| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 8.5B +14.5% | 7.5B +5.6% | 7.1B +1.0% | 7.0B -0.6% | 7.0B |
| Cost of Revenue | 5.7B +18.3% | 4.8B +7.7% | 4.5B +3.3% | 4.3B -2.7% | 4.4B |
| Gross Profit | 2.9B +7.7% | 2.7B +2.1% | 2.6B -2.9% | 2.7B +3.0% | 2.6B |
| Operating Expenses | 1.5B -1.1% | 1.5B +22.1% | 1.2B -7.3% | 1.3B -2.5% | 1.3B |
| R&D | 227.0M +7.6% | 211.0M +3.9% | 203.0M +0.0% | 203.0M +5.7% | 192.0M |
| SG&A | 1.2B -2.6% | 1.3B +25.8% | 1.0B -8.7% | 1.1B -3.8% | 1.1B |
| Operating Income | 1.4B +18.8% | 1.2B -15.4% | 1.4B +1.4% | 1.4B +8.8% | 1.3B |
| EBITDA | 1.8B +24.0% | 1.4B -12.0% | 1.6B +1.0% | 1.6B +7.1% | 1.5B |
| Net Income | 823.0M -5.1% | 867.0M -23.5% | 1.1B +12.1% | 1.0B +2.8% | 983.0M |
| EPS (Basic) | $2.11 -5.4% | $2.23 -23.6% | $2.92 +12.3% | $2.60 +3.2% | $2.52 |
| EPS (Diluted) | $2.11 -5.0% | $2.22 -23.2% | $2.89 +11.6% | $2.59 +3.2% | $2.51 |
| Shares (Diluted) | 389.5M +0.3% | 388.2M -0.7% | 391.1M +0.3% | 390.1M -0.3% | 391.4M |