Total Revenue

+20% " "

Total Revenue increased from USD 12,487 million in Q2 2024 to USD 15,004 million in Q2 2025, driven by robust growth in both Semiconductor Solutions and Infrastructure Software segments, building on the prior period’s lower revenue base. " "

Semiconductor Solutions

+17% " "

Semiconductor Solutions revenue grew from USD 7,202 million to USD 8,408 million, fueled by sustained demand for AI and networking solutions, continuing the momentum seen in the previous period while further expanding market share. " "

Infrastructure Software

+25% " "

Revenue in the Infrastructure Software segment increased from USD 5,285 million to USD 6,596 million, largely due to stronger adoption of VMware-enabled offerings and a transition to subscription models that built on integration progress from the prior period. " "

Operating Income

+96% " "

Operating Income nearly doubled, rising from USD 2,965 million to USD 5,829 million, driven by higher revenue, significantly improved product mix, and marked cost efficiencies compared to Q2 2024, resulting in strong margin expansion. " "

Net Income

+134% " "

Net Income surged from USD 2,121 million to USD 4,965 million, reflecting robust profitability improvements from higher gross margins, disciplined cost management, and reduced expense pressures relative to the previous period. " "

Total Operating Expenses

Decrease from USD 4,811 million to USD 4,368 million " "

Total Operating Expenses declined by cost-saving measures, including reductions in restructuring charges and SG&A costs, enabling improved efficiency even as the revenue base grew compared to Q2 2024. " "