| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 11.1B +18.9% | 9.3B -14.8% | 11.0B +9.9% | 10.0B +9.4% | 9.1B |
| Cost of Revenue | 8.7B +15.7% | 7.6B -12.5% | 8.6B +7.0% | 8.1B +11.1% | 7.3B |
| Gross Profit | 2.4B +32.5% | 1.8B -23.3% | 2.3B +22.4% | 1.9B +2.8% | 1.8B |
| Operating Expenses | 1.7B +6.6% | 1.6B -6.9% | 1.7B +12.4% | 1.5B +4.4% | 1.5B |
| R&D | 334.0M +9.9% | 304.0M -16.7% | 365.0M +17.7% | 310.0M +9.9% | 282.0M |
| SG&A | 1.4B +5.7% | 1.3B -4.2% | 1.4B +11.0% | 1.2B +3.0% | 1.2B |
| Operating Income | 653.0M +264.8% | 179.0M -70.2% | 601.0M +64.2% | 366.0M -3.2% | 378.0M |
| EBITDA | 1.1B +105.4% | 521.0M -37.3% | 831.0M +43.5% | 579.0M -0.7% | 583.0M |
| Net Income | 649.0M -86.3% | 4.7B +29.4% | 3.7B +710.2% | 453.0M -7.9% | 492.0M |
| EPS (Basic) | $2.49 -85.9% | $17.65 +29.6% | $13.62 +720.5% | $1.66 -12.2% | $1.89 |
| EPS (Diluted) | $2.47 -85.8% | $17.44 +30.4% | $13.37 +715.2% | $1.64 -11.8% | $1.86 |
| Shares (Diluted) | 270.0M -0.7% | 272.0M -0.7% | 274.0M -0.4% | 275.0M -0.4% | 276.0M |