Adoption of the standard using the retrospective method impacted our previously reported results as follows (in millions, except per share data):


CONDENSED CONSOLIDATED BALANCE SHEET
	December 31, 2025
	As Reported		Adjustments from Adoption of ASU 2025-06		As Adjusted
Property and equipment, net	$	1,338	$	(173)	$	1,165
Deferred and other tax liabilities, net	$	1,472	$	(41)	$	1,431
Retained earnings	$	39,428	$	(132)	$	39,296


CONDENSED CONSOLIDATED STATEMENT OF INCOME
	Three Months Ended June 30, 2025
	As Reported		Adjustments from Adoption of ASU 2025-06		As Adjusted
Cost of net revenues	$	776	$	(26)	$	750
Product development	$	421	$	31	$	452
Income tax provision	$	(108)	$	1	$	(107)
Income from continuing operations	$	369	$	(4)	$	365
Net income	$	368	$	(4)	$	364

Income per share - basic:
Continuing operations	$	0.80	$	(0.01)	$	0.79
Discontinued operations	—		—		—
Net income per share - basic	$	0.80	$	(0.01)	$	0.79

Income per share - diluted:
Continuing operations	$	0.79	$	(0.01)	$	0.78
Discontinued operations	—		—		—
Net income per share - diluted	$	0.79	$	(0.01)	$	0.78


CONDENSED CONSOLIDATED STATEMENT OF INCOME
	Six Months Ended June 30, 2025
	As Reported		Adjustments from Adoption of ASU 2025-06		As Adjusted
Cost of net revenues	$	1,499	$	(52)	$	1,447
Product development	$	783	$	62	$	845
Income tax provision	$	(237)	$	2	$	(235)
Income from continuing operations	$	874	$	(8)	$	866
Net income	$	871	$	(8)	$	863

Income (loss) per share - basic:
Continuing operations	$	1.88	$	(0.02)	$	1.86
Discontinued operations	(0.01)		—		(0.01)
Net income per share - basic	$	1.87	$	(0.02)	$	1.85

Income (loss) per share - diluted:
Continuing operations	$	1.85	$	(0.02)	$	1.83
Discontinued operations	(0.01)		—		(0.01)
Net income per share - diluted	$	1.84	$	(0.02)	$	1.82


CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS
	Six Months Ended June 30, 2025
	As Reported		Adjustments from Adoption of ASU 2025-06		As Adjusted
Net income	$	871	$	(8)	$	863
Depreciation and amortization	$	186	$	(55)	$	131
Deferred income taxes	$	(56)	$	(2)	$	(58)
Purchases of property and equipment	$	(277)	$	65	$	(212)