| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B +16.7% | 2.4B +2.0% | 2.3B +16.9% | 2.0B -5.9% | 2.1B |
| Cost of Revenue | 330.0M | 0 -100.0% | 166.0M -22.4% | 214.0M -27.2% | 294.0M |
| Gross Profit | 2.4B +2.8% | 2.4B +9.8% | 2.2B +21.6% | 1.8B -2.4% | 1.8B |
| Operating Expenses | 1.2B +17.2% | 1.1B -8.4% | 1.2B -4.5% | 1.2B +4.3% | 1.2B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 112.0M +64.7% | 68.0M -40.9% | 115.0M +26.4% | 91.0M -4.2% | 95.0M |
| Operating Income | 1.2B -8.9% | 1.3B +31.0% | 999.0M +78.4% | 560.0M -14.4% | 654.0M |
| EBITDA | 1.8B -4.1% | 1.9B +19.8% | 1.6B +29.3% | 1.2B -5.6% | 1.3B |
| Net Income | 794.0M -4.0% | 827.0M +52.3% | 543.0M +64.0% | 331.0M +19.1% | 278.0M |
| EPS (Basic) | $2.01 -4.7% | $2.11 +67.5% | $1.26 +59.5% | $0.79 +38.6% | $0.57 |
| EPS (Diluted) | $2.00 -5.2% | $2.11 +67.5% | $1.26 +59.5% | $0.79 +38.6% | $0.57 |
| Shares (Diluted) | 350.0M -1.1% | 354.0M +0.0% | 354.0M +0.3% | 353.0M -1.4% | 358.0M |