| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +31.5% | 1.3B -15.5% | 1.5B +10.3% | 1.4B +12.4% | 1.2B |
| Cost of Revenue | 105.0M +0.4% | 104.5M -13.7% | 121.2M +22.4% | 99.0M +25.7% | 78.8M |
| Gross Profit | 1.6B +34.3% | 1.2B -15.7% | 1.4B +9.4% | 1.3B +11.5% | 1.1B |
| Operating Expenses | 871.2M +0.5% | 867.0M -17.4% | 1.0B +27.5% | 823.5M +35.8% | 606.4M |
| R&D | 517.0M +0.2% | 515.9M -15.6% | 611.4M +20.7% | 506.6M +2.4% | 494.9M |
| SG&A | 351.7M +7.2% | 328.1M -16.0% | 390.4M +18.6% | 329.1M -0.6% | 331.0M |
| Operating Income | 697.9M +131.8% | 301.1M -10.3% | 335.9M -24.3% | 443.5M -16.4% | 530.3M |
| EBITDA | 724.4M +108.1% | 348.1M -15.9% | 414.0M -9.1% | 455.3M +46.4% | 311.0M |
| Net Income | 585.6M +93.1% | 303.3M +1.4% | 299.3M -29.4% | 424.2M +4.7% | 405.0M |
| EPS (Basic) | $2.92 +92.1% | $1.52 +0.0% | $1.52 -30.0% | $2.17 +3.8% | $2.09 |
| EPS (Diluted) | $2.81 +91.2% | $1.47 +0.7% | $1.46 -30.8% | $2.11 +3.4% | $2.04 |
| Shares (Diluted) | 208.2M +0.7% | 206.8M +1.2% | 204.4M +1.5% | 201.4M +1.4% | 198.7M |