| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.6B -0.5% | 4.6B +3.5% | 4.4B +33.5% | 3.3B +7.4% | 3.1B |
| Cost of Revenue | 1.7B -40.4% | 2.8B +35.5% | 2.1B +48.0% | 1.4B -2.2% | 1.4B |
| Gross Profit | 2.9B +60.8% | 1.8B -24.1% | 2.4B +23.2% | 1.9B +15.4% | 1.7B |
| Operating Expenses | 730.0M +9.9% | 664.0M -1.3% | 673.0M +8.4% | 621.0M -3.6% | 644.0M |
| R&D | 23.0M -50.0% | 46.0M -11.5% | 52.0M -1.9% | 53.0M -7.0% | 57.0M |
| SG&A | 112.0M +15.5% | 97.0M -19.2% | 120.0M +14.3% | 105.0M +1.9% | 103.0M |
| Operating Income | 2.2B +90.1% | 1.2B -33.0% | 1.7B +30.2% | 1.3B +27.2% | 1.0B |
| EBITDA | 2.4B +74.6% | 1.4B -28.4% | 2.0B +27.3% | 1.5B +17.9% | 1.3B |
| Net Income | 1.4B +126.7% | 625.0M -47.5% | 1.2B +116.5% | 550.0M +15.8% | 475.0M |
| EPS (Basic) | $0.54 +170.0% | $0.20 -54.5% | $0.44 +144.4% | $0.18 +20.0% | $0.15 |
| EPS (Diluted) | $0.51 +168.4% | $0.19 -53.7% | $0.41 +156.2% | $0.16 +14.3% | $0.14 |
| Shares (Diluted) | 2.6B +0.3% | 2.6B +0.5% | 2.6B -0.8% | 2.6B +0.2% | 2.6B |