| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B +4.0% | 4.0B -15.5% | 4.7B +5.2% | 4.5B +7.3% | 4.2B |
| Cost of Revenue | 2.0B -1.1% | 2.0B -2.2% | 2.1B -5.5% | 2.2B +4.9% | 2.1B |
| Gross Profit | 2.2B +9.2% | 2.0B -25.8% | 2.7B +15.2% | 2.3B +9.6% | 2.1B |
| Operating Expenses | 2.4B +80.7% | 1.3B -44.0% | 2.4B +65.7% | 1.4B -13.7% | 1.6B |
| R&D | 970.0M +336.9% | 222.0M -16.9% | 267.0M +4.3% | 256.0M +4.9% | 244.0M |
| SG&A | 1.0B +3.4% | 1.0B -10.7% | 1.1B +15.1% | 973.0M +1.5% | 959.0M |
| Operating Income | -231000000 -135.4% | 652.0M +118.1% | 299.0M -66.1% | 882.0M +93.8% | 455.0M |
| EBITDA | 409.0M -59.0% | 997.0M -34.6% | 1.5B +15.7% | 1.3B +14.9% | 1.1B |
| Net Income | -576000000 -255.7% | 370.0M -23.1% | 481.0M +10.8% | 434.0M +53.9% | 282.0M |
| EPS (Basic) | $-0.49 -253.1% | $0.32 -23.8% | $0.42 +10.5% | $0.38 +52.0% | $0.25 |
| EPS (Diluted) | $-0.49 -258.1% | $0.31 -24.4% | $0.41 +10.8% | $0.37 +54.2% | $0.24 |
| Shares (Diluted) | 1.2B -1.2% | 1.2B +0.9% | 1.2B +0.3% | 1.2B +0.3% | 1.2B |