| Metric | Q1 2026 | Q4 2025 | Q1 2025 | QoQ Change | YoY Change |
|---|---|---|---|---|---|
| Revenue | $5.2B | $5.3B | $4.7B | -1.6% | 11.6% |
| Op. Income | $1.1B | $1.2B | $896M | -11.1% | 19.6% |
| Gross Margin | 69.4% | 74.5% | 63.3% | -5.0pp | 6.2pp |
| Net Margin | 25.7% | 12.6% | 14.5% | 13.1pp | 11.2pp |
| EPS (Diluted) | $0.90 | $0.45 | $0.45 | 100.0% | 99.4% |
| Item | Amount |
|---|---|
| REVENUE | $5.2B |
| Cost of Revenue | $1.6B |
| GROSS PROFIT | $3.6B |
| R&D Expenses | $516M |
| Selling & Marketing | $0 |
| General & Administrative | $0 |
| SG&A Expenses | $1.8B |
| Other Expenses | $244M |
| Operating Expenses | $2.5B |
| Cost & Expenses | $4.1B |
| OPERATING INCOME | $1.1B |
| Interest Income | $0 |
| Interest Expense | $90M |
| Other Income/Expenses | $90M |
| INCOME BEFORE TAX | $1.2B |
| Income Tax Expense | -$176M |
| Net Income from Continuing Ops | $1.3B |
| Net Income from Discontinued Ops | $0 |
| Other Adjustments | $1M |
| NET INCOME | $1.3B |
| Net Income Deductions | -$4M |
| BOTTOM LINE NET INCOME | $1.3B |
| D&A | $0 |
| EBIT | $1.1B |
| EBITDA | $1.1B |
| EPS | $1 |
| EPS Diluted | $1 |
| Item | Amount |
|---|---|
| REVENUE | $5.2B |
| Cost of Revenue | $1.6B |
| GROSS PROFIT | $3.6B |
| R&D Expenses | $516M |
| Selling & Marketing | $0 |
| General & Administrative | $0 |
| SG&A Expenses | $1.8B |
| Other Expenses | $244M |
| Operating Expenses | $2.5B |
| Cost & Expenses | $4.1B |
| OPERATING INCOME | $1.1B |
| Interest Income | $0 |
| Interest Expense | $90M |
| Other Income/Expenses | $90M |
| INCOME BEFORE TAX | $1.2B |
| Income Tax Expense | -$176M |
| Net Income from Continuing Ops | $1.3B |
| Net Income from Discontinued Ops | $0 |
| Other Adjustments | $1M |
| NET INCOME | $1.3B |
| Net Income Deductions | -$4M |
| BOTTOM LINE NET INCOME | $1.3B |
| D&A | $0 |
| EBIT | $1.1B |
| EBITDA | $1.1B |
| EPS | $1 |
| EPS Diluted | $1 |
