| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 15.7B +8.8% | 14.4B -0.2% | 14.4B -1.4% | 14.6B +5.1% | 13.9B |
| Cost of Revenue | 12.7B +11.8% | 11.4B -1.8% | 11.6B -0.6% | 11.7B +5.4% | 11.1B |
| Gross Profit | 2.9B -2.4% | 3.0B +6.4% | 2.8B -4.3% | 3.0B +3.9% | 2.9B |
| Operating Expenses | 2.1B -14.6% | 2.4B +15.8% | 2.1B +3.6% | 2.0B -6.2% | 2.1B |
| R&D | 389.0M -10.0% | 432.0M +10.2% | 392.0M -1.5% | 398.0M -2.0% | 406.0M |
| SG&A | 1.5B +1.5% | 1.5B +0.7% | 1.5B +5.2% | 1.4B -1.5% | 1.5B |
| Operating Income | 892.0M +45.8% | 612.0M -19.4% | 759.0M -20.9% | 959.0M +33.9% | 716.0M |
| EBITDA | 1.2B -4.6% | 1.2B +13.5% | 1.1B -14.6% | 1.3B +12.6% | 1.1B |
| Net Income | 661.0M +46.9% | 450.0M -17.4% | 545.0M -31.4% | 795.0M +4.2% | 763.0M |
| EPS (Basic) | $0.72 +46.9% | $0.49 -16.9% | $0.59 -30.6% | $0.85 +4.9% | $0.81 |
| EPS (Diluted) | $0.71 +44.9% | $0.49 -15.5% | $0.58 -31.0% | $0.84 +5.0% | $0.80 |
| Shares (Diluted) | 927.0M +0.2% | 925.0M -0.8% | 932.0M -1.4% | 945.0M -0.9% | 954.0M |