| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 442.1M -43.5% | 782.7M +16.1% | 674.4M +64.5% | 410.0M -24.3% | 541.3M |
| Cost of Revenue | 106.0M -0.6% | 106.6M -24.7% | 141.6M +43.4% | 98.7M -0.0% | 98.7M |
| Gross Profit | 336.2M -50.3% | 676.1M +26.9% | 532.8M +71.1% | 311.3M -29.7% | 442.6M |
| Operating Expenses | 234.7M +14.5% | 205.0M +2.6% | 199.8M -17.5% | 242.2M -2.3% | 248.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 33.8M +4.9% | 32.2M -22.9% | 41.8M +37.8% | 30.4M +4.5% | 29.1M |
| Operating Income | 101.4M -78.5% | 471.0M +41.5% | 333.0M +381.7% | 69.1M -64.5% | 194.6M |
| EBITDA | 235.2M -61.3% | 608.2M +26.5% | 480.8M +117.4% | 221.2M -35.8% | 344.5M |
| Net Income | 202.9M -41.7% | 348.1M +77.4% | 196.3M -2.9% | 202.1M -53.3% | 432.5M |
| EPS (Basic) | $1.37 -44.1% | $2.45 +69.0% | $1.45 +0.0% | $1.45 -52.0% | $3.02 |
| EPS (Diluted) | $1.32 -39.4% | $2.18 +71.7% | $1.27 +5.0% | $1.21 -52.2% | $2.53 |
| Shares (Diluted) | 154.0M -3.9% | 160.3M +3.9% | 154.3M -7.9% | 167.6M -2.4% | 171.7M |