| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.3B +5.3% | 6.0B -13.0% | 6.8B +13.0% | 6.1B +2.0% | 5.9B |
| Cost of Revenue | 2.7B +12.5% | 2.4B -17.8% | 2.9B +13.5% | 2.5B +4.8% | 2.4B |
| Gross Profit | 3.6B +0.6% | 3.6B -9.5% | 4.0B +12.6% | 3.5B +0.0% | 3.5B |
| Operating Expenses | 2.5B +10.5% | 2.2B -8.8% | 2.5B +4.0% | 2.4B -14.3% | 2.8B |
| R&D | 412.0M +6.5% | 387.0M -11.6% | 438.0M +15.9% | 378.0M -6.2% | 403.0M |
| SG&A | 2.1B +11.4% | 1.9B -8.2% | 2.0B +1.8% | 2.0B -15.6% | 2.4B |
| Operating Income | 1.1B -16.1% | 1.3B -10.5% | 1.5B +30.2% | 1.2B +51.8% | 760.0M |
| EBITDA | 1.8B -9.4% | 2.0B -7.2% | 2.1B +19.7% | 1.8B +29.5% | 1.4B |
| Net Income | 870.0M -15.5% | 1.0B -14.0% | 1.2B +31.8% | 908.0M +63.6% | 555.0M |
| EPS (Basic) | $1.23 -15.2% | $1.45 -14.2% | $1.69 +32.0% | $1.28 +66.2% | $0.77 |
| EPS (Diluted) | $1.23 -15.2% | $1.45 -13.7% | $1.68 +32.3% | $1.27 +64.9% | $0.77 |
| Shares (Diluted) | 707.6M -0.5% | 711.2M +0.1% | 710.8M -0.4% | 713.7M -0.8% | 719.1M |