| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B +12.3% | 3.3B +10.6% | 3.0B +7.1% | 2.8B +8.2% | 2.6B |
| Cost of Revenue | 1.7B +3.5% | 1.7B +1.5% | 1.6B +2.9% | 1.6B +3.4% | 1.5B |
| Gross Profit | 2.0B +21.0% | 1.7B +21.4% | 1.4B +12.5% | 1.2B +15.0% | 1.1B |
| Operating Expenses | 465.0M -4.3% | 486.0M +3.0% | 472.0M +8.5% | 435.0M -25.6% | 585.0M |
| R&D | 284.0M -3.4% | 294.0M +1.7% | 289.0M -1.7% | 294.0M +12.2% | 262.0M |
| SG&A | 138.0M -6.1% | 147.0M +14.8% | 128.0M -7.2% | 138.0M +11.3% | 124.0M |
| Operating Income | 1.6B +31.3% | 1.2B +31.1% | 908.0M +14.6% | 792.0M +64.3% | 482.0M |
| EBITDA | 1.7B +28.1% | 1.3B +33.1% | 1.0B +13.6% | 880.0M +14.7% | 767.0M |
| Net Income | 3.2B -0.3% | 3.2B +74.0% | 1.8B +55.8% | 1.2B +325.2% | 278.0M |
| EPS (Basic) | $9.03 -2.5% | $9.26 +75.7% | $5.27 +57.8% | $3.34 +328.2% | $0.78 |
| EPS (Diluted) | $8.20 +0.0% | $8.20 +73.4% | $4.73 +54.1% | $3.07 +309.3% | $0.75 |
| Shares (Diluted) | 388.0M +0.3% | 387.0M +1.6% | 381.0M +1.3% | 376.0M +3.3% | 364.0M |