| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 33.6B +5.6% | 31.8B +0.7% | 31.6B -1.1% | 31.9B +4.8% | 30.4B |
| Cost of Revenue | 11.0B +6.0% | 10.3B +0.8% | 10.3B -1.9% | 10.5B +8.9% | 9.6B |
| Gross Profit | 22.6B +5.5% | 21.4B +0.7% | 21.3B -0.7% | 21.4B +2.9% | 20.8B |
| Operating Expenses | 13.7B -4.7% | 14.3B +4.4% | 13.7B -0.9% | 13.8B +3.5% | 13.4B |
| R&D | — | — | — | — | — |
| SG&A | 3.7B +3.3% | 3.6B -5.0% | 3.8B +6.3% | 3.6B +4.9% | 3.4B |
| Operating Income | 8.0B +34.5% | 6.0B -8.4% | 6.5B -5.5% | 6.9B +7.3% | 6.4B |
| EBITDA | 8.0B +34.5% | 6.0B -8.4% | 6.5B -5.5% | 6.9B +7.3% | 6.4B |
| Net Income | 6.6B +25.6% | 5.3B -2.5% | 5.4B -3.3% | 5.6B +1.6% | 5.5B |
| EPS (Basic) | $2.02 +24.7% | $1.62 -1.2% | $1.64 -2.4% | $1.68 +4.3% | $1.61 |
| EPS (Diluted) | $2.00 +25.0% | $1.60 -1.2% | $1.62 -2.4% | $1.66 +3.7% | $1.60 |
| Shares (Diluted) | 3.1B -1.4% | 3.1B -1.2% | 3.2B -2.1% | 3.2B -1.3% | 3.3B |