| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 9.1B +15.2% | 7.9B +12.8% | 7.0B +3.1% | 6.8B -6.9% | 7.3B |
| Cost of Revenue | 4.5B +14.3% | 4.0B +10.8% | 3.6B +1.2% | 3.5B -5.5% | 3.7B |
| Gross Profit | 4.6B +16.2% | 3.9B +14.9% | 3.4B +5.2% | 3.3B -8.3% | 3.6B |
| Operating Expenses | 1.5B +6.1% | 1.4B -11.2% | 1.6B +3.3% | 1.6B +16.9% | 1.3B |
| R&D | 1.1B +7.1% | 1.0B +10.7% | 928.0M +1.2% | 917.0M +1.8% | 901.0M |
| SG&A | 411.0M +3.5% | 397.0M -3.4% | 411.0M -9.7% | 455.0M +6.3% | 428.0M |
| Operating Income | 3.1B +21.9% | 2.5B +37.8% | 1.8B +7.0% | 1.7B -23.3% | 2.2B |
| EBITDA | 3.2B +21.4% | 2.7B +19.6% | 2.2B +10.8% | 2.0B -14.5% | 2.3B |
| Net Income | 2.5B -9.6% | 2.8B +38.5% | 2.0B +6.8% | 1.9B +6.6% | 1.8B |
| EPS (Basic) | $3.20 -9.3% | $3.53 +38.4% | $2.55 +6.7% | $2.39 +7.2% | $2.23 |
| EPS (Diluted) | $3.17 -9.7% | $3.51 +38.2% | $2.54 +7.2% | $2.37 +6.8% | $2.22 |
| Shares (Diluted) | 800.0M +0.1% | 799.0M +0.0% | 799.0M +0.0% | 799.0M -0.4% | 802.0M |