| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.0B +15.3% | 1.8B -17.5% | 2.1B +20.0% | 1.8B -2.4% | 1.8B |
| Cost of Revenue | 760.1M +6.9% | 711.2M -17.9% | 866.7M +19.6% | 724.4M -3.1% | 747.6M |
| Gross Profit | 1.3B +21.1% | 1.0B -17.2% | 1.3B +20.2% | 1.0B -1.9% | 1.1B |
| Operating Expenses | 646.5M +5.9% | 610.6M -5.2% | 644.1M +9.2% | 589.7M -0.8% | 594.7M |
| R&D | 303.9M +2.7% | 295.8M +0.3% | 295.0M +3.0% | 286.5M +3.5% | 276.7M |
| SG&A | 342.6M +8.8% | 314.8M -9.8% | 349.1M +15.1% | 303.2M -4.7% | 318.1M |
| Operating Income | 615.5M +42.6% | 431.7M -29.7% | 614.2M +34.4% | 456.8M -3.3% | 472.3M |
| EBITDA | 664.4M +38.2% | 480.8M -27.2% | 660.4M +30.6% | 505.6M -2.7% | 519.4M |
| Net Income | 541.9M +33.8% | 405.1M -23.4% | 528.7M +31.6% | 401.6M +0.2% | 400.8M |
| EPS (Basic) | $2.81 +33.8% | $2.10 -23.6% | $2.75 +31.6% | $2.09 +0.5% | $2.08 |
| EPS (Diluted) | $2.80 +34.0% | $2.09 -23.4% | $2.73 +31.2% | $2.08 +0.5% | $2.07 |
| Shares (Diluted) | 193.5M -0.0% | 193.6M -0.1% | 193.8M +0.1% | 193.5M +0.1% | 193.4M |