| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.3B +3.6% | 1.3B +18.4% | 1.1B +40.8% | 769.2M +18.0% | 651.8M |
| Cost of Revenue | 534.4M +6.5% | 501.5M +8.2% | 463.6M +44.9% | 319.9M +14.7% | 278.8M |
| Gross Profit | 794.6M +1.8% | 780.9M +26.0% | 619.7M +37.9% | 449.3M +20.5% | 373.0M |
| Operating Expenses | 356.8M +15.9% | 307.9M -5.7% | 326.5M +7.4% | 304.0M +7.7% | 282.3M |
| R&D | 156.3M +15.3% | 135.6M -5.4% | 143.3M +14.8% | 124.8M +5.4% | 118.4M |
| SG&A | 192.5M +15.5% | 166.7M +1.2% | 164.7M -2.6% | 169.1M +7.2% | 157.8M |
| Operating Income | 437.8M -7.4% | 473.0M +61.3% | 293.2M +101.8% | 145.3M +60.1% | 90.7M |
| EBITDA | 474.5M -6.8% | 509.1M +48.0% | 344.1M +88.6% | 182.4M +46.5% | 124.5M |
| Net Income | 374.9M -6.0% | 398.9M +55.1% | 257.2M +115.1% | 119.6M +52.6% | 78.4M |
| EPS (Basic) | $2.39 -6.3% | $2.55 +55.5% | $1.64 +118.7% | $0.75 +53.1% | $0.49 |
| EPS (Diluted) | $2.38 -5.9% | $2.53 +55.2% | $1.63 +117.3% | $0.75 +53.1% | $0.49 |
| Shares (Diluted) | 157.7M +0.0% | 157.6M -0.0% | 157.6M -0.9% | 159.1M -0.6% | 160.1M |