| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.2B +10.6% | 3.8B +16.0% | 3.2B +0.6% | 3.2B +6.6% | 3.0B |
| Cost of Revenue | 1.3B +11.3% | 1.2B +11.4% | 1.1B -1.9% | 1.1B +0.5% | 1.1B |
| Gross Profit | 2.8B +10.3% | 2.6B +18.4% | 2.2B +1.9% | 2.1B +10.1% | 1.9B |
| Operating Expenses | 1.8B +2.0% | 1.8B +24.9% | 1.4B +14.0% | 1.2B +4.1% | 1.2B |
| R&D | — | — | — | — | — |
| SG&A | 581.0M +1.9% | 570.0M +21.3% | 470.0M +29.1% | 364.0M +2.8% | 354.0M |
| Operating Income | 896.0M +39.8% | 641.0M +1.6% | 631.0M -17.6% | 766.0M +20.1% | 638.0M |
| EBITDA | 896.0M +39.8% | 641.0M +1.6% | 631.0M -17.6% | 766.0M +20.1% | 638.0M |
| Net Income | 731.0M +38.7% | 527.0M +0.8% | 523.0M -17.4% | 633.0M +16.8% | 542.0M |
| EPS (Basic) | $0.34 +30.8% | $0.26 -13.3% | $0.30 -26.8% | $0.41 +17.1% | $0.35 |
| EPS (Diluted) | $0.33 +32.0% | $0.25 -16.7% | $0.30 -26.8% | $0.41 +20.6% | $0.34 |
| Shares (Diluted) | 2.0B +7.8% | 1.9B +26.3% | 1.5B +1.4% | 1.5B +0.2% | 1.5B |