Says Q4 driven by strength in both cloud infrastructure and cloud apps businesses. Says unprecedented level of remaining performance obligations provides exceptional visibility into our future revenue growth. Says expects 12% of remaining performance obligations to be recognized in the next 12 months, and another 34% between 13 and 36 months. Says customers ready to implement enterprise grade, complete agentic solutions to help run their businesses. Says over the past year, delivered more than 1000 AI agents across application suites. Says simplifying how customers consume and pay for agentic capabilities. Says customers can also purchase additional agentic capacity in a simple, predictable way by purchasing bundles of tokens that can be used across application suites. Says in Q4 started a limited rollout of token bundles and had 33 customers. Says signed $67B in AI infrastructure contracts this quarter. Says global GPU utilization rate is 97.5%. Says expected FY27 net cash outlay for capital expenditures is around $70B. Says expects to raise around $40B in debt and equity in FY27. Says while investments are creating pressure on the near term to gross margins in its infrastructure business, the company expects margin performance in infrastructure to improve rapidly as it reaches full contractual revenue levels at data centers. Comments and guidance taken from Q4 earnings conference call.Introducing TipRanks MCP for Agents Deliver institutional-grade market data directly into Claude, ChatGPT, Cursor, and other MCP-compatible AI tools. Designed for personal research, portfolio monitoring, and AI-assisted investment workflows.