| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 19.2B +0.4% | 19.1B -19.9% | 23.8B +37.2% | 17.4B +0.1% | 17.3B |
| Cost of Revenue | 11.3B -4.5% | 11.9B -29.3% | 16.8B +61.8% | 10.4B -3.7% | 10.8B |
| Gross Profit | 7.8B +8.4% | 7.2B +2.4% | 7.0B +0.7% | 7.0B +6.4% | 6.6B |
| Operating Expenses | 18.1B +3.1% | 17.6B -21.9% | 22.5B +38.0% | 16.3B -0.3% | 16.4B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 -100.0% | 13.9B | 0 | 0 |
| Operating Income | 1.0B -30.7% | 1.5B +14.7% | 1.3B +23.9% | 1.1B +7.2% | 980.0M |
| EBITDA | 783.0M -47.6% | 1.5B +437.2% | -443000000 -142.2% | 1.1B +48.4% | 708.0M |
| Net Income | 779.0M -33.0% | 1.2B +42.4% | 816.0M -9.5% | 902.0M +22.7% | 735.0M |
| EPS (Basic) | $1.10 -37.1% | $1.75 +48.3% | $1.18 -4.1% | $1.23 +18.3% | $1.04 |
| EPS (Diluted) | $1.09 -37.4% | $1.74 +47.5% | $1.18 -3.3% | $1.22 +18.4% | $1.03 |
| Shares (Diluted) | 646.9M -1.3% | 655.7M -1.0% | 662.1M -1.0% | 669.1M -0.9% | 675.0M |