v3.26.3
Condensed Consolidated Income Statements - USD ($)
shares in Millions, $ in Millions
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenue:        
Total revenue $ 3,657.6 $ 2,308.3 $ 9,402.3 $ 6,517.9
Cost of revenue:        
Total cost of revenue 1,331.9 818.1 3,489.5 2,313.0
Gross profit 2,325.7 1,490.2 5,912.8 4,204.9
Operating expenses:        
Research and development 486.9 326.0 1,178.8 888.9
Sales and marketing 156.6 151.2 448.5 394.3
General and administrative 39.8 34.8 107.3 98.5
Total operating expenses 683.3 512.0 1,734.6 1,381.7
Income from operations 1,642.4 978.2 4,178.2 2,823.2
Other income (expense), net 273.1 98.9 513.0 289.1
Income before income taxes 1,915.5 1,077.1 4,691.2 3,112.3
Provision for income taxes 355.1 224.1 895.0 556.7
Net income $ 1,560.4 $ 853.0 $ 3,796.2 $ 2,555.6
Net income per share:        
Basic (in dollars per share) $ 1.24 $ 0.68 $ 3.01 $ 2.03
Diluted (in dollars per share) $ 1.22 $ 0.67 $ 2.98 $ 2.00
Weighted-average shares used in computing net income per share:        
Basic (in shares) 1,262.2 1,258.0 1,260.0 1,258.1
Diluted (in shares) 1,278.2 1,276.6 1,276.0 1,275.7
Product        
Revenue:        
Total revenue $ 3,190.0 $ 1,911.7 $ 8,106.5 $ 5,481.2
Cost of revenue:        
Total cost of revenue 1,255.1 745.5 3,264.5 2,125.5
Service        
Revenue:        
Total revenue 467.6 396.6 1,295.8 1,036.7
Cost of revenue:        
Total cost of revenue $ 76.8 $ 72.6 $ 225.0 $ 187.5