| Metric | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 |
|---|---|---|---|---|---|
| Revenue | 4.4B +16.9% | 3.7B +12.3% | 3.3B +10.6% | 3.0B +7.1% | 2.8B |
| Cost of Revenue | 1.8B +7.4% | 1.7B +3.5% | 1.7B +1.5% | 1.6B +2.9% | 1.6B |
| Gross Profit | 2.5B +25.0% | 2.0B +21.0% | 1.7B +21.4% | 1.4B +12.5% | 1.2B |
| Operating Expenses | 488.0M +4.9% | 465.0M -4.3% | 486.0M +3.0% | 472.0M +8.5% | 435.0M |
| R&D | 283.0M -0.4% | 284.0M -3.4% | 294.0M +1.7% | 289.0M -1.7% | 294.0M |
| SG&A | 162.0M +17.4% | 138.0M -6.1% | 147.0M +14.8% | 128.0M -7.2% | 138.0M |
| Operating Income | 2.0B +30.9% | 1.6B +31.3% | 1.2B +31.1% | 908.0M +14.6% | 792.0M |
| EBITDA | 2.2B +28.6% | 1.7B +28.1% | 1.3B +33.1% | 1.0B +13.3% | 883.0M |
| Net Income | 1.8B -44.3% | 3.2B -0.3% | 3.2B +74.0% | 1.8B +55.8% | 1.2B |
| EPS (Basic) | $4.86 -46.2% | $9.03 -2.5% | $9.26 +75.7% | $5.27 +57.8% | $3.34 |
| EPS (Diluted) | $4.63 -43.5% | $8.20 +0.0% | $8.20 +73.4% | $4.73 +54.1% | $3.07 |
| Shares (Diluted) | 384.0M -1.0% | 388.0M +0.3% | 387.0M +1.6% | 381.0M +1.3% | 376.0M |