| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +14.6% | 3.9B +17.9% | 3.3B -0.6% | 3.3B +2.0% | 3.2B |
| Cost of Revenue | 1.2B +11.5% | 1.0B +10.5% | 939.0M -6.0% | 999.0M +1.0% | 989.0M |
| Gross Profit | 3.3B +15.7% | 2.8B +20.9% | 2.3B +1.7% | 2.3B +2.5% | 2.2B |
| Operating Expenses | 2.1B -11.9% | 2.4B +83.0% | 1.3B +3.3% | 1.3B +0.2% | 1.3B |
| R&D | — | — | — | — | — |
| SG&A | 529.0M +17.8% | 449.0M +46.3% | 307.0M +4.1% | 295.0M +0.7% | 293.0M |
| Operating Income | 1.0B +400.5% | 207.0M -77.3% | 913.0M +9.1% | 837.0M +3.6% | 808.0M |
| EBITDA | 1.0B +400.5% | 207.0M -77.3% | 913.0M +9.1% | 837.0M +3.6% | 808.0M |
| Net Income | 801.0M +385.5% | 165.0M -77.4% | 731.0M +12.6% | 649.0M +3.3% | 628.0M |
| EPS (Basic) | $0.84 +425.0% | $0.16 -84.8% | $1.05 +15.4% | $0.91 +3.4% | $0.88 |
| EPS (Diluted) | $0.83 +453.3% | $0.15 -85.6% | $1.04 +14.3% | $0.91 +3.4% | $0.88 |
| Shares (Diluted) | 916.0M +10.3% | 830.3M +24.1% | 669.1M -0.3% | 670.9M -0.5% | 674.0M |