| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B +11.8% | 2.5B -44.5% | 4.5B +45.8% | 3.1B +23.4% | 2.5B |
| Cost of Revenue | 1.7B +116.2% | 802.0M -59.8% | 2.0B +24.7% | 1.6B +11.5% | 1.4B |
| Gross Profit | 1.1B -37.2% | 1.7B -32.5% | 2.5B +68.4% | 1.5B +39.2% | 1.1B |
| Operating Expenses | 912.0M -37.5% | 1.5B +67.8% | 870.0M -4.3% | 909.0M +12.9% | 805.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 50.0M -92.8% | 699.0M +1009.5% | 63.0M +28.6% | 49.0M +8.9% | 45.0M |
| Operating Income | 162.0M -34.9% | 249.0M -85.0% | 1.7B +179.6% | 594.0M +116.0% | 275.0M |
| EBITDA | 778.0M -19.3% | 964.0M -59.0% | 2.4B +73.1% | 1.4B +59.8% | 850.0M |
| Net Income | 519.0M -0.6% | 522.0M -55.0% | 1.2B +109.6% | 553.0M +1.1% | 547.0M |
| EPS (Basic) | $2.24 +2.3% | $2.19 -54.7% | $4.83 +108.2% | $2.32 +0.9% | $2.30 |
| EPS (Diluted) | $2.24 +2.3% | $2.19 -54.5% | $4.81 +114.7% | $2.24 -1.8% | $2.28 |
| Shares (Diluted) | 231.7M -2.8% | 238.4M -1.0% | 240.8M -2.4% | 246.6M +2.8% | 239.9M |