| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 22.9B +0.1% | 22.8B +7.7% | 21.2B -13.4% | 24.5B +14.3% | 21.4B |
| Cost of Revenue | 4.8B +51.2% | 3.2B -17.2% | 3.8B +33.9% | 2.9B -18.7% | 3.5B |
| Gross Profit | 18.0B -8.2% | 19.6B +13.2% | 17.4B -19.7% | 21.6B +20.8% | 17.9B |
| Operating Expenses | 16.3B -13.0% | 18.7B +16.3% | 16.1B -15.5% | 19.0B +18.4% | 16.1B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 11.8B -6.7% | 12.7B +9.6% | 11.5B -11.4% | 13.0B +7.6% | 12.1B |
| Operating Income | 1.7B +87.5% | 930.0M -26.6% | 1.3B -50.8% | 2.6B +42.7% | 1.8B |
| EBITDA | 2.7B +41.8% | 1.9B -15.2% | 2.3B -36.5% | 3.5B +29.9% | 2.7B |
| Net Income | 1.2B +92.5% | 604.0M -30.1% | 864.0M -51.8% | 1.8B +36.6% | 1.3B |
| EPS (Basic) | $1.37 +93.0% | $0.71 -30.4% | $1.02 -51.4% | $2.10 +35.5% | $1.55 |
| EPS (Diluted) | $1.37 +93.0% | $0.71 -30.4% | $1.02 -51.2% | $2.09 +34.8% | $1.55 |
| Shares (Diluted) | 851.0M +0.0% | 851.0M +0.1% | 850.0M -0.6% | 855.0M +0.8% | 848.0M |