| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B +20.5% | 3.0B +12.1% | 2.7B +8.9% | 2.5B +7.8% | 2.3B |
| Cost of Revenue | 1.3B +18.3% | 1.1B +9.0% | 1.0B +11.7% | 924.0M +12.9% | 818.1M |
| Gross Profit | 2.3B +21.7% | 1.9B +13.9% | 1.7B +7.2% | 1.6B +4.9% | 1.5B |
| Operating Expenses | 683.3M +28.4% | 532.3M +2.6% | 519.0M -2.2% | 530.9M +3.7% | 512.0M |
| R&D | 486.9M +39.8% | 348.2M +1.3% | 343.7M -1.3% | 348.4M +6.9% | 326.0M |
| SG&A | 196.4M +6.7% | 184.1M +5.0% | 175.3M -3.9% | 182.5M -1.9% | 186.0M |
| Operating Income | 1.6B +19.2% | 1.4B +19.0% | 1.2B +12.1% | 1.0B +5.6% | 978.2M |
| EBITDA | 1.7B +18.9% | 1.4B +18.7% | 1.2B +11.9% | 1.1B +5.4% | 1.0B |
| Net Income | 1.6B +28.7% | 1.2B +18.6% | 1.0B +7.0% | 955.8M +12.1% | 853.0M |
| EPS (Basic) | $1.24 +29.2% | $0.96 +18.5% | $0.81 +6.6% | $0.76 +11.8% | $0.68 |
| EPS (Diluted) | $1.22 +28.4% | $0.95 +18.7% | $0.80 +6.7% | $0.75 +11.9% | $0.67 |
| Shares (Diluted) | 1.3B +0.2% | 1.3B +0.2% | 1.3B -0.2% | 1.3B -0.1% | 1.3B |