|
Revenue from Contract with Customer, Excluding Assessed Tax
|
$8,007,661,000
|
+32%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Cost of Revenue
|
$1,990,956,000
|
+61%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Research and Development Expense
|
$2,641,110,000
|
+25%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Selling and Marketing Expense
|
$1,261,367,000
|
+48%
|
Q4 2025
|
Q1 2026
|
USD
|
|
General and Administrative Expense
|
$785,294,000
|
+30%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Income (Loss)
|
$866,134,000
|
-31%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Nonoperating Income (Expense)
|
$38,722,000
|
-23%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest
|
$1,181,078,000
|
-12%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Income Tax Expense (Benefit)
|
$76,622,000
|
+8.7%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Earnings Per Share, Basic
|
6.56
|
-52%
|
Q4 2025
|
Q1 2026
|
USD/shares
|
|
Earnings Per Share, Diluted
|
6.49
|
-52%
|
Q4 2025
|
Q1 2026
|
USD/shares
|
|
Cash and Cash Equivalents, at Carrying Value
|
$2,129,572,000
|
-42%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Cash, Cash Equivalents, and Short-term Investments
|
$2,203,482,000
|
-42%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Accounts Receivable, after Allowance for Credit Loss, Current
|
$1,640,665,000
|
+84%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Inventory, Net
|
$393,221,000
|
-5.3%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Assets, Current
|
$5,373,638,000
|
-15%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Deferred Income Tax Assets, Net
|
$117,386,000
|
-92%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Property, Plant and Equipment, Net
|
$676,693,000
|
+24%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Right-of-Use Asset
|
$713,594,000
|
+31%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Intangible Assets, Net (Excluding Goodwill)
|
$12,289,529,000
|
+6692%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Goodwill
|
$26,880,889,000
|
+683%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Other Assets, Noncurrent
|
$1,186,199,000
|
+92%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Assets
|
$47,237,928,000
|
+262%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Accounts Payable, Current
|
$113,263,000
|
+12%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Employee-related Liabilities, Current
|
$685,566,000
|
+94%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Contract with Customer, Liability, Current
|
$2,459,122,000
|
+86%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Liabilities, Current
|
$3,942,650,000
|
+67%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Contract with Customer, Liability, Noncurrent
|
$420,887,000
|
+33%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Deferred Income Tax Liabilities, Net
|
$954,115,000
|
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Liability, Noncurrent
|
$691,249,000
|
+25%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Other Liabilities, Noncurrent
|
$1,613,051,000
|
+225%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Liabilities
|
$16,689,930,000
|
+347%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Accumulated Other Comprehensive Income (Loss), Net of Tax
|
$203,683,000
|
+16%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Retained Earnings (Accumulated Deficit)
|
$10,380,445,000
|
+12%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Stockholders' Equity Attributable to Parent
|
$30,548,827,000
|
+228%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest
|
$30,547,998,000
|
+228%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Liabilities and Equity
|
$47,237,928,000
|
+262%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Deferred Income Taxes and Tax Credits
|
$51,776,000
|
+63%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Other Noncash Income (Expense)
|
$218,000
|
|
Q4 2025
|
Q1 2026
|
USD
|
|
Increase (Decrease) in Accounts Receivable
|
$128,651,000
|
|
Q4 2025
|
Q1 2026
|
USD
|
|
Increase (Decrease) in Income Taxes
|
$17,561,000
|
-80%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Share-based Payment Arrangement, Noncash Expense
|
$258,724,000
|
+39%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Net Cash Provided by (Used in) Operating Activities
|
$856,832,000
|
|
Q4 2025
|
Q1 2026
|
USD
|
|
Net Cash Provided by (Used in) Financing Activities
|
$1,583,165,000
|
-1016%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Net Cash Provided by (Used in) Investing Activities
|
$36,506,000
|
-66%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Common Stock, Shares Authorized
|
400,000,000
|
0%
|
Q4 2025
|
Q1 2026
|
shares
|
|
Common Stock, Par or Stated Value Per Share
|
0.01
|
0%
|
Q4 2025
|
Q1 2026
|
USD/shares
|
|
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect
|
$759,407,000
|
-215%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Effective Income Tax Rate Reconciliation, at Federal Statutory Income Tax Rate, Percent
|
0.21
|
0%
|
Q4 2025
|
Q1 2026
|
pure
|
|
Operating Lease, Liability
|
$824,347,000
|
+27%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Payments to Acquire Property, Plant, and Equipment
|
$35,320,000
|
-13%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Comprehensive Income (Loss), Net of Tax, Attributable to Parent
|
$1,139,731,000
|
-44%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid
|
$927,118,000
|
+28%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Liability, Current
|
$133,098,000
|
+34%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Two
|
$148,556,000
|
+34%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year One
|
$160,939,000
|
+42%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Weighted Average Discount Rate, Percent
|
0.0334
|
+16%
|
Q4 2025
|
Q1 2026
|
pure
|
|
Lessee, Operating Lease, Liability, Undiscounted Excess Amount
|
$102,771,000
|
+40%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Three
|
$139,066,000
|
+47%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Preferred Stock, Shares Authorized
|
2,000,000
|
0%
|
Q4 2025
|
Q1 2026
|
shares
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Four
|
$109,836,000
|
+26%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Payments
|
$34,010,000
|
+36%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Additional Paid in Capital
|
$20,562,001,000
|
+1724%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Preferred Stock, Shares Outstanding
|
0
|
|
Q4 2025
|
Q1 2026
|
shares
|
|
Amortization of Intangible Assets
|
$344,518,000
|
+1962%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Depreciation, Depletion and Amortization
|
$450,688,000
|
+840%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Share-based Payment Arrangement, Expense
|
$965,555,000
|
+38%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Preferred Stock, Par or Stated Value Per Share
|
0.01
|
0%
|
Q4 2025
|
Q1 2026
|
USD/shares
|