| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 4.9B -3.2% | 5.0B +3.1% | 4.9B +9.0% | 4.5B +0.2% | 4.5B |
| Cost of Revenue | 317.0M -1.6% | 322.0M -6.1% | 343.0M +33.5% | 257.0M -32.5% | 381.0M |
| Gross Profit | 4.6B -3.3% | 4.7B +3.8% | 4.5B +7.5% | 4.2B +3.2% | 4.1B |
| Operating Expenses | 3.2B -10.5% | 3.6B +2.2% | 3.5B +18.8% | 3.0B -4.7% | 3.1B |
| R&D | — | — | — | — | — |
| SG&A | 2.7B -6.6% | 2.9B +8.1% | 2.7B +4.8% | 2.5B +0.6% | 2.5B |
| Operating Income | 1.7B +14.7% | 1.5B +5.6% | 1.4B -10.0% | 1.5B +11.2% | 1.4B |
| EBITDA | 1.7B +15.7% | 1.4B +5.6% | 1.4B -9.6% | 1.5B +11.4% | 1.4B |
| Net Income | 915.0M -9.2% | 1.0B +10.5% | 912.0M -14.0% | 1.1B +81.8% | 583.0M |
| EPS (Basic) | $9.81 -8.0% | $10.66 +12.6% | $9.47 -13.0% | $10.88 +83.8% | $5.92 |
| EPS (Diluted) | $9.68 -7.6% | $10.48 +12.3% | $9.33 -13.0% | $10.73 +84.0% | $5.83 |
| Shares (Diluted) | 94.5M -1.8% | 96.2M -1.6% | 97.8M -1.0% | 98.8M -1.2% | 100.0M |