| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.3B -5.5% | 2.4B +6.8% | 2.3B +29.6% | 1.7B +8.4% | 1.6B |
| Cost of Revenue | 629.9M -1.2% | 637.4M -2.6% | 654.7M +72.0% | 380.6M +19.5% | 318.3M |
| Gross Profit | 1.6B -7.1% | 1.8B +10.7% | 1.6B +17.7% | 1.4B +5.7% | 1.3B |
| Operating Expenses | 1.5B -2.7% | 1.6B +6.1% | 1.5B +23.9% | 1.2B +31.3% | 909.5M |
| R&D | 700.1M -2.1% | 715.0M -4.3% | 746.8M +19.4% | 625.3M +12.9% | 554.0M |
| SG&A | 554.4M -4.3% | 579.1M +0.5% | 576.0M +6.7% | 540.0M +53.6% | 351.5M |
| Operating Income | 120.4M -40.7% | 203.0M +67.3% | 121.4M -26.5% | 165.3M -56.1% | 376.4M |
| EBITDA | 692.8M -10.3% | 772.0M +35.3% | 570.5M +72.3% | 331.1M -22.1% | 425.3M |
| Net Income | 16.9M -73.9% | 64.7M -85.6% | 448.5M +85.1% | 242.3M -29.8% | 345.1M |
| EPS (Basic) | $0.09 -73.5% | $0.34 -85.9% | $2.41 +59.6% | $1.51 -32.3% | $2.23 |
| EPS (Diluted) | $0.09 -73.5% | $0.34 -85.7% | $2.38 +58.7% | $1.50 -32.1% | $2.21 |
| Shares (Diluted) | 192.1M +0.7% | 190.8M +1.1% | 188.7M +16.7% | 161.7M +3.6% | 156.1M |