| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 19.9B +2.8% | 19.3B -2.5% | 19.8B +0.4% | 19.7B +20.8% | 16.3B |
| Cost of Revenue | 4.0B -1.8% | 4.1B -3.2% | 4.2B -3.2% | 4.4B +13.7% | 3.8B |
| Gross Profit | 15.8B +4.1% | 15.2B -2.3% | 15.6B +1.5% | 15.4B +23.0% | 12.5B |
| Operating Expenses | 9.0B +6.8% | 8.5B -9.4% | 9.3B +13.1% | 8.3B +18.2% | 7.0B |
| R&D | — | — | — | — | — |
| SG&A | 3.8B +9.9% | 3.4B -15.3% | 4.1B +20.5% | 3.4B +7.2% | 3.1B |
| Operating Income | 3.8B +41.5% | 2.7B +28.6% | 2.1B -52.1% | 4.4B +173.9% | -5929000000 |
| EBITDA | 3.8B +41.5% | 2.7B +28.6% | 2.1B -52.1% | 4.4B +173.9% | -5929000000 |
| Net Income | 3.0B +38.9% | 2.2B +1.9% | 2.1B -33.1% | 3.2B +174.6% | -4277000000 |
| EPS (Basic) | $4.73 +41.6% | $3.34 +2.8% | $3.25 -32.7% | $4.83 +156.3% | $-8.58 |
| EPS (Diluted) | $4.73 +41.6% | $3.34 +3.1% | $3.24 -32.9% | $4.83 +156.3% | $-8.58 |
| Shares (Diluted) | 621.1M -0.4% | 623.4M -2.0% | 636.1M -0.5% | 639.5M +26.5% | 505.6M |