| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| United States | $1.34B | $1.42B | $1.42B | $2.30B | $1.36B | $1.42B | $1.38B | $2.17B |
| China Mainland | — | — | — | — | $368.10M | $392.90M | $465.36M | $528.44M |
| Canada | $281.86M | $319.45M | $335.48M | $474.87M | $292.82M | $321.29M | $331.60M | $477.47M |
| Other geographic areas | — | — | — | — | $283.90M | $326.47M | $320.71M | $370.60M |
| Hong Kong SAR, Taiwan, and Macau SAR | — | — | — | — | $44.10M | $47.63M | $46.46M | $60.88M |
| Mexico | — | — | $10.66M | $22.64M | $19.21M | $21.92M | $20.81M | $33.54M |
| Total | $2.21B | $2.37B | $2.40B | $3.61B | $2.37B | $2.53B | $2.57B | $3.64B |