| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B +10.8% | 2.5B -1.0% | 2.5B -4.9% | 2.6B +4.4% | 2.5B |
| Cost of Revenue | 2.1B +9.0% | 1.9B -4.5% | 2.0B -2.2% | 2.0B +5.3% | 1.9B |
| Gross Profit | 684.7M +17.0% | 585.3M +12.7% | 519.4M -14.0% | 603.8M +1.8% | 593.3M |
| Operating Expenses | 200.0M -14.6% | 234.3M -24.9% | 311.9M +56.9% | 198.8M -2.4% | 203.7M |
| R&D | 25.7M +44.4% | 17.8M -35.0% | 27.4M +21.8% | 22.5M +59.6% | 14.1M |
| SG&A | 169.3M -21.6% | 215.9M +23.6% | 174.7M +0.9% | 173.2M +0.0% | 173.2M |
| Operating Income | 484.7M +38.1% | 351.0M +69.2% | 207.5M -48.8% | 405.0M +4.0% | 389.6M |
| EBITDA | 586.8M +28.9% | 455.2M +24.5% | 365.5M -30.6% | 526.4M +1.0% | 521.2M |
| Net Income | 362.1M +39.3% | 259.9M +6.3% | 244.6M -21.3% | 310.9M +15.9% | 268.3M |
| EPS (Basic) | $0.92 +41.5% | $0.65 +8.3% | $0.60 -21.1% | $0.76 +16.9% | $0.65 |
| EPS (Diluted) | $0.90 +40.6% | $0.64 +8.5% | $0.59 -21.3% | $0.75 +17.2% | $0.64 |
| Shares (Diluted) | 404.5M -1.3% | 409.9M -0.4% | 411.4M -1.0% | 415.7M -1.1% | 420.5M |