| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.1B -22.4% | 4.0B +12.9% | 3.6B -9.0% | 3.9B +19.1% | 3.3B |
| Cost of Revenue | 771.0M -50.0% | 1.5B +22.3% | 1.3B +8.3% | 1.2B +10.6% | 1.1B |
| Gross Profit | 2.3B -5.3% | 2.5B +7.8% | 2.3B -16.4% | 2.8B +23.1% | 2.2B |
| Operating Expenses | 1.6B -4.8% | 1.7B +0.3% | 1.7B -14.1% | 2.0B +20.7% | 1.7B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 107.0M -11.6% | 121.0M +13.1% | 107.0M +5.9% | 101.0M +14.8% | 88.0M |
| Operating Income | 706.0M -6.4% | 754.0M +30.0% | 580.0M -22.6% | 749.0M +29.8% | 577.0M |
| EBITDA | 1.4B -8.9% | 1.5B +19.5% | 1.3B -31.2% | 1.8B +39.8% | 1.3B |
| Net Income | 586.0M +5.4% | 556.0M -1.9% | 567.0M +8.2% | 524.0M +18.0% | 444.0M |
| EPS (Basic) | $0.94 +5.6% | $0.89 -6.3% | $0.95 +8.0% | $0.88 +15.8% | $0.76 |
| EPS (Diluted) | $0.93 +4.5% | $0.89 -6.3% | $0.95 +8.0% | $0.88 +17.3% | $0.75 |
| Shares (Diluted) | 627.0M +0.2% | 626.0M +5.0% | 596.0M +0.2% | 595.0M +1.2% | 588.0M |