|
Revenue from Contract with Customer, Excluding Assessed Tax
|
$28,057,105,000
|
+35%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Cost of Revenue
|
$25,806,845,000
|
+42%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Research and Development Expense
|
$700,153,000
|
+31%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Selling and Marketing Expense
|
$245,723,000
|
-3.3%
|
Q4 2025
|
Q2 2026
|
USD
|
|
General and Administrative Expense
|
$272,659,000
|
+6.5%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Income (Loss)
|
$1,031,725,000
|
-33%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Income Tax Expense (Benefit)
|
$164,462,000
|
+45%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Earnings Per Share, Basic
|
1.46
|
-41%
|
Q4 2025
|
Q2 2026
|
USD/shares
|
|
Earnings Per Share, Diluted
|
1.36
|
-41%
|
Q4 2025
|
Q2 2026
|
USD/shares
|
|
Cash and Cash Equivalents, at Carrying Value
|
$4,091,083,000
|
+186%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Accounts Receivable, after Allowance for Credit Loss, Current
|
$11,004,122,000
|
+260%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Inventory, Net
|
$10,595,448,000
|
+195%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Assets, Current
|
$26,124,597,000
|
+201%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Deferred Income Tax Assets, Net
|
$655,367,000
|
+49%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Property, Plant and Equipment, Net
|
$538,584,000
|
+13%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Lease, Right-of-Use Asset
|
$370,095,000
|
|
Q4 2025
|
Q2 2026
|
USD
|
|
Other Assets, Noncurrent
|
$683,062,000
|
+379%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Assets
|
$28,001,610,000
|
+188%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Accounts Payable, Current
|
$13,753,207,000
|
+2404%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Employee-related Liabilities, Current
|
$96,122,000
|
+37%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Accrued Liabilities, Current
|
$548,179,000
|
+139%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Contract with Customer, Liability, Current
|
$774,846,000
|
+151%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Liabilities, Current
|
$15,396,708,000
|
+1034%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Contract with Customer, Liability, Noncurrent
|
$527,909,000
|
+82%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Lease, Liability, Noncurrent
|
$354,055,000
|
+746%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Other Liabilities, Noncurrent
|
$408,756,000
|
+361%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Liabilities
|
$21,009,433,000
|
+502%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Common Stocks, Including Additional Paid in Capital
|
$2,987,932,000
|
+2.8%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Accumulated Other Comprehensive Income (Loss), Net of Tax
|
$695,000
|
+6.6%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Retained Earnings (Accumulated Deficit)
|
$4,003,388,000
|
+20%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Stockholders' Equity Attributable to Parent
|
$6,992,015,000
|
+12%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest
|
$6,992,177,000
|
+12%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Liabilities and Equity
|
$28,001,610,000
|
+188%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Common Stock, Shares Authorized
|
1,000,000,000
|
0%
|
Q4 2025
|
Q2 2026
|
shares
|
|
Common Stock, Shares, Issued
|
598,926,000
|
+0.92%
|
Q4 2025
|
Q2 2026
|
shares
|
|
Common Stock, Par or Stated Value Per Share
|
0.001
|
0%
|
Q4 2025
|
Q2 2026
|
USD/shares
|
|
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents
|
$4,193,725,000
|
+193%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Lease, Liability
|
$385,878,000
|
+692%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Comprehensive Income (Loss), Net of Tax, Attributable to Parent
|
$872,823,000
|
-40%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid
|
$503,135,000
|
+752%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Property, Plant and Equipment, Gross
|
$681,042,000
|
-3.9%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Lease, Liability, Current
|
$31,823,000
|
+366%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Two
|
$55,380,000
|
+484%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year One
|
$55,880,000
|
+435%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Lease, Weighted Average Discount Rate, Percent
|
0.058
|
+9.4%
|
Q4 2025
|
Q2 2026
|
pure
|
|
Lessee, Operating Lease, Liability, Undiscounted Excess Amount
|
$117,257,000
|
+1031%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Three
|
$55,781,000
|
+580%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Preferred Stock, Shares Issued
|
0
|
|
Q4 2025
|
Q2 2026
|
shares
|
|
Preferred Stock, Shares Authorized
|
10,000,000
|
0%
|
Q4 2025
|
Q2 2026
|
shares
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Four
|
$57,320,000
|
+659%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Operating Lease, Payments
|
$33,619,000
|
+189%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Preferred Stock, Shares Outstanding
|
0
|
|
Q4 2025
|
Q2 2026
|
shares
|
|
Depreciation, Depletion and Amortization
|
$47,400,000
|
+38%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Share-based Payment Arrangement, Expense
|
$347,940,000
|
+26%
|
Q4 2025
|
Q2 2026
|
USD
|
|
Preferred Stock, Par or Stated Value Per Share
|
0.001
|
0%
|
Q4 2025
|
Q2 2026
|
USD/shares
|