| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 4.3B -10.7% | 4.9B +2.7% | 4.7B +13.9% | 4.2B +22.4% | 3.4B |
| Cost of Revenue | 2.3B -3.3% | 2.4B +24.1% | 1.9B -24.3% | 2.5B +4.9% | 2.4B |
| Gross Profit | 2.1B -17.7% | 2.5B -11.8% | 2.8B +72.6% | 1.6B +64.6% | 997.0M |
| Operating Expenses | 3.1B -5.3% | 3.2B +20.2% | 2.7B -19.1% | 3.3B +3.7% | 3.2B |
| R&D | — | — | — | — | — |
| SG&A | 771.0M -11.0% | 866.0M +10.9% | 781.0M -2.9% | 804.0M +0.2% | 802.0M |
| Operating Income | 1.3B -21.3% | 1.6B -20.4% | 2.1B +145.0% | 837.0M +329.2% | 195.0M |
| EBITDA | 1.3B -48.7% | 2.5B +22.2% | 2.1B +230.3% | 621.0M +218.5% | 195.0M |
| Net Income | 1.0B -26.1% | 1.4B -15.9% | 1.6B +173.6% | 599.0M +1965.5% | 29.0M |
| EPS (Basic) | $1.99 -24.9% | $2.65 -14.2% | $3.09 +175.9% | $1.12 +2140.0% | $0.05 |
| EPS (Diluted) | $1.98 -25.0% | $2.64 -14.3% | $3.08 +177.5% | $1.11 +2120.0% | $0.05 |
| Shares (Diluted) | 514.8M -1.4% | 522.2M -1.8% | 532.0M -1.2% | 538.4M -1.5% | 546.9M |