| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B -1.3% | 4.2B +10.6% | 3.8B +16.0% | 3.2B +0.6% | 3.2B |
| Cost of Revenue | 1.3B -0.8% | 1.3B +11.3% | 1.2B +11.4% | 1.1B -1.9% | 1.1B |
| Gross Profit | 2.8B -1.6% | 2.8B +10.3% | 2.6B +18.4% | 2.2B +1.9% | 2.1B |
| Operating Expenses | 1.8B -2.0% | 1.8B +2.0% | 1.8B +24.9% | 1.4B +14.0% | 1.2B |
| R&D | — | — | — | — | — |
| SG&A | 557.0M -4.1% | 581.0M +1.9% | 570.0M +21.3% | 470.0M +21.8% | 386.0M |
| Operating Income | 896.0M +0.0% | 896.0M +39.8% | 641.0M +1.6% | 631.0M -17.6% | 766.0M |
| EBITDA | 896.0M +0.0% | 896.0M +39.8% | 641.0M +1.6% | 631.0M -17.6% | 766.0M |
| Net Income | 724.0M -1.0% | 731.0M +38.7% | 527.0M +0.8% | 523.0M -17.4% | 633.0M |
| EPS (Basic) | $0.34 +0.0% | $0.34 +30.8% | $0.26 -16.1% | $0.31 -24.4% | $0.41 |
| EPS (Diluted) | $0.33 +0.0% | $0.33 +32.0% | $0.25 -16.7% | $0.30 -26.8% | $0.41 |
| Shares (Diluted) | 2.0B -0.1% | 2.0B +7.8% | 1.9B +20.9% | 1.6B +5.9% | 1.5B |