| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B -2.5% | 3.7B +19.0% | 3.2B +5.0% | 3.0B -21.1% | 3.8B |
| Cost of Revenue | 492.0M -12.5% | 562.0M +25.2% | 449.0M +25.1% | 359.0M -45.9% | 664.0M |
| Gross Profit | 3.2B -0.8% | 3.2B +17.9% | 2.7B +2.3% | 2.6B -15.8% | 3.1B |
| Operating Expenses | 2.1B -25.9% | 2.8B +26.9% | 2.2B +7.2% | 2.1B -5.6% | 2.2B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 0 -100.0% | 5.3B | 0 | 0 | 0 |
| Operating Income | 1.1B +180.2% | 389.0M -21.7% | 497.0M -14.9% | 584.0M -39.1% | 959.0M |
| EBITDA | 1.7B +71.6% | 997.0M -14.0% | 1.2B -6.3% | 1.2B -22.6% | 1.6B |
| Net Income | 1.1B +137.6% | 484.0M +222.7% | 150.0M -71.1% | 519.0M -43.5% | 919.0M |
| EPS (Basic) | $1.59 +194.4% | $0.54 +350.0% | $0.12 -83.1% | $0.71 -48.9% | $1.39 |
| EPS (Diluted) | $1.58 +192.6% | $0.54 +350.0% | $0.12 -83.1% | $0.71 -48.9% | $1.39 |
| Shares (Diluted) | 655.5M +0.1% | 655.1M +0.2% | 654.0M +0.1% | 653.2M +0.0% | 653.0M |