| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 9.0B +2.9% | 8.7B -10.5% | 9.7B +9.2% | 8.9B +4.5% | 8.5B |
| Cost of Revenue | 7.6B +2.5% | 7.4B -7.8% | 8.0B +8.8% | 7.4B +6.3% | 6.9B |
| Gross Profit | 1.4B +4.8% | 1.3B -23.0% | 1.7B +11.0% | 1.6B -3.3% | 1.6B |
| Operating Expenses | 324.0M +7.3% | 302.0M -58.8% | 733.0M +48.4% | 494.0M +13.0% | 437.0M |
| R&D | 171.0M +4.3% | 164.0M -12.3% | 187.0M +10.0% | 170.0M -5.6% | 180.0M |
| SG&A | 84.0M -13.4% | 97.0M +15.5% | 84.0M +16.7% | 72.0M -17.2% | 87.0M |
| Operating Income | 1.1B +4.1% | 1.0B +3.3% | 996.0M -6.4% | 1.1B -9.4% | 1.2B |
| EBITDA | 1.8B +1.6% | 1.8B -19.9% | 2.2B +12.1% | 2.0B +0.6% | 1.9B |
| Net Income | 815.0M +7.1% | 761.0M -4.9% | 800.0M +3.4% | 774.0M -26.1% | 1.0B |
| EPS (Basic) | $0.53 +6.0% | $0.50 -9.1% | $0.55 +10.0% | $0.50 -33.3% | $0.75 |
| EPS (Diluted) | $0.52 +4.0% | $0.50 -7.4% | $0.54 +8.0% | $0.50 -32.4% | $0.74 |
| Shares (Diluted) | 1.5B -0.6% | 1.5B +0.1% | 1.5B +1.7% | 1.5B +8.9% | 1.4B |