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Condensed Consolidated Statements of Cash Flows (Unaudited) - USD ($)
$ in Millions
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Operating activities    
Net income $ 335 $ 44
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 25 20
Stock-based compensation expense 29 22
Deferred income taxes 36 10
Changes in assets and liabilities:    
Receivables (71) (73)
Inventories 8 5
Current payables and accrued expenses (15) (30)
Deferred revenue 71 39
Other assets and liabilities (17) (29)
Net cash provided by operating activities 401 8
Investing activities    
Expenditures for property and equipment (10) (1)
Additions to capitalized software (1) 0
Net cash used in investing activities (11) (1)
Financing activities    
Repurchases of common stock (34) (44)
Repayments of long-term borrowings (6) (6)
Payments of finance leases (17) (16)
Other financing activities, net (5) (2)
Net cash used in financing activities (62) (68)
Effect of exchange rate changes on cash, cash equivalents and restricted cash (6) 9
Increase (decrease) in cash, cash equivalents and restricted cash 322 (52)
Cash, cash equivalents and restricted cash at beginning of period 494 421
Cash, cash equivalents and restricted cash at end of period 816 369
Supplemental cash flow disclosure:    
Assets acquired under operating lease 1 1
Assets acquired under finance lease 20 33
Reconciliation of cash, cash equivalents and restricted cash to the Condensed Consolidated Balance Sheets:    
Cash and cash equivalents 816  
Restricted cash 0  
Total cash, cash equivalents and restricted cash $ 816 $ 369