| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 6.4B +8.2% | 5.9B +8.5% | 5.4B -5.2% | 5.7B +13.0% | 5.1B |
| Cost of Revenue | 5.1B +7.1% | 4.7B +7.1% | 4.4B -4.6% | 4.6B +10.4% | 4.2B |
| Gross Profit | 1.3B +12.4% | 1.2B +14.5% | 1.0B -7.6% | 1.1B +25.6% | 895.0M |
| Operating Expenses | 691.0M -5.2% | 729.0M -1.5% | 740.0M +11.6% | 663.0M -17.9% | 808.0M |
| R&D | 42.0M -4.5% | 44.0M +15.8% | 38.0M -17.4% | 46.0M +21.1% | 38.0M |
| SG&A | 568.0M +16.4% | 488.0M +10.9% | 440.0M +1.1% | 435.0M +6.6% | 408.0M |
| Operating Income | 646.0M +40.1% | 461.0M +54.2% | 299.0M -35.1% | 461.0M +429.9% | 87.0M |
| EBITDA | 1.1B +15.4% | 914.0M +13.3% | 807.0M -11.9% | 916.0M +39.2% | 658.0M |
| Net Income | 389.0M +39.9% | 278.0M +57.1% | 177.0M -32.4% | 262.0M +771.8% | -39000000 |
| EPS (Basic) | — | $0.60 +57.9% | $0.38 -32.1% | $0.56 +1500.0% | $-0.04 |
| EPS (Diluted) | — | $0.60 +57.9% | $0.38 -32.1% | $0.56 +1500.0% | $-0.04 |
| Shares (Diluted) | — | 463.8M +0.0% | 463.8M +0.2% | 463.0M -46.8% | 870.0M |