| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 22.8B -1.4% | 23.1B -5.0% | 24.3B +10.8% | 22.0B +3.9% | 21.1B |
| Cost of Revenue | 8.0B -9.0% | 8.8B -14.1% | 10.3B +33.0% | 7.7B +4.7% | 7.4B |
| Gross Profit | 14.8B +3.3% | 14.3B +1.6% | 14.1B -1.2% | 14.2B +3.5% | 13.8B |
| Operating Expenses | 9.3B -5.3% | 9.8B -5.3% | 10.3B +6.4% | 9.7B +13.6% | 8.5B |
| R&D | — | — | — | — | — |
| SG&A | 5.8B -2.2% | 6.0B -9.2% | 6.6B +9.2% | 6.0B +11.5% | 5.4B |
| Operating Income | 5.5B +22.1% | 4.5B +20.4% | 3.7B -17.5% | 4.5B -13.1% | 5.2B |
| EBITDA | 8.9B +7.3% | 8.3B +11.0% | 7.5B -8.8% | 8.2B -1.7% | 8.4B |
| Net Income | 3.2B +29.4% | 2.5B +19.1% | 2.1B -22.5% | 2.7B -15.8% | 3.2B |
| EPS (Basic) | $2.99 +31.1% | $2.28 +19.4% | $1.91 -21.1% | $2.42 -14.8% | $2.84 |
| EPS (Diluted) | $2.99 +31.7% | $2.27 +19.5% | $1.90 -21.2% | $2.41 -15.1% | $2.84 |
| Shares (Diluted) | 1.1B -1.8% | 1.1B -2.6% | 1.1B +0.4% | 1.1B -0.7% | 1.1B |