| Segment | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|
| Americas | $1.72B | $1.61B | $1.7B | $1.76B | $1.79B | $1.64B | $1.88B | $1.93B |
| United States | — | $1.45B | $1.57B | $1.56B | — | $1.47B | $1.73B | $1.77B |
| EMEA | $1.1B | $1.13B | $1.23B | $1.27B | $1.15B | $1.21B | $1.27B | $1.21B |
| Asia | $765M | $772M | $707M | $721M | $783M | $819M | $734M | $810M |
| Mexico | — | $608M | $606M | $656M | — | $628M | $694M | $721M |
| Other EMEA | — | $384M | $456M | $443M | — | $411M | $448M | $432M |
| China | — | $335M | $286M | $307M | — | $425M | $332M | $432M |
| Germany | — | $209M | $242M | $243M | — | $226M | $236M | $230M |
| Poland | — | $201M | $214M | $231M | — | $206M | $225M | $215M |
| Spain | — | $181M | $179M | $192M | — | $198M | $195M | $182M |
| Czech Republic | — | $176M | $180M | $176M | — | $169M | $185M | $170M |
| Sweden | — | — | $142M | $148M | — | $159M | $160M | $142M |
| Romania | — | — | — | — | — | — | $135M | $131M |
| Japan | — | $107M | $106M | $101M | — | $106M | $119M | $111M |
| Other Americas | $90M | $75M | $70M | $66M | $88M | $79M | $79M | $107M |
| Korea | — | $147M | $126M | $133M | — | $111M | $119M | $106M |
| Thailand | — | $123M | $131M | $125M | — | $117M | $124M | $104M |
| Other Asia | — | $78M | $74M | $71M | — | $78M | $62M | $79M |
| Total | $3.56B | $3.5B | $3.61B | $3.74B | $3.69B | $3.64B | $3.87B | $3.93B |
