| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B +10.8% | 1.2B +1.2% | 1.2B +0.2% | 1.2B -0.7% | 1.2B |
| Cost of Revenue | 376.9M +9.5% | 344.1M +1.2% | 339.9M +3.2% | 329.3M -0.5% | 330.9M |
| Gross Profit | 989.3M +11.3% | 888.8M +1.3% | 877.8M -1.0% | 886.5M -0.7% | 893.2M |
| Operating Expenses | 569.8M +68.9% | 337.3M +4.3% | 323.5M -1.8% | 329.3M +2.3% | 322.0M |
| R&D | 4.3M -17.3% | 5.2M +113.6% | 2.4M -64.0% | 6.8M +138.0% | 2.8M |
| SG&A | 38.3M -13.8% | 44.4M +46.2% | 30.4M +12.5% | 27.0M -6.2% | 28.8M |
| Operating Income | 419.5M -23.9% | 551.5M -0.5% | 554.3M -0.5% | 557.2M -2.4% | 571.2M |
| EBITDA | 946.8M +12.8% | 839.2M -0.7% | 845.0M -0.9% | 852.8M -1.0% | 861.6M |
| Net Income | 378.3M -24.8% | 502.9M -5.0% | 529.4M +3.8% | 510.1M -0.9% | 514.8M |
| EPS (Basic) | $1.70 -33.6% | $2.56 -5.9% | $2.72 +4.6% | $2.60 -1.1% | $2.63 |
| EPS (Diluted) | $1.69 -33.7% | $2.55 -5.9% | $2.71 +4.2% | $2.60 -0.8% | $2.62 |
| Shares (Diluted) | 185.1M +4.9% | 176.5M +0.3% | 175.9M +0.0% | 175.9M -0.0% | 175.9M |