| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +3.3% | 2.1B -4.7% | 2.2B +1.6% | 2.2B +1.0% | 2.1B |
| Cost of Revenue | 1.0B +2.6% | 1.0B -3.7% | 1.0B -0.1% | 1.0B +1.1% | 1.0B |
| Gross Profit | 1.1B +3.9% | 1.1B -5.5% | 1.2B +3.1% | 1.1B +0.9% | 1.1B |
| Operating Expenses | 660.0M +3.9% | 635.0M -31.4% | 926.0M +48.4% | 624.0M -15.9% | 742.0M |
| R&D | 56.0M -18.8% | 69.0M -4.2% | 72.0M +16.1% | 62.0M +10.7% | 56.0M |
| SG&A | 324.0M +4.9% | 309.0M -9.4% | 341.0M +11.8% | 305.0M -13.1% | 351.0M |
| Operating Income | 472.0M +4.0% | 454.0M +100.9% | 226.0M -54.2% | 493.0M +35.1% | 365.0M |
| EBITDA | 643.0M +5.2% | 611.0M -4.4% | 639.0M -0.6% | 643.0M +8.4% | 593.0M |
| Net Income | 239.0M -2.4% | 245.0M +147.5% | 99.0M -66.7% | 297.0M +44.9% | 205.0M |
| EPS (Basic) | $0.71 -2.7% | $0.73 +151.7% | $0.29 -67.0% | $0.88 +44.3% | $0.61 |
| EPS (Diluted) | $0.70 -2.8% | $0.72 +157.1% | $0.28 -66.7% | $0.84 +47.4% | $0.57 |
| Shares (Diluted) | 342.0M +1.2% | 338.0M -5.6% | 358.0M +0.6% | 356.0M -0.3% | 357.0M |