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Segment, Geographic, and Significant Customer Information (Tables)

3 Months Ended

Jul. 25, 2025

Segment Reporting [Abstract]

Schedule of Financial Information by Segment

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

	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
Segment gross margin		70.0	%			80.1	%			71.1	%
Unallocated cost of revenues1										10
Total gross profit									$	1,098
Total gross margin										70.4	%
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 26, 2024
	Hybrid Cloud				Public Cloud				Total
Product revenues	$	669			$	—			$	669
Support revenues		631				—				631
Professional and other services revenues		82				—				82
Public cloud revenues		—				159				159
Net revenues		1,382				159				1,541
Cost of product revenues		268				—				268
Cost of support revenues		50				—				50
Cost of professional and other services revenues		64				—				64
Cost of public cloud revenues		—				46				46
Segment cost of revenues		382				46				428
Segment gross profit	$	1,000			$	113			$	1,113
Segment gross margin		72.4	%			71.1	%			72.2	%
Unallocated cost of revenues1										15
Total gross profit									$	1,098
Total gross margin										71.3	%
1 Unallocated cost of revenues are composed of $7 million of stock-based compensation expense and $8 million of amortization of intangible assets.

Schedule of Revenues by Geographic Region

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

		Three Months Ended
		July 25, 2025				July 26, 2024
United States, Canada and Latin America (Americas)		$	791			$	763
Europe, Middle East and Africa (EMEA)			503				513
Asia Pacific (APAC)			265				265
Net revenues		$	1,559			$	1,541

Schedule of Cash, Cash Equivalents and Short-Term Investments

The following table presents cash, cash equivalents and short-term investments held in the U.S. and internationally in various foreign subsidiaries (in millions):

		July 25, 2025				April 25, 2025
U.S.		$	514			$	1,320
International			2,810				2,526
Total		$	3,324			$	3,846

Schedule of Property and Equipment, Net by Geographic Areas

The following table presents property and equipment information for geographic areas based on the physical location of the assets (in millions):

		July 25, 2025				April 25, 2025
U.S.		$	346			$	344
International			224				219
Total		$	570			$	563

Schedule of Revenues from Significant Customers

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

		Three Months Ended
		July 25, 2025				July 26, 2024
Arrow Electronics, Inc.			23	%			23	%
TD Synnex Corporation			21	%			22	%

Schedule of Net Accounts Receivable from Significant Customers

The following customers accounted for 10% or more of accounts receivable as of at least one of the dates presented:

		July 25, 2025				April 25, 2025
Arrow Electronics, Inc.			6	%			10	%
TD Synnex Corporation			15	%			27	%

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