| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B -20.1% | 5.1B +27.6% | 4.0B -11.8% | 4.5B +26.0% | 3.6B |
| Cost of Revenue | 2.0B +43.1% | 1.4B +38.6% | 989.0M -6.5% | 1.1B -40.2% | 1.8B |
| Gross Profit | 2.1B -43.4% | 3.7B +23.9% | 3.0B -13.5% | 3.5B +90.2% | 1.8B |
| Operating Expenses | 1.6B -38.9% | 2.5B +1.0% | 2.5B +0.7% | 2.5B +70.3% | 1.5B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 0 -100.0% | 940.0M +133.1% | -2840000000 -394.3% | 965.0M | 0 |
| Operating Income | 552.0M -53.1% | 1.2B +143.7% | 483.0M -50.1% | 968.0M +172.7% | 355.0M |
| EBITDA | 1.1B -35.9% | 1.7B +50.7% | 1.1B -29.4% | 1.6B +62.3% | 997.0M |
| Net Income | 308.0M -66.7% | 924.0M +211.1% | 297.0M -56.8% | 688.0M +179.7% | 246.0M |
| EPS (Basic) | $0.83 -67.5% | $2.55 +207.2% | $0.83 -56.5% | $1.91 +180.9% | $0.68 |
| EPS (Diluted) | $0.83 -67.3% | $2.54 +206.0% | $0.83 -56.3% | $1.90 +179.4% | $0.68 |
| Shares (Diluted) | 370.0M +1.5% | 364.4M +1.3% | 359.9M -0.6% | 361.9M +0.1% | 361.7M |