| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.2B -12.0% | 3.6B -1.8% | 3.6B +9.5% | 3.3B +4.9% | 3.2B |
| Cost of Revenue | 1.7B -8.8% | 1.8B -2.4% | 1.9B +12.5% | 1.7B +8.7% | 1.5B |
| Gross Profit | 1.5B -15.4% | 1.7B -1.1% | 1.8B +6.6% | 1.7B +1.3% | 1.6B |
| Operating Expenses | 862.0M +3.0% | 837.0M -6.7% | 897.0M +2.9% | 872.0M +2.1% | 854.0M |
| R&D | 43.0M +4.9% | 41.0M -30.5% | 59.0M -18.1% | 72.0M +4.3% | 69.0M |
| SG&A | 405.0M +5.2% | 385.0M -4.9% | 405.0M +4.9% | 386.0M +6.9% | 361.0M |
| Operating Income | 618.0M -32.2% | 912.0M +4.7% | 871.0M +10.7% | 787.0M +0.5% | 783.0M |
| EBITDA | 991.0M -23.2% | 1.3B +9.5% | 1.2B +0.2% | 1.2B -0.5% | 1.2B |
| Net Income | 373.0M -41.8% | 641.0M +43.1% | 448.0M -8.8% | 491.0M -5.4% | 519.0M |
| EPS (Basic) | $0.53 -37.6% | $0.85 +44.1% | $0.59 -3.3% | $0.61 -7.6% | $0.66 |
| EPS (Diluted) | $0.53 -37.6% | $0.85 +46.6% | $0.58 -4.9% | $0.61 -7.6% | $0.66 |
| Shares (Diluted) | 656.0M -2.2% | 671.0M -1.0% | 678.0M -1.0% | 685.0M -1.6% | 696.0M |