| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +40.0% | 1.1B +13.9% | 1.0B -30.8% | 1.4B +4.2% | 1.4B |
| Cost of Revenue | 384.8M +41.3% | 272.4M +15.4% | 236.1M -47.8% | 452.1M +9.1% | 414.3M |
| Gross Profit | 1.2B +39.6% | 867.2M +13.5% | 764.1M -23.1% | 993.8M +2.1% | 973.2M |
| Operating Expenses | 693.2M +12.8% | 614.7M +24.5% | 493.8M -29.1% | 696.3M +10.2% | 632.1M |
| R&D | 103.4M +10.5% | 93.6M +20.0% | 78.0M -40.0% | 130.0M +33.2% | 97.6M |
| SG&A | 427.7M +3.4% | 413.5M +29.4% | 319.5M -24.6% | 423.8M +7.1% | 395.6M |
| Operating Income | 517.3M +104.9% | 252.5M -6.6% | 270.3M -9.1% | 297.5M -12.8% | 341.1M |
| EBITDA | 559.0M +94.4% | 287.6M -4.2% | 300.2M -11.9% | 340.7M -12.5% | 389.3M |
| Net Income | 395.0M +144.9% | 161.3M -19.1% | 199.5M -1.8% | 203.1M -13.2% | 233.9M |
| EPS (Basic) | $2.80 +145.6% | $1.14 -19.1% | $1.41 -2.1% | $1.44 -13.3% | $1.66 |
| EPS (Diluted) | $2.77 +147.3% | $1.12 -19.4% | $1.39 -5.4% | $1.47 -10.4% | $1.64 |
| Shares (Diluted) | 142.5M -0.4% | 143.1M -0.1% | 143.2M +4.3% | 137.3M -3.4% | 142.2M |