| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 12.0B +9.0% | 11.0B -9.9% | 12.2B +9.8% | 11.1B +2.5% | 10.9B |
| Cost of Revenue | 7.1B +8.2% | 6.6B -8.7% | 7.2B +10.2% | 6.5B +1.4% | 6.4B |
| Gross Profit | 4.9B +10.2% | 4.4B -11.6% | 5.0B +9.3% | 4.6B +3.9% | 4.4B |
| Operating Expenses | 2.8B +8.9% | 2.6B -6.9% | 2.8B +4.2% | 2.6B +2.6% | 2.6B |
| R&D | 364.0M +8.3% | 336.0M -5.6% | 356.0M +2.9% | 346.0M -1.7% | 352.0M |
| SG&A | 2.3B +7.0% | 2.2B -7.3% | 2.4B +8.8% | 2.2B +1.0% | 2.1B |
| Operating Income | 2.1B +12.0% | 1.9B -17.4% | 2.3B +16.3% | 1.9B +5.8% | 1.8B |
| EBITDA | 2.1B -21.2% | 2.6B -12.6% | 3.0B -15.7% | 3.6B +106.3% | 1.7B |
| Net Income | 1.7B +5.2% | 1.7B -15.9% | 2.0B +21.5% | 1.6B +0.2% | 1.6B |
| EPS (Basic) | $4.68 +5.4% | $4.44 -15.4% | $5.25 +22.7% | $4.28 +0.0% | $4.28 |
| EPS (Diluted) | $4.68 +5.6% | $4.43 -15.0% | $5.21 +22.0% | $4.27 -0.2% | $4.28 |
| Shares (Diluted) | 371.0M -0.5% | 373.0M -1.1% | 377.0M -0.3% | 378.0M +0.0% | 378.0M |