| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 3.4B +13.6% | 3.0B +15.7% | 2.6B +4.9% | 2.5B -2.4% | 2.5B |
| Cost of Revenue | 1.1B +13.6% | 974.0M +42.2% | 685.0M +7.4% | 638.0M -6.0% | 679.0M |
| Gross Profit | 2.3B +13.6% | 2.0B +6.2% | 1.9B +4.0% | 1.8B -1.1% | 1.9B |
| Operating Expenses | 2.1B -3.6% | 2.2B +46.2% | 1.5B -1.0% | 1.5B +12.3% | 1.4B |
| R&D | 779.0M +6.1% | 734.0M +43.6% | 511.0M -3.2% | 528.0M +4.8% | 504.0M |
| SG&A | 1.4B -8.4% | 1.5B +47.6% | 1.0B +0.2% | 999.0M +16.7% | 856.0M |
| Operating Income | 172.0M +194.0% | -183000000 -146.1% | 397.0M +28.5% | 309.0M -37.8% | 497.0M |
| EBITDA | 513.0M +566.4% | -110000000 -117.7% | 623.0M +18.9% | 524.0M -9.8% | 581.0M |
| Net Income | -282000000 -59.3% | -177000000 -141.0% | 432.0M +29.3% | 334.0M +31.5% | 254.0M |
| EPS (Basic) | $-0.35 -59.1% | $-0.22 -136.1% | $0.61 +24.5% | $0.49 +28.9% | $0.38 |
| EPS (Diluted) | $-0.34 -54.5% | $-0.22 -136.1% | $0.61 +29.8% | $0.47 +30.6% | $0.36 |
| Shares (Diluted) | 835.0M +4.2% | 801.0M +12.7% | 711.0M +0.3% | 709.0M -0.3% | 711.0M |