| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.2B +33.8% | 3.1B -22.4% | 4.0B +12.9% | 3.6B -9.0% | 3.9B |
| Cost of Revenue | 1.1B +46.2% | 771.0M -50.0% | 1.5B +22.3% | 1.3B +8.3% | 1.2B |
| Gross Profit | 3.0B +29.7% | 2.3B -5.3% | 2.5B +7.8% | 2.3B -16.4% | 2.8B |
| Operating Expenses | 1.9B +12.9% | 1.6B -4.8% | 1.7B +0.3% | 1.7B -14.1% | 2.0B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 125.0M +16.8% | 107.0M -11.6% | 121.0M +13.1% | 107.0M +5.9% | 101.0M |
| Operating Income | 1.2B +68.7% | 706.0M -6.4% | 754.0M +30.0% | 580.0M -22.6% | 749.0M |
| EBITDA | 2.1B +54.0% | 1.4B -8.9% | 1.5B +19.5% | 1.3B -33.2% | 1.9B |
| Net Income | 960.0M +63.8% | 586.0M +5.4% | 556.0M -1.9% | 567.0M +8.2% | 524.0M |
| EPS (Basic) | $1.53 +62.8% | $0.94 +5.6% | $0.89 -6.3% | $0.95 +8.0% | $0.88 |
| EPS (Diluted) | $1.52 +63.4% | $0.93 +4.5% | $0.89 -6.3% | $0.95 +8.0% | $0.88 |
| Shares (Diluted) | 632.0M +0.8% | 627.0M +0.2% | 626.0M +5.0% | 596.0M +0.2% | 595.0M |