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 | $11.3B | $12.88B | $12.12B |
| Outside U.S. | $3.47B | $3.63B | $4.5B | $4.24B | $4.74B | $6.3B | $6.41B | $7.68B |
| Europe | $1.4B | $1.63B | $2.45B | $2.39B | $2.57B | $3.5B | $3.1B | $3.65B |
| Rest of world | — | — | — | $997M | $1.18B | $1.69B | $2.19B | $2.77B |
| China | $395.1M | $459.9M | $428.8M | $451M | $465.9M | $560.4M | $473.2M | $693M |
| Japan | $462.7M | $429.1M | $559.3M | $402M | $521M | $554.7M | $654.8M | $571M |
| Total | $11.3B | $11.44B | $13.53B | $12.73B | $15.56B | $17.6B | $19.29B | $19.8B |