| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 21.6B +3.4% | 20.9B -0.8% | 21.0B +2.3% | 20.6B +3.1% | 19.9B |
| Cost of Revenue | 2.0B -0.8% | 2.0B -4.2% | 2.1B -3.3% | 2.1B +2.6% | 2.1B |
| Gross Profit | 19.6B +3.9% | 18.9B -0.4% | 19.0B +3.0% | 18.4B +3.2% | 17.9B |
| Operating Expenses | 14.5B +4.4% | 13.9B -4.1% | 14.5B +8.7% | 13.3B +3.2% | 12.9B |
| R&D | — | — | — | — | — |
| SG&A | 3.4B +10.9% | 3.1B -8.1% | 3.3B +4.0% | 3.2B +2.1% | 3.1B |
| Operating Income | 4.1B +7.8% | 3.8B +22.3% | 3.1B -19.2% | 3.8B +7.7% | 3.5B |
| EBITDA | 4.1B +7.8% | 3.8B +22.3% | 3.1B -19.2% | 3.8B +7.7% | 3.5B |
| Net Income | 3.1B +4.7% | 3.0B +20.7% | 2.5B -15.2% | 2.9B +0.6% | 2.9B |
| EPS (Basic) | $4.54 +5.8% | $4.29 +21.5% | $3.53 -14.7% | $4.14 +1.5% | $4.08 |
| EPS (Diluted) | $4.53 +5.8% | $4.28 +21.6% | $3.52 -15.0% | $4.14 +1.5% | $4.08 |
| Shares (Diluted) | 679.0M -1.0% | 686.0M -0.6% | 690.0M -0.4% | 693.0M -0.9% | 699.0M |