| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.8B +8.3% | 3.5B +9.9% | 3.2B -4.6% | 3.3B +5.1% | 3.2B |
| Cost of Revenue | 1.6B +6.9% | 1.5B +7.3% | 1.4B -8.8% | 1.5B +10.2% | 1.4B |
| Gross Profit | 2.2B +9.3% | 2.0B +12.0% | 1.8B -1.1% | 1.8B +1.1% | 1.8B |
| Operating Expenses | 961.0M +3.2% | 931.0M +229.0% | 283.0M -73.3% | 1.1B +18.3% | 894.0M |
| R&D | 615.0M +1.8% | 604.0M +2.7% | 588.0M -11.6% | 665.0M +15.7% | 575.0M |
| SG&A | 313.0M +7.6% | 291.0M +2.5% | 284.0M -20.9% | 359.0M +25.5% | 286.0M |
| Operating Income | 1.2B +14.7% | 1.1B -28.8% | 1.5B +100.9% | 749.0M -16.1% | 893.0M |
| EBITDA | 1.4B +10.4% | 1.3B -23.6% | 1.7B +74.7% | 964.0M -11.9% | 1.1B |
| Net Income | 899.0M +15.0% | 782.0M -31.0% | 1.1B +142.1% | 468.0M -27.6% | 646.0M |
| EPS (Basic) | $3.51 +15.5% | $3.04 -31.5% | $4.44 +146.7% | $1.80 -28.0% | $2.50 |
| EPS (Diluted) | $3.48 +15.2% | $3.02 -31.8% | $4.43 +147.5% | $1.79 -27.8% | $2.48 |
| Shares (Diluted) | 253.8M -0.1% | 254.0M +0.2% | 253.5M -0.2% | 254.2M -0.1% | 254.3M |