| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.4B +3.2% | 3.3B +11.6% | 3.0B -6.4% | 3.2B +3.7% | 3.1B |
| Cost of Revenue | 526.1M +7.5% | 489.2M +24.5% | 392.8M -15.7% | 466.0M +12.3% | 414.8M |
| Gross Profit | 2.9B +2.5% | 2.8B +9.7% | 2.6B -4.8% | 2.7B +2.3% | 2.7B |
| Operating Expenses | 2.2B +37.8% | 1.6B +9.7% | 1.5B -4.1% | 1.5B +2.9% | 1.5B |
| R&D | 1.4B +37.0% | 993.8M +3.3% | 961.6M -1.2% | 973.7M -5.7% | 1.0B |
| SG&A | 844.1M +45.0% | 582.2M +17.9% | 493.7M +1.4% | 487.0M +9.4% | 445.1M |
| Operating Income | 712.9M -42.8% | 1.2B +9.6% | 1.1B -5.6% | 1.2B +1.7% | 1.2B |
| EBITDA | 782.1M -41.0% | 1.3B +10.9% | 1.2B -9.4% | 1.3B +6.3% | 1.2B |
| Net Income | 653.6M -40.6% | 1.1B +6.6% | 1.0B -13.4% | 1.2B +10.0% | 1.1B |
| EPS (Basic) | $2.58 -40.6% | $4.34 +6.9% | $4.06 -13.6% | $4.70 +10.8% | $4.24 |
| EPS (Diluted) | $2.56 -40.6% | $4.31 +7.2% | $4.02 -13.5% | $4.65 +10.7% | $4.20 |
| Shares (Diluted) | 255.2M +0.0% | 255.2M -0.4% | 256.3M +0.1% | 256.0M -0.6% | 257.6M |