| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 50.5B +0.6% | 50.2B +0.9% | 49.7B -1.9% | 50.7B +1.9% | 49.8B |
| Cost of Revenue | 37.0B +4.0% | 35.6B -6.4% | 38.1B -0.2% | 38.1B +3.9% | 36.7B |
| Gross Profit | 13.4B -7.7% | 14.6B +24.7% | 11.7B -7.1% | 12.6B -3.8% | 13.1B |
| Operating Expenses | 48.2B +1.4% | 47.5B -3.3% | 49.2B +0.4% | 49.0B +3.8% | 47.1B |
| R&D | — | — | — | — | — |
| SG&A | 5.5B -12.4% | 6.3B +16.9% | 5.4B +2.7% | 5.3B +5.5% | 5.0B |
| Operating Income | 2.3B -13.5% | 2.7B +358.0% | 581.0M -66.9% | 1.8B -33.3% | 2.6B |
| EBITDA | 2.7B -11.5% | 3.0B +205.5% | 987.0M -54.0% | 2.1B -28.8% | 3.0B |
| Net Income | 1.5B -17.4% | 1.8B +222.3% | 546.0M -54.0% | 1.2B -31.9% | 1.7B |
| EPS (Basic) | $6.74 -16.1% | $8.03 +214.9% | $2.55 -52.1% | $5.32 -31.3% | $7.74 |
| EPS (Diluted) | $6.71 -16.1% | $8.00 +215.0% | $2.54 -52.3% | $5.32 -31.1% | $7.72 |
| Shares (Diluted) | 217.9M -1.1% | 220.4M -1.9% | 224.6M +0.4% | 223.7M -0.9% | 225.8M |