| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $414.8B | $430.3B | $450.3B | $475.4B | $502.1B | $536.5B | $595.3B | $703.9B |
| Property and equipment, net | $151.2B | $161.3B | $171.0B | $185.1B | — | — | $246.6B | $281.0B |
| Other Investments | $34.2B | $36.2B | $38.0B | $51.0B | $52.6B | $63.8B | $68.7B | $106.9B |
| Other non-current assets | — | — | — | — | — | — | $68.7B | $106.9B |
| Goodwill | $29.2B | $31.9B | $31.9B | $32.2B | $32.3B | $33.3B | $33.4B | $57.8B |
| Deferred Tax Assets and Other Non-Current Assets | $9.7B | $13.9B | $14.9B | $13.0B | $14.2B | $16.8B | $15.0B | $17.5B |
| Software and Technology Licenses, Net | $9.7B | $13.9B | $14.9B | $13.0B | $14.2B | $16.8B | $15.0B | $17.5B |
| Net Investment in Lease | $13.6B | $13.6B | $13.6B | $13.7B | $14.3B | $14.5B | $15.2B | $15.5B |
| Operating lease right-of-use assets | — | — | — | — | — | — | $15.2B | $15.5B |
| Operating Lease Right-of-Use Assets in Other Assets | $13.6B | $13.6B | $13.6B | $13.7B | $14.3B | $14.5B | $15.2B | $15.5B |
| Intangible assets, net | — | — | — | — | — | — | $1.3B | $9.4B |
| Deferred tax assets | — | — | — | — | — | — | $9.1B | $2.0B |