| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.6B +0.5% | 3.6B -1.5% | 3.7B -29.7% | 5.2B +73.4% | 3.0B |
| Cost of Revenue | 865.0M +31.7% | 657.0M -4.6% | 689.0M -70.0% | 2.3B +285.4% | 596.0M |
| Gross Profit | 2.8B -6.4% | 3.0B -0.8% | 3.0B +2.1% | 2.9B +20.9% | 2.4B |
| Operating Expenses | 1.4B -13.3% | 1.6B +19.1% | 1.3B -21.9% | 1.7B +35.7% | 1.2B |
| R&D | 245.0M | 0 | 0 | 0 -100.0% | 219.0M |
| SG&A | 662.0M -24.3% | 874.0M -1.5% | 887.0M +3.3% | 859.0M +38.1% | 622.0M |
| Operating Income | 1.4B +1.4% | 1.4B -16.5% | 1.7B +34.6% | 1.2B +5.4% | 1.2B |
| EBITDA | 1.9B +3.7% | 1.8B -14.3% | 2.1B +27.1% | 1.6B +4.8% | 1.6B |
| Net Income | 956.0M -1.9% | 975.0M -31.9% | 1.4B +66.1% | 862.0M +3.7% | 831.0M |
| EPS (Basic) | $1.68 -1.2% | $1.70 -31.7% | $2.49 +66.0% | $1.50 +4.9% | $1.43 |
| EPS (Diluted) | $1.67 -1.2% | $1.69 -31.9% | $2.48 +67.6% | $1.48 +4.2% | $1.42 |
| Shares (Diluted) | 563.0M -0.5% | 566.0M -0.7% | 570.0M -0.7% | 574.0M +0.0% | 574.0M |