| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.7B +3.3% | 4.5B -8.4% | 4.9B -3.4% | 5.1B -2.0% | 5.2B |
| Cost of Revenue | 2.9B +3.4% | 2.8B -7.8% | 3.1B +2.4% | 3.0B -4.5% | 3.1B |
| Gross Profit | 1.8B +3.1% | 1.7B -9.2% | 1.9B -11.7% | 2.1B +1.8% | 2.1B |
| Operating Expenses | 3.5B +1.9% | 3.4B -3.1% | 3.5B -1.7% | 3.6B -3.1% | 3.7B |
| R&D | — | — | — | — | — |
| SG&A | 44.0M -10.2% | 49.0M +304.2% | -24000000 -149.0% | 49.0M +4.3% | 47.0M |
| Operating Income | 1.2B +7.5% | 1.1B -21.4% | 1.4B -7.5% | 1.5B +0.7% | 1.5B |
| EBITDA | 1.2B +7.3% | 1.2B -21.9% | 1.5B -7.4% | 1.6B +0.7% | 1.6B |
| Net Income | 1.1B +1.0% | 1.0B -15.4% | 1.2B -8.3% | 1.4B +9.1% | 1.2B |
| EPS (Basic) | $3.05 +3.7% | $2.94 -14.0% | $3.42 -5.8% | $3.63 +10.0% | $3.30 |
| EPS (Diluted) | $3.00 +4.2% | $2.88 -14.3% | $3.36 -5.6% | $3.56 +10.2% | $3.23 |
| Shares (Diluted) | 348.8M -3.0% | 359.7M -1.6% | 365.7M -2.8% | 376.1M -1.0% | 379.9M |