 

 

 

(789

)

   Other expense, net

 

 

 

 

 

 

 

(5

)

                   Income before income taxes

 

 

 

 

 

 

$

304

 

1 Unallocated cost of revenues are composed of $7 million of stock-based compensation expense and $3 million of amortization of intangible assets.

 

 
Schedule of Hybrid Cloud Segment Net Revenues By Storage Category

Hybrid Cloud Segment Net Revenues by Storage Category are as follows (in millions):

 

 

 

Three Months Ended

 

 

 

July 31, 2026

 

 

July 25, 2025

 

All-flash revenues

 

$

1,309

 

 

$

893

 

Hybrid-flash and other revenues

 

 

510

 

 

 

505

 

Hybrid Cloud segment net revenues

 

$

1,819

 

 

$

1,398

 
Schedule of Revenues by Geographic Region

Revenues summarized by geographic region are as follows (in millions):

 

 

 

Three Months Ended

 

 

 

July 31, 2026

 

 

July 25, 2025

 

United States, Canada and Latin America (Americas)

 

$

978

 

 

$

791

 

Europe, Middle East and Africa (EMEA)

 

 

668

 

 

 

503

 

Asia Pacific (APAC)

 

 

379

 

 

 

265

 

Net revenues

 

$

2,025

 

 

$

1,559

 
Schedule of Revenues from Significant Customers

Two customers, each of which is a distributor, accounted for 10% or more of our net revenues:

 

 

 

Three Months Ended

 

 

 

July 31, 2026

 

 

July 25, 2025

 

Customer A

 

 

20

%

 

 

23

%

Customer B

 

 

21

%

 

 

21

%
Schedule of Net Accounts Receivable from Significant Customers

One customer, which is a distributor, accounted for 10% or more of accounts receivable:

 

 

 

July 31, 2026

 

 

April 24, 2026

 

Customer B

 

 

18

%

 

 

18

%