Revenue
Breakdown
Segments
JapanView metric
U.S.View metric
EuropeView metric
Outside U.S.View metric
ChinaView metric
Rest of worldView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| U.S. | $7.84B | $7.81B | $9.03B | $8.49B | $10.81B | $11.30B | $12.88B | $12.12B |
| Outside U.S. | $3.47B | $3.63B | $4.50B | $4.24B | $4.74B | $6.30B | $6.41B | $7.68B |
| Europe | $1.40B | $1.63B | $2.45B | $2.39B | $2.57B | $3.50B | $3.10B | $3.65B |
| Rest of world | — | — | — | $997.00M | $1.18B | $1.69B | $2.19B | $2.77B |
| China | $395.10M | $459.90M | $428.80M | $451.00M | $465.90M | $560.40M | $473.20M | $693.00M |
| Japan | $462.70M | $429.10M | $559.30M | $402.00M | $521.00M | $554.70M | $654.80M | $571.00M |
| Total | $11.30B | $11.44B | $13.53B | $12.73B | $15.56B | $17.60B | $19.29B | $19.80B |