| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 15.7B +0.9% | 15.5B -1.0% | 15.7B -12.3% | 17.9B +30.3% | 13.7B |
| Cost of Revenue | 8.7B -12.6% | 9.9B +7.8% | 9.2B -14.9% | 10.8B +28.7% | 8.4B |
| Gross Profit | 7.0B +24.8% | 5.6B -13.7% | 6.5B -8.3% | 7.1B +32.8% | 5.3B |
| Operating Expenses | 14.5B -2.1% | 14.8B +2.2% | 14.5B -10.1% | 16.1B +24.0% | 13.0B |
| R&D | — | — | — | — | — |
| SG&A | 3.3B -3.8% | 3.5B -0.2% | 3.5B +6.1% | 3.3B +3.2% | 3.2B |
| Operating Income | 1.2B +60.7% | 733.0M -39.6% | 1.2B -31.9% | 1.8B +140.8% | 740.0M |
| EBITDA | 1.1B +21.9% | 876.0M -24.8% | 1.2B -28.9% | 1.6B +34.0% | 1.2B |
| Net Income | 1.0B +71.0% | 606.0M -35.6% | 941.0M -36.5% | 1.5B +162.0% | 566.0M |
| EPS (Basic) | $2.81 +66.3% | $1.69 -34.2% | $2.57 -36.2% | $4.03 +170.5% | $1.49 |
| EPS (Diluted) | $2.80 +66.7% | $1.68 -34.1% | $2.55 -36.4% | $4.01 +170.9% | $1.48 |
| Shares (Diluted) | 348.1M -0.4% | 349.4M -0.4% | 350.8M -0.6% | 353.0M -0.5% | 354.9M |