| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 3.6B +16.6% | 3.1B +10.2% | 2.8B +7.5% | 2.6B +7.6% | 2.4B |
| Cost of Revenue | 1.7B +4.0% | 1.7B +1.0% | 1.6B +3.6% | 1.6B +4.1% | 1.5B |
| Gross Profit | 1.9B +31.2% | 1.4B +23.0% | 1.2B +13.4% | 1.0B +13.5% | 914.0M |
| Operating Expenses | 339.0M -24.5% | 449.0M +34.8% | 333.0M -2.9% | 343.0M -0.9% | 346.0M |
| R&D | 188.0M -3.1% | 194.0M +3.7% | 187.0M +0.5% | 186.0M +3.9% | 179.0M |
| SG&A | 147.0M +2.8% | 143.0M +0.0% | 143.0M -0.7% | 144.0M -6.5% | 154.0M |
| Operating Income | 1.6B +56.2% | 998.0M +18.4% | 843.0M +21.5% | 694.0M +22.2% | 568.0M |
| EBITDA | 1.6B +38.9% | 1.2B +28.7% | 914.0M +17.3% | 779.0M +21.3% | 642.0M |
| Net Income | 1.3B +73.0% | 748.0M +26.1% | 593.0M +8.0% | 549.0M +12.5% | 488.0M |
| EPS (Basic) | $5.73 +69.5% | $3.38 +22.9% | $2.75 +6.6% | $2.58 +12.7% | $2.29 |
| EPS (Diluted) | $5.55 +69.7% | $3.27 +25.8% | $2.60 +7.0% | $2.43 +9.0% | $2.23 |
| Shares (Diluted) | 233.0M +1.7% | 229.0M +0.4% | 228.0M +0.9% | 226.0M +3.2% | 219.0M |