| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +12.7% | 1.7B -10.8% | 1.9B -5.0% | 2.0B +31.5% | 1.5B |
| Cost of Revenue | 1.6B +9.2% | 1.4B -8.1% | 1.6B -7.6% | 1.7B +28.1% | 1.3B |
| Gross Profit | 318.6M +33.3% | 239.0M -24.0% | 314.6M +10.6% | 284.5M +56.4% | 181.9M |
| Operating Expenses | 118.7M -14.4% | 138.7M +7.0% | 129.7M +3.3% | 125.6M +39.6% | 89.9M |
| R&D | 39.8M -4.6% | 41.8M +13.7% | 36.7M -13.3% | 42.4M +0.8% | 42.0M |
| SG&A | 78.9M -18.6% | 97.0M +4.4% | 92.9M +11.7% | 83.2M +73.6% | 47.9M |
| Operating Income | 199.9M +99.3% | 100.3M -45.8% | 185.0M +16.4% | 158.9M +72.8% | 92.0M |
| EBITDA | 379.5M +39.9% | 271.2M -22.7% | 350.7M +8.7% | 322.5M +28.6% | 250.8M |
| Net Income | 174.9M +108.3% | 84.0M -51.3% | 172.5M +36.2% | 126.7M +130.1% | 55.1M |
| EPS (Basic) | $0.70 +105.9% | $0.34 -50.7% | $0.69 +35.3% | $0.51 +131.8% | $0.22 |
| EPS (Diluted) | $0.70 +112.1% | $0.33 -52.2% | $0.69 +35.3% | $0.51 +131.8% | $0.22 |
| Shares (Diluted) | 250.0M +0.2% | 249.6M -0.1% | 249.9M +0.6% | 248.3M +0.2% | 247.8M |