| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 44.8B +0.9% | 44.4B +8.7% | 40.9B -6.8% | 43.8B +3.6% | 42.3B |
| Cost of Revenue | 20.5B +3.9% | 19.8B -5.8% | 21.0B -3.5% | 21.8B +5.2% | 20.7B |
| Gross Profit | 24.3B -1.5% | 24.6B +24.0% | 19.9B -10.0% | 22.1B +2.0% | 21.6B |
| Operating Expenses | 14.2B -0.7% | 14.3B +2.8% | 13.9B -2.5% | 14.3B +5.3% | 13.6B |
| R&D | — | — | — | — | — |
| SG&A | 3.6B +0.4% | 3.6B -10.1% | 4.0B +8.0% | 3.7B +0.6% | 3.7B |
| Operating Income | 7.5B +0.1% | 7.5B +97.2% | 3.8B -28.8% | 5.3B +2.9% | 5.2B |
| EBITDA | 7.5B +0.1% | 7.5B +97.5% | 3.8B -28.8% | 5.3B +2.8% | 5.2B |
| Net Income | 6.0B +1.4% | 5.9B +135.4% | 2.5B -33.5% | 3.8B -6.0% | 4.0B |
| EPS (Basic) | $3.20 +2.6% | $3.12 +157.9% | $1.21 -36.0% | $1.89 -4.5% | $1.98 |
| EPS (Diluted) | $3.15 +2.9% | $3.06 +159.3% | $1.18 -36.6% | $1.86 -5.1% | $1.96 |
| Shares (Diluted) | 1.7B -2.3% | 1.8B -2.3% | 1.8B -2.4% | 1.9B -1.6% | 1.9B |