| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B -4.7% | 3.0B -4.5% | 3.1B +0.6% | 3.1B -1.5% | 3.1B |
| Cost of Revenue | 401.0M -9.1% | 441.0M -1.1% | 446.0M -3.0% | 460.0M -1.9% | 469.0M |
| Gross Profit | 2.4B -4.0% | 2.5B -5.1% | 2.7B +1.3% | 2.6B -1.4% | 2.7B |
| Operating Expenses | 2.0B -9.3% | 2.2B +1.5% | 2.2B -7.3% | 2.4B +10.8% | 2.2B |
| R&D | — | — | — | — | — |
| SG&A | 1.2B -6.4% | 1.3B -2.5% | 1.4B +0.0% | 1.4B +2.2% | 1.3B |
| Operating Income | 389.0M +38.4% | 281.0M -37.6% | 450.0M +85.2% | 243.0M -52.5% | 512.0M |
| EBITDA | 325.0M +6.6% | 305.0M -22.8% | 395.0M +6.8% | 370.0M -2.4% | 379.0M |
| Net Income | 104.0M +516.0% | -25000000 -115.6% | 160.0M -6.4% | 171.0M -46.6% | 320.0M |
| EPS (Basic) | $0.51 +218.6% | $-0.43 -152.4% | $0.82 -15.5% | $0.97 -54.0% | $2.11 |
| EPS (Diluted) | $0.51 +218.6% | $-0.43 -153.8% | $0.80 -16.7% | $0.96 -54.1% | $2.09 |
| Shares (Diluted) | 136.5M +1.6% | 134.4M -0.4% | 135.0M -0.1% | 135.2M +0.2% | 134.9M |