| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.7B +3.9% | 4.6B -3.8% | 4.7B +1.3% | 4.7B +2.5% | 4.6B |
| Cost of Revenue | 2.6B -0.0% | 2.7B +1.0% | 2.6B +4.4% | 2.5B -1.5% | 2.6B |
| Gross Profit | 2.1B +9.5% | 1.9B -9.7% | 2.1B -2.2% | 2.2B +7.7% | 2.0B |
| Operating Expenses | 4.0B +0.7% | 4.0B -2.4% | 4.1B +5.7% | 3.9B -0.9% | 3.9B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 688.0M +27.6% | 539.0M -12.9% | 619.0M -20.5% | 779.0M +24.0% | 628.0M |
| EBITDA | 688.0M +27.6% | 539.0M -47.2% | 1.0B +31.1% | 779.0M +24.0% | 628.0M |
| Net Income | 471.0M +33.1% | 354.0M -17.3% | 428.0M -20.1% | 536.0M +28.8% | 416.0M |
| EPS (Basic) | $2.16 +32.5% | $1.63 -16.4% | $1.95 -19.8% | $2.43 +29.9% | $1.87 |
| EPS (Diluted) | $2.16 +32.5% | $1.63 -16.0% | $1.94 -20.2% | $2.43 +29.9% | $1.87 |
| Shares (Diluted) | 205.6M -0.3% | 206.3M -0.2% | 206.7M -0.5% | 207.7M -0.8% | 209.4M |