| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.0B +11.0% | 3.6B +14.7% | 3.2B +2.7% | 3.1B +6.8% | 2.9B |
| Cost of Revenue | 1.3B +11.0% | 1.2B +6.1% | 1.1B -1.7% | 1.1B +4.0% | 1.1B |
| Gross Profit | 2.7B +11.0% | 2.4B +19.3% | 2.0B +5.3% | 1.9B +8.5% | 1.8B |
| Operating Expenses | 1.1B +3.3% | 1.1B +1.2% | 1.0B +5.2% | 996.6M +2.6% | 971.7M |
| R&D | 533.5M +4.7% | 509.3M +9.0% | 467.4M +0.1% | 467.0M +2.8% | 454.3M |
| SG&A | 397.3M +9.5% | 362.8M +5.1% | 345.3M +0.9% | 342.2M +5.1% | 325.7M |
| Operating Income | 1.6B +16.9% | 1.4B +38.4% | 997.0M +5.5% | 945.2M +15.5% | 818.0M |
| EBITDA | 2.1B +11.4% | 1.9B +21.8% | 1.5B +6.6% | 1.4B +10.0% | 1.3B |
| Net Income | 1.3B +13.9% | 1.2B +41.6% | 830.8M +5.5% | 787.7M +51.9% | 518.5M |
| EPS (Basic) | $2.76 +14.5% | $2.41 +41.8% | $1.70 +6.2% | $1.60 +52.4% | $1.05 |
| EPS (Diluted) | $2.74 +14.2% | $2.40 +42.0% | $1.69 +5.6% | $1.60 +53.8% | $1.04 |
| Shares (Diluted) | 488.8M -0.3% | 490.5M -0.2% | 491.7M -0.3% | 493.2M -0.7% | 496.7M |