| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.5B -1.0% | 6.6B +9.5% | 6.0B -16.1% | 7.2B +18.4% | 6.1B |
| Cost of Revenue | 2.3B +8.7% | 2.1B -5.4% | 2.2B -13.1% | 2.5B +15.3% | 2.2B |
| Gross Profit | 4.2B -5.6% | 4.5B +18.1% | 3.8B -17.7% | 4.6B +20.1% | 3.9B |
| Operating Expenses | 3.2B +13.2% | 2.8B -1.2% | 2.9B +1.8% | 2.8B +3.9% | 2.7B |
| R&D | 433.0M -0.2% | 434.0M +5.1% | 413.0M +3.0% | 401.0M -2.2% | 410.0M |
| SG&A | 2.3B +3.8% | 2.2B -2.3% | 2.3B +2.4% | 2.2B +8.9% | 2.0B |
| Operating Income | 1.0B -37.7% | 1.7B +77.2% | 936.0M -48.1% | 1.8B +58.9% | 1.1B |
| EBITDA | 1.6B -17.1% | 2.0B +58.3% | 1.2B -41.9% | 2.1B +40.2% | 1.5B |
| Net Income | 753.0M -41.0% | 1.3B +71.3% | 745.0M -12.2% | 849.0M -1.2% | 859.0M |
| EPS (Basic) | $1.97 -40.7% | $3.32 +70.3% | $1.95 -12.2% | $2.22 -1.3% | $2.25 |
| EPS (Diluted) | $1.96 -40.6% | $3.30 +71.0% | $1.93 -12.3% | $2.20 -0.9% | $2.22 |
| Shares (Diluted) | 384.7M -0.3% | 386.0M -0.1% | 386.5M +0.0% | 386.5M -0.1% | 386.7M |