| Metric | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 |
|---|---|---|---|---|---|
| Revenue | 2.4B +15.9% | 2.0B +13.3% | 1.8B +7.1% | 1.7B +6.6% | 1.6B |
| Cost of Revenue | 1.4B +14.6% | 1.3B +11.8% | 1.1B +5.9% | 1.1B +6.0% | 1.0B |
| Gross Profit | 927.8M +17.9% | 787.1M +15.8% | 679.9M +9.2% | 622.8M +7.5% | 579.2M |
| Operating Expenses | 522.7M +11.8% | 467.5M +1.6% | 460.0M +4.8% | 438.8M +4.8% | 418.8M |
| R&D | 236.6M +9.3% | 216.4M +16.3% | 186.0M +12.2% | 165.7M +7.0% | 154.9M |
| SG&A | 304.7M +14.4% | 266.4M -0.5% | 267.6M +3.5% | 258.5M +2.5% | 252.1M |
| Operating Income | 405.1M +26.8% | 319.6M +45.3% | 220.0M +19.6% | 184.0M +14.7% | 160.4M |
| EBITDA | 560.8M +9.8% | 510.5M +31.8% | 387.3M +19.3% | 324.6M +4.3% | 311.2M |
| Net Income | 381.6M +61.6% | 236.2M +30.0% | 181.7M +26.3% | 143.8M -36.1% | 225.2M |
| EPS (Basic) | $1.96 +59.3% | $1.23 +21.8% | $1.01 +16.1% | $0.87 -29.8% | $1.24 |
| EPS (Diluted) | $1.90 +59.7% | $1.19 +22.7% | $0.97 +27.6% | $0.76 -36.1% | $1.19 |
| Shares (Diluted) | 202.0M +0.1% | 201.7M +2.7% | 196.4M +1.9% | 192.8M +1.1% | 190.7M |