| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 6.5B -2.1% | 6.6B +6.9% | 6.2B +10.8% | 5.6B +6.4% | 5.3B |
| Cost of Revenue | 5.1B -0.8% | 5.2B +5.4% | 4.9B +9.7% | 4.5B +5.6% | 4.2B |
| Gross Profit | 1.4B -6.8% | 1.5B +13.0% | 1.3B +15.3% | 1.1B +9.8% | 1.0B |
| Operating Expenses | 6.0B -1.2% | 6.0B +4.2% | 5.8B +20.9% | 4.8B -0.5% | 4.8B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 540.0M -11.2% | 608.0M +45.5% | 418.0M -48.6% | 813.0M +81.1% | 449.0M |
| EBITDA | 540.0M -17.1% | 651.0M +55.7% | 418.0M -48.6% | 813.0M +81.1% | 449.0M |
| Net Income | 331.0M -28.8% | 465.0M +82.4% | 255.0M +40.9% | 181.0M -37.2% | 288.0M |
| EPS (Basic) | $5.04 -28.6% | $7.06 +83.4% | $3.85 +41.5% | $2.72 -37.2% | $4.33 |
| EPS (Diluted) | $4.98 -28.8% | $6.99 +83.5% | $3.81 +41.1% | $2.70 -36.8% | $4.27 |
| Shares (Diluted) | 66.0M -0.3% | 66.2M -1.2% | 67.0M +0.0% | 67.0M +0.0% | 67.0M |