| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +6.2% | 4.1B -21.3% | 5.2B -9.3% | 5.8B +26.6% | 4.5B |
| Cost of Revenue | 1.1B +17.2% | 970.0M -5.6% | 1.0B -39.6% | 1.7B +47.0% | 1.2B |
| Gross Profit | 3.2B +2.8% | 3.1B -25.1% | 4.2B +3.4% | 4.0B +19.6% | 3.4B |
| Operating Expenses | 2.1B +3.4% | 2.1B +43.7% | 1.4B -45.2% | 2.6B +0.2% | 2.6B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 1.1B +1.7% | 1.1B -61.0% | 2.8B +92.2% | 1.4B +84.8% | 775.0M |
| EBITDA | 2.0B +4.7% | 1.9B -46.6% | 3.6B +49.8% | 2.4B +42.4% | 1.7B |
| Net Income | 561.0M -1.6% | 570.0M -70.4% | 1.9B +116.6% | 888.0M +123.1% | 398.0M |
| EPS (Basic) | $1.39 +0.7% | $1.38 -71.3% | $4.80 +122.2% | $2.16 +142.7% | $0.89 |
| EPS (Diluted) | $1.38 +0.7% | $1.37 -71.4% | $4.79 +121.8% | $2.16 +142.7% | $0.89 |
| Shares (Diluted) | 387.0M +0.0% | 387.0M +0.3% | 386.0M +0.0% | 386.0M +0.0% | 386.0M |