| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 804.9M +21.3% | 663.4M -8.6% | 725.6M +24.1% | 584.9M +17.1% | 499.6M |
| Cost of Revenue | 70.3M +25.0% | 56.3M -4.2% | 58.7M +11.8% | 52.5M +14.4% | 45.9M |
| Gross Profit | 734.6M +21.0% | 607.1M -9.0% | 666.9M +25.3% | 532.4M +17.3% | 453.7M |
| Operating Expenses | 502.9M +18.5% | 424.2M -2.5% | 435.1M +10.5% | 393.9M +2.0% | 386.0M |
| R&D | 231.3M +11.6% | 207.2M +4.2% | 198.9M +1.3% | 196.4M -0.1% | 196.6M |
| SG&A | 271.6M +25.2% | 217.0M -8.1% | 236.2M +19.6% | 197.5M +4.3% | 189.4M |
| Operating Income | 231.7M +26.7% | 182.9M -21.1% | 231.8M +67.3% | 138.5M +104.6% | 67.7M |
| EBITDA | 236.0M +26.1% | 187.1M -20.7% | 236.0M +65.7% | 142.4M +98.8% | 71.6M |
| Net Income | 252.8M +24.0% | 204.0M -18.9% | 251.6M +54.7% | 162.7M +82.2% | 89.3M |
| EPS (Basic) | $1.31 +22.4% | $1.07 -18.9% | $1.32 +51.7% | $0.87 +81.3% | $0.48 |
| EPS (Diluted) | $1.25 +23.8% | $1.01 -17.9% | $1.23 +53.7% | $0.80 +77.8% | $0.45 |
| Shares (Diluted) | 202.0M -0.2% | 202.5M -1.2% | 204.9M +1.1% | 202.7M +1.6% | 199.5M |