| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 23.0B +3.8% | 22.2B -2.5% | 22.7B +1.0% | 22.5B +4.0% | 21.6B |
| Cost of Revenue | 16.1B +5.0% | 15.4B +4.3% | 14.7B -7.7% | 15.9B +5.5% | 15.1B |
| Gross Profit | 6.9B +0.9% | 6.8B -14.9% | 8.0B +22.2% | 6.6B +0.6% | 6.5B |
| Operating Expenses | 19.3B +4.1% | 18.6B -2.3% | 19.0B -0.6% | 19.1B +6.5% | 18.0B |
| R&D | — | — | — | — | — |
| SG&A | 3.0B -1.3% | 3.0B +4.9% | 2.9B -3.6% | 3.0B +12.1% | 2.7B |
| Operating Income | 3.7B +2.0% | 3.6B -3.1% | 3.8B +10.6% | 3.4B -7.9% | 3.7B |
| EBITDA | 3.8B +2.6% | 3.7B -3.4% | 3.8B +9.9% | 3.4B -7.5% | 3.7B |
| Net Income | 3.3B +17.5% | 2.8B -4.5% | 3.0B +12.8% | 2.6B -17.6% | 3.2B |
| EPS (Basic) | $5.68 +18.1% | $4.81 -4.4% | $5.03 +12.8% | $4.46 -17.7% | $5.42 |
| EPS (Diluted) | $5.67 +18.1% | $4.80 -4.2% | $5.01 +12.6% | $4.45 -17.6% | $5.40 |
| Shares (Diluted) | 584.2M -0.5% | 586.9M -0.3% | 588.7M +0.1% | 588.2M +0.1% | 587.8M |