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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 2026-08-05 ↗| Quarter ended | 2025-06-30 | 2026-06-30 | Change |
|---|---|---|---|
| Revenue(14,191 − 12,651) ÷ |12,651| × 100 = +12.2% ($ millions) | $12.7B | $14.2B | +12.2% |
| Operating income(1,890 − 1,450) ÷ |1,450| × 100 = +30.3% ($ millions) | $1.4B | $1.9B | +30.3% |
| Net income(2,394 − 1,355) ÷ |1,355| × 100 = +76.7% ($ millions) | $1.4B | $2.4B | +76.7% |
| Diluted earnings per share(1.17 − 0.63) ÷ |0.63| × 100 = +85.7% ($ a share) | $0.63 | $1.17 | +85.7% |
| Diluted share count (weighted)(2,050 − 2,126) ÷ |2,126| × 100 = −3.5% (millions of shares) | 2.13B | 2.05B | −3.5% |
| Research and development(1,043 − 840) ÷ |840| × 100 = +24.2% ($ millions) | $840.0M | $1.0B | +24.2% |
Latest fiscal year vs the year before
10-K filed 2026-02-13 ↗| Year ended | 2024-12-31 | 2025-12-31 | Change |
|---|---|---|---|
| Revenue(52,017 − 43,978) ÷ |43,978| × 100 = +18.3% ($ millions) | $44.0B | $52.0B | +18.3% |
| Operating income(5,565 − 2,799) ÷ |2,799| × 100 = +98.8% ($ millions) | $2.8B | $5.6B | +98.8% |
| Net income(10,053 − 9,856) ÷ |9,856| × 100 = +2.0% ($ millions) | $9.9B | $10.1B | +2.0% |
| Diluted earnings per share(4.73 − 4.56) ÷ |4.56| × 100 = +3.7% ($ a share) | $4.56 | $4.73 | +3.7% |
| Diluted share count (weighted)(2,120 − 2,151) ÷ |2,151| × 100 = −1.4% (millions of shares) | 2.15B | 2.12B | −1.4% |
| Research and development(3,402 − 3,109) ÷ |3,109| × 100 = +9.4% ($ millions) | $3.1B | $3.4B | +9.4% |
| Operating cash flow(10,099 − 7,137) ÷ |7,137| × 100 = +41.5% ($ millions) | $7.1B | $10.1B | +41.5% |
Metrics from the filings
Each value carries the period it covers and the form it was reported in.
| Metric | Value | Period end | Form |
|---|---|---|---|
| Revenue | $52.0B | 2025-12-31 | 10-K |
| Net income | $10.1B | 2025-12-31 | 10-K |
| Operating cash flow | $10.1B | 2025-12-31 | 10-K |
| Research and development | $3.4B | 2025-12-31 | 10-K |
| Total assets | $61.8B | 2025-12-31 | 10-K |
| Cash and cash equivalents | $7.1B | 2025-12-31 | 10-K |
| Shares outstanding | 2.04B | 2026-07-31 | 10-Q |
| Revenue | $14.2B | 2026-06-30 | 10-Q |
| Net income | $2.4B | 2026-06-30 | 10-Q |
| Revenue, prior year | $44.0B | 2024-12-31 | 10-K |
| Net income, prior year | $9.9B | 2024-12-31 | 10-K |
| Revenue, same quarter prior year | $12.7B | 2025-06-30 | 10-Q |
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