| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 959.0M +17.7% | 814.5M +1.1% | 805.5M +1.3% | 794.9M +15.6% | 687.5M |
| Cost of Revenue | 23.2M +68.1% | 13.8M -21.6% | 17.6M +25.7% | 14.0M +35.9% | 10.3M |
| Gross Profit | 935.8M +16.9% | 800.7M +1.6% | 787.9M +0.9% | 780.9M +15.3% | 677.2M |
| Operating Expenses | 784.3M +23.3% | 635.9M +10.2% | 577.0M +6.5% | 541.9M +1.9% | 531.6M |
| R&D | 326.7M +10.3% | 296.2M +14.7% | 258.2M +3.3% | 250.0M +2.3% | 244.3M |
| SG&A | 439.7M +38.1% | 318.5M +5.5% | 301.8M +3.5% | 291.6M +1.9% | 286.3M |
| Operating Income | 151.5M -8.1% | 164.8M -21.9% | 210.9M -11.8% | 239.0M +64.1% | 145.6M |
| EBITDA | 161.3M -16.6% | 193.3M -17.9% | 235.4M -4.7% | 247.0M +63.7% | 150.9M |
| Net Income | 144.4M -27.0% | 197.9M +28.8% | 153.7M -26.6% | 209.5M +94.9% | 107.5M |
| EPS (Basic) | $1.43 -27.4% | $1.97 +27.9% | $1.54 -27.0% | $2.11 +93.6% | $1.09 |
| EPS (Diluted) | $1.39 -27.2% | $1.91 +29.1% | $1.48 -27.5% | $2.04 +92.5% | $1.06 |
| Shares (Diluted) | 104.2M +0.8% | 103.4M -0.6% | 104.0M +1.5% | 102.5M +1.5% | 101.0M |