| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 13.3B +7.7% | 12.4B -2.6% | 12.7B +4.4% | 12.2B +10.5% | 11.0B |
| Cost of Revenue | 8.7B +9.5% | 7.9B -5.3% | 8.4B +7.7% | 7.8B +13.4% | 6.8B |
| Gross Profit | 4.7B +4.6% | 4.5B +2.7% | 4.4B -1.5% | 4.4B +5.8% | 4.2B |
| Operating Expenses | 2.0B -2.7% | 2.0B -21.8% | 2.6B +35.5% | 1.9B -0.8% | 1.9B |
| R&D | 460.0M +4.5% | 440.0M -1.8% | 448.0M +8.0% | 415.0M +15.6% | 359.0M |
| SG&A | 1.1B +4.3% | 1.1B +8.7% | 997.0M -16.6% | 1.2B +17.2% | 1.0B |
| Operating Income | 2.7B +10.6% | 2.4B +38.6% | 1.8B -29.7% | 2.5B +11.5% | 2.2B |
| EBITDA | 3.0B +8.5% | 2.8B +35.7% | 2.1B -26.3% | 2.8B +7.8% | 2.6B |
| Net Income | 2.4B +22.7% | 1.9B -24.7% | 2.5B +18.4% | 2.2B +6.5% | 2.0B |
| EPS (Basic) | $2.28 +25.3% | $1.82 -24.5% | $2.41 +18.1% | $2.04 +6.8% | $1.91 |
| EPS (Diluted) | $2.26 +24.9% | $1.81 -24.6% | $2.40 +18.8% | $2.02 +6.9% | $1.89 |
| Shares (Diluted) | 1.0B -0.7% | 1.1B -0.4% | 1.1B -0.7% | 1.1B -0.6% | 1.1B |