| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B +26.1% | 2.2B -26.2% | 3.0B -7.0% | 3.2B -0.3% | 3.2B |
| Cost of Revenue | 1.5B -0.0% | 1.5B -3.0% | 1.6B +0.9% | 1.5B -8.7% | 1.7B |
| Gross Profit | 1.3B +83.3% | 689.1M -51.5% | 1.4B -14.4% | 1.7B +9.1% | 1.5B |
| Operating Expenses | 1.6B +0.3% | 1.6B -3.8% | 1.7B -0.6% | 1.7B -8.0% | 1.8B |
| R&D | — | — | — | — | — |
| SG&A | 18.7M -4.0% | 19.5M +62.1% | 12.0M -48.7% | 23.4M -1.5% | 23.8M |
| Operating Income | 1.1B +98.0% | 580.6M -55.2% | 1.3B -14.3% | 1.5B +10.1% | 1.4B |
| EBITDA | 1.1B +102.5% | 556.2M -56.5% | 1.3B -15.0% | 1.5B +9.2% | 1.4B |
| Net Income | 978.3M +89.7% | 515.8M -55.1% | 1.1B -13.8% | 1.3B +14.4% | 1.2B |
| EPS (Basic) | $15.54 +135.5% | $6.60 -60.8% | $16.82 -13.6% | $19.47 +12.9% | $17.25 |
| EPS (Diluted) | $15.48 +135.6% | $6.57 -60.8% | $16.75 -13.7% | $19.40 +12.8% | $17.20 |
| Shares (Diluted) | 41.5M -2.5% | 42.6M -3.4% | 44.1M -4.1% | 46.0M -2.7% | 47.3M |