| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 5.0B +6.0% | 4.7B +12.0% | 4.2B +14.0% | 3.7B +13.4% | 3.2B |
| Cost of Revenue | 3.1B +13.1% | 2.7B +16.3% | 2.4B +11.2% | 2.1B +10.0% | 1.9B |
| Gross Profit | 1.9B -3.9% | 2.0B +6.5% | 1.8B +17.9% | 1.6B +18.4% | 1.3B |
| Operating Expenses | 929.6M +5.3% | 882.9M +21.9% | 724.3M +6.2% | 682.3M +15.2% | 592.3M |
| R&D | — | — | — | — | — |
| SG&A | 62.9M -48.0% | 121.0M +72.1% | 70.3M +4.4% | 67.3M +52.7% | 44.1M |
| Operating Income | 955.3M -11.4% | 1.1B -3.5% | 1.1B +26.9% | 880.4M +21.1% | 727.1M |
| EBITDA | 955.3M -11.4% | 1.1B -3.5% | 1.1B +26.9% | 880.4M +21.1% | 727.1M |
| Net Income | 871.4M -2.6% | 894.8M +14.3% | 782.7M +22.9% | 637.0M +14.3% | 557.2M |
| EPS (Basic) | $0.18 +0.0% | $0.18 +12.5% | $0.16 +23.1% | $0.13 +8.3% | $0.12 |
| EPS (Diluted) | $0.18 +0.0% | $0.18 +12.5% | $0.16 +23.1% | $0.13 +18.2% | $0.11 |
| Shares (Diluted) | 4.9B -0.4% | 4.9B +0.5% | 4.9B +0.1% | 4.9B +0.1% | 4.9B |