| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +7.0% | 1.8B -0.4% | 1.8B -7.8% | 1.9B +7.7% | 1.8B |
| Cost of Revenue | 1.2B +0.7% | 1.2B -18.3% | 1.5B +22.1% | 1.2B +2.7% | 1.2B |
| Gross Profit | 668.0M +20.8% | 553.0M +93.4% | 286.0M -59.6% | 708.0M +17.8% | 601.0M |
| Operating Expenses | 1.8B +10.6% | 1.6B -16.4% | 1.9B +16.6% | 1.6B -0.4% | 1.6B |
| R&D | — | — | — | — | — |
| SG&A | 268.0M +25.8% | 213.0M -19.6% | 265.0M +2.3% | 259.0M +4.0% | 249.0M |
| Operating Income | 135.0M -25.0% | 180.0M +242.9% | -126000000 -142.4% | 297.0M +96.7% | 151.0M |
| EBITDA | 189.0M -19.6% | 235.0M +330.4% | -102000000 -132.1% | 318.0M +52.9% | 208.0M |
| Net Income | 81.0M +2.5% | 79.0M +125.7% | 35.0M -76.2% | 147.0M +77.1% | 83.0M |
| EPS (Basic) | $0.12 +0.0% | $0.12 +1100.0% | $0.01 -96.6% | $0.29 +141.7% | $0.12 |
| EPS (Diluted) | $0.12 +0.0% | $0.12 | $0.00 -100.0% | $0.28 +133.3% | $0.12 |
| Shares (Diluted) | 386.3M -1.9% | 393.7M -2.1% | 402.3M -2.7% | 413.3M -1.0% | 417.5M |