| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.4B +7.8% | 3.1B +15.4% | 2.7B -19.7% | 3.4B +12.3% | 3.0B |
| Cost of Revenue | 1.6B +10.5% | 1.5B +7.6% | 1.4B -16.1% | 1.6B +10.8% | 1.5B |
| Gross Profit | 1.8B +5.4% | 1.7B +23.2% | 1.4B -23.0% | 1.8B +13.8% | 1.6B |
| Operating Expenses | 991.0M +14.0% | 869.0M +3.8% | 837.0M +8.8% | 769.0M -1.9% | 784.0M |
| R&D | 276.0M +6.2% | 260.0M +3.2% | 252.0M -6.7% | 270.0M +13.9% | 237.0M |
| SG&A | 504.0M +1.6% | 496.0M +13.0% | 439.0M -12.0% | 499.0M +2.9% | 485.0M |
| Operating Income | 777.0M -4.0% | 809.0M +54.1% | 525.0M -47.4% | 999.0M +29.7% | 770.0M |
| EBITDA | 927.0M -3.1% | 957.0M +43.3% | 668.0M -41.5% | 1.1B +29.0% | 885.0M |
| Net Income | 514.0M -7.9% | 558.0M +51.6% | 368.0M -43.4% | 650.0M +15.2% | 564.0M |
| EPS (Basic) | $3.09 -8.0% | $3.36 +52.0% | $2.21 -43.5% | $3.91 +16.0% | $3.37 |
| EPS (Diluted) | $3.06 -8.1% | $3.33 +52.8% | $2.18 -43.4% | $3.85 +15.6% | $3.33 |
| Shares (Diluted) | 167.4M +0.1% | 167.2M -0.5% | 168.0M -0.2% | 168.4M -0.4% | 169.0M |