| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 5.3B +3.2% | 5.1B -10.0% | 5.7B +10.8% | 5.1B +2.7% | 5.0B |
| Cost of Revenue | 3.1B -1.2% | 3.2B -8.3% | 3.4B +9.0% | 3.2B +4.3% | 3.0B |
| Gross Profit | 2.2B +10.3% | 2.0B -12.5% | 2.3B +13.6% | 2.0B +0.3% | 2.0B |
| Operating Expenses | 1.4B -1.4% | 1.5B +27.6% | 1.1B -14.3% | 1.3B +0.5% | 1.3B |
| R&D | 323.0M -6.4% | 345.0M +6.8% | 323.0M +10.6% | 292.0M -3.3% | 302.0M |
| SG&A | 1.1B +0.1% | 1.1B +0.5% | 1.1B +6.3% | 1.0B +1.6% | 1.0B |
| Operating Income | 739.0M +43.5% | 515.0M -53.8% | 1.1B +70.6% | 653.0M -0.2% | 654.0M |
| EBITDA | 899.0M +34.6% | 668.0M -47.0% | 1.3B +57.3% | 801.0M -0.1% | 802.0M |
| Net Income | 574.0M +39.7% | 411.0M -31.7% | 602.0M +29.7% | 464.0M -7.2% | 500.0M |
| EPS (Basic) | $1.24 +45.9% | $0.85 -34.6% | $1.30 +32.7% | $0.98 -7.5% | $1.06 |
| EPS (Diluted) | $1.24 +45.9% | $0.85 -34.1% | $1.29 +31.6% | $0.98 -7.5% | $1.06 |
| Shares (Diluted) | 454.0M -0.7% | 457.0M -0.2% | 458.0M +0.2% | 457.0M -0.2% | 458.0M |