| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 15.8B +7.0% | 14.8B -1.9% | 15.1B -6.7% | 16.1B +8.7% | 14.9B |
| Cost of Revenue | 10.9B +4.1% | 10.5B +2.1% | 10.3B -5.5% | 10.9B +4.7% | 10.4B |
| Gross Profit | 4.9B +14.4% | 4.3B -10.7% | 4.8B -9.3% | 5.3B +18.0% | 4.5B |
| Operating Expenses | 12.0B +2.1% | 11.7B +1.2% | 11.6B -4.1% | 12.1B +10.4% | 11.0B |
| R&D | — | — | — | — | — |
| SG&A | 1.2B +1.7% | 1.1B -1.0% | 1.2B +2.0% | 1.1B +1.2% | 1.1B |
| Operating Income | 3.8B +26.2% | 3.0B -12.4% | 3.5B -14.6% | 4.0B +3.9% | 3.9B |
| EBITDA | 3.8B +26.0% | 3.0B -14.1% | 3.5B -12.7% | 4.0B +3.6% | 3.9B |
| Net Income | 2.9B +22.8% | 2.3B -26.0% | 3.2B +2.1% | 3.1B +3.6% | 3.0B |
| EPS (Basic) | $7.37 +24.1% | $5.94 -27.4% | $8.18 +16.0% | $7.05 -5.0% | $7.42 |
| EPS (Diluted) | $7.30 +24.1% | $5.88 -27.3% | $8.09 +15.7% | $6.99 -4.9% | $7.35 |
| Shares (Diluted) | 391.3M -0.8% | 394.6M -0.5% | 396.7M -1.0% | 400.9M -0.7% | 403.8M |