| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.1B +1.5% | 2.0B +10.7% | 1.8B -2.9% | 1.9B +10.4% | 1.7B |
| Cost of Revenue | 437.5M +8.1% | 404.7M +11.0% | 364.5M -6.3% | 389.2M +17.3% | 331.7M |
| Gross Profit | 1.6B -0.1% | 1.6B +10.6% | 1.5B -2.0% | 1.5B +8.8% | 1.4B |
| Operating Expenses | 938.0M -1.8% | 955.2M +5.4% | 906.5M +0.7% | 900.6M +6.3% | 847.3M |
| R&D | 213.4M -5.2% | 225.0M +5.1% | 214.0M +4.4% | 205.0M +1.3% | 202.4M |
| SG&A | 724.6M -0.8% | 730.2M +5.4% | 692.5M +0.9% | 686.6M +6.5% | 644.9M |
| Operating Income | 702.9M +2.2% | 688.0M +18.9% | 578.6M -5.9% | 615.2M +12.7% | 545.9M |
| EBITDA | 1.0B +62.5% | 635.2M -10.9% | 712.6M -4.3% | 745.0M -10.3% | 830.3M |
| Net Income | 635.5M +4.8% | 606.3M +13.4% | 534.5M +5.6% | 506.0M +6.8% | 473.9M |
| EPS (Basic) | $0.87 +4.8% | $0.83 +15.3% | $0.72 +5.9% | $0.68 +7.9% | $0.63 |
| EPS (Diluted) | $0.86 +4.9% | $0.82 +13.9% | $0.72 +5.9% | $0.68 +9.7% | $0.62 |
| Shares (Diluted) | 742.6M +0.4% | 739.9M -0.4% | 742.8M -0.7% | 747.7M -1.8% | 761.2M |