| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B +25.6% | 3.2B -20.4% | 4.1B +0.5% | 4.0B +10.9% | 3.6B |
| Cost of Revenue | 2.0B +71.2% | 1.2B -41.8% | 2.0B +2.2% | 1.9B +13.3% | 1.7B |
| Gross Profit | 2.1B +0.1% | 2.1B +0.2% | 2.1B -1.0% | 2.1B +8.7% | 1.9B |
| Operating Expenses | 3.7B +36.9% | 2.7B -24.6% | 3.5B +0.6% | 3.5B +10.2% | 3.2B |
| R&D | — | — | — | — | — |
| SG&A | 965.0M +16.7% | 827.0M -52.6% | 1.7B +94.1% | 899.0M +3.7% | 867.0M |
| Operating Income | 399.0M -28.6% | 559.0M +9.2% | 512.0M -0.2% | 513.0M +15.8% | 443.0M |
| EBITDA | 618.0M -20.2% | 774.0M +5.6% | 733.0M -0.9% | 740.0M +15.1% | 643.0M |
| Net Income | 276.0M -14.0% | 321.0M +473.3% | -86000000 -122.1% | 389.0M +32.8% | 293.0M |
| EPS (Basic) | $1.08 +20.0% | $0.90 +309.3% | $-0.43 -132.3% | $1.33 +30.4% | $1.02 |
| EPS (Diluted) | $1.08 +20.0% | $0.90 +309.3% | $-0.43 -132.3% | $1.33 +30.4% | $1.02 |
| Shares (Diluted) | 267.0M -0.7% | 269.0M -1.1% | 272.0M +0.7% | 270.0M -1.1% | 273.0M |