| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 47.8B -3.3% | 49.4B +3.1% | 47.9B -3.6% | 49.7B +1.1% | 49.2B |
| Cost of Revenue | 17.8B -0.2% | 17.8B +1.3% | 17.6B -4.8% | 18.5B -8.1% | 20.1B |
| Gross Profit | 30.0B -5.1% | 31.6B +4.2% | 30.3B -2.9% | 31.2B +7.4% | 29.0B |
| Operating Expenses | 17.4B -6.6% | 18.6B +0.5% | 18.5B +6.3% | 17.4B +6.2% | 16.4B |
| R&D | — | — | — | — | — |
| SG&A | 5.3B +2.0% | 5.1B +2.2% | 5.0B -0.2% | 5.0B +3.4% | 4.9B |
| Operating Income | 11.3B -2.3% | 11.6B +11.2% | 10.4B -16.3% | 12.4B +9.8% | 11.3B |
| EBITDA | 11.3B -2.3% | 11.6B +11.2% | 10.4B -16.3% | 12.4B +9.8% | 11.3B |
| Net Income | 6.9B -23.6% | 9.1B +5.7% | 8.6B +14.0% | 7.5B -9.6% | 8.3B |
| EPS (Basic) | $0.93 -23.8% | $1.22 +8.9% | $1.12 +14.3% | $0.98 -7.5% | $1.06 |
| EPS (Diluted) | $0.91 -24.8% | $1.21 +9.0% | $1.11 +18.1% | $0.94 -9.6% | $1.04 |
| Shares (Diluted) | 7.2B -1.0% | 7.3B -1.7% | 7.4B -3.3% | 7.7B +0.6% | 7.6B |