| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +13.7% | 1.7B +0.5% | 1.7B +9.4% | 1.6B -10.0% | 1.7B |
| Cost of Revenue | 583.0M +15.7% | 504.0M +5.4% | 478.0M +3.7% | 461.0M -14.5% | 539.0M |
| Gross Profit | 1.4B +12.9% | 1.2B -1.5% | 1.2B +11.7% | 1.1B -8.0% | 1.2B |
| Operating Expenses | 833.0M +7.5% | 775.0M -6.4% | 828.0M +4.9% | 789.0M -6.6% | 845.0M |
| R&D | 261.0M +10.1% | 237.0M -5.6% | 251.0M +3.7% | 242.0M -5.5% | 256.0M |
| SG&A | 573.0M +5.9% | 541.0M -2.3% | 554.0M +1.7% | 545.0M +0.4% | 543.0M |
| Operating Income | 532.0M +22.6% | 434.0M +8.8% | 399.0M +29.1% | 309.0M -11.2% | 348.0M |
| EBITDA | 580.0M +21.1% | 479.0M +1.1% | 474.0M +30.9% | 362.0M -19.0% | 447.0M |
| Net Income | 404.0M +21.0% | 334.0M +9.5% | 305.0M +30.9% | 233.0M -31.5% | 340.0M |
| EPS (Basic) | $2.04 +20.7% | $1.69 +10.5% | $1.53 +31.9% | $1.16 -31.0% | $1.68 |
| EPS (Diluted) | $2.03 +21.6% | $1.67 +10.6% | $1.51 +31.3% | $1.15 -30.3% | $1.65 |
| Shares (Diluted) | 199.0M -0.5% | 200.0M -1.0% | 202.0M -0.5% | 203.0M -1.5% | 206.0M |