| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.1B +10.8% | 5.5B +13.2% | 4.8B +9.1% | 4.4B -6.7% | 4.7B |
| Cost of Revenue | 2.2B +2.7% | 2.1B +4.2% | 2.0B +3.8% | 2.0B -3.4% | 2.0B |
| Gross Profit | 3.9B +16.0% | 3.4B +19.8% | 2.8B +13.2% | 2.5B -9.2% | 2.7B |
| Operating Expenses | 1.0B -1.9% | 1.0B +3.4% | 991.0M -0.8% | 999.0M -5.8% | 1.1B |
| R&D | 530.0M -0.9% | 535.0M +4.9% | 510.0M -2.1% | 521.0M +0.6% | 518.0M |
| SG&A | 476.0M -2.9% | 490.0M +5.6% | 464.0M +4.0% | 446.0M -2.4% | 457.0M |
| Operating Income | 2.9B +23.8% | 2.3B +28.7% | 1.8B +22.7% | 1.5B -11.4% | 1.7B |
| EBITDA | 3.5B +19.4% | 2.9B +21.3% | 2.4B +15.8% | 2.1B -9.0% | 2.3B |
| Net Income | 2.4B +22.5% | 2.0B +28.2% | 1.5B +32.8% | 1.2B -14.7% | 1.4B |
| EPS (Basic) | $2.64 +22.2% | $2.16 +27.8% | $1.69 +35.2% | $1.25 -16.1% | $1.49 |
| EPS (Diluted) | $2.62 +22.4% | $2.14 +27.4% | $1.68 +34.4% | $1.25 -15.5% | $1.48 |
| Shares (Diluted) | 921.0M +0.1% | 920.0M +0.7% | 914.0M +0.4% | 910.0M -0.4% | 914.0M |