| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 12.6B +12.8% | 11.2B -2.6% | 11.5B +0.8% | 11.4B +2.0% | 11.1B |
| Cost of Revenue | 5.3B +8.9% | 4.9B -0.7% | 4.9B -3.0% | 5.1B +4.6% | 4.9B |
| Gross Profit | 7.3B +15.8% | 6.3B -4.0% | 6.5B +3.9% | 6.3B +0.1% | 6.3B |
| Operating Expenses | 5.6B +13.1% | 4.9B +15.0% | 4.3B +1.2% | 4.2B +0.0% | 4.2B |
| R&D | 892.0M +16.3% | 767.0M +4.4% | 735.0M -4.0% | 766.0M +5.7% | 725.0M |
| SG&A | 4.0B +7.6% | 3.7B +19.5% | 3.1B +2.6% | 3.1B -1.3% | 3.1B |
| Operating Income | 1.7B +25.9% | 1.3B -40.2% | 2.3B +9.4% | 2.1B +0.2% | 2.1B |
| EBITDA | 2.8B +28.2% | 2.1B -29.4% | 3.0B +6.8% | 2.8B +0.7% | 2.8B |
| Net Income | 928.0M -13.8% | 1.1B -39.4% | 1.8B +8.0% | 1.6B -7.6% | 1.8B |
| EPS (Basic) | $0.53 -14.5% | $0.62 -38.0% | $1.00 +6.4% | $0.94 -7.8% | $1.02 |
| EPS (Diluted) | $0.53 -13.1% | $0.61 -40.8% | $1.03 +9.6% | $0.94 -6.9% | $1.01 |
| Shares (Diluted) | 1.7B -0.2% | 1.7B +1.8% | 1.7B -1.9% | 1.7B -0.1% | 1.8B |