| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 4.9B +0.1% | 4.9B +8.4% | 4.6B +18.7% | 3.8B +4.5% | 3.7B |
| Cost of Revenue | 100.3M -5.0% | 105.6M -0.6% | 106.3M +0.6% | 105.6M +23.0% | 85.9M |
| Gross Profit | 4.8B +0.2% | 4.8B +8.6% | 4.4B +19.2% | 3.7B +4.1% | 3.6B |
| Operating Expenses | 4.4B -1.7% | 4.4B -1.1% | 4.5B +33.3% | 3.4B +6.1% | 3.2B |
| R&D | — | — | — | — | — |
| SG&A | 400.8M -2.7% | 412.0M -32.1% | 606.8M +88.7% | 321.5M +15.4% | 278.7M |
| Operating Income | 484.6M +21.9% | 397.6M +1265.5% | -34111000 -109.2% | 368.8M -11.6% | 417.3M |
| EBITDA | 484.6M +21.9% | 397.6M +1265.5% | -34111000 -109.2% | 368.8M -11.6% | 417.3M |
| Net Income | 356.4M +18.5% | 300.7M +1118.8% | -29517000 -110.8% | 273.2M -14.2% | 318.6M |
| EPS (Basic) | $4.45 +18.7% | $3.75 +1113.5% | $-0.37 -110.8% | $3.42 -19.9% | $4.27 |
| EPS (Diluted) | $4.43 +18.4% | $3.74 +1110.8% | $-0.37 -110.9% | $3.40 -19.8% | $4.24 |
| Shares (Diluted) | 80.4M +0.1% | 80.4M +0.1% | 80.4M -0.0% | 80.4M +7.0% | 75.1M |