| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 18.6B +9.8% | 16.9B -2.3% | 17.3B +0.5% | 17.3B +3.7% | 16.6B |
| Cost of Revenue | 12.1B +6.1% | 11.4B +15.6% | 9.9B -8.6% | 10.8B -13.5% | 12.5B |
| Gross Profit | 6.5B +17.4% | 5.5B -26.2% | 7.5B +15.8% | 6.4B +56.1% | 4.1B |
| Operating Expenses | 14.4B +4.5% | 13.7B +11.4% | 12.3B -5.6% | 13.1B -11.3% | 14.7B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 4.2B +32.2% | 3.2B -36.1% | 5.0B +19.5% | 4.2B +119.6% | 1.9B |
| EBITDA | 4.3B +30.8% | 3.3B -35.6% | 5.1B +18.7% | 4.3B +110.8% | 2.1B |
| Net Income | 3.3B +33.1% | 2.5B -35.8% | 3.8B +2.2% | 3.7B +78.4% | 2.1B |
| EPS (Basic) | $12.66 +35.3% | $9.36 -35.7% | $14.55 +3.0% | $14.13 +79.8% | $7.86 |
| EPS (Diluted) | $12.51 +35.2% | $9.25 -35.5% | $14.33 +2.7% | $13.95 +79.8% | $7.76 |
| Shares (Diluted) | 259.1M -1.3% | 262.6M -1.0% | 265.3M -0.4% | 266.4M -0.6% | 267.9M |