| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 6.7B +1.5% | 6.5B +3.1% | 6.4B -10.4% | 7.1B +4.5% | 6.8B |
| Cost of Revenue | 4.3B -0.8% | 4.3B +2.2% | 4.2B -2.3% | 4.3B -6.0% | 4.6B |
| Gross Profit | 2.4B +6.0% | 2.2B +5.1% | 2.1B -23.3% | 2.8B +27.1% | 2.2B |
| Operating Expenses | 5.4B -6.5% | 5.8B +4.9% | 5.5B +0.7% | 5.5B -4.1% | 5.7B |
| R&D | — | — | — | — | — |
| SG&A | 1.1B -23.1% | 1.5B +14.0% | 1.3B +11.6% | 1.2B +4.2% | 1.1B |
| Operating Income | 1.2B +64.5% | 738.0M -9.2% | 813.0M -49.0% | 1.6B +52.0% | 1.0B |
| EBITDA | 2.1B +27.9% | 1.6B -1.9% | 1.6B -33.5% | 2.5B +29.1% | 1.9B |
| Net Income | 763.0M +4.4% | 731.0M +39.5% | 524.0M -54.2% | 1.1B +63.9% | 698.0M |
| EPS (Basic) | $1.42 +4.4% | $1.36 +44.7% | $0.94 -53.0% | $2.00 +69.5% | $1.18 |
| EPS (Diluted) | $1.41 +4.4% | $1.35 +45.2% | $0.93 -53.0% | $1.98 +70.7% | $1.16 |
| Shares (Diluted) | 542.2M -0.6% | 545.7M -2.3% | 558.5M -3.4% | 577.9M -3.6% | 599.2M |