| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.8B +4.1% | 3.7B -3.9% | 3.8B +0.3% | 3.8B +2.7% | 3.7B |
| Cost of Revenue | 2.6B -0.0% | 2.7B +1.0% | 2.6B +4.4% | 2.5B -1.5% | 2.6B |
| Gross Profit | 1.2B +14.9% | 1.0B -14.7% | 1.2B -7.6% | 1.3B +12.0% | 1.2B |
| Operating Expenses | 3.4B +0.4% | 3.4B -1.1% | 3.4B +4.5% | 3.3B -1.1% | 3.3B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 438.0M +46.0% | 300.0M -27.5% | 414.0M -24.6% | 549.0M +33.6% | 411.0M |
| EBITDA | 406.0M +54.4% | 263.0M -29.3% | 372.0M -27.6% | 514.0M +34.6% | 382.0M |
| Net Income | 321.0M +52.1% | 211.0M -30.1% | 302.0M -25.1% | 403.0M +34.8% | 299.0M |
| EPS (Basic) | $1.18 +51.3% | $0.78 -29.7% | $1.11 -25.5% | $1.49 +35.5% | $1.10 |
| EPS (Diluted) | $1.18 +51.3% | $0.78 -29.7% | $1.11 -25.0% | $1.48 +34.5% | $1.10 |
| Shares (Diluted) | 271.7M -0.2% | 272.3M -0.1% | 272.5M +0.1% | 272.3M +0.0% | 272.2M |