| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B -6.6% | 2.0B -3.8% | 2.1B -0.8% | 2.1B +7.4% | 2.0B |
| Cost of Revenue | 622.0M -1.1% | 629.0M -6.1% | 670.0M +7.0% | 626.0M +4.5% | 599.0M |
| Gross Profit | 1.3B -9.1% | 1.4B -2.7% | 1.4B -4.1% | 1.5B +8.7% | 1.4B |
| Operating Expenses | 1.8B +3.1% | 1.7B -7.7% | 1.9B +7.6% | 1.7B +1.6% | 1.7B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 -100.0% | 3.4B | 0 | 0 |
| Operating Income | 111.0M -62.9% | 299.0M +27.2% | 235.0M -38.8% | 384.0M +44.9% | 265.0M |
| EBITDA | 111.0M -62.9% | 299.0M +27.2% | 235.0M -38.8% | 384.0M +44.9% | 265.0M |
| Net Income | 18.0M -90.8% | 195.0M +30.9% | 149.0M -45.2% | 272.0M +68.9% | 161.0M |
| EPS (Basic) | $0.99 -44.4% | $1.78 +24.5% | $1.43 -21.4% | $1.82 +7.7% | $1.69 |
| EPS (Diluted) | $0.97 -44.6% | $1.75 +24.1% | $1.41 -21.7% | $1.80 +8.4% | $1.66 |
| Shares (Diluted) | 92.3M -2.3% | 94.5M -2.3% | 96.7M -0.7% | 97.4M -0.3% | 97.7M |