| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.9B +4.4% | 2.8B -3.3% | 2.9B +14.4% | 2.5B +2.7% | 2.4B |
| Cost of Revenue | 931.9M -0.9% | 940.3M -2.2% | 961.9M +14.1% | 842.7M +2.5% | 822.1M |
| Gross Profit | 2.0B +7.1% | 1.8B -3.9% | 1.9B +14.6% | 1.7B +2.8% | 1.6B |
| Operating Expenses | 988.5M +1.4% | 975.2M -6.2% | 1.0B +15.2% | 902.7M +3.2% | 874.5M |
| R&D | 370.6M +2.4% | 361.9M +2.6% | 352.9M +7.1% | 329.4M +5.1% | 313.3M |
| SG&A | 617.9M +0.8% | 613.3M -10.7% | 687.1M +19.8% | 573.3M +2.2% | 561.2M |
| Operating Income | 971.9M +13.6% | 855.3M -1.0% | 864.3M +13.8% | 759.7M +2.2% | 743.4M |
| EBITDA | 1.0B +15.3% | 876.4M -41.7% | 1.5B +94.7% | 772.6M +2.2% | 755.7M |
| Net Income | 823.2M -0.3% | 826.0M +3.3% | 799.5M +12.7% | 709.2M +6.8% | 664.2M |
| EPS (Basic) | $2.31 +0.0% | $2.31 +3.1% | $2.24 +13.1% | $1.98 +7.6% | $1.84 |
| EPS (Diluted) | $2.29 +0.4% | $2.28 +3.2% | $2.21 +13.3% | $1.95 +7.7% | $1.81 |
| Shares (Diluted) | 357.3M -0.7% | 359.8M -0.1% | 360.3M -0.4% | 361.8M -0.6% | 364.1M |