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What changed
Each line against the same period a year earlier, as the company reported both in its latest filing. The math is under every line.
Latest quarter vs the same quarter a year earlier
10-Q filed 2026-08-04 ↗| Quarter ended | 2025-06-30 | 2026-06-30 | Change |
|---|---|---|---|
| Revenue(1,935 − 1,004) ÷ |1,004| × 100 = +92.8% ($ millions) | $1.0B | $1.9B | +92.8% |
| Operating income(912 − 269) ÷ |269| × 100 = +238.6% ($ millions) | $269.3M | $912.0M | +238.6% |
| Net income(1,062 − 327) ÷ |327| × 100 = +225.0% ($ millions) | $326.7M | $1.1B | +225.0% |
| Diluted earnings per share(0.41 − 0.13) ÷ |0.13| × 100 = +215.4% ($ a share) | $0.13 | $0.41 | +215.4% |
| Diluted share count (weighted)(2,569 − 2,563) ÷ |2,563| × 100 = +0.2% (millions of shares) | 2.56B | 2.57B | +0.2% |
| Research and development(193 − 135) ÷ |135| × 100 = +42.6% ($ millions) | $135.0M | $192.5M | +42.6% |
Latest fiscal year vs the year before
10-K filed 2026-02-17 ↗| Year ended | 2024-12-31 | 2025-12-31 | Change |
|---|---|---|---|
| Revenue(4,475 − 2,866) ÷ |2,866| × 100 = +56.2% ($ millions) | $2.9B | $4.5B | +56.2% |
| Operating income(1,414 − 310) ÷ |310| × 100 = +355.5% ($ millions) | $310.4M | $1.4B | +355.5% |
| Net income(1,625 − 462) ÷ |462| × 100 = +251.6% ($ millions) | $462.2M | $1.6B | +251.6% |
| Diluted earnings per share(0.63 − 0.19) ÷ |0.19| × 100 = +231.6% ($ a share) | $0.19 | $0.63 | +231.6% |
| Diluted share count (weighted)(2,565 − 2,451) ÷ |2,451| × 100 = +4.7% (millions of shares) | 2.45B | 2.57B | +4.7% |
| Research and development(558 − 508) ÷ |508| × 100 = +9.8% ($ millions) | $507.9M | $557.7M | +9.8% |
| Operating cash flow(2,134 − 1,154) ÷ |1,154| × 100 = +85.0% ($ millions) | $1.2B | $2.1B | +85.0% |
Metrics from the filings
Each value carries the period it covers and the form it was reported in.
| Metric | Value | Period end | Form |
|---|---|---|---|
| Revenue | $4.5B | 2025-12-31 | 10-K |
| Net income | $1.6B | 2025-12-31 | 10-K |
| Operating cash flow | $2.1B | 2025-12-31 | 10-K |
| Research and development | $557.7M | 2025-12-31 | 10-K |
| Total assets | $8.9B | 2025-12-31 | 10-K |
| Cash and cash equivalents | $1.4B | 2025-12-31 | 10-K |
| Revenue | $1.9B | 2026-06-30 | 10-Q |
| Net income | $1.1B | 2026-06-30 | 10-Q |
| Revenue, prior year | $2.9B | 2024-12-31 | 10-K |
| Net income, prior year | $462.2M | 2024-12-31 | 10-K |
| Revenue, same quarter prior year | $1.0B | 2025-06-30 | 10-Q |
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