| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 10.2B +15.0% | 8.8B +1.0% | 8.8B +18.2% | 7.4B +9.1% | 6.8B |
| Cost of Revenue | 6.0B +20.6% | 5.0B +0.2% | 5.0B +18.5% | 4.2B +13.6% | 3.7B |
| Gross Profit | 4.2B +7.7% | 3.9B +2.1% | 3.8B +17.9% | 3.2B +3.7% | 3.1B |
| Operating Expenses | 3.5B +6.9% | 3.3B +12.3% | 2.9B +16.5% | 2.5B +9.5% | 2.3B |
| R&D | 729.0M +4.3% | 699.0M +19.7% | 584.0M +3.0% | 567.0M +0.0% | 567.0M |
| SG&A | 1.5B +12.5% | 1.3B -1.5% | 1.3B +20.4% | 1.1B +9.0% | 1.0B |
| Operating Income | 683.0M +11.8% | 611.0M -31.3% | 889.0M +22.8% | 724.0M -12.2% | 825.0M |
| EBITDA | 975.0M +13.8% | 857.0M -24.0% | 1.1B +20.8% | 933.0M -8.9% | 1.0B |
| Net Income | 466.0M +11.8% | 417.0M -25.4% | 559.0M +32.8% | 421.0M -19.5% | 523.0M |
| EPS (Basic) | $9.19 +11.7% | $8.23 -25.2% | $11.01 +32.3% | $8.32 -19.3% | $10.31 |
| EPS (Diluted) | $9.19 +11.7% | $8.23 -25.2% | $11.01 +32.3% | $8.32 -19.3% | $10.31 |
| Shares (Diluted) | 50.7M +0.0% | 50.7M -0.2% | 50.8M +0.4% | 50.6M -0.2% | 50.7M |