| Metric | Q1 2026 | Q4 2025 | Q1 2025 | QoQ Change | YoY Change |
|---|---|---|---|---|---|
| Revenue | $11.2B | $11.5B | $10.4B | -2.6% | 7.8% |
| Op. Income | $1.8B | $2.3B | $1.7B | -18.2% | 9.1% |
| Gross Margin | 56.3% | 57.0% | 52.6% | -0.8pp | 3.7pp |
| Net Margin | 9.6% | 15.5% | 12.8% | -5.9pp | -3.1pp |
| EPS (Diluted) | $0.62 | $1.02 | $0.76 | -39.2% | -18.2% |
| Item | Amount |
|---|---|
| REVENUE | $11.2B |
| Cost of Revenue | $4.9B |
| GROSS PROFIT | $6.3B |
| R&D Expenses | $756M |
| Selling & Marketing | $0 |
| General & Administrative | $0 |
| SG&A Expenses | $3.3B |
| Other Expenses | $422M |
| Operating Expenses | $4.4B |
| Cost & Expenses | $9.3B |
| OPERATING INCOME | $1.8B |
| Interest Income | $0 |
| Interest Expense | $68M |
| Other Income/Expenses | -$393M |
| INCOME BEFORE TAX | $1.4B |
| Income Tax Expense | $372M |
| Net Income from Continuing Ops | $1.1B |
| Net Income from Discontinued Ops | $0 |
| Other Adjustments | $0 |
| NET INCOME | $1.1B |
| Net Income Deductions | $0 |
| BOTTOM LINE NET INCOME | $1.1B |
| D&A | $0 |
| EBIT | $1.8B |
| EBITDA | $1.8B |
| EPS | $1 |
| EPS Diluted | $1 |
| Item | Amount |
|---|---|
| REVENUE | $11.2B |
| Cost of Revenue | $4.9B |
| GROSS PROFIT | $6.3B |
| R&D Expenses | $756M |
| Selling & Marketing | $0 |
| General & Administrative | $0 |
| SG&A Expenses | $3.3B |
| Other Expenses | $422M |
| Operating Expenses | $4.4B |
| Cost & Expenses | $9.3B |
| OPERATING INCOME | $1.8B |
| Interest Income | $0 |
| Interest Expense | $68M |
| Other Income/Expenses | -$393M |
| INCOME BEFORE TAX | $1.4B |
| Income Tax Expense | $372M |
| Net Income from Continuing Ops | $1.1B |
| Net Income from Discontinued Ops | $0 |
| Other Adjustments | $0 |
| NET INCOME | $1.1B |
| Net Income Deductions | $0 |
| BOTTOM LINE NET INCOME | $1.1B |
| D&A | $0 |
| EBIT | $1.8B |
| EBITDA | $1.8B |
| EPS | $1 |
| EPS Diluted | $1 |
