| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.3B +19.0% | 3.6B -7.2% | 3.9B +3.5% | 3.8B +2.1% | 3.7B |
| Cost of Revenue | 576.5M -13.9% | 669.4M +14.5% | 584.6M +12.1% | 521.6M -1.6% | 530.2M |
| Gross Profit | 3.7B +26.5% | 2.9B -11.0% | 3.3B +2.1% | 3.2B +2.8% | 3.1B |
| Operating Expenses | 2.4B +5.6% | 2.3B -5.6% | 2.4B +10.2% | 2.2B +6.8% | 2.1B |
| R&D | 1.8B +6.9% | 1.6B +0.0% | 1.6B +5.6% | 1.6B +8.8% | 1.4B |
| SG&A | 662.1M +2.2% | 647.7M -16.4% | 775.0M +17.8% | 657.8M +3.7% | 634.2M |
| Operating Income | 1.3B +101.2% | 642.9M -26.1% | 869.9M -15.3% | 1.0B -4.9% | 1.1B |
| EBITDA | 1.4B +85.0% | 766.1M -24.5% | 1.0B -12.8% | 1.2B -4.2% | 1.2B |
| Net Income | 1.3B +78.3% | 727.2M -13.9% | 844.6M -42.2% | 1.5B +4.9% | 1.4B |
| EPS (Basic) | $12.62 +80.5% | $6.99 -14.8% | $8.20 -41.8% | $14.09 +6.4% | $13.24 |
| EPS (Diluted) | $12.23 +81.2% | $6.75 -14.1% | $7.86 -42.3% | $13.62 +6.3% | $12.81 |
| Shares (Diluted) | 106.0M -1.6% | 107.7M +0.3% | 107.4M +0.2% | 107.2M -1.3% | 108.6M |