| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +10.1% | 1.4B +5.6% | 1.4B +10.9% | 1.2B +8.3% | 1.1B |
| Cost of Revenue | 879.2M +9.7% | 801.5M +3.4% | 774.8M +8.2% | 716.3M +6.4% | 673.0M |
| Gross Profit | 691.6M +10.6% | 625.5M +8.4% | 577.2M +14.7% | 503.1M +11.1% | 452.8M |
| Operating Expenses | 453.7M +4.0% | 436.1M -23.0% | 566.7M +31.9% | 429.5M +2.3% | 420.0M |
| R&D | 237.9M +7.4% | 221.5M -3.3% | 228.9M +8.0% | 211.9M -1.4% | 214.9M |
| SG&A | 211.3M +1.5% | 208.1M -7.0% | 223.7M +6.9% | 209.3M +6.5% | 196.6M |
| Operating Income | 237.9M +25.6% | 189.4M +1705.5% | 10.5M -85.7% | 73.5M +123.9% | 32.8M |
| EBITDA | 273.4M +22.3% | 223.5M +2868.5% | 7.5M -93.2% | 111.0M +85.3% | 59.9M |
| Net Income | 218.2M +45.2% | 150.3M +671.1% | 19.5M -61.3% | 50.3M +460.9% | 9.0M |
| EPS (Basic) | $1.54 +45.3% | $1.06 +657.1% | $0.14 -60.0% | $0.35 +483.3% | $0.06 |
| EPS (Diluted) | $1.49 +44.7% | $1.03 +692.3% | $0.13 -62.9% | $0.35 +483.3% | $0.06 |
| Shares (Diluted) | 146.3M +0.4% | 145.8M +0.2% | 145.6M +0.7% | 144.5M -0.3% | 145.0M |