| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.6B +3.6% | 4.5B +10.4% | 4.0B +2.0% | 4.0B +14.8% | 3.4B |
| Cost of Revenue | 2.2B +3.0% | 2.1B +5.8% | 2.0B +2.9% | 1.9B +14.7% | 1.7B |
| Gross Profit | 2.4B +4.2% | 2.3B +14.8% | 2.0B +1.2% | 2.0B +14.8% | 1.8B |
| Operating Expenses | 2.0B -8.6% | 2.2B +15.7% | 1.9B +1.1% | 1.9B +24.8% | 1.5B |
| R&D | 499.0M -6.7% | 535.0M +34.4% | 398.0M -5.0% | 419.0M +18.0% | 355.0M |
| SG&A | 1.2B -12.4% | 1.4B +15.4% | 1.2B -0.8% | 1.2B +21.6% | 976.0M |
| Operating Income | 442.0M +183.3% | 156.0M +3.3% | 151.0M +2.7% | 147.0M -43.0% | 258.0M |
| EBITDA | 821.0M +90.0% | 432.0M -11.7% | 489.0M -0.4% | 491.0M +1.7% | 483.0M |
| Net Income | 465.0M +133.7% | 199.0M +8.7% | 183.0M -14.1% | 213.0M -12.3% | 243.0M |
| EPS (Basic) | $1.07 +132.6% | $0.46 +9.5% | $0.42 -14.3% | $0.49 -14.0% | $0.57 |
| EPS (Diluted) | $1.06 +130.4% | $0.46 +9.5% | $0.42 -12.5% | $0.48 -12.7% | $0.55 |
| Shares (Diluted) | 440.3M +0.2% | 439.3M -0.7% | 442.3M -0.2% | 443.0M +0.3% | 441.8M |