| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.1B +11.6% | 2.8B -3.0% | 2.9B -0.4% | 2.9B +2.5% | 2.8B |
| Cost of Revenue | 1.0B -22.9% | 1.3B -47.6% | 2.5B +174.7% | 914.0M +10.8% | 825.0M |
| Gross Profit | 2.1B +42.1% | 1.5B +289.0% | 383.0M -80.8% | 2.0B -0.8% | 2.0B |
| Operating Expenses | 919.0M +80.9% | 508.0M +168.5% | -742000000 -182.1% | 904.0M +2.1% | 885.0M |
| R&D | — | — | — | — | — |
| SG&A | 108.0M -5.3% | 114.0M +12.9% | 101.0M -19.8% | 126.0M +17.8% | 107.0M |
| Operating Income | 1.2B +22.0% | 982.0M -12.7% | 1.1B +3.5% | 1.1B -3.2% | 1.1B |
| EBITDA | 1.6B +16.6% | 1.3B -9.5% | 1.5B +3.3% | 1.4B -1.0% | 1.4B |
| Net Income | 1.1B +17.9% | 922.0M -23.4% | 1.2B -22.6% | 1.6B +47.0% | 1.1B |
| EPS (Basic) | $1.06 +17.8% | $0.90 -23.1% | $1.17 -23.0% | $1.52 +47.6% | $1.03 |
| EPS (Diluted) | $1.06 +17.8% | $0.90 -23.1% | $1.17 -23.0% | $1.52 +47.6% | $1.03 |
| Shares (Diluted) | 1.0B +0.0% | 1.0B -0.4% | 1.0B +0.0% | 1.0B -0.2% | 1.0B |