Revenue Performance:
- Total Q2 2025 Revenue: $3.963 billion (up 17% YoY, 20.71% QoQ)
- Q2 2025 Gross Profit: $3.026 billion (Gross Profit Margin of 76.4%)
- Operating Income: $593 million (up 61% YoY; Operating Income Margin of 14.9%)
- Net Income: $471 million (up 33% YoY; Net Income Margin of 11.8%)
- EPS: $1.68 (up 33% YoY)
Profitability:
- Non-GAAP operating income of $1.3 billion, an increase of 26% YoY
- Free cash flow of $1.038 billion, reflecting effective cash management.
Cash Flow and Balance Sheet:
- Ending cash position of approximately $2.5 billion
- Long-term debt of $6.3 billion
- Robust cash flow from operations at $1.069 billion
The operational efficiency, fueled by AI implementation, led to a decrease in operational costs, allowing for effective margin expansion despite increased investment in R&D and marketing.