| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B -2.3% | 1.9B -23.2% | 2.5B +46.8% | 1.7B -1.1% | 1.7B |
| Cost of Revenue | 313.0M -29.5% | 444.1M -27.7% | 614.0M +51.9% | 404.1M -1.0% | 408.1M |
| Gross Profit | 1.6B +5.9% | 1.5B -21.8% | 1.9B +45.2% | 1.3B -1.1% | 1.3B |
| Operating Expenses | 1.1B +6.9% | 1.0B -10.5% | 1.2B +20.5% | 972.3M -48.8% | 1.9B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.1B +6.9% | 1.0B -10.5% | 1.2B +20.5% | 972.3M -6.8% | 1.0B |
| Operating Income | 442.3M +3.5% | 427.5M -40.3% | 716.4M +118.3% | 328.2M +156.2% | -583500000 |
| EBITDA | 500.9M +4.1% | 481.4M -37.4% | 769.5M +102.6% | 379.8M +14.1% | 332.8M |
| Net Income | 347.8M +1.2% | 343.8M -38.7% | 561.3M +104.3% | 274.8M +153.1% | -517100000 |
| EPS (Basic) | $1.72 +1.2% | $1.70 -38.2% | $2.75 +108.3% | $1.32 +153.2% | $-2.48 |
| EPS (Diluted) | $1.68 +1.8% | $1.65 -38.4% | $2.68 +109.4% | $1.28 +153.3% | $-2.40 |
| Shares (Diluted) | 207.2M -0.5% | 208.3M -0.7% | 209.8M -2.6% | 215.5M +0.1% | 215.3M |