| Metric | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 |
|---|---|---|---|---|---|
| Revenue | 4.2B +16.6% | 3.6B +16.6% | 3.1B +10.2% | 2.8B +7.5% | 2.6B |
| Cost of Revenue | 1.8B +4.3% | 1.7B +4.0% | 1.7B +1.0% | 1.6B +3.6% | 1.6B |
| Gross Profit | 2.4B +27.9% | 1.9B +31.2% | 1.4B +23.0% | 1.2B +13.4% | 1.0B |
| Operating Expenses | 363.0M +7.1% | 339.0M -24.5% | 449.0M +34.8% | 333.0M -2.9% | 343.0M |
| R&D | 200.0M +6.4% | 188.0M -3.1% | 194.0M +3.7% | 187.0M +0.5% | 186.0M |
| SG&A | 159.0M +8.2% | 147.0M +2.8% | 143.0M +0.0% | 143.0M -0.7% | 144.0M |
| Operating Income | 2.1B +32.4% | 1.6B +56.2% | 998.0M +18.4% | 843.0M +21.5% | 694.0M |
| EBITDA | 2.1B +31.3% | 1.6B +38.9% | 1.2B +28.7% | 914.0M +17.3% | 779.0M |
| Net Income | 1.8B +36.1% | 1.3B +73.0% | 748.0M +26.1% | 593.0M +8.0% | 549.0M |
| EPS (Basic) | $7.72 +34.7% | $5.73 +69.5% | $3.38 +22.9% | $2.75 +6.6% | $2.58 |
| EPS (Diluted) | $7.59 +36.8% | $5.55 +69.7% | $3.27 +25.8% | $2.60 +7.0% | $2.43 |
| Shares (Diluted) | 232.0M -0.4% | 233.0M +1.7% | 229.0M +0.4% | 228.0M +0.9% | 226.0M |