| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 109.4B -1.6% | 111.2B -22.7% | 143.8B +40.3% | 102.5B +9.0% | 94.0B |
| Cost of Revenue | 54.6B -3.1% | 56.4B -24.3% | 74.5B +37.7% | 54.1B +7.6% | 50.3B |
| Gross Profit | 54.8B -0.0% | 54.8B -20.9% | 69.2B +43.2% | 48.3B +10.6% | 43.7B |
| Operating Expenses | 19.1B +0.9% | 18.9B +2.8% | 18.4B +15.5% | 15.9B +2.6% | 15.5B |
| R&D | 11.7B +2.7% | 11.4B +4.9% | 10.9B +22.8% | 8.9B +0.0% | 8.9B |
| SG&A | 7.3B -1.8% | 7.5B -0.2% | 7.5B +6.3% | 7.0B +6.0% | 6.7B |
| Operating Income | 35.7B -0.5% | 35.9B -29.4% | 50.9B +56.8% | 32.4B +15.0% | 28.2B |
| EBITDA | 39.0B -0.8% | 39.3B -27.3% | 54.1B +52.1% | 35.6B +14.6% | 31.0B |
| Net Income | 29.8B +0.7% | 29.6B -29.7% | 42.1B +53.3% | 27.5B +17.2% | 23.4B |
| EPS (Basic) | $2.03 +0.5% | $2.02 -29.1% | $2.85 +54.1% | $1.85 +17.8% | $1.57 |
| EPS (Diluted) | $2.02 +0.5% | $2.01 -29.2% | $2.84 +53.5% | $1.85 +17.8% | $1.57 |
| Shares (Diluted) | 14.7B -0.1% | 14.7B -0.6% | 14.8B -0.4% | 14.9B -0.6% | 14.9B |