| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 25.0B +4.2% | 24.0B +2.3% | 23.5B +5.5% | 22.2B +0.1% | 22.2B |
| Cost of Revenue | 0 -100.0% | 6.1B +3.4% | 5.9B -11.9% | 6.7B | 0 |
| Gross Profit | 42.5B +137.0% | 17.9B +1.9% | 17.6B +13.0% | 15.6B -59.7% | 38.6B |
| Operating Expenses | 40.9B +146.9% | 16.6B +2.6% | 16.1B +12.8% | 14.3B -61.1% | 36.8B |
| R&D | — | — | — | — | — |
| SG&A | 8.6B -2.8% | 8.8B +5.1% | 8.4B +4.1% | 8.1B +4.9% | 7.7B |
| Operating Income | 1.6B +15.1% | 1.3B -6.2% | 1.4B +15.3% | 1.2B -30.5% | 1.8B |
| EBITDA | 2.7B +8.6% | 2.5B -1.8% | 2.5B +7.1% | 2.3B -18.6% | 2.9B |
| Net Income | 1.6B +51.2% | 1.1B +10.5% | 956.0M +16.0% | 824.0M -50.0% | 1.6B |
| EPS (Basic) | $6.70 +50.2% | $4.46 +9.6% | $4.07 +17.0% | $3.48 -49.3% | $6.87 |
| EPS (Diluted) | $6.64 +50.6% | $4.41 +9.2% | $4.04 +16.8% | $3.46 -49.3% | $6.82 |
| Shares (Diluted) | 238.4M -0.3% | 239.0M +1.3% | 236.0M -0.8% | 238.0M -2.1% | 243.0M |