| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.3B +10.6% | 1.2B +6.4% | 1.1B -12.2% | 1.2B +61.4% | 773.7M |
| Cost of Revenue | 298.3M +43.7% | 207.5M -22.5% | 267.7M +35.7% | 197.2M +38.9% | 142.0M |
| Gross Profit | 992.7M +3.4% | 959.7M +15.7% | 829.3M -21.2% | 1.1B +66.5% | 631.7M |
| Operating Expenses | 761.2M +10.2% | 691.0M -0.9% | 697.6M +2.0% | 683.8M +5.5% | 647.9M |
| R&D | 413.1M +13.2% | 364.9M -2.0% | 372.2M +3.7% | 358.8M +10.9% | 323.6M |
| SG&A | 347.9M +7.9% | 322.6M -0.9% | 325.4M +1.0% | 322.1M -0.4% | 323.3M |
| Operating Income | 231.4M -13.8% | 268.6M +103.9% | 131.7M -64.2% | 368.0M +2371.6% | -16199000 |
| EBITDA | 245.3M -13.1% | 282.2M +94.3% | 145.2M -62.0% | 381.8M +17030.6% | -2255000 |
| Net Income | 164.5M -20.1% | 206.0M +10.5% | 186.4M -25.8% | 251.1M +447.6% | -72228000 |
| EPS (Basic) | $1.23 -20.6% | $1.55 +9.9% | $1.41 -26.2% | $1.91 +447.3% | $-0.55 |
| EPS (Diluted) | $1.21 -19.9% | $1.51 +14.4% | $1.32 -28.3% | $1.84 +434.5% | $-0.55 |
| Shares (Diluted) | 138.3M +0.0% | 138.2M -2.0% | 141.1M +2.7% | 137.3M +5.1% | 130.6M |