| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 19.1B -19.9% | 23.8B +37.2% | 17.4B +0.1% | 17.3B -6.6% | 18.6B |
| Cost of Revenue | 11.9B -29.3% | 16.8B +61.8% | 10.4B -3.7% | 10.8B -8.8% | 11.8B |
| Gross Profit | 7.2B +2.4% | 7.0B +0.7% | 7.0B +6.4% | 6.6B -2.8% | 6.8B |
| Operating Expenses | 17.6B -21.9% | 22.5B +38.0% | 16.3B -0.3% | 16.4B -5.1% | 17.2B |
| R&D | — | — | — | — | — |
| SG&A | 0 -100.0% | 13.9B | 0 | 0 | 0 |
| Operating Income | 1.5B +14.7% | 1.3B +23.9% | 1.1B +7.2% | 980.0M -25.9% | 1.3B |
| EBITDA | 1.5B +437.2% | -443000000 -142.2% | 1.1B +7.2% | 980.0M -25.9% | 1.3B |
| Net Income | 1.2B +42.4% | 816.0M -9.5% | 902.0M +22.7% | 735.0M -22.6% | 950.0M |
| EPS (Basic) | $1.75 +48.3% | $1.18 -4.1% | $1.23 +18.3% | $1.04 -19.4% | $1.29 |
| EPS (Diluted) | $1.74 +47.5% | $1.18 -3.3% | $1.22 +18.4% | $1.03 -19.5% | $1.28 |
| Shares (Diluted) | 655.7M -1.0% | 662.1M -1.0% | 669.1M -0.9% | 675.0M -1.7% | 687.0M |