| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 11.1B +8.6% | 10.2B -19.2% | 12.7B +152.8% | 5.0B -12.8% | 5.8B |
| Cost of Revenue | 9.2B -0.5% | 9.2B -22.4% | 11.9B +161.2% | 4.6B -12.7% | 5.2B |
| Gross Profit | 1.9B +90.7% | 1.0B +27.6% | 798.6M +70.9% | 467.4M -14.1% | 544.1M |
| Operating Expenses | 454.6M +15.7% | 392.8M +21.1% | 324.3M +13.7% | 285.1M -9.7% | 315.7M |
| R&D | 201.5M -6.6% | 215.7M +19.3% | 180.8M +4.3% | 173.3M -5.4% | 183.2M |
| SG&A | 253.1M +42.9% | 177.2M +23.4% | 143.5M +28.4% | 111.8M -15.6% | 132.5M |
| Operating Income | 1.5B +137.8% | 625.9M +32.0% | 474.3M +160.2% | 182.3M -20.2% | 228.4M |
| EBITDA | 1.5B +135.0% | 639.5M +31.2% | 487.3M +150.4% | 194.6M -19.0% | 240.2M |
| Net Income | 1.2B +143.7% | 483.4M +20.7% | 400.6M +138.0% | 168.3M -13.8% | 195.2M |
| EPS (Basic) | $1.86 +129.6% | $0.81 +20.9% | $0.67 +139.3% | $0.28 -15.2% | $0.33 |
| EPS (Diluted) | $1.55 +115.3% | $0.72 +20.0% | $0.60 +130.8% | $0.26 -18.8% | $0.32 |
| Shares (Diluted) | 740.0M +6.9% | 692.2M -0.3% | 694.0M +4.6% | 663.2M +7.6% | 616.6M |