| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.1B +15.3% | 1.8B -10.4% | 2.0B +3.6% | 2.0B +7.4% | 1.8B |
| Cost of Revenue | 704.3M +9.3% | 644.1M -5.1% | 678.8M -0.2% | 680.0M +11.2% | 611.5M |
| Gross Profit | 1.4B +18.6% | 1.2B -13.0% | 1.3B +5.6% | 1.3B +5.5% | 1.2B |
| Operating Expenses | 755.2M +7.8% | 700.6M -6.2% | 747.0M +3.7% | 720.5M +2.1% | 706.0M |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 636.0M +34.7% | 472.2M -21.4% | 601.1M +8.1% | 556.2M +10.2% | 504.6M |
| EBITDA | 636.0M +34.7% | 472.2M -21.4% | 601.1M +8.1% | 556.2M +10.2% | 504.6M |
| Net Income | 219.1M +75.6% | 124.8M -41.5% | 213.4M +12.4% | 189.9M +29.1% | 147.1M |
| EPS (Basic) | $2.13 +76.0% | $1.21 -41.3% | $2.06 +12.0% | $1.84 +30.5% | $1.41 |
| EPS (Diluted) | $2.12 +75.2% | $1.21 -40.7% | $2.04 +10.9% | $1.84 +30.5% | $1.41 |
| Shares (Diluted) | 103.0M -0.3% | 103.3M -0.4% | 103.7M +0.6% | 103.1M -0.7% | 103.8M |