| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.1B -3.9% | 2.2B +22.1% | 1.8B -34.0% | 2.7B +21.5% | 2.2B |
| Cost of Revenue | 546.0M -9.6% | 604.0M +69.2% | 357.0M -55.0% | 793.0M -4.8% | 833.0M |
| Gross Profit | 1.5B -1.7% | 1.6B +10.3% | 1.4B -25.2% | 1.9B +37.3% | 1.4B |
| Operating Expenses | 1.1B +4.5% | 1.0B -2.3% | 1.1B -1.5% | 1.1B +10.6% | 977.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 459.0M -13.7% | 532.0M +47.8% | 360.0M -56.4% | 825.0M +100.7% | 411.0M |
| EBITDA | 905.0M -6.7% | 970.0M +22.8% | 790.0M -36.8% | 1.3B +54.5% | 809.0M |
| Net Income | 316.0M -11.7% | 358.0M +41.5% | 253.0M -60.5% | 641.0M +131.4% | 277.0M |
| EPS (Basic) | $1.14 -11.6% | $1.29 +38.7% | $0.93 -60.8% | $2.37 +132.4% | $1.02 |
| EPS (Diluted) | $1.13 -11.7% | $1.28 +39.1% | $0.92 -60.9% | $2.35 +132.7% | $1.01 |
| Shares (Diluted) | 278.7M +0.1% | 278.4M +1.8% | 273.6M +0.5% | 272.2M +0.2% | 271.6M |