| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.1B -19.7% | 7.6B +2.7% | 7.4B -3.3% | 7.7B -2.3% | 7.8B |
| Cost of Revenue | 2.4B +0.9% | 2.3B +4.0% | 2.3B -6.5% | 2.4B -9.1% | 2.7B |
| Gross Profit | 3.7B -28.8% | 5.3B +2.2% | 5.2B -1.8% | 5.2B +1.1% | 5.2B |
| Operating Expenses | 3.1B +1.6% | 3.1B +2.4% | 3.0B -5.9% | 3.2B +5.2% | 3.0B |
| R&D | — | — | — | — | — |
| SG&A | 959.0M +4.8% | 915.0M +3.3% | 886.0M -3.5% | 918.0M -1.6% | 933.0M |
| Operating Income | 895.0M -50.7% | 1.8B +7.4% | 1.7B +8.1% | 1.6B -10.0% | 1.7B |
| EBITDA | 895.0M -50.7% | 1.8B +7.4% | 1.7B +14.9% | 1.5B -15.3% | 1.7B |
| Net Income | 799.0M -48.6% | 1.6B +4.9% | 1.5B +9.4% | 1.4B -6.7% | 1.5B |
| EPS (Basic) | $0.57 -54.0% | $1.24 +12.7% | $1.10 +7.8% | $1.02 -2.9% | $1.05 |
| EPS (Diluted) | $0.56 -54.5% | $1.23 +12.8% | $1.09 +9.0% | $1.00 -3.8% | $1.04 |
| Shares (Diluted) | 1.2B -1.0% | 1.2B -2.2% | 1.3B -1.4% | 1.3B -0.9% | 1.3B |