| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 34.3B -0.5% | 34.4B -5.3% | 36.4B +7.6% | 33.8B -2.0% | 34.5B |
| Cost of Revenue | 13.1B -4.3% | 13.7B -17.0% | 16.5B +23.5% | 13.3B -3.9% | 13.9B |
| Gross Profit | 21.2B +1.9% | 20.8B +4.3% | 19.9B -2.8% | 20.5B -0.7% | 20.6B |
| Operating Expenses | 14.0B +11.7% | 12.5B -15.9% | 14.9B +20.4% | 12.4B -0.6% | 12.4B |
| R&D | — | — | — | — | — |
| SG&A | 9.0B +17.7% | 7.6B -26.5% | 10.4B +33.9% | 7.8B -0.8% | 7.8B |
| Operating Income | 7.2B -12.9% | 8.2B +64.7% | 5.0B -38.3% | 8.1B -0.8% | 8.2B |
| EBITDA | 12.2B -7.2% | 13.1B +37.9% | 9.5B -25.2% | 12.7B -0.7% | 12.8B |
| Net Income | 3.9B -23.3% | 5.1B +110.2% | 2.4B -51.6% | 5.1B -1.3% | 5.1B |
| EPS (Basic) | $0.92 -23.3% | $1.20 +118.2% | $0.55 -53.0% | $1.17 -0.8% | $1.18 |
| EPS (Diluted) | $0.92 -23.3% | $1.20 +118.2% | $0.55 -53.0% | $1.17 -0.8% | $1.18 |
| Shares (Diluted) | 4.2B -0.9% | 4.2B -0.6% | 4.2B +0.1% | 4.2B +0.1% | 4.2B |