| Schedule of Segment Reporting |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | Fiscal Quarter Ended | | Three Fiscal Quarters Ended | | | August 2, 2026 | | August 3, 2025 | | August 2, 2026 | | August 3, 2025 | | | | | | | | | | | | (In millions) | | Semiconductor solutions: | | | | | | | | | | Net revenue | | $ | 20,839 | | | $ | 9,166 | | | $ | 48,363 | | | $ | 25,786 | | | Cost of revenue | | 6,892 | | | 2,988 | | | 15,414 | | | 8,235 | | | Research and development | | 1,006 | | | 850 | | | 2,946 | | | 2,488 | | | Selling, general and administrative | | 171 | | | 111 | | | 449 | | | 334 | | | Operating income | | $ | 12,770 | | | $ | 5,217 | | | $ | 29,554 | | | $ | 14,729 | | | | | | | | | | | | Infrastructure software: | | | | | | | | | | Net revenue | | $ | 8,752 | | | $ | 6,786 | | | $ | 22,726 | | | $ | 20,086 | | | Cost of revenue | | 508 | | | 465 | | | 1,507 | | | 1,431 | | | Research and development | | 545 | | | 627 | | | 1,723 | | | 1,944 | | | Selling, general and administrative | | 374 | | | 456 | | | 1,201 | | | 1,364 | | | Operating income | | $ | 7,325 | | | $ | 5,238 | | | $ | 18,295 | | | $ | 15,347 | | | | | | | | | | | | Total: | | | | | | | | | | Net revenue | | $ | 29,591 | | | $ | 15,952 | | | $ | 71,089 | | | $ | 45,872 | | | Cost of revenue | | 7,400 | | | 3,453 | | | 16,921 | | | 9,666 | | | Research and development | | 1,551 | | | 1,477 | | | 4,669 | | | 4,432 | | | Selling, general and administrative | | 545 | | | 567 | | | 1,650 | | | 1,698 | | Unallocated expenses: | | | | | | | | | | Stock-based compensation | | 2,019 | | | 2,322 | | | 6,287 | | | 5,373 | | | Amortization of acquisition-related intangible assets | | 2,006 | | | 2,026 | | | 5,942 | | | 6,010 | | | Restructuring and other charges | | 115 | | | 213 | | | 312 | | | 513 | | Acquisition-related costs | | — | | | 7 | | | 2 | | | 204 | | | Operating income | | $ | 15,955 | | | $ | 5,887 | | | $ | 35,306 | | | $ | 17,976 | |
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