| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.3B -13.3% | 2.6B +11.4% | 2.3B -19.8% | 2.9B +17.9% | 2.5B |
| Cost of Revenue | 1.7B -13.6% | 2.0B +11.5% | 1.8B -19.2% | 2.2B +19.1% | 1.8B |
| Gross Profit | 565.4M -12.5% | 645.9M +11.1% | 581.4M -21.5% | 741.1M +14.6% | 646.5M |
| Operating Expenses | 449.3M -11.1% | 505.2M +0.9% | 500.7M -2.2% | 511.9M +3.4% | 494.9M |
| R&D | 121.9M -13.7% | 141.2M +6.5% | 132.6M +1.3% | 130.9M +6.4% | 123.0M |
| SG&A | 303.8M -9.5% | 335.7M -1.0% | 339.1M +7.2% | 316.3M -7.2% | 340.8M |
| Operating Income | 116.1M -17.5% | 140.7M +74.3% | 80.7M -64.8% | 229.2M +51.2% | 151.6M |
| EBITDA | 204.8M -13.3% | 236.1M +33.8% | 176.4M -51.4% | 363.1M +48.0% | 245.4M |
| Net Income | 50.0M -33.2% | 74.8M +42.7% | 52.4M -43.8% | 93.2M -69.2% | 302.7M |
| EPS (Basic) | $0.75 -30.6% | $1.08 +42.1% | $0.76 -41.1% | $1.29 -68.5% | $4.10 |
| EPS (Diluted) | $0.75 -30.6% | $1.08 +42.1% | $0.76 -41.1% | $1.29 -68.5% | $4.09 |
| Shares (Diluted) | 69.5M -2.4% | 71.2M -2.1% | 72.7M -1.8% | 74.0M -0.9% | 74.7M |