| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 34.5B +4.0% | 33.1B +10.5% | 30.0B -3.8% | 31.2B +6.3% | 29.4B |
| Cost of Revenue | 13.1B +4.4% | 12.6B +3.9% | 12.1B -6.7% | 13.0B +3.2% | 12.6B |
| Gross Profit | 21.3B +3.7% | 20.6B +15.0% | 17.9B -1.8% | 18.2B +8.5% | 16.8B |
| Operating Expenses | 13.9B +3.2% | 13.5B +11.2% | 12.1B -0.7% | 12.2B +1.9% | 12.0B |
| R&D | — | — | — | — | — |
| SG&A | 2.8B +8.8% | 2.5B -8.5% | 2.8B +8.6% | 2.6B +0.0% | 2.6B |
| Operating Income | 7.3B +4.8% | 7.0B +21.7% | 5.8B -4.4% | 6.0B +30.4% | 4.6B |
| EBITDA | 7.3B +4.8% | 7.0B +21.7% | 5.8B -4.4% | 6.0B +30.4% | 4.6B |
| Net Income | 5.7B +0.3% | 5.6B +27.4% | 4.4B -5.0% | 4.7B +30.2% | 3.6B |
| EPS (Basic) | $3.50 +0.9% | $3.47 +27.6% | $2.72 -3.9% | $2.83 +31.6% | $2.15 |
| EPS (Diluted) | $3.46 +0.9% | $3.43 +28.0% | $2.68 -4.3% | $2.80 +31.5% | $2.13 |
| Shares (Diluted) | 1.6B -0.4% | 1.6B -0.6% | 1.6B -0.3% | 1.6B -0.2% | 1.6B |