| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 6.0B +13.3% | 5.3B -11.6% | 6.0B +18.2% | 5.1B -6.9% | 5.5B |
| Cost of Revenue | 2.1B +27.9% | 1.7B -16.3% | 2.0B +28.5% | 1.5B -16.8% | 1.9B |
| Gross Profit | 3.9B +6.6% | 3.7B -9.2% | 4.0B +13.7% | 3.5B -1.8% | 3.6B |
| Operating Expenses | 2.5B -0.1% | 2.5B +1.4% | 2.5B +16.9% | 2.1B -7.7% | 2.3B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.2B -6.9% | 1.2B +3.7% | 1.2B +29.6% | 928.3M -13.3% | 1.1B |
| Operating Income | 1.4B +22.0% | 1.1B -26.8% | 1.5B +8.7% | 1.4B +9.0% | 1.3B |
| EBITDA | 2.3B +9.3% | 2.1B -12.4% | 2.4B +6.6% | 2.3B +6.4% | 2.1B |
| Net Income | 903.0M +49.2% | 605.2M -39.5% | 1.0B -22.4% | 1.3B +60.6% | 802.0M |
| EPS (Basic) | $1.61 +47.7% | $1.09 -40.1% | $1.82 -20.5% | $2.29 +52.7% | $1.50 |
| EPS (Diluted) | $1.60 +48.1% | $1.08 -40.3% | $1.81 -21.0% | $2.29 +52.7% | $1.50 |
| Shares (Diluted) | 547.1M +1.2% | 540.8M +0.5% | 538.0M +0.3% | 536.4M +0.3% | 534.7M |