| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 37.7B -1.9% | 38.4B +12.0% | 34.3B +13.9% | 30.1B -6.3% | 32.2B |
| Cost of Revenue | 19.0B +5.1% | 18.1B +5.9% | 17.1B +2.5% | 16.7B -1.8% | 17.0B |
| Gross Profit | 18.7B -8.2% | 20.3B +18.1% | 17.2B +28.0% | 13.5B -11.4% | 15.2B |
| Operating Expenses | 11.3B -3.1% | 11.7B +12.0% | 10.4B +7.2% | 9.7B +2.8% | 9.5B |
| R&D | — | — | — | — | — |
| SG&A | 1.5B +5.6% | 1.4B +3.4% | 1.4B -8.2% | 1.5B +9.9% | 1.4B |
| Operating Income | 7.0B -18.2% | 8.6B +32.0% | 6.5B +10.8% | 5.9B +8.6% | 5.4B |
| EBITDA | 7.0B -18.2% | 8.6B +32.0% | 6.5B +10.8% | 5.9B +8.6% | 5.4B |
| Net Income | 5.3B -20.1% | 6.6B +17.7% | 5.6B +21.9% | 4.6B +12.7% | 4.1B |
| EPS (Basic) | $17.24 -18.9% | $21.27 +19.9% | $17.74 +24.1% | $14.29 +15.1% | $12.42 |
| EPS (Diluted) | $17.01 -18.9% | $20.98 +19.5% | $17.55 +25.2% | $14.02 +14.4% | $12.25 |
| Shares (Diluted) | 301.1M -1.2% | 304.9M -1.0% | 308.0M -1.5% | 312.6M -0.8% | 315.0M |