| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 20.7B +0.7% | 20.5B +18.0% | 17.4B -9.0% | 19.1B +8.5% | 17.6B |
| Cost of Revenue | 13.3B +4.3% | 12.8B +13.0% | 11.3B -15.0% | 13.3B +14.0% | 11.7B |
| Gross Profit | 7.3B -5.3% | 7.8B +27.1% | 6.1B +4.9% | 5.8B -2.3% | 6.0B |
| Operating Expenses | 2.8B -11.4% | 3.1B +15.9% | 2.7B -26.2% | 3.6B +41.5% | 2.6B |
| R&D | 596.0M -3.2% | 616.0M +14.7% | 537.0M -4.4% | 562.0M +1.3% | 555.0M |
| SG&A | 1.8B -11.0% | 2.0B +11.1% | 1.8B -3.2% | 1.9B +3.0% | 1.8B |
| Operating Income | 4.6B -1.3% | 4.7B +35.8% | 3.4B +56.3% | 2.2B -35.4% | 3.4B |
| EBITDA | 5.2B -1.1% | 5.3B +31.0% | 4.0B +44.2% | 2.8B -29.6% | 4.0B |
| Net Income | 3.3B -8.5% | 3.6B +41.0% | 2.5B +6.1% | 2.4B +4.4% | 2.3B |
| EPS (Basic) | $7.16 -8.2% | $7.80 +41.8% | $5.50 +6.8% | $5.15 +4.9% | $4.91 |
| EPS (Diluted) | $7.13 -8.2% | $7.77 +42.0% | $5.47 +7.0% | $5.11 +4.7% | $4.88 |
| Shares (Diluted) | 460.9M -0.3% | 462.5M -0.7% | 465.8M -0.9% | 469.8M -0.2% | 470.8M |