| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| United States | $5.12B | $4.83B | $4.69B | $4.75B | $4.87B | $4.66B | $4.70B | $4.50B |
| North America | $1.90B | $1.95B | $2.05B | $2.10B | $2.07B | $2.20B | $2.25B | $2.17B |
| China | $747.00M | $727.00M | $751.00M | $779.00M | $826.00M | $844.00M | $849.00M | $1.00B |
| India | $425.00M | $416.00M | $494.00M | $426.00M | $415.00M | $447.00M | $433.00M | $471.00M |
| Asia Pacific | $310.00M | $342.00M | $306.00M | $240.00M | $280.00M | $311.00M | $319.00M | $327.00M |
| Europe | $283.00M | $307.00M | $349.00M | $269.00M | $323.00M | $273.00M | $321.00M | $303.00M |
| Africa and Middle East | — | — | — | — | — | — | — | $56.00M |
| Latin America | $64.00M | $71.00M | $72.00M | $50.00M | $83.00M | $98.00M | $62.00M | $51.00M |
| Total | $8.80B | $8.46B | $8.45B | $8.17B | $8.64B | $8.32B | $8.54B | $8.40B |