| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 13.4B +39.1% | 9.6B -22.5% | 12.4B +3.1% | 12.0B -5.8% | 12.8B |
| Cost of Revenue | 8.3B +31.6% | 6.3B -20.9% | 7.9B +4.9% | 7.6B -0.5% | 7.6B |
| Gross Profit | 5.1B +53.2% | 3.3B -25.1% | 4.5B +0.0% | 4.4B -13.7% | 5.2B |
| Operating Expenses | 2.1B +18.1% | 1.8B -21.5% | 2.3B +10.2% | 2.1B +1.0% | 2.0B |
| R&D | 583.0M +5.2% | 554.0M -18.5% | 680.0M +22.3% | 556.0M +1.3% | 549.0M |
| SG&A | 1.2B +24.4% | 972.0M -23.8% | 1.3B +4.8% | 1.2B +1.7% | 1.2B |
| Operating Income | 3.0B +93.2% | 1.6B -28.9% | 2.2B -8.6% | 2.4B -23.3% | 3.1B |
| EBITDA | 3.6B +67.8% | 2.1B -21.9% | 2.7B -7.1% | 3.0B -19.5% | 3.7B |
| Net Income | 1.8B +170.2% | 655.0M -38.2% | 1.1B -16.6% | 1.3B -29.4% | 1.8B |
| EPS (Basic) | $6.57 +170.4% | $2.43 -38.3% | $3.94 -17.2% | $4.76 -28.4% | $6.65 |
| EPS (Diluted) | $6.55 +170.7% | $2.42 -38.4% | $3.93 -17.3% | $4.75 -28.5% | $6.64 |
| Shares (Diluted) | 270.8M -0.0% | 270.9M -0.1% | 271.3M -0.0% | 271.4M -0.1% | 271.8M |