| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.4B +4.0% | 6.1B -16.3% | 7.3B +7.2% | 6.8B +23.4% | 5.5B |
| Cost of Revenue | 2.1B +2.6% | 2.1B +7.8% | 1.9B -4.4% | 2.0B +3.9% | 2.0B |
| Gross Profit | 4.2B +4.7% | 4.0B -25.0% | 5.4B +12.1% | 4.8B +34.1% | 3.6B |
| Operating Expenses | 1.1B +12.6% | 939.0M +3.9% | 904.0M +39.3% | 649.0M -34.9% | 997.0M |
| R&D | 58.0M +23.4% | 47.0M +4.4% | 45.0M +4.7% | 43.0M +7.5% | 40.0M |
| SG&A | 82.0M +10.8% | 74.0M -6.3% | 79.0M -13.2% | 91.0M +5.8% | 86.0M |
| Operating Income | 3.2B +2.3% | 3.1B -30.8% | 4.5B +7.8% | 4.1B +60.8% | 2.6B |
| EBITDA | 3.8B +2.7% | 3.7B -27.5% | 5.1B +11.2% | 4.6B +46.9% | 3.1B |
| Net Income | 2.5B +11.7% | 2.3B -32.4% | 3.3B +147.1% | 1.3B -26.9% | 1.8B |
| EPS (Basic) | $2.36 +14.0% | $2.07 -31.2% | $3.01 +152.9% | $1.19 -28.7% | $1.67 |
| EPS (Diluted) | $2.35 +14.1% | $2.06 -31.3% | $3.00 +152.1% | $1.19 -28.7% | $1.67 |
| Shares (Diluted) | 1.1B -1.5% | 1.1B -1.8% | 1.1B -0.5% | 1.1B -0.6% | 1.1B |