| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B -3.2% | 1.5B +25.3% | 1.2B -20.0% | 1.5B +9.9% | 1.3B |
| Cost of Revenue | 112.4M -3.8% | 116.8M +8.1% | 108.1M +1.4% | 106.6M -0.7% | 107.4M |
| Gross Profit | 1.3B -3.1% | 1.4B +27.0% | 1.1B -21.7% | 1.4B +10.8% | 1.2B |
| Operating Expenses | 765.8M -7.6% | 829.2M +3.6% | 800.0M +1.6% | 787.3M -6.4% | 840.9M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 57.6M -2.2% | 58.9M +8.8% | 54.1M -1.6% | 55.0M +11.6% | 49.3M |
| Operating Income | 548.2M +4.1% | 526.9M +96.8% | 267.8M -53.6% | 576.6M +47.9% | 389.9M |
| EBITDA | 1.2B -3.7% | 1.3B +28.0% | 1.0B -22.5% | 1.3B +10.7% | 1.2B |
| Net Income | 370.5M +15.4% | 320.9M +6.4% | 301.6M -5.0% | 317.7M +59.6% | 199.0M |
| EPS (Basic) | $0.37 +12.1% | $0.33 +3.1% | $0.32 -8.6% | $0.35 +59.1% | $0.22 |
| EPS (Diluted) | $0.37 +12.1% | $0.33 +3.1% | $0.32 -8.6% | $0.35 +59.1% | $0.22 |
| Shares (Diluted) | 934.7M +0.0% | 934.4M +1.3% | 922.1M +0.8% | 915.2M +1.3% | 903.7M |