| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.1B -40.0% | 3.4B +35.4% | 2.5B +20.6% | 2.1B +4.7% | 2.0B |
| Cost of Revenue | 555.6M -60.1% | 1.4B +50.9% | 921.5M +51.5% | 608.1M +6.6% | 570.5M |
| Gross Profit | 1.5B -26.3% | 2.0B +26.5% | 1.6B +8.0% | 1.5B +4.0% | 1.4B |
| Operating Expenses | 1.1B +1.0% | 1.1B -8.6% | 1.2B +11.1% | 1.0B +1.2% | 1.0B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 432.8M -55.8% | 980.0M +116.4% | 452.9M +0.7% | 449.6M +11.0% | 404.9M |
| EBITDA | 817.7M -39.9% | 1.4B +41.8% | 959.2M +16.5% | 823.0M +6.4% | 773.8M |
| Net Income | 301.0M -62.7% | 806.1M +154.5% | 316.8M +17.2% | 270.2M +11.2% | 243.0M |
| EPS (Basic) | $0.92 -62.8% | $2.47 +154.6% | $0.97 +15.5% | $0.84 +9.1% | $0.77 |
| EPS (Diluted) | $0.91 -62.9% | $2.45 +155.2% | $0.96 +15.7% | $0.83 +9.2% | $0.76 |
| Shares (Diluted) | 328.9M +0.2% | 328.3M +0.1% | 328.1M +0.8% | 325.6M +1.1% | 322.2M |