| Metric | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 |
|---|---|---|---|---|---|
| Revenue | 2.0B +4.0% | 1.9B +13.7% | 1.7B +0.5% | 1.7B +9.4% | 1.6B |
| Cost of Revenue | 606.0M +3.9% | 583.0M +15.7% | 504.0M +5.4% | 478.0M +3.7% | 461.0M |
| Gross Profit | 1.4B +4.0% | 1.4B +12.9% | 1.2B -1.5% | 1.2B +11.7% | 1.1B |
| Operating Expenses | 935.0M +12.2% | 833.0M +7.5% | 775.0M -6.4% | 828.0M +4.9% | 789.0M |
| R&D | 274.0M +5.0% | 261.0M +10.1% | 237.0M -5.6% | 251.0M +3.7% | 242.0M |
| SG&A | 605.0M +5.6% | 573.0M +5.9% | 541.0M -2.3% | 554.0M +1.7% | 545.0M |
| Operating Income | 484.0M -9.0% | 532.0M +22.6% | 434.0M +8.8% | 399.0M +29.1% | 309.0M |
| EBITDA | 573.0M -1.2% | 580.0M +21.1% | 479.0M +1.1% | 474.0M +30.9% | 362.0M |
| Net Income | 375.0M -7.2% | 404.0M +21.0% | 334.0M +9.5% | 305.0M +30.9% | 233.0M |
| EPS (Basic) | $1.91 -6.4% | $2.04 +20.7% | $1.69 +10.5% | $1.53 +31.9% | $1.16 |
| EPS (Diluted) | $1.88 -7.4% | $2.03 +21.6% | $1.67 +10.6% | $1.51 +31.3% | $1.15 |
| Shares (Diluted) | 200.0M +0.5% | 199.0M -0.5% | 200.0M -1.0% | 202.0M -0.5% | 203.0M |