| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 22.2B -2.5% | 22.7B +1.0% | 22.5B +2.3% | 22.0B +7.8% | 20.4B |
| Cost of Revenue | 15.4B +4.3% | 14.7B -7.7% | 15.9B +5.5% | 15.1B +6.0% | 14.3B |
| Gross Profit | 6.8B -14.9% | 8.0B +22.2% | 6.6B -4.7% | 6.9B +12.0% | 6.1B |
| Operating Expenses | 18.6B -2.3% | 19.0B -0.6% | 19.1B +6.5% | 18.0B +5.0% | 17.1B |
| R&D | — | — | — | — | — |
| SG&A | 3.0B +4.9% | 2.9B -3.6% | 3.0B +12.1% | 2.7B -1.1% | 2.7B |
| Operating Income | 3.6B -3.1% | 3.8B +10.6% | 3.4B -16.2% | 4.1B +22.5% | 3.3B |
| EBITDA | 3.7B -3.4% | 3.8B +9.9% | 3.4B -15.4% | 4.1B +21.5% | 3.4B |
| Net Income | 2.8B -4.5% | 3.0B +12.8% | 2.6B -17.6% | 3.2B +23.7% | 2.6B |
| EPS (Basic) | $4.81 -4.4% | $5.03 +12.8% | $4.46 -17.7% | $5.42 +23.7% | $4.38 |
| EPS (Diluted) | $4.80 -4.2% | $5.01 +12.6% | $4.45 -17.6% | $5.40 +23.6% | $4.37 |
| Shares (Diluted) | 586.9M -0.3% | 588.7M +0.1% | 588.2M +0.1% | 587.8M +0.0% | 587.7M |