| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +7.5% | 1.5B +2.4% | 1.4B +7.6% | 1.3B +5.0% | 1.3B |
| Cost of Revenue | 239.3M +11.5% | 214.5M +13.7% | 188.8M +3.6% | 182.2M -1.1% | 184.2M |
| Gross Profit | 1.3B +6.8% | 1.3B +0.7% | 1.3B +8.2% | 1.2B +6.0% | 1.1B |
| Operating Expenses | 894.8M +8.0% | 828.3M +5.1% | 788.0M +7.8% | 731.3M -13.9% | 849.5M |
| R&D | 531.3M +4.5% | 508.4M +9.4% | 464.6M +9.8% | 423.0M -4.3% | 442.1M |
| SG&A | 329.6M +10.0% | 299.7M -3.3% | 310.0M +14.6% | 270.6M +0.4% | 269.6M |
| Operating Income | 450.3M +4.4% | 431.3M -6.9% | 463.3M +8.9% | 425.4M +75.9% | 241.8M |
| EBITDA | 567.0M +9.9% | 515.9M -2.6% | 529.8M +4.0% | 509.5M +20.1% | 424.1M |
| Net Income | 367.1M +9.4% | 335.7M -13.5% | 388.1M +35.2% | 287.1M +79.4% | 160.1M |
| EPS (Basic) | $1.34 +8.9% | $1.23 -14.0% | $1.43 +34.9% | $1.06 +79.7% | $0.59 |
| EPS (Diluted) | $1.33 +8.1% | $1.23 -13.4% | $1.42 +35.2% | $1.05 +78.0% | $0.59 |
| Shares (Diluted) | 276.2M +0.9% | 273.7M +0.3% | 272.9M -0.3% | 273.8M +0.3% | 272.9M |