| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B +4.6% | 3.9B -1.4% | 3.9B -0.8% | 4.0B +2.1% | 3.9B |
| Cost of Revenue | 1.5B -0.3% | 1.5B -2.9% | 1.6B -1.0% | 1.6B -0.9% | 1.6B |
| Gross Profit | 2.6B +7.8% | 2.4B -0.4% | 2.4B -0.6% | 2.4B +4.1% | 2.3B |
| Operating Expenses | 1.7B +16.4% | 1.5B -31.3% | 2.2B +76.4% | 1.2B -24.7% | 1.6B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 537.0M +34.3% | 400.0M +235.6% | -295000000 -140.0% | 738.0M +69.3% | 436.0M |
| EBITDA | 537.0M +34.3% | 400.0M +235.6% | -295000000 -140.0% | 738.0M +69.3% | 436.0M |
| Net Income | 410.0M +28.5% | 319.0M -2.4% | 327.0M -17.8% | 398.0M +13.1% | 352.0M |
| EPS (Basic) | $1.19 +26.6% | $0.94 -3.1% | $0.97 -18.5% | $1.19 +13.3% | $1.05 |
| EPS (Diluted) | $1.18 +26.9% | $0.93 -2.1% | $0.95 -19.5% | $1.18 +13.5% | $1.04 |
| Shares (Diluted) | 311.0M -0.7% | 313.2M -1.2% | 316.9M +1.0% | 313.8M +0.4% | 312.4M |