| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +18.6% | 1.6B +16.0% | 1.4B +19.1% | 1.2B +17.7% | 1.0B |
| Cost of Revenue | 296.9M +37.6% | 215.8M -0.1% | 216.0M +4.2% | 207.3M +7.4% | 192.9M |
| Gross Profit | 1.6B +15.7% | 1.4B +19.0% | 1.2B +22.3% | 973.8M +20.1% | 810.8M |
| Operating Expenses | 726.6M +9.6% | 662.8M +7.7% | 615.4M +6.0% | 580.5M +7.2% | 541.4M |
| R&D | 192.5M +19.6% | 161.0M +12.1% | 143.6M -0.4% | 144.2M +6.8% | 135.0M |
| SG&A | 534.1M +6.4% | 501.8M +6.3% | 471.9M +8.1% | 436.3M +7.4% | 406.4M |
| Operating Income | 912.0M +21.0% | 754.0M +31.0% | 575.4M +46.3% | 393.3M +46.0% | 269.3M |
| EBITDA | 920.2M +21.0% | 760.8M +30.6% | 582.4M +45.9% | 399.2M +44.7% | 275.8M |
| Net Income | 1.1B +21.6% | 876.4M +43.3% | 611.6M +28.3% | 476.7M +45.1% | 328.6M |
| EPS (Basic) | $0.44 +22.2% | $0.36 +44.0% | $0.25 +25.0% | $0.20 +42.9% | $0.14 |
| EPS (Diluted) | $0.41 +20.6% | $0.34 +41.7% | $0.24 +33.3% | $0.18 +38.5% | $0.13 |
| Shares (Diluted) | 2.6B -0.1% | 2.6B -0.1% | 2.6B +0.1% | 2.6B +0.3% | 2.6B |