| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.3B +19.5% | 1.9B +18.6% | 1.6B +16.0% | 1.4B +19.1% | 1.2B |
| Cost of Revenue | 383.3M +29.1% | 296.9M +37.6% | 215.8M -0.1% | 216.0M +4.2% | 207.3M |
| Gross Profit | 1.9B +17.8% | 1.6B +15.7% | 1.4B +19.0% | 1.2B +22.3% | 973.8M |
| Operating Expenses | 845.3M +16.3% | 726.6M +9.6% | 662.8M +7.7% | 615.4M +6.0% | 580.5M |
| R&D | 219.7M +14.1% | 192.5M +19.6% | 161.0M +12.1% | 143.6M -0.4% | 144.2M |
| SG&A | 625.6M +17.1% | 534.1M +6.4% | 501.8M +6.3% | 471.9M +8.1% | 436.3M |
| Operating Income | 1.1B +19.0% | 912.0M +21.0% | 754.0M +31.0% | 575.4M +46.3% | 393.3M |
| EBITDA | 1.1B +18.7% | 920.2M +21.0% | 760.8M +30.6% | 582.4M +45.9% | 399.2M |
| Net Income | 1.1B +6.4% | 1.1B +21.6% | 876.4M +43.3% | 611.6M +28.3% | 476.7M |
| EPS (Basic) | $0.47 +6.8% | $0.44 +22.2% | $0.36 +44.0% | $0.25 +25.0% | $0.20 |
| EPS (Diluted) | $0.44 +7.3% | $0.41 +20.6% | $0.34 +41.7% | $0.24 +33.3% | $0.18 |
| Shares (Diluted) | 2.6B +0.2% | 2.6B -0.1% | 2.6B -0.1% | 2.6B +0.1% | 2.6B |