| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 24.7B +11.9% | 22.1B -8.9% | 24.2B +7.8% | 22.5B +4.2% | 21.6B |
| Cost of Revenue | 19.6B +12.0% | 17.5B -10.4% | 19.5B +9.1% | 17.9B +4.0% | 17.2B |
| Gross Profit | 5.1B +11.7% | 4.6B -2.6% | 4.7B +3.0% | 4.6B +4.7% | 4.4B |
| Operating Expenses | 2.3B +13.9% | 2.0B -34.1% | 3.1B +76.3% | 1.8B -21.3% | 2.2B |
| R&D | 726.0M +15.8% | 627.0M -20.5% | 789.0M +15.4% | 684.0M -1.9% | 697.0M |
| SG&A | 1.7B +12.3% | 1.5B -9.9% | 1.6B +14.1% | 1.4B -8.7% | 1.6B |
| Operating Income | 2.8B +10.0% | 2.6B +57.5% | 1.6B -42.6% | 2.8B +31.6% | 2.1B |
| EBITDA | 3.9B +7.3% | 3.6B +30.4% | 2.8B -29.0% | 3.9B +21.5% | 3.2B |
| Net Income | 2.2B +4.3% | 2.2B +25.9% | 1.7B -14.6% | 2.0B +16.3% | 1.7B |
| EPS (Basic) | $1.58 +3.3% | $1.53 +26.4% | $1.21 -15.4% | $1.43 +15.3% | $1.24 |
| EPS (Diluted) | $1.57 +4.0% | $1.51 +26.9% | $1.19 -15.6% | $1.41 +15.6% | $1.22 |
| Shares (Diluted) | 1.4B +0.0% | 1.4B +0.2% | 1.4B +0.2% | 1.4B +0.3% | 1.4B |