Three-Statement Breakdown
REVENUE UP
Revenue rose 17% year over year to $3.6B, and carried a 22.6% net margin.
REVENUE
+16.5%
3,608
GROSS PROFIT
+16.6%
2,975
NET INCOME
+27.1%
816
EPS (DILUTED)
—
—
| Income statement | 24-09 | 24-12 | 25-03 | 25-06 | 25-09 | 25-12 | 26-03 | QoQ | YoY | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3,732 | 2,480 | 2,272 | 3,096 | 4,095 | 2,778 | 2,678 | 3,608 | +34.7% | +16.5% | |
| Cost of revenue | (465) | (427) | (506) | (544) | (549) | (487) | (581) | (633) | +9.0% | +16.4% | |
| Gross profit |
|
3,267 | 2,053 | 1,766 | 2,552 | 3,546 | 2,291 | 2,097 | 2,975 | +41.9% | +16.6% |
| Research & development | (524) | (538) | (568) | (610) | (587) | (589) | (638) | (672) | +5.3% | +10.2% | |
| SG&A | (335) | (248) | (294) | (307) | (330) | (411) | (296) | (309) | +4.4% | +0.7% | |
| Operating income | 1,525 | 430 | 38 | 612 | 1,625 | 269 | 86 | 758 | +781.4% | +23.9% | |
| Interest expense |
NOT DISCLOSED
10-Q
|
— | — | — | -6 | — | — | — | -37 | — | — |
| Income tax | (367) | (161) | (19) | (137) | (418) | (52) | (121) | (81) | -33.1% | -40.9% | |
| Net income | 1,368 | 461 | 154 | 642 | 1,374 | 341 | 160 | 816 | +410.0% | +27.1% | |
Click a line to select it — Enter or the EXPAND pill folds out its quarter-by-quarter history.
SELECTED · GROSS PROFIT · YoY BRIDGE
FROM2,552
REVENUE+512
COST OF REVENUE-89
TO2,975
No bridge for this line yet — select Gross profit to see its YoY walk.
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SRC 10-Q FILED 2026-08-06 ↗