| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.5B +7.8% | 6.0B -1.7% | 6.1B -5.9% | 6.5B +2.7% | 6.3B |
| Cost of Revenue | 3.8B +6.8% | 3.6B -12.3% | 4.1B +7.5% | 3.8B +4.0% | 3.6B |
| Gross Profit | 2.7B +9.2% | 2.5B +19.3% | 2.1B -24.5% | 2.7B +1.0% | 2.7B |
| Operating Expenses | 1.4B +29.6% | 1.1B -16.8% | 1.3B +13.2% | 1.1B -28.2% | 1.6B |
| R&D | 302.0M -1.9% | 308.0M +3.0% | 299.0M +0.7% | 297.0M +3.1% | 288.0M |
| SG&A | 1.1B +42.6% | 744.0M -22.9% | 965.0M +17.7% | 820.0M -35.3% | 1.3B |
| Operating Income | 1.3B -6.0% | 1.4B +76.8% | 794.0M -50.6% | 1.6B +40.7% | 1.1B |
| EBITDA | 1.7B -4.3% | 1.7B +41.3% | 1.2B -35.8% | 1.9B +33.0% | 1.4B |
| Net Income | 938.0M +42.3% | 659.0M +15.0% | 573.0M -31.7% | 839.0M +15.7% | 725.0M |
| EPS (Basic) | $1.79 +45.5% | $1.23 +12.8% | $1.09 -30.1% | $1.56 +15.6% | $1.35 |
| EPS (Diluted) | $1.78 +44.7% | $1.23 +15.0% | $1.07 -31.0% | $1.55 +15.7% | $1.34 |
| Shares (Diluted) | 522.4M -2.0% | 532.8M -1.1% | 538.8M +0.1% | 538.1M -0.5% | 540.6M |