| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.9B +7.8% | 4.5B +8.7% | 4.1B -1.7% | 4.2B +2.8% | 4.1B |
| Cost of Revenue | 3.0B +5.8% | 2.9B +10.0% | 2.6B -3.8% | 2.7B +5.4% | 2.6B |
| Gross Profit | 1.8B +11.2% | 1.6B +6.5% | 1.5B +2.2% | 1.5B -1.6% | 1.5B |
| Operating Expenses | 899.0M -3.3% | 930.0M +4.6% | 889.0M +8.0% | 823.0M -11.6% | 931.0M |
| R&D | 314.0M +5.0% | 299.0M +7.6% | 278.0M -2.1% | 284.0M +1.4% | 280.0M |
| SG&A | 563.0M -7.4% | 608.0M +3.4% | 588.0M +14.8% | 512.0M -17.9% | 624.0M |
| Operating Income | 911.0M +30.5% | 698.0M +9.2% | 639.0M -4.9% | 672.0M +14.1% | 589.0M |
| EBITDA | 1.3B +19.7% | 1.1B +9.3% | 996.0M -2.6% | 1.0B +10.5% | 926.0M |
| Net Income | 746.0M +22.5% | 609.0M +49.3% | 408.0M -30.5% | 587.0M +24.9% | 470.0M |
| EPS (Basic) | $0.79 +21.5% | $0.65 +51.2% | $0.43 -31.7% | $0.63 +26.0% | $0.50 |
| EPS (Diluted) | $0.78 +21.9% | $0.64 +48.8% | $0.43 -29.5% | $0.61 +22.0% | $0.50 |
| Shares (Diluted) | 871.0M -0.5% | 875.0M +0.5% | 871.0M -1.6% | 885.0M +2.0% | 868.0M |