| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +13.0% | 1.1B -10.8% | 1.2B +6.4% | 1.1B +7.7% | 1.0B |
| Cost of Revenue | 116.4M -13.2% | 134.1M -12.7% | 153.5M +19.1% | 128.9M +10.8% | 116.3M |
| Gross Profit | 1.1B +16.8% | 934.8M -10.5% | 1.0B +4.7% | 997.2M +7.3% | 929.4M |
| Operating Expenses | 843.7M +17.0% | 721.0M -8.7% | 789.9M -15.9% | 939.7M -41.8% | 1.6B |
| R&D | 207.5M +5.9% | 196.0M -8.4% | 213.9M +7.9% | 198.2M +4.4% | 189.9M |
| SG&A | 389.2M +10.3% | 352.7M -13.2% | 406.2M -23.4% | 530.6M +48.1% | 358.4M |
| Operating Income | 248.2M +16.1% | 213.8M -16.0% | 254.5M +342.6% | 57.5M +108.4% | -686400000 |
| EBITDA | 504.3M +27.6% | 395.2M -8.9% | 433.7M +55.9% | 278.3M -29.2% | 393.0M |
| Net Income | 192.8M -34.2% | 293.1M +44.1% | 203.5M -19.1% | 251.4M +135.0% | -718500000 |
| EPS (Basic) | $3.05 -35.5% | $4.73 +42.0% | $3.33 -19.6% | $4.14 +135.3% | $-11.74 |
| EPS (Diluted) | $2.78 -37.2% | $4.43 +31.1% | $3.38 -17.2% | $4.08 +134.8% | $-11.74 |
| Shares (Diluted) | 69.4M +5.0% | 66.1M +10.0% | 60.1M -2.4% | 61.6M +0.7% | 61.2M |