| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 7.5B +11.4% | 6.8B -0.6% | 6.8B +2.2% | 6.7B -11.2% | 7.5B |
| Cost of Revenue | 6.0B +10.6% | 5.4B -1.6% | 5.5B +3.0% | 5.3B -10.8% | 6.0B |
| Gross Profit | 1.6B +14.5% | 1.4B +3.4% | 1.3B -0.8% | 1.3B -12.5% | 1.5B |
| Operating Expenses | 498.6M -0.8% | 502.6M -3.8% | 522.7M +6.8% | 489.4M +2.8% | 476.3M |
| R&D | 114.3M +4.8% | 109.1M +2.7% | 106.2M -4.3% | 111.0M -1.7% | 112.9M |
| SG&A | 179.7M -5.1% | 189.3M -2.8% | 194.7M +8.0% | 180.2M +0.5% | 179.3M |
| Operating Income | 1.1B +23.5% | 857.4M +8.1% | 793.2M -5.2% | 837.0M -19.4% | 1.0B |
| EBITDA | 1.3B +20.5% | 1.1B +5.5% | 1.0B -3.9% | 1.0B -16.3% | 1.2B |
| Net Income | 752.0M +24.2% | 605.3M +8.7% | 556.9M -5.6% | 590.0M -18.5% | 723.8M |
| EPS (Basic) | $1.43 +24.3% | $1.15 +8.5% | $1.06 -5.4% | $1.12 -18.8% | $1.38 |
| EPS (Diluted) | $1.43 +24.3% | $1.15 +8.5% | $1.06 -5.4% | $1.12 -18.2% | $1.37 |
| Shares (Diluted) | 527.6M +0.0% | 527.4M +0.1% | 526.9M +0.0% | 526.7M +0.0% | 526.7M |