| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B +3.0% | 4.0B +5.8% | 3.8B +5.7% | 3.6B +4.7% | 3.4B |
| Cost of Revenue | 1.2B +3.6% | 1.2B +24.4% | 940.0M +12.7% | 834.0M +7.8% | 774.0M |
| Gross Profit | 2.9B +2.7% | 2.8B -0.4% | 2.8B +3.5% | 2.7B +3.8% | 2.6B |
| Operating Expenses | 2.5B -5.5% | 2.7B +14.1% | 2.3B +1.6% | 2.3B +11.2% | 2.1B |
| R&D | 956.0M +4.5% | 915.0M +11.2% | 823.0M +6.5% | 773.0M +3.1% | 750.0M |
| SG&A | 1.6B -10.7% | 1.7B +15.8% | 1.5B -0.9% | 1.5B +15.8% | 1.3B |
| Operating Income | 385.0M +137.7% | 162.0M -67.8% | 503.0M +13.5% | 443.0M -22.6% | 572.0M |
| EBITDA | 1.3B +127.4% | 569.0M -25.2% | 761.0M +16.2% | 655.0M -46.3% | 1.2B |
| Net Income | 277.0M -7.0% | 298.0M -36.5% | 469.0M +17.0% | 401.0M -20.1% | 502.0M |
| EPS (Basic) | $0.27 -6.9% | $0.29 -35.6% | $0.45 +15.4% | $0.39 -18.7% | $0.48 |
| EPS (Diluted) | $0.27 -6.9% | $0.29 -35.6% | $0.45 +18.4% | $0.38 -20.8% | $0.48 |
| Shares (Diluted) | 1.0B +0.8% | 1.0B -0.5% | 1.0B -0.6% | 1.0B -0.2% | 1.0B |