| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +13.6% | 1.9B +4.4% | 1.8B +11.1% | 1.7B +18.0% | 1.4B |
| Cost of Revenue | 240.8M +6.6% | 225.8M +10.9% | 203.6M +11.0% | 183.5M +5.0% | 174.9M |
| Gross Profit | 1.9B +14.5% | 1.7B +3.6% | 1.6B +11.2% | 1.5B +19.9% | 1.2B |
| Operating Expenses | 235.1M +15.5% | 203.6M +2.4% | 198.9M -0.1% | 199.2M +31.7% | 151.2M |
| R&D | 101.8M +1.9% | 99.9M +6.2% | 94.1M +14.5% | 82.2M +87.5% | 43.9M |
| SG&A | 133.3M +28.5% | 103.7M -1.0% | 104.8M -10.4% | 117.0M +9.0% | 107.3M |
| Operating Income | 1.7B +14.4% | 1.5B +3.8% | 1.4B +12.9% | 1.3B +18.2% | 1.1B |
| EBITDA | 1.7B +14.2% | 1.5B +3.6% | 1.5B +12.7% | 1.3B +17.4% | 1.1B |
| Net Income | 1.4B +13.6% | 1.3B +5.1% | 1.2B +9.4% | 1.1B +31.9% | 835.5M |
| EPS (Basic) | $4.31 +14.3% | $3.77 +5.6% | $3.57 +9.5% | $3.26 +32.0% | $2.47 |
| EPS (Diluted) | $4.30 +14.4% | $3.76 +5.6% | $3.56 +9.9% | $3.24 +32.2% | $2.45 |
| Shares (Diluted) | 334.8M -0.7% | 337.0M -0.5% | 338.7M -0.3% | 339.8M -0.3% | 341.0M |