| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.5B +9.9% | 3.2B -4.6% | 3.3B +5.1% | 3.2B +8.4% | 2.9B |
| Cost of Revenue | 1.5B +7.3% | 1.4B -8.8% | 1.5B +10.2% | 1.4B +1.6% | 1.4B |
| Gross Profit | 2.0B +12.0% | 1.8B -1.1% | 1.8B +1.1% | 1.8B +14.4% | 1.6B |
| Operating Expenses | 931.0M +229.0% | 283.0M -73.3% | 1.1B +18.6% | 892.0M +1.9% | 875.0M |
| R&D | 604.0M +2.7% | 588.0M -11.6% | 665.0M +15.7% | 575.0M +0.3% | 573.0M |
| SG&A | 291.0M +2.5% | 284.0M -20.9% | 359.0M +25.5% | 286.0M +2.9% | 278.0M |
| Operating Income | 1.1B -28.8% | 1.5B +100.9% | 749.0M -16.3% | 895.0M +30.3% | 687.0M |
| EBITDA | 1.3B -23.6% | 1.7B +74.7% | 964.0M -12.0% | 1.1B +19.3% | 919.0M |
| Net Income | 782.0M -31.0% | 1.1B +142.1% | 468.0M -27.6% | 646.0M +41.4% | 457.0M |
| EPS (Basic) | $3.04 -31.5% | $4.44 +146.7% | $1.80 -28.0% | $2.50 +42.0% | $1.76 |
| EPS (Diluted) | $3.02 -31.8% | $4.43 +147.5% | $1.79 -27.8% | $2.48 +41.7% | $1.75 |
| Shares (Diluted) | 254.0M +0.2% | 253.5M -0.2% | 254.2M -0.1% | 254.3M +0.2% | 253.8M |