| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.0B +15.7% | 2.6B +4.9% | 2.5B -2.5% | 2.5B +10.8% | 2.3B |
| Cost of Revenue | 974.0M +42.2% | 685.0M +7.4% | 638.0M -6.0% | 679.0M +9.7% | 619.0M |
| Gross Profit | 2.0B +6.2% | 1.9B +4.0% | 1.8B -1.1% | 1.9B +11.2% | 1.7B |
| Operating Expenses | 2.2B +46.2% | 1.5B -1.0% | 1.5B +12.3% | 1.4B -6.3% | 1.5B |
| R&D | 734.0M +43.6% | 511.0M -3.2% | 528.0M +4.9% | 503.5M +1.9% | 494.0M |
| SG&A | 1.5B +47.6% | 1.0B +0.2% | 999.0M +16.6% | 856.6M -10.5% | 957.0M |
| Operating Income | -183000000 -146.1% | 397.0M +28.5% | 309.0M -37.9% | 497.2M +127.0% | 219.0M |
| EBITDA | -110000000 -117.7% | 623.0M +18.9% | 524.0M -27.0% | 717.5M +775.0% | 82.0M |
| Net Income | -177000000 -141.0% | 432.0M +29.3% | 334.0M +31.6% | 253.8M -3.1% | 262.0M |
| EPS (Basic) | $-0.22 -136.1% | $0.61 +24.5% | $0.49 +28.9% | $0.38 -2.6% | $0.39 |
| EPS (Diluted) | $-0.22 -136.1% | $0.61 +29.8% | $0.47 +30.6% | $0.36 -2.7% | $0.37 |
| Shares (Diluted) | 801.0M +12.7% | 711.0M +0.3% | 709.0M -0.4% | 712.2M +0.7% | 707.0M |