| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 10.9B +0.8% | 10.8B -1.3% | 11.0B -0.3% | 11.0B +4.5% | 10.5B |
| Cost of Revenue | 3.2B -9.5% | 3.6B -1.8% | 3.6B -1.8% | 3.7B +4.3% | 3.6B |
| Gross Profit | 7.7B +5.9% | 7.3B -1.0% | 7.3B +0.5% | 7.3B +4.7% | 7.0B |
| Operating Expenses | 4.4B +3.8% | 4.3B +0.9% | 4.2B +0.7% | 4.2B +0.4% | 4.2B |
| R&D | — | — | — | — | — |
| SG&A | 1.2B +3.9% | 1.2B -4.0% | 1.2B +7.2% | 1.2B +4.3% | 1.1B |
| Operating Income | 2.7B +12.4% | 2.4B -4.5% | 2.5B +0.0% | 2.5B +10.4% | 2.3B |
| EBITDA | 2.7B +12.4% | 2.4B -4.5% | 2.5B +0.0% | 2.5B +10.4% | 2.3B |
| Net Income | 2.2B +11.9% | 1.9B -4.9% | 2.1B +2.1% | 2.0B +10.3% | 1.8B |
| EPS (Basic) | $1.35 +14.4% | $1.18 -7.1% | $1.27 +4.1% | $1.22 +9.9% | $1.11 |
| EPS (Diluted) | $1.35 +14.4% | $1.18 -6.3% | $1.26 +3.3% | $1.22 +9.9% | $1.11 |
| Shares (Diluted) | 1.6B +0.0% | 1.6B -0.1% | 1.6B -0.1% | 1.6B -0.1% | 1.6B |