| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.3B +3.3% | 2.2B +6.4% | 2.1B -9.1% | 2.3B +8.0% | 2.1B |
| Cost of Revenue | 1.2B +4.9% | 1.1B +2.3% | 1.1B +53.8% | 708.0M -35.5% | 1.1B |
| Gross Profit | 1.1B +1.7% | 1.1B +10.7% | 1.0B -36.8% | 1.6B +53.7% | 1.0B |
| Operating Expenses | 663.0M +0.8% | 658.0M +1.2% | 650.0M -52.7% | 1.4B +105.7% | 668.0M |
| R&D | 173.0M -3.9% | 180.0M +4.7% | 172.0M -74.7% | 679.0M +299.4% | 170.0M |
| SG&A | 490.0M +2.5% | 478.0M +0.0% | 478.0M +1.5% | 471.0M -5.4% | 498.0M |
| Operating Income | 481.0M +3.0% | 467.0M +27.6% | 366.0M +56.4% | 234.0M -38.1% | 378.0M |
| EBITDA | 461.0M -15.7% | 547.0M +23.2% | 444.0M -18.2% | 543.0M +57.4% | 345.0M |
| Net Income | 408.0M +16.2% | 351.0M +16.2% | 302.0M +906.7% | 30.0M -89.8% | 293.0M |
| EPS (Basic) | $3.66 +17.7% | $3.11 +14.8% | $2.71 +116.8% | $1.25 -52.1% | $2.61 |
| EPS (Diluted) | $3.65 +17.7% | $3.10 +15.2% | $2.69 +115.2% | $1.25 -51.9% | $2.60 |
| Shares (Diluted) | 111.6M -0.9% | 112.6M -0.3% | 112.9M +0.3% | 112.6M -0.4% | 113.0M |