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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Dec 31, 2025 | Dec 31, 2024 |
|---|---|---|
| Revenue | 9.01bn | 7.00bn |
| Cost of revenue | 3.24bn | 2.51bn |
| Gross profit | 5.77bn | 4.49bn |
| Research and development | 1.24bn | 997m |
| Selling, general and administrative | 142m | 123m |
| Operating expenses | 1.91bn | 1.55bn |
| Operating income | 3.86bn | 2.94bn |
| Pre-tax income | 4.25bn | 3.27bn |
| Income tax | 738m | 413m |
| Net income | 3.51bn | 2.85bn |
| Earnings per share | 2.79 | 2.27 |
| Earnings per share, diluted | 2.75 | 2.23 |
| Weighted average shares | 1.26bn | 1.26bn |
| Weighted average shares, diluted | 1.28bn | 1.28bn |
| Metric | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 2.79bn | 1.96bn | 2.33bn | 2.23bn | 1.85bn | 2.76bn | 3.18bn | 2.43bn |
| Receivables | 1.92bn | 1.89bn | 1.49bn |
| Metric | Dec 31, 2025 | Dec 31, 2024 |
|---|---|---|
| Operating cash flow | 4.37bn | 3.71bn |
| Depreciation and amortisation | 73m | 62m |
| Share-based compensation | 439m | 355m |
| Capital expenditure | 120m | 32m |
| Investing cash flow | −3.58bn | −2.46bn |
| Share buybacks | 1.60bn |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| 1.62bn |
| 1.44bn |
| 1.14bn |
| 1.13bn |
| 1.23bn |
| Inventory | 2.38bn | 2.25bn | 2.16bn | 2.06bn | 1.96bn | 1.83bn | 1.77bn | 1.85bn |
| Current assets | 18.56bn | 16.39bn | 15.18bn | 13.50bn | 12.28bn | 11.91bn | 10.88bn | 9.84bn |
| Property, plant and equipment | 250m | 203m | 173m | 152m | 124m | 99m | 93m | 96m |
| Goodwill | 416m | 416m | 416m | 417m | 269m | 269m | — | 269m |
| Total assets | 21.66bn | 19.45bn | 18.05bn | 16.53bn | 14.51bn | 14.04bn | 12.85bn | 11.62bn |
| Current liabilities | 6.56bn | 5.38bn | 4.67bn | 4.05bn | 3.12bn | 2.73bn | 2.43bn | 2.16bn |
| Total liabilities | 8.17bn | 7.08bn | 6.14bn | 5.63bn | 4.40bn | 4.05bn | 3.60bn | 3.19bn |
| Equity | 13.49bn | 12.37bn | 11.91bn | 10.90bn | 10.12bn | 9.99bn | 9.25bn | 8.43bn |
| Shares outstanding | 1.26bn | 1.26bn | 1.26bn | 1.26bn | 1.26bn | 1.26bn | 315m | 314m |
| Shares issued | 1.26bn | 1.26bn | 1.26bn | 1.26bn | 1.26bn | 1.26bn | 315m | 314m |
| 424m |
| Financing cash flow | −1.60bn | −422m |