| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.9B +14.2% | 2.5B +12.8% | 2.2B +10.0% | 2.0B -8.6% | 2.2B |
| Cost of Revenue | 746.0M +30.6% | 571.0M +4.8% | 545.0M +9.4% | 498.0M -24.4% | 659.0M |
| Gross Profit | 2.1B +9.4% | 2.0B +15.4% | 1.7B +10.2% | 1.5B -1.9% | 1.6B |
| Operating Expenses | 1.3B -53.1% | 2.7B +132.8% | 1.2B -10.0% | 1.3B +12.8% | 1.1B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 126.0M +12.5% | 112.0M +33.3% | 84.0M +7.7% | 78.0M +2.6% | 76.0M |
| Operating Income | 872.0M +215.6% | -754000000 -241.5% | 533.0M +115.8% | 247.0M -41.7% | 424.0M |
| EBITDA | 1.4B +8.2% | 1.3B +18.1% | 1.1B +16.4% | 940.0M -4.9% | 988.0M |
| Net Income | 456.0M +172.4% | -630000000 -166.6% | 946.0M +539.2% | 148.0M -51.8% | 307.0M |
| EPS (Basic) | $1.63 +169.4% | $-2.35 -162.8% | $3.74 +544.8% | $0.58 -51.3% | $1.19 |
| EPS (Diluted) | $1.62 +168.9% | $-2.35 -164.6% | $3.64 +538.6% | $0.57 -51.7% | $1.18 |
| Shares (Diluted) | 281.9M +5.1% | 268.2M +3.1% | 260.2M +0.8% | 258.1M -0.8% | 260.1M |