| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 12.2B +1.9% | 11.9B -4.1% | 12.4B -0.3% | 12.5B +2.9% | 12.1B |
| Cost of Revenue | 7.7B -5.4% | 8.1B +6.2% | 7.7B -9.2% | 8.4B -1.7% | 8.6B |
| Gross Profit | 4.4B +17.7% | 3.8B -20.7% | 4.8B +18.3% | 4.0B +14.2% | 3.5B |
| Operating Expenses | 9.3B -4.3% | 9.7B +5.2% | 9.2B -8.0% | 10.0B -1.2% | 10.1B |
| R&D | — | — | — | — | — |
| SG&A | 1.6B +1.6% | 1.5B -0.2% | 1.5B -1.8% | 1.6B +1.7% | 1.5B |
| Operating Income | 2.9B +28.9% | 2.2B -30.6% | 3.2B +31.1% | 2.5B +24.0% | 2.0B |
| EBITDA | 1.3B -69.4% | 4.2B -60.6% | 10.6B +306.2% | 2.6B +616.1% | 366.0M |
| Net Income | 2.2B +29.0% | 1.7B -31.5% | 2.5B +32.2% | 1.9B +25.1% | 1.5B |
| EPS (Basic) | $10.41 +31.9% | $7.89 -29.9% | $11.26 +34.5% | $8.37 +26.2% | $6.63 |
| EPS (Diluted) | $10.26 +31.9% | $7.78 -29.9% | $11.10 +34.7% | $8.24 +26.2% | $6.53 |
| Shares (Diluted) | 213.6M -2.2% | 218.4M -2.2% | 223.2M -1.9% | 227.5M -0.8% | 229.3M |