| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 5.3B +2.9% | 5.2B +8.8% | 4.7B +1.6% | 4.7B -1.7% | 4.7B |
| Cost of Revenue | 3.4B +3.0% | 3.3B +10.9% | 3.0B +2.4% | 2.9B -5.1% | 3.1B |
| Gross Profit | 1.9B +2.8% | 1.8B +5.2% | 1.7B +0.3% | 1.7B +4.8% | 1.7B |
| Operating Expenses | 794.0M -7.0% | 854.0M +8.0% | 791.0M +1.9% | 776.0M +4.3% | 744.0M |
| R&D | 250.0M +8.7% | 230.0M -3.0% | 237.0M +5.3% | 225.0M -0.9% | 227.0M |
| SG&A | 518.0M -2.6% | 532.0M -0.7% | 536.0M -0.4% | 538.0M +8.9% | 494.0M |
| Operating Income | 1.1B +11.4% | 981.0M +2.8% | 954.0M -0.9% | 963.0M +5.1% | 916.0M |
| EBITDA | 1.4B +4.7% | 1.3B +9.4% | 1.2B -2.0% | 1.2B +4.7% | 1.2B |
| Net Income | 900.0M +20.3% | 748.0M -12.5% | 855.0M +14.0% | 750.0M +13.1% | 663.0M |
| EPS (Basic) | $3.10 +20.6% | $2.57 -12.0% | $2.92 +14.5% | $2.55 +13.3% | $2.25 |
| EPS (Diluted) | $3.09 +21.2% | $2.55 -12.1% | $2.90 +14.6% | $2.53 +13.5% | $2.23 |
| Shares (Diluted) | 291.0M -0.7% | 293.0M -0.7% | 295.0M -0.7% | 297.0M +0.0% | 297.0M |