| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 12.4B +2.1% | 12.2B +1.9% | 11.9B -4.1% | 12.4B -0.3% | 12.5B |
| Cost of Revenue | 8.3B +8.2% | 7.7B -5.4% | 8.1B +6.2% | 7.7B -9.2% | 8.4B |
| Gross Profit | 4.1B -8.5% | 4.4B +17.7% | 3.8B -20.7% | 4.8B +18.3% | 4.0B |
| Operating Expenses | 9.9B +7.0% | 9.3B -4.3% | 9.7B +5.2% | 9.2B -8.0% | 10.0B |
| R&D | — | — | — | — | — |
| SG&A | 1.6B +1.1% | 1.6B +1.6% | 1.5B -0.2% | 1.5B -1.8% | 1.6B |
| Operating Income | 2.5B -13.6% | 2.9B +28.9% | 2.2B -30.6% | 3.2B +31.1% | 2.5B |
| EBITDA | 2.7B +107.2% | 1.3B -69.4% | 4.2B -60.6% | 10.6B +306.2% | 2.6B |
| Net Income | 1.9B -13.2% | 2.2B +29.0% | 1.7B -31.5% | 2.5B +32.2% | 1.9B |
| EPS (Basic) | $9.20 -11.6% | $10.41 +31.9% | $7.89 -29.9% | $11.26 +34.5% | $8.37 |
| EPS (Diluted) | $9.04 -11.9% | $10.26 +31.9% | $7.78 -29.9% | $11.10 +34.7% | $8.24 |
| Shares (Diluted) | 210.6M -1.4% | 213.6M -2.2% | 218.4M -2.2% | 223.2M -1.9% | 227.5M |