| Metric | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 |
|---|---|---|---|---|---|
| Revenue | 43.8B +31.3% | 33.4B +23.6% | 27.0B -9.3% | 29.8B +27.4% | 23.4B |
| Cost of Revenue | 36.1B +35.3% | 26.6B +24.5% | 21.4B -12.0% | 24.3B +31.9% | 18.4B |
| Gross Profit | 7.8B +15.6% | 6.7B +20.3% | 5.6B +2.7% | 5.4B +10.3% | 4.9B |
| Operating Expenses | 4.1B +13.4% | 3.6B +4.7% | 3.5B -5.4% | 3.7B -2.6% | 3.8B |
| R&D | 983.0M +23.3% | 797.0M +6.0% | 752.0M -4.2% | 785.0M -2.8% | 808.0M |
| SG&A | 3.1B +10.6% | 2.8B +4.4% | 2.7B -5.8% | 2.9B -2.5% | 3.0B |
| Operating Income | 3.7B +18.2% | 3.1B +45.9% | 2.1B +19.5% | 1.8B +52.2% | 1.2B |
| EBITDA | 4.4B +14.2% | 3.9B +34.4% | 2.9B +13.4% | 2.5B +33.2% | 1.9B |
| Net Income | 3.4B +52.2% | 2.3B +45.9% | 1.5B +33.0% | 1.2B +20.6% | 965.0M |
| EPS (Basic) | $5.30 +54.5% | $3.43 +48.5% | $2.31 +34.3% | $1.72 +23.7% | $1.39 |
| EPS (Diluted) | $5.24 +55.0% | $3.38 +48.2% | $2.28 +34.1% | $1.70 +24.1% | $1.37 |
| Shares (Diluted) | 656.0M -1.8% | 668.0M -1.8% | 680.0M -0.9% | 686.0M -2.3% | 702.0M |