| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 49.4B +3.1% | 47.9B -3.6% | 49.7B +3.0% | 48.2B +1.2% | 47.6B |
| Cost of Revenue | 17.8B +1.3% | 17.6B -4.8% | 18.5B -8.1% | 20.1B -0.3% | 20.2B |
| Gross Profit | 31.6B +4.2% | 30.3B -2.9% | 31.2B +11.0% | 28.1B +2.4% | 27.4B |
| Operating Expenses | 18.6B +0.5% | 18.5B +6.3% | 17.4B +0.6% | 17.3B +0.9% | 17.2B |
| R&D | — | — | — | — | — |
| SG&A | 5.1B +2.2% | 5.0B -0.2% | 5.0B +3.4% | 4.9B +0.4% | 4.9B |
| Operating Income | 11.6B +11.2% | 10.4B -16.3% | 12.4B +31.5% | 9.5B +9.1% | 8.7B |
| EBITDA | 11.6B +11.2% | 10.4B -16.3% | 12.4B +31.5% | 9.5B +9.1% | 8.7B |
| Net Income | 9.1B +5.7% | 8.6B +14.0% | 7.5B -11.1% | 8.5B +18.1% | 7.2B |
| EPS (Basic) | $1.22 +8.9% | $1.12 +14.3% | $0.98 -9.3% | $1.08 +18.7% | $0.91 |
| EPS (Diluted) | $1.21 +9.0% | $1.11 +18.1% | $0.94 -11.3% | $1.06 +17.8% | $0.90 |
| Shares (Diluted) | 7.3B -1.7% | 7.4B -3.3% | 7.7B +0.6% | 7.6B -0.3% | 7.7B |